For more information on the legal obligations of a charitable agent, see our guide for charitable agents. There are a number of organizations that can provide information or support to administrators. These include accounts – does your charity have to file its accounts with us every year? There are different requirements for different types of charities. All CIOs must send us their accounts and the annual report of the directors. Any other charity must do so if its annual income is more than £25,000 and all other registered charities must have their accounts available to send to us or someone else upon request. Reach Volunteering – offers an agent recruitment service and useful resources for charities and people interested in joining trustees Make sure you are well informed about all important policies in areas such as risk, protection and fundraising. Protection is a priority for all charities, not just those working with groups traditionally considered vulnerable. As a new attorney, you should take the time to read your security obligations. Not everyone is qualified to act as a charity proxy.
Exclusion as a charity agent is justified, inter alia, when a person: charitable agents must not benefit from the performance of their functions as charitable agents. You cannot accept a salary specifically for the activity of charitable agent or obtain other benefits. However, you may be reimbursed for reasonable expenses incurred in the performance of your duties. For more details and a full list of disqualifications from charitable agents, please see Section 55 of the Charities Act 2009 You need to know everything that makes it a charity and why it exists: if a charity is a business, a charity agent, who is also a director of the business, has additional obligations under company law and customary law in his or her capacity as Business Directors. If you are a charity trustee, check your charity`s entry in the charity register to make sure your data is properly recorded. Section 89 of the Charities Act 2009 provides that charitable agents may enter into a written service contract with a charity, but this section is not yet in force. The regulatory authority for charities will provide further guidance on remuneration in due course. Pay particular attention to the finances of the charity: you need to make sure that you have the information you need and that decisions are considered a group. While some proxies have expertise you want to rely on, make sure that no one person dominates the decision-making process itself.
Trustees of charities in England and Wales should complete and sign this form to confirm their qualification as trustees. Doing this right is not only a matter of complying with legal requirements, it also shows integrity, honesty and openness about what your charity does and how it does it. These values influence the public`s willingness to support charities and their trust and confidence that charities are run for reasons of public utility and not for private interests. The first thing you should do is get to know your charity well. You also need to know how to send us information. Here you can send information, update details and access our online forms. To do this, your charity needs an online password.