Date01 Nov 2021
People become trustees of charities for many different reasons: they may be passionate about a particular cause, looking to use their professional skills or considering their own development and have a wish to volunteer.
For the charity, trustees are a vital part of an organisation, ensuring the vision and strategy of the charity are clearly defined and articulated in all its activities.
Trustees also safeguard the charity’s assets and funds and support the work of the staff to whom they delegate the day to day running of the charity. So, if a trustee is to be effective, it is vital that they should get to know and then understand their charity, which is why the induction process is so important for all new trustees.
Key elements of the induction process
‘The Essential Trustee’ (guidance document, CC3, from the Charity Commission) explains the key duties of all trustees of charities in England and Wales, with similar guidance being available from OSCR for trustees of Scottish charities.
The full document, CC3 can be found via the following link:
The main duties of a trustee as stated in The Essential Trustee are to:
Every trustee must receive a copy of the charity’s governing document and understand what their charity can legally do, its purpose and its structure, considering:
Would you like to know more?
If you have any queries regarding what we cover in our guide, please get in touch with your usual contact or email firstname.lastname@example.org.