The Role of the Charity Secretary

A virtual introduction to the unique responsibilities of the charity secretary.


The course will start at 9:30 and finish at 16:30. Time has been given for breaks throughout the day. Start and finish times are subject to change.

Please expand the dropdown to see the course programme timetable and highlights.

Network and introductions


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  • What is a charity; charitable purposes and public benefit
  • Charities Act 2006
  • Different legal forms
  • Different roles in a charity; beneficiaries; members; trustees and staff
  • Subsidiaries and branches

The charity constitution

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  • What is it, and what does it contain?
  • Importance of complying with the constitution
  • Amending the constitution

The secretary

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  • Understanding and approaching the role
  • Annual timetable
  • Ongoing work and reviews
  • Reporting lines

The legal framework

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  • Understanding the legal framework
  • Oversight of obligations
  • Land and property
  • Contracts
  • Seals

Charity regulation and compliance

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  • The Charity Commission – role and powers
  • Charities that operate in Scotland and Northern Ireland
  • Other regulators (e.g. Companies House)
  • Annual returns, reporting and accounts, and event driven filing
  • Records, registers and document retention
  • Names and stationery


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  • Recruitment and selection
  • Duties and liabilities
  • Benefits and payments; conflicts of interest

Meetings and decision making

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  • General meetings
  • Board meetings
  • Delegation; monitoring and control
  • Committee meetings
  • Alternatives to meetings


Upcoming dates to be confirmed

If you need any further assistance or advice, please call +44 (0)20 7580 4741 or contact us

Download this year's course catalogue Nominations for our 2022 awards now open Certificate in Charity Law and Governance

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