$888.75 – $1,218.75

Multiple Dates

Governance - Testamentary & Charitable Trusts

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Refund Policy

Refunds up to 30 days before event

Event description

Description

Governance – Testamentary & Charitable Trusts
For Funders

Whether you’ve recently become a trustee or are seeking a refresher to ensure compliance, this course will provide an oversight into governance requirements for testamentary and charitable trusts.

Program Outline

  • Overview of governance duties and fiduciary responsibilities for charitable trustees

  • Focus on charitable trusts that are not ancillary funds

  • Comprehensive coverage of federal and state laws, including the Charities ACT 2013, ACNC Act 2012 and trusts law

  • Opportunity to ask tricky questions

This masterclass is for trustees, directors, administrators and accountants with responsibility for a charitable trust that is not an ancillary fund.

Fees

PA Members $880 inc GST – per registration & one free (2 participants)
Non-PA Members $1,100 inc GST – per registration & one free (2 participants)
Vouchers Three Vouchers

Dates & Locations (Karstens)

Wednesday 23 October 9-12noon Melbourne - 123 Queen St

Wednesday 30 October 9-12noon Sydney - 111 Harrington St, The Rocks


Facilitator


David Ward
David Ward is Technical Director and board member of Australian Philanthropic Services. He is a structure and governance consultant in the not-for-profit sector specialising in charitable trusts and is considered a leading authority on ancillary funds.






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