The Effective Trustee - Understanding Your Legal Responsibilities

Trustees are the people in charge of a charity. They help to make the UK the sixth most giving country in the world. They play a vital role, volunteering their time and working together to make important decisions about the charity’s work. Trustees’ Week is an annual event to showcase the great work that trustees do and highlight opportunities for people from all walks of life to get involved and make a difference.

This two hour seminar delivered by David Porter, Consultant with Fieldings Porter Solicitors , is aimed at existing charity trustees that would like to refresh their knowledge and understanding of their responsibilities.

The seminar will give an overview of your legal responsibilities and will cover key aspects of your duties including: 

• Recruiting charity trustees and eligibility

• Primary responsibilities of charity trustees

• Compliance with your charity’s governing document and the law

• Managing your charity’s resources responsibly

• Benefits to trustees and conflicts of interest • Liability of trustees and where you may need to consider incorporation.

David S Porter is a practicing solicitor, who has specialised in advising Charities over the last 35 years. He has been a volunteer, committee member, Trustees and Chair of several Charities. He is currently the chair of the Provincial/Walsh Trust for Bolton, a charity that makes awards and grants for charitable purposes. With the experience of his involvement with charities at the coal face over 50 or more years he has advised local national and international charities. He has also advised Trustees, Governors and Directors as to their obligations and liabilities when running charities. He has formed charitable companies limited by guarantee, Charitable Incorporated Organisations (CIOs) and prepared charitable Trust Deeds and Declarations of Trust. He has also advised charities as to their mandatory obligations when selling or leasing property; borrowing monies from funders and making lottery, Sports England and other charitable applications; and advised with regard to investing in the stock market and other companies.

21st September, 2017 10:00 AM   to   12:00 PM
Thicketford Centre
Thicketford Road
Bolton, BL2 2LW

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Phone: 01204 546010
To help cover course costs, a donation would be appreciated

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