An Introduction to Trustee Finance Duties
Understanding financial responsibilities is at the heart of good governance. This session introduces charity trustees to their key financial duties and the principles that underpin sound financial stewardship. We’ll explore trustees’ collective responsibilities for managing resources, approving budgets, monitoring financial performance, and ensuring compliance with charity law and regulation. Participants will gain confidence in reading financial information, asking the right questions, and supporting their charity’s long-term sustainability.
We will explore:
Protecting the money
Managing payments to trustees
Keeping good financial records
Knowing the financial position
Managing difficulties promptly
What to expect:
Time to connect
Time for Q and A
A relaxed environment
Small charity expertise
What you will get:
Engaging slidedecks
Example templates
Worksheets
A supportive community
Content:
These materials will be available for two weeks after the session. Please make sure you download what you need. All our content is provided on a Creative Commons License. In short, this means that you are free to use these with the original branding and on a non commercial basis.
