Clarke & Son Articles

Duties and Responsibilities of a Charity Trustee

Please see our checklist below for everything you need to think about when you are a trustee for a charity:

Responsibilities

Trustees have overall legal responsibility for the charity by ensuring that:

  • the charity achieves its purpose;
  • the assets in the charity are protected and used exclusively to pursue its purpose;
  • the charity complies with the Law in its governing documents;
  • the charity remains solvent and is not exposed to undue risk.

General Duties

Trustees:

  • first of all have a duty of care to act reasonably and prudently. This duty is higher in arears where of their own expertise;
  • must at all times act in the best interests of the charity and beneficiaries;
  • must take advice when they are not confident about making a decision;
  • make avoid conflicts between their personal interests and the interests of the charity;
  • must not profit from their role unless it has been specifically allowed.

Decision Making

  • The Trustees Board must take decisions collectively;
  • the Trustees must not take decisions independently unless the governing document or statutory provisions and the Trustee Board give them authority;
  • the Trustee Board must meet as often as necessary to carry out the responsibilities.

If you have a query or would like to book an appointment please get in touch with our First Contact team on 01256 320555 or email mail@clarkeandson.co.uk

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