Resources for Trustees

When to make a Serious Incident Report in the field of legacies

In the last few years, we have seen a significant increase in the number of charity clients seeking advice in relation to serious incidents and the reporting of such incidents to the Charity Commission. Last year, the Commission reported a significant increase in the number of safeguarding reports received, with three times as many reports received in February and March 2018 in comparison to the same period in the previous year and it is often safeguarding issues that tend to be at the forefront of people’s minds.

Stone King’s Charity Essentials Symposium returns

Stone King is pleased to again be holding our annual Charity Essentials Symposium.

The event takes place on Thursday, June 6 and will cover a wide range of informative topics.

There will also be a range of workshops  including Land and Buildings: key things trustees need to know; Employees, Workers, Volunteers and Safeguarding; and Funding: Traditional and innovative ways to raise money.

Charity Training - The Essential Trustee and Governance in Practice - Bath - 29.10.2019

We have developed our introduction sessions to equip all charity senior management and trustees – new and experienced alike – with the knowledge they need to carry out their roles efficiently. Covering key Charity Commission guidance and the underlying charity law duties, the aim is to help you implement best practice, prevent and deal with problems when they arise and recognise when further input is needed.

The sessions are built around the Charity Commission’s core guidance, including “The Essential Trustee”, “It’s Your Decision” “Recognising and Managing Conflicts of Interest”, and the new Governance Codes of Practice endorsed by the Commission. You will improve your understanding of the context in which the Charity Commission and other regulators, such as the Fundraising Regulator and Information Commissioner, operate. The session considers case studies to examine best practice governance in practical settings. Topics include:

  • the evolving role of the Charity Commission and its interaction with other regulators
  • key duties and liabilities of charity trustees and recent regulatory case reports your role as a charity trustee, working with others and managing disagreement.

All sessions are interactive and provide the opportunity for you to put your questions to expert advisors.

Date & Location

Tuesday 29 October 2019 

The Bath & County Club,
Queen's Parade,
Bath,
BA1 2NJ

Timings

4.15pm: Registration and refreshments
4.30pm: Seminar starts
6.30pm: Seminar ends followed by drinks and canapés

Speakers

Members of the Charity & Social Enterprise Team.

Fee

This events costs £25.00 inc. VAT per attendee.

 

£25.00
Any cancellation received with less than 2 working days’ notice will not be entitled to a refund. Your booking can be transferred into a name of a substitute delegate at any time - please contact Events or call 0800 111 4336 with the details.

Stone King’s Legacy Team Lunchtime Update - 27.03.2019

Our next Legacy Team Lunchtime seminar will look at challenging executor’s costs. During this session we will look at the various aspects of this topic relevant to legacy officers, including:

  • The legislative and legal background
  • ​Methods of challenging costs including complaints and the court assessment process
  • A case study

This will be suitable for all legacy officers.

Date and Location

Wednesday 27 March 2019 

Stone King LLP
Boundary House
91 Charterhouse Street
London
EC1M 6HR

This seminar will be hosted at our London office with video-link to our Bath and Cambridge offices. If you wish to attend in Bath or Cambridge please email events@stoneking.co.uk

Timings

12.15pm: Registration and lunch
1.00pm: Seminar starts
2.00pm: Seminar ends, followed by networking

Speakers

Paul Sutton | Rod Smith | Hannah Brittain

Fee

This event is free to attend.

£0.00
Any cancellation received with less than 2 working days’ notice will not be entitled to a refund. Your booking can be transferred into a name of a substitute delegate at any time - please contact Events or call 0800 111 4336 with the details.

Stone King's Charity Essentials Symposium 2019

Join us for our annual Charity Essentials Symposium where we give charity Trustees and members of Senior Management the opportunity to attend a one day Symposium covering a comprehensive range of topics relevant to your role. You will hear from our experts in each field and have the chance to ask them your questions on the matters most relevant to you. You will be able to book onto three workshops, each lasting an hour and 30 minutes and covering a wide variety of topics. The Symposium also offers you the opportunity to meet and talk to fellow Trustees and Senior Managers. Tickets to our Symposium include lunch, and also drinks and canapés following the event.

Date and Location

Thursday 6 June 2019
Stone King LLP, Boundary House, 91 Charterhouse Street, London, EC1M 6HR

Workshop Descriptions

Land and Buildings: key things trustees need to know​
Whether you have one property or several, there are specific rules that apply to property held by charities. This session will explore the essential rules you need to be aware of.

​Employees, Workers, Volunteers and Safeguarding
Very few charities can afford the luxury of a dedicated HR department, but managing employees is a key aspect of a charity trustee’s role. This session will explore your responsibilities.

Safeguarding – a governance perspective
The session will consider trustees duties, Charity Commission expectations, setting safeguarding as a key governance priority within your charity, safeguarding governance issues. The session will include a presentation and an opportunity to share experiences and key issues relating to safeguarding and governance.

Funding: Traditional and Innovative ways to raise money
Charities survive only if they can raise the necessary funds and this session looks at how charity law applies to the many ways charities can do this.

Accounts: What you need to know
Trustees are responsible for the financial health of their charity. This session will be co-presented by Stone King charity lawyers and guest specialist accountants.

IP, Data Protection and Commercial Contracts
Charities engage in a range of commercial activities which involve IP, data protection and contract law issues. This session will provide an overview of how contracts work and trustee’s duties when their charities enter into them. We shall also look at some common issues relating to intellectual property and personal data and their importance to charities.

