Model financial delegations

A finance committe will take delegated responsibility on behalf of the board of trustees for overseeing all financial aspects of the charity so as to ensure short and long term viability and report back to the board accordingly.

All charities should, but most charities do not, ask potential trustees to sign a declaration about their eligibility for the post of trustee. This sample declaration form is an adapted and more detailed version of the declaration form for trustees which can be found on the NCVO website and which is used here with the kind permission of NCVO.

For those trustees with funds available for long term investment, agreeing an investment policy is fundamental to managing risk and making the best use of your resources.

This model document is written for those charitable companies in England and Wales with established boards of trustees which employ a senior management team and delegate significant, specific functions. all model documents should be tailored to the needs of individual organisations.