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Bene ciaries
Keeping a dialogue with bene ciaries of the charity can help to improve services and resolve complaints. It is crucial for every charity to have
a complaints policy which staff can direct bene ciaries to and which provides a framework for how complaints should be handled.
Supporters/Funders
If you have external funders they may have placed restrictions on
how their money can be spent, for example they may want nancial updates, reports and site visits. It is important to keep a record of these requirements as well as to make sure that any funds ring-fenced for a particular project are accounted for accordingly and not accidentally spent as general funds.
(c) Making sure any power you delegate is properly managed and monitored.
When trustees delegate any of their power to one of their number, a committee, or of cers of the charity it is important that the parameters of this delegation are laid out clearly. This should, as a minimum, include placing caps on the amount one individual can spend without going back to the trustees; clear guidelines on when reports should be made to the trustees and what level of detail is required in those reports.
Ultimately the trustees remain responsible, and you should be comfortable that you have enough information to know what is going on in the charity, and are able to step in if needed. It is crucial in this process that trustees are able to hold employees to account and ask probing questions.
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