Managing Trustees

Responsibilities of Managing Trustees

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

Managing Trustees and their responsibilities (PDF) - last updated 06/06

Questions and Answers around the subject of trusteeship (PDF) - last updated 2009 

Rules for automatic disqualification of trustees and senior managers (PDF) - last updated 2018

Data protection and retention:

Data protection guidance and toolkit (link) 

The Methodist Church Guidance in retaining records (PDF) - last updated 12/10

Insurance, risk assessment, security:

Detailed risk assessment documents for fire risk, asbestos risk and more can be found in the Property Handbook (link)

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)

Personal and church security: police advice and guidance (link)


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

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