Guidance

Charity trustee welcome pack

As a new charity trustee, this guide will help you in your role. It can also be used by existing trustees to refresh knowledge and skills.

Applies to England and Wales

Documents

Details

Each year there are around 100,000 new trustees, appointed either as trustees of newly registered charities or existing established charities.

We recognise the vital role that they play and welcome people who take on a trustee position.

This guide is emailed to new trustees to introduce them to the role so that they have a basic understanding of their duties and responsibilities. It:

  • outlines the basics of trusteeship
  • summarises what they can expect
  • raises awareness of their duties and responsibilities
  • explains what needs to be sent to us
  • provides reference to more detailed guidance and information

The guide may also be helpful if you are:

  • a new trustee who has not received it by email
  • an existing trustee who would like to refresh their knowledge
  • thinking of appointing or inducting a new trustee
  • interested in becoming a trustee

We send the welcome pack to each new trustee at the email address they have given us. You can update your charity details online, including email addresses.

Updates to this page

Published 30 April 2018
Last updated 29 May 2018 + show all updates
  1. We have added a PDF version of the welcome pack for download.

  2. Added translation

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