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Specific Duties of Trustees

Specific Duties of Trustees

Trustees have duties under charity law. They also have many specific duties under the general law, for example, as follows. (See also the Guidance Note - Charity trustees’ duties, responsibilities and liabilities.)

A trustee must:

  • under company law where the charity is set up as a charitable company; 
  • to deal with risk management (e.g. financial management, investment risk, data loss, asset loss/damage, reputation damage, money laundering, fraud risk, disaster recovery, insurance); 
  • to account for tax and VAT;
  • comply with legal and regulatory requirements in relation to fundraising (including gambling, appeals for funds, collections);
  • responsibilities in relation to employment of staff;
  • compliance with data protection laws;
  • relating to buying and selling of goods or services, whether through retail shops or online, including compliance with consumer law;
  • placing, complying with and administering contracts;
  • relating to borrowing/financing, making/receiving grants;
  • relating to health & safety, safeguarding (children or vulnerable adults);
  • use, maintenance and insurance of vehicles;
  • common law duties to take care not to cause damage, loss, or injury to people or property;
  • managing intellectual property; 
  • acquiring/disposing of freehold/leasehold property; and
  • planning law, conservation, environmental protection.

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