Trustworthy

An essential guide for Local Councils as Trustees

This course is worth 3 CPD points

This course explains the law relating to trusts and provides operational guidance for the trusteeship of charities. The course will be beneficial to all officers in local councils whether involved with trusts or to members who might be trustees.  Come away with a background of the statutory role, knowledge of roles and responsibilities in day to day operations, and a wider understanding of issues connected to trusts.

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The Topics

Statutory role: background

The Trusteeship role – sole, joint and custodian, incorporated and holding trustees. Ex-officio trustees. Appointment of trustees. The charity’s governing document and its charitable purpose.

Issues to consider at registration

Issues after registration – separating charity property from local authority property. Dealing with conflicts of interest. Use of trustee’s property by a charity and vice versa. Trusteeship arrangements other than a local council.

Roles, duties and responsibilities - Trustees, Chairman, and Treasurer.
Governance issues – Meetings, the Annual Report

Examples of charitable trusts and how they might work – recreation grounds; village halls, allotments. Other examples of activities within the charity’s purposes.

Financial management of trusts – accounting and reporting, audit and scrutiny.

Investment – Common Investment Fund and Deposit Fund.

The Charity Commission


TALK THROUGH AND DO

USEFUL HANDOUTS including common terms, sources of information

CASE STUDIES

NETWORKING

OUR PARTNERS
Hedleys Solicitors LLP – a specialist provider in legal work for our sector

What past delegates think...

“One of the best courses I have attended, provided a great deal of food for thought” , D J Sharpe, Hythe and Dibden Parish Council

“Excellent concise and engaging speakers on a “dry topic" Bill Richards, Chesham Town Council

“Excellent introduction to Trusts and Charities – very useful”, Tim Perkins, Abbots Langley PC