Trustee example role - Advocacy Matters

Trustee duties

Ensuring that the organisation pursues its stated objects (purposes), as defined in its governing document, by developing and agreeing a long-term strategy
Ensuring that the organisation complies with its governing document (ie its trust deed, constitution or memorandum and articles of association), charity law, company law and any other relevant legislation or regulations
Ensuring that the organisation applies its resources exclusively in pursuance of its charitable objects (ie the charity must not spend money on activities that are not included in its own objects, however worthwhile or charitable those activities are) for the benefit of the public
Ensuring that the organisation defines its goals and evaluates performance against agreed targets
Safeguarding the good name and values of the organisation
Ensuring the effective and efficient administration of the organisation, including having appropriate policies and procedures in place
Ensuring the financial stability of the organisation
Protecting and managing the property of the charity and ensuring the proper investment of the charity’s funds
Following proper and formal arrangements for the appointment, supervision, support, appraisal and remuneration of the chief executive (if the charity employs staff)

In addition to the above statutory duties, each trustee should use any specific skills, knowledge or experience they have to help the board of trustees reach sound decisions. This may involve scrutinising board papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, or other issues in which the trustee has special expertise.

Person specification

A commitment to the organisation
A willingness to devote the necessary time and effort
Strategic vision
Good, independent judgement
An ability to think creatively
A willingness to speak their mind
An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
An ability to work effectively as a member of a team
A commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.