Trustees unlimited preboard training presentation
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Presentation from Trustee Unlimited preboard training event
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Trustees unlimited preboard training presentation
- 1. Trustees Unlimited Pre-Board Training 14 July 2011
- 2. Trustees Unlimited Welcome – Stephen Brooker
- 3. Trustees Unlimited Introduction to NCVO & the sector Karl Wilding
- 4. The UK Voluntary Sector: funding and resources Findings from the Civil Society Almanac 2010 Twitter: #almanac2010 Feel free to share, but please cite NCVO as the source www.ncvo-vol.org.uk/almanac - comment, analysis, download
- 5. The estimates in this slide pack refer to the voluntary sector only – based on the general charities definition
- 6. How to grow by £10bn: donors + delivery
- 8. Can we invest to generate more income? Income from investments & cash in bank: £3.2bn Investment management costs: £459m Investments: £68.8bn Fixed Assets: £89.9bn Current Assets: £21.7bn
- 9. Reserves
- 10. 91,000 micro organisations Income: £264m Income: £26.9 billion 4,566 major organisations 75,000 small/ medium organisations Income: £8.4 billion Income is heavily skewed to the few…
- 12. Trustees Unlimited Roles and responsibilities Anne Moynihan
- 13. Role of trustees/trusteeship “The board of trustees is ultimately responsible for everything a charity does. Good governance demands that trustees set clear aims and objectives, establish priorities, safeguard the charity’s assets and use them exclusively for the benefit of the charity’s beneficiaries.” The Good Trustee Guide, 5th edition
- 14. Who are (& are not) trustees? The persons having the general control and management of the administration of a charity Section 97 of the Charities Act 1993 The people ultimately responsible and accountable for a charity’s performance
- 17. Duty of care
- 18. Duty to safeguard and protect the charity’s resources
- 20. Duty to comply with the law/s
- 21. Duty not to profit
- 23. What do trustees do cont’d? Where staff & volunteers are employed: Respect the role of staff & volunteers – sets policies to guide them & safeguard interests of charity Set up employment procedures – recruitment, support, appraisal, remuneration & discipline Select, support and hold chief executive to account
- 26. Clear roles and responsibilities
- 27. Records of decisions taken
- 28. Provisions in governing document
- 30. Incorporation
- 37. Why be a trustee? “…we are the folk of a can-do/will-do spirit….working for a charity works for us – replenishes our optimism, provides us with priceless insights, energises us even whilst it tires us and binds community…” Andrew Philips, OBE, 2008
- 38. A range of opportunities Culture and Arts |Sports |Recreation |Education Research |Health|Mental Health|Crisis InterventionSocial Service|Environment |Animal Protection Economic Social and Community |Development|Housing |Employment and training |Civic and Advocacy | Law and Legal Services |Grant-making Foundation Umbrella Bodies |International |Religion |Politics Volunteerism | Philanthropic
- 40. Are you committed to the objects of the charity?
- 42. Is the charity financially sound?
- 44. Is the charity incorporated?
- 46. Useful resources Publications: The Good Trustee Guide, 5th edition, NCVO Reducing the Risks of personal liability, 3rd edition, NCVO – free to download - http://www.ncvo-vol.org.uk/products-services/publications/reducing-risks The Essential Trustee, Charity Commissionhttp://www.charity-commission.gov.uk/Charity_requirements_guidance/Charity_essentials/The_essential_trustee.aspx Good Governance: a Code for the Voluntary & Community Sector – free to download - http://www.ncvo-vol.org.uk/codeofgovernance
- 47. Sarah KingChief Executive, Reach Volunteering
- 48. Trustees Unlimited Tips on how to secure a role Ian Joseph
- 49. Trustees Unlimited Q&A to Panel Stephen Brooker – Chair Karl Wilding Anne Moynihan Sarah King Ian Joseph
Notes de l'éditeur
- Obviously what trustees do will vary from organisation to organisation but their responsibilities remain the same no matter what size the charity is or what it is established to deliver.How many of you are in an organisation with no paid staff – so for those that haven’t you will not only be governing but also doing or involved with everything else.Definition of governance:The process by which a governing body ensures that an organisation is effectively & properly run – Sandy AdirondakThe systems & processes concerned with ensuring the overall direction, effectiveness, supervision and accountability of an organisation – Chris Cornforth
- Trustees will put themselves at risk of personal liability only if they…. Read from slideBreach of trust – eg exceeding the powers given in the governing document - allowing resources to be used for a purpose which falls outside the charity’s objects, taking out a loan that the charity is not in a position to pay back.May personally have to repay resources.Joint and several liability – so can be held collectively and personally liable. Those with the deepest pockets are likely to be pursued first. e.g. Wrongful trading – continuing to trade where the trustee knew or ought to have known that there was no reasonable prospect of the charity avoiding insolvency
- Droitwich Ferret Welfare charity as a small case study – good practice in that they have recognised that they need to broaden the skills, experience and knowledge on their board & they particularly need to bring in younger peopleMention the Kings Cross Ferret -