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Succession planning for the Chair of Trustees and Governors

The Chair of the Board be it Directors, Governors or Trustees is often the visionary and strategic thinker.  It is they that drive the 3, 5, or 10 year plan and who are closely involved in monitoring its implementation and success. Commercial businesses normally have a plan in place for the retirement or resignation of… Read More

Finding new Trustees (CC30)

The recruitment, appointment and induction process for new charity trustees and how to set a framework recruitment. Finding the right trustee can be challenging for charities of all sizes. However the charity commission advises charities on how to recruit, select and appoint trustees. Getting the right candidate is very important to the charity as the… Read More

Charities in the news

The irony of the Charity Commission “Regulatory alert to charities – safeguarding” issued 19 December 2017 and the recent high profile Presidents Club and Oxfam scandals have not been lost on us. Reputational risk should not be underestimated by charities as years of hard work and impact can be wiped out by one indiscretion. The events in each situation were… Read More

Charities, are you GDPR ready?

The General Data Protection Regulations (GDPR) come into force on 25 May 2018. To assist our clients in understanding what was required under this legislation, Dafferns LLP and Band Hatton Button held a seminar in February which was very well attended. However there is still concern that many smaller charities are still not fully aware of what… Read More

2017 Tennis and Table Tennis Tournaments

Improving Decision Making at your Voluntary Board meetings

As a school governor and member on a voluntary board, myself, there are good practices which should be recommended to all boards when operating their meetings. Having spoken with friends and colleagues on similar boards of charities and church councils the important thing to remember is that, as volunteers, many of us have already worked… Read More

The importance of a good clerk

I should start this blog with clarifying what I mean when applying the term Clerk for “not for profit” entities as, in practice, the title can be applied to a variety of roles.  The Clerk is the link between the Board of Trustees (or Directors) and the operational staff; however for small entities it may… Read More

Is your Board of Trustees or Governors your “Critical Friend”?

Earlier blogs have talked through the importance of a skills audit, recruitment and succession planning for the Chair.  Now consider whether your Board of Trustees or Governors are holding your Charity or School to account. Your Board is responsible for the organisations vision and direction; implementing strategies; monitoring performance, and challenging the Managers or Senior… Read More

Recruitment of Governors and Trustees

As any not for profit sector Board knows, be it charitable or educational, we are often so grateful that anyone wishes to participate and share the workload we are so quick to take them up on their offer that we do so without stopping to consider whether they are bringing value to the existing Board…. Read More

Helpful new fundraising guidance for charity trustees

Fundraising is often a vital part of a charity’s interaction with the public. A key challenge for Trustees is not only to oversee financially successful fundraising, but fundraising that is carried out legally and in a way that reflects and upholds the values of the charitable organisation. The benefit of getting this balance right is… Read More