Managing Trustees
Guidance for Methodist Trustees
On this page you'll find all the documents and information you need as a Methodist Trustee.
In the video below, if you click the small button in the top right on the video player you can open the whole playlist of videos.
Role Of A Trustee (PDF) - last updated 2009
Guidance for managing trustees on Church Councils, Circuit Meeting and the District Trustees
Role Of A Trustee [printer-friendly text only version] (PDF) - last updated 2009
The Essential Trustee (Charity Commission guidance) - last updated February 2020
Managing Trustees and their responsibilities (PDF) - last updated 2006
Guidance for charities with connection to a non-charity - last updated 2019
Managing conflicts of interest (PDF) - last updated 2019
Rules for automatic disqualification of trustees and senior managers (PDF) - last updated 2018
Implementing the Charity Governance Code: a Toolkit for Micro Charities (PDF) - last updated June 2019
Electronic Signatures - last updated March 2020
Guidance on Church closures, (PDF) and (Word version) - last updated July 2021
Data protection and retention:
Data protection guidance and toolkit (external link)
Insurance, risk assessment, security:
Detailed risk assessment documents for fire risk, asbestos risk and more can be found on this page of the property section of the Church's website.
Methodist Insurance have a range of resources for churches, covering various aspects of property management:
Methodist Insurance Resource Library (link)
Developing a Church Health and Safety Policy (link)
Finance:
Managing Trustees and Methodist Money - last updated 2010; page under review
Guidance on the Connexional Priority Fund and Replacement Projects (PDF) - last updated 04/17
Standard Form of Accounts (link)
Prepare a Charity Annual Return: Charity Commission guidance (link)
Example of a Trustees Annual Report (Local Church) (PDF)
(based on the Charity Commission's model format)
Example of a Trustees Annual Report (Circuit) (Word doc)
If you need any further information, please contact the Conference Office.