For charities

Information for owners of voluntary sector archives or records

The Digitising the Mixed Economy of Welfare in Britain project is preparing bespoke guidance documents and case studies to help staff, trustees and volunteers of voluntary organisations manage their archives and records and/or make informed decisions about depositing records in an appropriate respository, such as a local record office or specialist collection.

Our Draft Guidance is available here.

In addition, the following sources of information may prove useful.

The Charity Archivists and Records Managers Group (CHARM) is made up of people responsible for or involved with the management and care of the records and archives of charities and voluntary organisations. CHARM membership is open to anyone interested in charity records and the group meets quarterly. CHARM produced a draft strategy to highlight the importance of good record-keeping in the charity and voluntary sector. This draft document sets out a strategy for the management, development and promotion of archives in the UK charity and voluntary sector.

The Community Archives and Heritage Group (CAHG) is a national group which aims to support and promote community archives in the UK and Ireland. Their website includes some very useful resources including cataloguing guidelines and advice on funding.

The British Records Association (BRA) aims to encourage and assist with the preservation, care, use and publication of historical records. The BRA’s main function is to rescue documents in danger of loss or destruction.

The National Archives has produced an introductory guide to archives for non-archivists. The National Archives has four advisors on private records (the function previously carried out by HMC), who are available to advise charities and voluntary organisations.

The Archives and Records Association (ARA) have produced a useful report on Volunteering in Archives (2014). This might be useful for organisation that intend to use volunteers in their archive projects.

The Collections Trust works principally with museum collections. However they have a range of resources and standards which charities, including those with objects in their possession, might find useful. In particular SPECTRUM 4.0 contains information on 21 collections management standards, all with accompanying guidance.