ICSA Specimen Induction Pack for Trustees

The guidance outlines all the information about a charity a new trustee may require in the first months in office. By staggering the approach of when, and what kind of information is provided, it is hoped that the new trustee will not be overwhelmed by the sheer volume of information to be digested.

This guidance, therefore, has broken the information down into those documents that should be given to the new trustee upon appointment, 3 months and 6 months into the first year of tenure.

The charity secretary or other officers should also be available to provide any other guidance and information the trustee may require, when requested. This list should not be seen as exhaustive, and certainly will not apply to all charities in all cases.