Page 28 - Demo

Checklist for a welcome letter to lay trustees
The institute
O Explain the history behind the institute and its founder
O Explain the key ethos and mission of the institute
O Explain that canonical governance structure and the role of the superior and council
The charity framework
O Detail the charity’s governing documents and include copies O Explain the structure of the charity (e.g. is it a CIO, charitable
trust or company)
O Explain if the trustees are a Part 12 incorporated body
O Explain the objects of the charity and how the charity is established to hold the assets that provide for the members of the institute
O Explain the relationship between the charity and the institute O Enclose a copy of the charity’s most recent accounts
O Enclose a list of the charity’s properties
Appointment as trustee
O O O
Con rm how the individual has been appointed and provide a copy of the document
Ask the individual to complete a trustee declaration form in the Charity Commission approved format
Ask for certi ed copies of passports and other forms of identi cation that will be needed to provide to banks, investment advisors and solicitors etc.
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Chapter 2