The role of a trustee

The role of a trustee has never been more important. As with every industry, the not for profit sector has been hit hard by Covid-19, with organisations across the UK facing similar struggles to one another whilst the dependence of their services are at an all-time high. These challenges mean that the importance of trustees to effectively fulfil their duties has never been more crucial.

According to the Essential Duties of a Trustee, the role of a trustee is to:

  • Ensure your charity is carrying out its purposes for the public benefit
  • Comply with your charity’s governing document and the law
  • Act in your charity’s best interests
  • Manage your charity’s resources responsibly
  • Act with reasonable care and skill
  • Ensure your charity is accountable

There is an incredible amount of helpful links and guidelines available online, some of which are listed below:

Charity Commission – 15 Questions Trustees’ Should Ask

Charity Commission – Charity purpose and rules

Charity Commission – Making decisions at your charity

Charity Commission – Managing charity finances

Charity Commission – Managing conflicts of interest

Charity Commission – The Essential Trustee, What You Need to Know, What You Need To Do

Charity Digital Code – Download Here

Charity Governance Code – Download Here

Directory for Social Change – Seven Top Tips for a Well-Functioning Board

Fundraising Regulator – Fundraising Key Principles Guidance

Fundraising Regulator – Trustee Responsibilities

Getting on Board – How to become a trustee (guide)

NCVO – Governance Wheel (membership required)

NCVO – Improving Organisation Resilience; What Trustees Need to Consider (video)

NCVO – Individual Trustee Performance Review (membership required)

Reach Volunteering – The Need For a Digital Trustee

Reach Volunteering – Trustees’ Legal Responsibilities and Liabilities

To learn more about the work we do for Trustees, including information about our upcoming events, please visit Leads website (a division of the Jewish leadership Council).