Trustees – Guidance Notes and Documents

This subfolder contains items designed to assist charity trustees to meet their various legal duties and obligations under charity and other applicable laws.

We recommend that all individuals who are already trustees, or who are to be appointed as trustees, of any charity read the Guidance Note – Charity Trustees’ Duties, Responsibilities and Liabilities in this subfolder. It provides an introduction to the various obligations imposed by law on trustees.

The other items in this subfolder are also documents which relate to charity trustees as individuals rather than to the charity organisation itself. These documents can be used when both when setting up a charity and subsequently.

Some of the documents relate to dealing with actual or potential conflicts between a trustee’s interests and those of the charity. The Charity Commission recommends that charities adopt a conflict of interest policy, and we have included two forms of Conflict of Interest Policy in this subfolder, one for CIOs and one for Charitable Companies Limited by Guarantee.

These Trustees– Guidance Notes and Documents documents are part of the Corporate folder. Access all Corporate documents for £35+VAT.