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Course The Role and Duties of the Charity Trustee


High profile failures of charities and additional powers to remove, suspend and disqualify trustees have thrown a new focus on the role, duties and responsibilities of the charity trustee.

Charity trustees often have no previous experience as trustees or in the running of organisations, and their role may be extensive and the responsibilities demanding. There are various good practice codes which may apply but there is a potentially daunting amount to assimilate.

This half-day course will be of interest and benefit to all those advising charities and their trustees, trustees themselves, and chief executives and other professionals working within charities.

The course covers:

  • The legal rules concerning eligibility to become a charity trustee, and the levels of care and skill legally required of trustees
  • The legal duties of trustees, and differences which may arise from the various forms in which charities may be constituted (including the ‘trust’, the ‘company’ or the ‘CIO’)
  • The trustees’ core duty to fulfil the charity’s purposes for the public benefit, their fiduciary duties and duties of loyalty, their responsibilities for financial management and the maintenance of reserves
  • Further duties of accountability, reporting, the protection of charity property, risk management and succession planning
  • The role of the Charity Commission, Charity Commission guidance on trustee responsibilities, and codes which may be relevant to trustee behaviour
  • The new rules in the Charities (Protection and Social Investment) Act 2016 relating to social investment and to fundraising

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3 hours


Package Price
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Non Member

(Excluding VAT)


Mark CardaleDetails



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