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any transactions with the generalate are carried out and the control over those transactions must reside with the charity trustees.
Thus, while the trustees of the English charity may receive requests from the institute’s generalate or other parts of the institute to pool funds or transfer funds, ultimately the decision as to whether to accede to this request rests with the trustees and can only be agreed to if it is in the best interests of the charity.
Requests may be divided into those that are for relatively small amounts – possibly to cover the administrative expenses of the generalate – and requests for larger amounts which are often to fund projects overseas – in both developed and in developing countries or, for example, to facilitate the building of novitiates in developed countries which will be used principally for the formation of members from the developing world.
Those requests for funding of the administrative expenses of the generalate or for relatively small amounts will be easier to deal with. However, the principle of considering whether the payment is in the best interests of the charity, recording agreement to make the transfer in the charity’s minutes and deciding how the use of the funds will be monitored still apply.
WHAT IF THE CHARITY IS ASKED TO FUND A CAPITAL PROJECT BY ONE OF THE INSTITUTE’S OVERSEAS PROVINCES OR BY A UK CHARITY?
In considering any request for larger or speci c project funding, the trustees of the English charity should:
For example, if the monies were required for a capital project such as the building of a school, the application might include:
1. Con rmation that the land on which the building is to be constructed belongs to the institute or is subject to a long lease with details of any
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Request a written formal request for funding from the generalate. At the very least this should set out details of the project to be funded or the expenditure to be met from the funding. This needs to be detailed and ideally should include suf cient information to enable the trustees to understand the scope of the project, the longer term plans and future of the project to be funded and the risks associated with it.