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Appointments and Resignations: Corporate Charities

Use this section when a trustee or company secretary joins or leaves a charity that is a corporate body: a charitable company limited by guarantee or a charitable incorporated organisation (CIO). It contains the internal paperwork that records the appointment or resignation. It does not contain the forms filed at Companies House, which are in the Companies House Forms for Charitable Companies section.

How is a trustee of a charitable company appointed?

A new trustee of a charitable company is also a new director, so the appointment should be properly recorded and the trustee's consent obtained. The Board Minutes Appointment New Trustee of CCLBG (Identity Verification Compliant) and the Written Resolution Appointment of New Trustee of CCLBG (Identity Verification Compliant) record the decision to appoint, whether taken at a meeting or in writing and take account of the Companies House identity verification requirements that apply to company directors. The Consent of Director to Act (Trustee/Director of Charity Company Limited by Guarantee) records the new trustee's agreement to act.

How does a trustee or secretary resign?

The Resignation of Trustee/Director of Charitable Company Limited By Guarantee and the Resignation of Trustee of a CIO are letters of resignation for the two corporate forms. The Letter of Resignation – Secretary of CCLBG is for a company secretary standing down.

Before appointing anyone, check that they are eligible and suitable using the documents in the Trustee Role, Eligibility and Fitness section. If the charity is unincorporated, appointments and retirements are dealt with under its constitution or trust deed rather than by these documents.

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Frequently Asked Questions

Why does a new trustee of a charitable company sign a consent to act? +
Two reasons. Companies House requires the appointment notification to include a statement that the person has consented to act, so you need their consent evidenced before filing. And the signed consent protects the charity if the appointment is later disputed, it shows the trustee knowingly took on the role. Pair it with the eligibility and fit and proper declarations for a complete appointment file. The consent to act template here is drafted for CCLBG trustees.
How does a trustee properly resign from a charitable company? +
By written notice in line with the articles, usually to the chair or the registered office, after which the company files the termination with Companies House within 14 days. Before accepting, check the resignation does not drop you below your articles' minimum number of trustees or leave quorum impossible; recruit first if it would. Update the Charity Commission record too. The resignation letter here covers the notice, and the Companies House Forms for Charitable Companies section under Records, Reporting and Compliance has the filing.
Our charity's company secretary is resigning. What do we need to do? +

Accept the resignation, notify Companies House within 14 days of the termination and update your records. A private charitable company is not required to replace the secretary, the trustees simply absorb the duties, though check your articles do not mandate the role. This section includes the secretary's resignation letter and the Companies House Forms for Charitable Companies section covers the Companies House termination notice.

How does a trustee resign from a CIO and who needs to know? +

By notice under the constitution, typically written notice to the CIO, taking effect per its terms. Update the register of trustees and the list of current trustees, check you still meet your constitution's minimum trustee number and inform the Charity Commission through its trustee update service or the next annual return. There is no Companies House filing because a CIO is not a company. The Resignation of Trustee of a CIO template covers the notice.

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