Are you fit to be a charity trustee?

To act in the best interest of the charity and its beneficiaries

To volunteer for charity events

To manage the day-to-day operations of the charity

To raise funds for the charity

Ensuring the charity complies with the law, including charity law

Filing annual tax returns

Setting salaries for charity staff

Reviewing and signing all charity invoices

Being related to another trustee

Having a personal connection with a service user

Offering professional advice to the charity

Benefiting financially from a contract with the charity

It doesn't need to be reviewed unless there's an issue

Annually or as needed based on changes in circumstances

Every 5 years

Every 3 months

Personal or family involvement with the charity

An understanding of the charity's beneficiaries and services

A willingness to spend significant time volunteering

Expertise in finance or fundraising

Ensuring the charity's funds are used in line with its aims and objectives

Collecting membership fees

Managing the charity’s investments

Approving all donations

Inform the Chair but stay in the role

Attend only important meetings

Step down from the role

Delegate responsibilities to other trustees

Trustees are only liable if they volunteer to take financial responsibility

Trustees are personally liable if they breach their duties or act negligently

Trustees are always personally liable for any debts of the charity

Trustees can never be held personally liable