Timings

Please choose one topic from each of the workshops

9:00am: Registration and welcoming chair address

Workshop A
9.30am - 11.00am
Land and Buildings: key things trustees need to know (WA1)
Employees, Workers and Volunteers (WA2)
Funding: Traditional and innovative ways to raise money (WA3)
Accounts: What you need to know (WA4)

11.00am: Mid-morning break

Workshop B
11.30am - 1.00pm
Employees, Workers and Volunteers (WB1)
Safeguarding – a governance perspective (WB2)
IP, Data Protection and Commercial Contracts (WB3)
Accounts: What you need to know (WB4)

1.00pm: Lunch

Workshop C
2.15pm - 3.45pm
Land and Buildings: key things trustees need to know (WC1)
Funding: Traditional and innovative ways to raise money (WC2)
IP, Data Protection and Commercial Contracts (WC3)
Safeguarding – a governance perspective (WC4)

3.45pm: Drinks, canapés and networking

Speakers

Chair:
Reema Mathur

Land and Buildings: key things trustees need to know:
Hugh Pearce | Stephanie Howarth | Kathryn Williams | Chris Sharpe | Lily Langlois

Employees, Workers and Volunteers:
Lisa Saggers | Harriet Broughton

Safeguarding - a governance perspective:
Sarah Clune

Funding: Traditional and innovative ways to raise money:
Stephen Ravenscroft | Clive Vergnaud

Accounts: What you need to know:
Reema Patel | Hannah Catchpool (RSM UK)

IP, Data Protection and Commercial Contracts:
Gavin Llewellyn | Jonathan HeskiaAlexandra Weatherdon | Stephanie Vicic

Fee

Standard tickets will be charged at £75 (VAT inclusive). Please note that places are limited to 2 people per organisation.

£75.00
Any cancellation received with less than 2 working days’ notice will not be entitled to a refund. Your booking can be transferred into a name of a substitute delegate at any time - please contact Events or call 0800 111 4336 with the details.

Safeguarding

Essential Safeguarding Information

Here are 6 key safeguarding messages to think about when shaping your club’s approach to safeguarding.

1. SAFEGUARDING CULTURE

Charity Training - The Essential Trustee and Governance in Practice - Cambridge - 08.10.2019

We have developed our introduction sessions to equip all charity senior management and trustees – new and experienced alike – with the knowledge they need to carry out their roles efficiently. Covering key Charity Commission guidance and the underlying charity law duties, the aim is to help you implement best practice, prevent and deal with problems when they arise and recognise when further input is needed.

The sessions are built around the Charity Commission’s core guidance, including “The Essential Trustee”, “It’s Your Decision” “Recognising and Managing Conflicts of Interest”, and the new Governance Codes of Practice endorsed by the Commission. You will improve your understanding of the context in which the Charity Commission and other regulators, such as the Fundraising Regulator and Information Commissioner, operate. The session considers case studies to examine best practice governance in practical settings. Topics include:

  • the evolving role of the Charity Commission and its interaction with other regulators
  • key duties and liabilities of charity trustees and recent regulatory case reports your role as a charity trustee, working with others and managing disagreement.

All sessions are interactive and provide the opportunity for you to put your questions to expert advisors.

Date and Location

Tuesday 8 October 2019

Stone King LLP,
Bateman House,
82-88 Hills Road,
Cambridge,
CB2 1LQ

Timings

4.15pm: Registration and refreshments
4.30pm: Seminar starts
6.30pm: Seminar ends followed by drinks and canapés

Speakers

Members of the Charity & Social Enterprise Team.

Fee

This event costs £25 inc VAT per delegate.

£25.00
Any cancellation received with less than 2 working days’ notice will not be entitled to a refund. Your booking can be transferred into a name of a substitute delegate at any time - please contact Events or call 0800 111 4336 with the details.

Charity Training - The Essential Trustee and Governance in Practice - London - 19.09.2019

We have developed our introduction sessions to equip all charity senior management and trustees – new and experienced alike – with the knowledge they need to carry out their roles efficiently. Covering key Charity Commission guidance and the underlying charity law duties, the aim is to help you implement best practice, prevent and deal with problems when they arise and recognise when further input is needed.

The sessions are built around the Charity Commission’s core guidance, including “The Essential Trustee”, “It’s Your Decision” “Recognising and Managing Conflicts of Interest”, and the new Governance Codes of Practice endorsed by the Commission. You will improve your understanding of the context in which the Charity Commission and other regulators, such as the Fundraising Regulator and Information Commissioner, operate. The session considers case studies to examine best practice governance in practical settings. Topics include:

  • the evolving role of the Charity Commission and its interaction with other regulators
  • key duties and liabilities of charity trustees and recent regulatory case reports your role as a charity trustee, working with others and managing disagreement.

All sessions are interactive and provide the opportunity for you to put your questions to expert advisors.

Date and Location

Thursday 19 September 2019

Stone King LLP,
1 Charterhouse Street,
London,
EC1M 6HR

Timings

4.15pm: Registration and refreshments
4.30pm: Seminar starts
6.30pm: Seminar ends followed by drinks and canapés

Speakers

Members of the Charity & Social Enterprise Team.

Fee

This event costs £25 inc VAT per delegate.

£25.00
Any cancellation received with less than 2 working days’ notice will not be entitled to a refund. Your booking can be transferred into a name of a substitute delegate at any time - please contact Events or call 0800 111 4336 with the details.

How to Retain Good Volunteers

At Stone King we regularly work with charity trustees, particularly those who are newly appointed and need a little help to learn what the role involves and guidance on best practice. Most charities rely on help from volunteers to carry out their charitable work, so it is important for trustees to think about how they can support them in return. Charities that spend time making sure their volunteers are happy and looked after will find it easier to retain volunteers and their contribution will ultimately be more helpful to the charity and its beneficiaries.

Pages

Legal 500 logo

Investors in People logo

UK Chambers logo

Best Companies - One to watch logo