Charity Trusteeship James Newell Senior Associate Fundraising & - - PowerPoint PPT Presentation
Charity Trusteeship James Newell Senior Associate Fundraising & Management Trustee (Finance and Personnel) The Howard League for Penal Reform My background Around 7 years in the sector. Small charities reporting to
Senior Associate – Fundraising & Management Trustee (Finance and Personnel) – The Howard League for Penal Reform
Around 7 years in the sector. Small charities – reporting to trustees. Big charities – more distance from the board. Fundraiser/Consultant – pitching to trustees. Current Trustee of a national charity. Past Trustee of small charities.
What is ‘trusteeship’? Why ‘voluntary’? Non-executive directors. In real terms. Your risk.
Personal development. Chance to shape the future development of a
Guidance from the Charity Commission.
http://www.ncvo-vol.org.uk/products-
Far more in-depth than CC3. Includes ‘how to’ guides, real-life case studies
Compliance Prudence Care Delegation
Internal Financial Controls for Charities CC8 Trustee expenses and payments CC11 Charities and Investment Matters: A guide for trustees CC14 Charity Reporting and Accounting: The essentials April 2009 CC15b Receipts and Payments Accounts Pack CC16 Accruals Accounts Pack CC17 Charities and Fundraising CC20 Registering as a Charity CC21 Users on Board: Beneficiaries who become trustees CC24 Charities and Risk Management: A guide for trustees CC26 Sales, leases, transfers or mortgages: What trustees need to know about disposing of charity land CC28 Finding New Trustees: What charities need to know CC30 Acquiring Land CC33 Collaborative Working and Mergers: An introduction CC34 Charities and Public Service Delivery: An introduction and overview CC37 Appointing Nominees and Custodians: Guidance under s.19(4) of the Trustee Act 2000 CC42 Charities and Meetings CC48 Charities and Insurance CC49 Charities and Commercial Partners RS2 Collaborative Working and Mergers RS4 Tell it like it is: The extent of charity reserves and reserve policies RS13 Stand and Deliver: The future for charities providing public services RS15 Charity Commission Risk Framework A Guide to Conflicts of Interest for Charity Trustees
Any questions?
James Newell jnewell@ks.co.uk 07843 422 816 uk.linkedin.com/in/jamesnewell1/
Nomination by other Trustees Elected by Charity’s members As a result of their existing position in the
Communications Financial Acumen Connections Marketing Availability of Time
Range of Experience Diversity Commitment to the Charity
Main responsibilities expected of the individual
Reporting processes and connections inside
Standards expected of the Trustee How much time will be required to fulfil the role
Open and Transparent Stages in the process Structure of the Interview and make up of the
Use of Objective Testing Decision Making and Timescales Involved
Consistency of Questions to Candidates Mix of Open and Closed Questions? Examples of How They Have Been Successful Examples of What They Can Bring to the Organisation Checking There is a Good Match between the
Panel Preparation – Who asks questions, takes notes.
Understanding of the Organisation and its Goals Motivation to become a Trustee Awareness of Their Legal Responsibilities Ability to Communicate and Represent the
How They Can Improve the Organisation’s Reach in the
No Conflicts of Interest Time Availability
Review of the Interview Notes from the Panel Analysis of any Formal Testing - Psychometrics Review of any Verification Results - DBS Check of Charities Commission Register Confirmation of Decision Notification of Appointment to Interested Parties
Organisation’s Governing Plan Latest Annual Report and Accounts Minutes of Recent Trustee Meetings Guidance on the Legal Responsibilities of a Trustee Policy on Conflict of Interest Strategic Plans Mission Statement and Values
Current skills & knowledge Future requirements Gaps Diversity Reflective of the membership Belief in the mission of the Charity
Quality, Experience & Diversity of Trustees Lack of disclosure of the selection process Only 6% disclose the skills of their Trustees
Proactive verses Reactive Word of mouth, existing Trustees & Network Free Advertising & Volunteer Organisations Proactive Search and Selection – using
NPC perspectives, ‘Talking about results, September 2010
Bar in the Community The Big Give – Trustee Finder Arts and Business Charity Finance Group
Charity JOB Do-it The Guardian
The Honorary Treasurers Forum The Institute of Chartered Accountants for
Trustee Bank
The Smart programme TrusteeWorks Trustees Unlimited
Specialist Not for Profit Recruitment
Fully owned by Kingston Smith LLP Competitive rates agreed at the start of the
Flat fee for Trustee recruitment of £5k Full Payment only on Placement
Extensive database built up over 30 years Access to external job websites included Fully managed recruitment process Assistance in Skills Identification Ambassador for your Charity Candidates Pre – interviewed - Shortlist Reference checking and collection
Pamela Butler 020 7306 5698 Nanja Fourie 020 7306 5668 Sue Chenery 020 7306 5667