Guidance: Charity trustee welcome pack

Each year there are around 100,000 new trustees, appointed either as trustees of newly registered charities or existing established charities.

We recognise the vital role that they play and welcome people who take on a trustee position.

This guide is emailed to new trustees to introduce them to the role so that they have a basic understanding of their duties and responsibilities. It:

  • outlines the basics of trusteeship
  • summarises what they can expect
  • raises awareness of their duties and responsibilities
  • explains what needs to be sent to us
  • provides reference to more detailed guidance and information

The guide may also be helpful if you are:

  • a new trustee who has not received it by email
  • an existing trustee who would like to refresh their knowledge
  • thinking of appointing or inducting a new trustee
  • interested in becoming a trustee

Please note we send the welcome pack to each new trustee at the email address they have given us.

“As a trustee you will be able to use your skills and experience and have a direct influence over a cause you care about. It is a rewarding role, but there are responsibilities meaning you will need to give up enough time to help your charity succeed. You should use your first six months to really get to understand your role and responsibilities. We have prepared this short guide to help you do that. It tells you what to expect in your first year and where you can get more detailed advice.

Charities have a special place in our society because they are committed to helping others. This creates a level of trust from the public that we must protect. You will need to help run an effective charity that shows how it operates for the good of others, while we will provide guidance and services to support you in that.”

Helen Stephenson – Chief Executive – Charity Commission

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