Affinity Groups »
Print this page
Search Our Sites
Share this: |
Trustee Handbook
Roles and Duties of Trustees and Charitable Trusts and Foundations in Australia
Download the handbook nowAuthor: David Ward, Treasurer, Philanthropy Australia
Published: June 2008
ISBN: 0-9750639-7-9
Created in consultation with Philanthropy Australia's Members, this Trustee Handbook is an essential document for Community Foundations, Family Foundations, Private Charitable Funds and Ancillary Funds. It covers types of foundations, legislation, governance, administration, investment, distribution/grantmaking, Responsible Person outline, trustee dossier guidelines and more.
The Trustee Handbook is complemented by another downloadable publication specifically developed for Private Ancillary Funds, the Private Ancillary Funds Trustee Handbook.
Workshops in conjunction with both handbooks are held around Australia. See our Workshops & Seminars page for more information.
Who will find it useful?
- Community Foundations
- Family Foundations
- Private Charitable Funds
- Ancillary Funds
Contents
Introduction
Types of Foundations
Summary Table of Key Attributes
Legislation Relating to Trustees
The Concept of Governance
Trustees
The Duties of Trustees
Administration
Investment
Distribution/Grantmaking
Governance Failure
Trustee Dossier
Glossary of Terms
Attachments
1: Public Life and Governance Principles
2: Charitable Purpose
3: Responsible Person
4: PPF Accumulation Rules
5: Checking an Organisation's Tax Status
References
External site (opens in new window)