You must be at least 16 years old to be a trustee of a charitable company or a charitable incorporated organisation.
You must not act as a trustee if you are disqualified under the Charities Act unless the disqualification has been waived by the Charity Commission. Reasons for disqualification include:
- disqualification as a company director
- having an unspent conviction for an offence involving dishonesty or deception (such as fraud)
- being an undischarged bankrupt, or having a current composition or arrangement including an individual voluntary arrangement (IVA) with your creditors
- having been removed as a trustee of any charity by the Commission (or the court) because of misconduct or mismanagement
- being on the sex offenders’ register.
Fit and Proper Persons
Charities that want to claim UK tax reliefs and exemptions (e.g. Gift Aid) must meet the management condition in the Finance Act 2010. This requires all of the charity’s managers (including trustees) to be ‘fit and proper persons’.
Disclosure and Barring Service (DBS) checks
Candidates will also be expected to satisfy the Disclosure and Barring Service checks.
Conflicts of Interests/Loyalty
Candidates are likely to have several interests and, if they are successful at interview, these will be disclosed on the Charity’s Register of Interests and regularly updated. At interview enquiries will also be made about the candidates interests in order to confirm that the interests are such as not to give rise to a material conflict of interest/loyalty that it would not be possible for the Charity to manage and which would be deemed to preclude the candidate serving as a Trustee.