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Texel Sheep Society

Charitable Trustee Training

Case Study

Client: Texel Sheep Society

Issue: to keep trustees appraised of their continuing duties and obligations relating to company, charities and accounting regulations. To provide pragmatic advice to help them in their role as a trustee.

Our input: Delivering trustee training at a strategic away day

Formed in 1974 the British Texel Sheep Society has grown into the largest registry of pedigree Texel sheep anywhere in the world. Today more than 2000 members birth notify 55,000 lambs with 20,000 females and 1500 males going onto full pedigree registration annually. The Society and its 19 regional clubs market some 12,000 breeding rams through 35 sales throughout the UK.

The Charity’s board is drawn from Area directors, representing thirteen geographic regions. The strategy for the charity is implemented by the chief executive and staff at the Society’s offices at Stoneleigh Park, central England.

How we delivered

The training was tailored to the charity’s specific circumstances and covered:

  • Strategic risks – impact, sustainability, compliance and reputation
  • Legislation and accounting regulations
  • Restricted v. unrestricted funds
  • The conundrum of charity reserves
  • Making the most of your finances
  • Income generation
  • Internal financial controls – risk and value for money

What the client says:

“The training was an invaluable process to help support Trustees in the delivery of their responsibility…which is an ever-increasing complex web of rules and regulations. The contribution from Dafferns was excellent and clearly delivered.”

John Yates – Chief Executive, Texel Sheep Society