For this day long course, aimed at both clerks and councillors, we will be joined by Roger Taylor, one of the country's leading experts in parish and town council legal matters . Roger has extensive experience of helping councils with establishing and managing their often complicated relationships with charitable trusts; this promises to be an essential session for all councils who currently have some form of responsibility for a trust or are thinking of establishing one.
Topics covered will include:
- Statutory role: background
- The Trusteeship role: Sole, joint and custodian, incorporated and holding trustees. Ex-officio trustees.
- Appointment of trustees. The charity's governing document and its charitable purpose.
- Issues to consider at registration.
- Issues after registration: Separating charity property from local authority property.
- Dealing with conflicts of interest.
- Use of trustee's property by a charity and vice versa.
- Trusteeship arrangements other than a local council.
- Roles, duties and responsibilities: Trustees, Chairman and Treasurer.
- Governance issues: Meetings, the Annual Report.
- Examples of charitable trusts and how they might work: Recreation Grounds, village halls, allotments.
- Other examples of activities within the charity's purposes.
- Financial management of trusts: Accounting and reporting, audit and scrutiny.
- Investment: Common Investment Fund and Deposit Fund.
- The Charity Commission.
Cost: £55pp for SALC members (including refreshments and a buffet lunch), £200 for non-members.