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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.

While we are less than two years old, 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 2014

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.


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 that trustees require an enhanced criminal records check on all new visitors.

Grant policy

Grant aid policy for benevolence

The Chartered Secretaries’ Charitable Trust will consider requests for financial support from individuals who find themselves in need who:

  • are or have been Members on the register or registers of the Institute for the United Kingdom, Channel Islands, Isle of Man, Republic of Ireland and Associated Territories. (Associated Territories being any country or countries that may be linked to the United Kingdom and Republic of Ireland registers, but that are not designated as a ‘division’ of the Institute),
  • or current and former affiliate members, graduates, students, and employees of the Institute, who have maintained a minimum continued relationship with the Institute for the United Kingdom as described above, of a period as defined by current guidelines. Trustees are only empowered to utilise income and capital appreciation from 1 August 2013 to support these new classes. Priority will therefore be given to:
  • Graduates who have graduated within the last four years.
  • Affiliate members who have been affiliates for at least four years.
  • Students who have been students for a minimum of four years and a maximum of ten years, and who are or had been actively pursuing the ICSA qualification scheme.
  • Employees and former employees of ICSA in the UK, or their subsequent employer being a successor to ICSA in the UK arising as a result of any constitutional change, who were or had been continuously employed for at least four years. Preference will be given to those who have reached retirement age.
  • and those who are the widows, widowers, surviving civil partners, issue or other dependants of such individuals as described and defined as above.

Grants to individuals are issued at the discretion of the Trustees and with due accordance to the constitution and to the Charities Act 2011. Grants are reviewed when circumstances determine and at least annually.

Trustees delegate the consideration of all applications for assistance to the Benevolence Committee, which holds a minimum of three meetings a year. Between meetings, the Chairman of the Benevolence Committee has the power in urgent cases to make grants to a maximum amount of £1,000 and interest free loans to a maximum amount of £5,000 in any one case, which are later noted by the Committee. Where there is an emergency and the Chairman is unavailable, the Charities Officer seeks a decision from and in the order of, the Chairman of the Trustees, the Deputy Chairman of the Benevolence Committee and the Company Secretary, who have like power to make a decision.

In respect of the total level of grant aid, grants and loans will continue to be made up to the annual sums available as defined by the Trustees.

The Grant aid policy is reviewed every three years, or earlier at the discretion of the Chairman of the Trustees and the Chairman of the Benevolence Committee.


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. (Gift aid is linked to the basic tax rate, which is 20% as at March 2015.)

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

The Trust is also able to accept donations online through MyDonate and by text through JustGiving. To donate by text simply text CSCT14 and the amount to 70070.

MyDonate and JustGiving administer and collect Gift Aid on behalf of the Charity. Unfortunately, the Trust is unable to identify the individuals who provide donations through these means, and is therefore unable to write and thank you personally for your gift.

Donations received by text or online will be used at Trustees discretion to support any of the charitable objects. Do not hesitate to contact the charity if you would like to specify that your donation supports individuals in need or our education and research objects.

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