The Charity Trustee Driver's Licence

Charity Trustee's Driver License

Completing The Wheel's Charity Trustee Driver's Licence is a simple process:

  1. Click on Chapter 1 to access tailored resources on a key aspect of charity trustee responsibility.
  2. Let us guide you through with expert input from our trainers and specially developed documents and factsheets.
  3. Take a quick test to confirm your understanding.
Then move on to the next chapter!
 
To complete The Wheel's Charity Trustee Driver's Licence you need to work through all 3 chapters below.
 

The following video (approx 7 minutes) will walk you through the fundamentals of being a Charity Trustee. Once you've watched the video in full, take the quick quiz below to test your knowledge. 

You'll also find additional resources below to help your understanding.
 

 

 

Resources 

Video Transcript
If you wish you can review the content of the video above with this transcript.
Download Chapter One transcript here >>

The Wheel’s Forming a Charity Factsheet
This factsheet may be useful in that it gives an overview of the steps needed in order to establish a charity in Ireland. It includes an overview of the different types of organization structure and the registration requirements of the Charities Regulator and the Revenue Commissioners.
Download Factsheet here >>

Who Can Be a Charity Trustee?
Outline of who can and cannot be a charity trustee in Ireland, with reference to the Charities Act 2009.

Charities Regulator
You’ll be able to search the Register of Charities, examine the reporting requirements in detail and read the guidance material released by the Regulator.

Charities Act 2009
Follow this link to read the full searchable text of the Charities Act 2009
.

Sustainable Communities Book
Sustainable Communities - A Governance Resource Book for Small Community & Voluntary Groups
 – a user-friendly handbook that we devised with the support of the Environmental Protection Agency, including guidance, worksheets, templates etc.

The Governance Code
The Governance Code is a resource to assist community, voluntary and charity (CVC) organisations develop their overall capacity in terms of how they run their organisation. It a voluntary code provided free to all boards/committees/ executives of not-for-profit groups to encourage them to check themselves against best practice in the management of their affairs.


Continue to next chapter >>


The following video (just under 13 minutes) will walk you through the legal duties of a Charity Trustee. Once you've watched the video in full, take the quick quiz below to test your knowledge.

You'll also find additional resources below to help your understanding. 

 

 

Resources 

Video Transcript
If you wish you can review the content of the video above with this transcript.
Download Chapter Two transcript here >>

What is a Charitable Purpose?
Outline of the various charitable purposes included in the Charities Act 2009.
Download document here >>

Guidelines from the Charities Regulator

What is a Charity?

Guidance for Charity Trustees

Internal Financial Controls Guidelines for Charities

Guidelines for Charitable Organisations on Fundraising from the Public.

 

Continue to next chapter >>


The following video (just under 9 minutes) will walk you through the transparency obligation for Charity Trustees. 

You'll also find additional resources below to help your understanding.

Now that you’ve completed all 3 Chapters of the Charity Trustee Drivers’ Licence you’re ready to take the Assessment Quiz to test your understanding of this short course. 

You’ll find the answers to all the questions in the videos above. 
 

Video Transcript
If you wish you can review the content of the video above with this transcript. 
Download Chapter Three transcript here >>

Final Thoughts

Well done, you now have the basics of your role as a Trustee. If you’re interested in developing the governance practice in your organisation, below you’ll find some additional resources that may be of use. If you have any further questions or feedback please get in touch with Mairead O’Connor, The Wheel’s Training and Advice Coordinator, mairead@wheel.ie.

The Governance Code
The Governance Code is a resource to assist community, voluntary and charity (CVC) organisations develop their overall capacity in terms of how they run their organisation. It a voluntary code provided free to all boards/committees/ executives of not-for-profit groups to encourage them to check themselves against best practice in the management of their affairs.
 
Training from The Wheel
The Wheel's Training Calendar contains regular governance sessions on the roles and responsibilities of trustees, the role of the company secretary, financial governance, data protection, risk, fundraising and HR. 

Blog
Follow The Wheel’s blog for updates on the big issues affecting the sector. 

Sustainable Communities Book
Sustainable Communities - A Governance Resource Book for Small Community & Voluntary Groups: a user-friendly handbook that we devised with the support of the Environmental Protection Agency, including guidance, worksheets, templates etc.

Webinars
The weekly Connected Communities webinar series is free to members of The Wheel and often includes topics relevant to the work of charity trustees.
 
 

 



 


Further Support

If you have any additional questions on any of the topics raised above, please get in touch with Mairead O'Connor, The Wheel's Training & Advice Coordinator. You can contact Mairead by email: mairead@wheel.ie or by phone: (01) 454 8727.

Legal Disclaimer: this short course is designed to assist charity trustees in understanding their role and responsibilities. It is not, and should not be considered, legal advice. Trustees should obtain their own legal advice, if necessary. The Wheel accepts no responsibility or liability for any errors, inaccuracies or omissions in the materials provided.

 

 
The Charity Trustee Driver's Licence is proudly supported by: 

Quilter Cheviot