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induction by the charity trustees and if possible by the superior which explains the link between the institute and the charity and the history of the two organisations.
It is sensible that the induction makes clear to the lay trustee the parameters of their role as charity trustees and the demarcation between the charity and the institute. It may also be appropriate to explain that there will be a distinction between meetings of the council to consider matters pertinent to the institute and meetings of the charity trustees. Where possible these should be dealt with as separate meetings.
As part of any induction the lay trustees should be given:
Copies of the charity’s constitutional documents in civil law (but there is no need to provide copies of the institute’s canonical constitutions)
A copy of the document appointing them as a charity trustee – this could be as simple as a letter from the superior or might, depending on the charity’s constitution, be one or more formal legal documents
A note of their terms of of ce
Information about the role of a trustee, we would recommend a copy of the Charity Commission’s publication “The Essential Trustee: What you need to know”
Details of the charity’s insurance arrangements
and, in particular, any trustee or of cer’s insurance
Chapter 2
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