Course Outline

Module 1: Introduction to Trusteeship

·         Definition and role of a trustee

·         Legal and ethical responsibilities

·         Historical context and evolution of trusteeship

Module 2: Legal Framework

·         Understanding relevant laws and regulations

·         Fiduciary duties of trustees

·         Legal liabilities and protections

Module 3: Governance and Decision-Making

·         Board structures and governance models

·         Board meetings and decision-making processes

·         Conflict of interest management

Pension fund strategies

·         Investment Principles and Strategies

·         Performance Monitoring and Reporting

·         Investment Tools and Techniques

Module 4: Financial Management for Trustees

·         Basics of financial stewardship

·         Budgeting and financial planning

·         Risk management and investments

Responsibilities to Beneficiaries

·         Identifying and understanding beneficiaries

·         Communication and transparency

·         Balancing interests and needs

Module 5: Charitable Trusts and Philanthropy

·         Overview of charitable trusts

·         Philanthropic goals and strategies

·         Grant-making and impact assessment

 Succession Planning

·         Succession planning for trustees

·         Managing transitions effectively

·         Ensuring continuity in governance