Events

Introduction to the Financial and Legal Responsibilities of Charity Trustees

Shakespeare Martineau LLP

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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