The Roles and Responsibilities of Trustees: On-Demand 2025

LeadershipRisk and Reputation ManagementMonitoring and EvaluationGovernance and Compliance
01 January - 31 December 2025
12:00AM to 12:00AM

Individual Prices

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Package Type Available To Price
Individual Member Fee All Days Individual Members £83
Non-Individual Member Fee All Days Non Members £89

This on-demand course is designed to help trustees understand fundraising and will provide information and guidance for the role and responsibility of a trustee within an organisation.

Standard Content

This 5-module course will provide you, in your role of trustee, with all the information and guidance you need to recognise the principles of fundraising the range of fundraising activity, the role of fundraising in your charity, the legal and regulatory systems for fundraising and the specific responsibilities trustees have with respect to fundraising. It will also give you practical tools for gaining assurance on fundraising strategies and performance reporting.

Who is this course for?

This course is designed specifically for trustees - whether you are a new trustee and see the workshop a valuable part of your induction or an established trustee who wants a greater understanding, and up to date knowledge, of the fundraising issues that are relevant to the trustee role.

Course content

The modules are:

  1. How charities are funded and the role of fundraising
  2. The fundraising environment and the general principles of fundraising
  3. The regulatory framework for fundraising
  4. The trustee role in relation to fundraising
  5. Accountability and assurance 
Learning outcomes

On completion of this course, it is expected that you will be able to:

  • Explain how fundraising fits into the overall charity funding mix
  • Identify the general principles of fundraising
  • Appreciate the range of fundraising activities undertaken by charities
  • Have awareness of the regulatory system and legal framework for fundraising and consider the ethical issues involved.
  • Recognise your role and responsibilities as a trustee in relation to fundraising
  • Benefit from a set of tools to support you in gaining assurance that fundraising activity is being carried out effectively and appropriately in your charity

Format and time required

This is an on-demand course so you can take part in it whenever suits you and your schedule. The 5 modules each begin with some preparation work for to do that relates either to a charity for which you are a trustee, another charity of your choice or one suggested by the course presenter. You will then be able to watch some video content with the key learning for that module. In some case you may be asked to pause viewing while you consider, for example, a question posed or reflect on the impact of the learning for your charity. There will be a final piece of personal work for you to complete to conclude the module.

You may choose to work through the course in one go, in which case you should allow around 5 hours to complete the whole programme. Alternatively, you can take part on a module-by-module basis.

Members Only Content