Managing Trustees

Responsibilities of Managing Trustees

Role Of A Trustee Guidance for managing trustees on Church Councils, Circuit Meeting and the District Trustees. (PDF 2.8 Mb)  

Role Of A Trustee As above, text only version (printer friendly) (PDF 81kb)  

Managing Trustees and their responsibilities (PDF 78 kb)  

Questions and Answers - The questions in this leaflet were most commonly raised in a series of roadshow events around the subject of trusteeship (PDF 99 kb)  


Data protection and retention:

Overview of the General Data Protection Regulation (GDPR)  via the ICO website. The GDPR comes into force in May 2018. Guidance is currently being drafted for the wider Church. Also see the below document on what steps should be taken now.

Preparing for the General Data Protection Regulation - 12 Steps to Take Now  (PDF 540 kb)

The Methodist Church Guidance in retaining records (PDF 866 kb)  
Guidance on records management and archiving. 


Insurance and risk assessment:

Methodist Insurance have provided a range of resources for churches, covering aspects of property management. Also see the Resource Centre on the Methodist Insurance website www.methodistinsurance.co.uk/risk-management/resources/

Developing a Church Health and Safety Policy (guidance available via the Methodist Insurance website)

Advice & guidance on personal and church security from the Police (issued to all churches following the terrible murder of Father Jacques Hamel in France, July 2016)

Detailed Risk Assessment documents for fire risk, asbestos risk and more, can be found on the Technical Information page.  


Finance:

Managing Trustees and Methodist Money

Guidance on the Connexional Priority Fund and Replacement Projects  (PDF)

Standard Forms of Accounts

Prepare a Charity Annual Return Guidance from the Charity Commission

Example of a Trustees Annual Report (Local Church) This guidance is aimed at registered charities. This example of a Trustees Annual Report is based on the Charity Commission's own model format. The guidance we have included is in the form of standard responses from a local church and we hope these will be helpful. There are also some general points of principle by way of guidance. (PDF 246 kb)  

Example of a Trustees Annual Report (Circuit)   


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