Charity Trustee Appraisal

CHARITY TRUSTEE SELF APPRAISAL FORM

Name of Trustee .....................................................................................................................................................................

Date of appraisal .....................................................................................................................................................................

Areas of expertise ...................................................................................................................................................................

...............................................................................................................................................................................................

	Yes	No
I am familiar with the objects of the charity as set out in the governing document
I am familiar with the powers of the charity as set out in the governing document
I am familiar with the procedures of the charity as set out in the governing document

I am familiar with the main provisions of the Charities Act 1993
I am familiar with the main provisions of the Trustee Act 2000

I understand that a Trustee must always act in the best interest of the charity
I understand that a Trustee must not receive any benefit from his appointment
except by agreement of the Charity Commission for Indemnity Insurance etc.

I recognise that there are restrictions on transactions imposed by the Charity Commission

I am not disqualified from being and can therefore act as a Charity Trustee

The Charities Act 1993 Section 72 provides that a person cannot be a Charity Trustee if that person -

has been convicted of any offence involving dishonesty or deception
has been adjudged bankrupt and has not been discharged
has made an arrangement with creditors and not been discharged
has been removed from the office of a charity trustee on the grounds of misconduct
is subject to a disqualification order under the Company Directors Disqualification Act 1986 or the Insolvency Act 1986.