Tag: declaration

Charity Trustee – Declaration of Eligibility and Responsibility

Trustee Eligibility FormTrustees of charities in England and Wales should complete and sign this form to confirm their eligibility to be a trustee, and confirm that they:

  • are willing and eligible to act as trustees
  • understand their charity’s purposes
  • have passed any checks required if the charity works with children or vulnerable people

Send this form when you apply to register your charity with the Charity Commission.

You need to:

  • print the form
  • fill in the organisation name and the total number of trustees
  • tick relevant boxes if the charity works with children or vulnerable people or has a corporate trustee
  • get all trustees to read the form and linked material and then sign and date the form
  • scan the completed form and save as a PDF file

You can then upload the form when you apply to register.

If your charity has more trustees, print another declaration form for the additional trustees to sign.

Disqualification of Charity Trustees and Senior Managers

Image result for disqualification of trusteesA person is disqualified from acting as a charity trustee or holding a senior management position within a charity, if certain legal disqualification reasons apply to them.

From 1 August 2018 changes to the automatic disqualification rules mean there will be more restrictions on who can run a charity.

You will need to check that your trustees, Chief Executive Officer and Financial Directors will not be disqualified from acting in these positions after the 1 August 2018.

Your charity should have systems in place so that it can make sure people who are already in a trustee or senior manager position have not become disqualified in the period since they were appointed.

This can be done by asking them to sign a fresh declaration (at reasonable intervals) to confirm that they are not disqualified so that the signed declarations you periodically ask for:

  • are received from both trustees and any relevant senior managers
  • request confirmation that they are not disqualified under the automatic disqualification rules

More detailed information can be found by clicking here