This practical, accessible session is designed for newly appointed trustees or anyone looking for a clear refresher on the core duties of charity governance and financial stewardship. It provides a strong foundation for understanding your role and the standards expected of trustees.
Legal Duties and Governance Essentials
- The key features of different charitable legal structures and what they mean in practice
- Common terminology explained simply and clearly
- An overview of trustees’ legal duties and responsibilities, including the specific statutory and regulatory standards against which trustees are assessed
- How to demonstrate good governance and comply with Charity Commission expectations
Financial Responsibilities Made Clear
- Understanding the different types of charitable funds and the restrictions that apply
- An introduction to the fundamentals of charity financial management, including budgeting, controls and reserves
- When and why a charity might use a trading subsidiary
- Trustees’ obligations around serious incident reporting and maintaining transparency with the Charity Commission
This session provides a solid grounding in the essentials, preparing trustees for confident participation in board discussions and effective oversight of their charity’s work.
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