The Chartered Secretaries’ Charitable Trust

About us

Helps members – advances the profession – celebrates achievement


The Chartered Secretaries’ Charitable Trust was established in the summer of 2013 for the benefit of current and former members, graduates, students and employees of ICSA and for the promotion of good governance.

The Trust brought together the three charities of the ICSA Benevolent Fund, ICSA Education and Research Foundation and ICSA Prize Fund into one charitable company.

Our roots go back to 1897, when Mr J A Kelman, one of the founders of the Institute, offered to contribute £250, provided £500 was subscribed by members. The then Council voted a further amount of £250, so a Benevolent Fund might be started with £1,000.

Our aims are simple: we are here to help.

We give financial support to individuals in need, to advance education and training in secretaryship and business administration, and provide for annual prizes to reward the highest achieving students in ICSA examinations.

Company registration number: 8602517 
Registered charity number: 1152784

Annual Report and Financial Statements 2018

Trust's privacy notice

Here to help

The Chartered Secretaries’ Charitable Trust can provide financial support:

  • For the advancement and promotion of education and training in the law and practice of the profession of secretaryship and business administration
  • For prizes to students obtaining the highest achievements in ICSA’s examinations
  • To help individuals connected to ICSA in the UK, Republic of Ireland and Associated Territories who find themselves in need. You would need to be either a:
  • current or former member of ICSA
  • an ICSA graduate or student
  • current or former employee of the ICSA
  • a dependant of a current or former: member, graduate, student or employee.

There are however conditions on the range and extent which govern eligibility. Potential applicants are asked to refer to the grant aid policies. Named Prizes are awarded to students obtaining the highest achievement in the ICSA’s examinations for the Chartered Secretaries Qualifying Scheme. Recipients are identified by ICSA.

Download the application form for assistance here

Volunteer

If you would like to help the Trust become a volunteer visitor.

If you are a member, graduate, student or employee of the ICSA, please consider becoming a visitor. While no payment is made, appropriate expenses are refunded.

Many of our beneficiaries are elderly and live alone. They obtain great comfort from knowing that they have a direct contact with the Trust through its volunteer visitor scheme. The Trustees also highly value the view of our visitors on the circumstances of beneficiaries and their need for support. Particularly so when the Trust receives a request from a new applicant, or the beneficiary is making a significant request. A visit can identify a specific need, for example help with clothing or gardening, which might not be articulated by the beneficiary in an application form or letter.

Trustees aim that every beneficiary in the UK should have the opportunity to receive two contacts a year from a visitor, where appropriate. While one of these should be a visit, the second contact may be a telephone call. The objectives are to ensure:

  • Beneficiaries are provided with an opportunity to discuss their specific needs, which can then be articulated by the visitor to the Trust on behalf of the beneficiary.
  • Trustees can be confident that resources are targeted to beneficiaries who are most in need.

The number of visits in a year varies for each visitor and depends on the number of beneficiaries near to you. It is therefore possible that a visit might not be called upon by the Trust until a beneficiary emerged in your area.

Please note trustees require that visitors agree to a basic criminal records disclosure prior to any visits being made.

Our policies 

Appeals Policy

Our Appeals policy outlines the procedure for applicants to the Trust who wish to appeal the outcome of a decision made by the Support and Grants Committee.


Complaints and comments Policy

Our Complaints and comments policy provides details on how to submit complaints or comments about the service provided by the Trust.


Data Protection Policy

Our Data protection policy provides details on the Trust’s approach to data protection and how and why we collect, use and store personal data in relation to consent, legitimate interest or legal requirement.


Grant Aid Policy

Our Grant aid policy outlines the eligibility criteria for individuals in financial need who are requesting financial assistance.


Privacy Notice

Our Privacy notice gives greater detail about how and why we collect, use and store personal data provided to us in order to assist applicants and beneficiaries. Information about data subject’s rights is provided along with details about who to contact with any queries or to request details about their personal data held by the Trust (commonly referred to as a Subject Access Request).


Safeguarding Policy

Our Safeguarding policy outlines the Trust’s approach to Safeguarding individuals that interact with the objects and activities of the Trust.

 

Donate

Trustees are very grateful for the generous donations received, ranging from a one off donation by cheque or CAF voucher to ongoing direct debit payments.

The Trust also benefits further, if you Gift Aid your donation. If you are a UK taxpayer, using Gift Aid means that for every £1 you give, the Trust can claim Gift Aid tax relief of 25p from HMRC. This means that a £100 donation can be turned into £125 if Gift Aid is claimed. 

To qualify for Gift Aid, you must pay enough UK Income Tax and/or Capital Gains Tax at least equal to the tax that the Trust reclaims on your donations in the appropriate tax year. The tax you have paid could include tax deducted at source from savings interest, tax on pensions or investments.

Further information can be found on www.gov.uk/donating-to-charity.

Click here option for Gift Aid declaration form

Contact us

If you need our help, or want to support the work that we do, please contact us.

The Chartered Secretaries’ Charitable Trust
ICSA, Saffron House
6–10 Kirby Street
London EC1N 8TS

• 020 7612 7048 / 7049
csct@icsa.org.uk

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