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The Chartered Secretaries’ Charitable Trust

About us

Established in August 2013 to bring together three formerly unincorporated charities; the ICSA Benevolent Fund, the ICSA Education and Research Foundation and the ICSA Prize Fund.

The assets transferred from each charity are held separately from each other and continue to be used for their distinctive purposes, which are to:

  • provide financial support to ICSA members and graduates in the UK, Republic of Ireland and Associated Territories, former members and/or their dependants who find themselves in need.
  • 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.
  • provide for prizes to students obtaining the highest achievements in ICSA’s examinations.

Any donations received made in the name of the original charities will continue to be applied to the distinctive purposes.

Company registration number 8602517.

Registered charity number 1152784.

Grant aid policy

The Chartered Secretaries’ Charitable Trust considers requests for financial support from individuals 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),
  • current and former affiliate members, graduates, students, and employees of ICSA, who have maintained a minimum continued relationship with the Institutefor 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.
  • 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.

Events

The next event for visitors will be held on Wednesday 12 November 2014 at Saffron House in London. Jayne Knights will present a half day update on changes to welfare benefits and there will be an induction for new visitors. 

Want to attend? Contact our Charities Officer. 

Apply

To apply for support, please contact Elizabeth Howarth, Charities Officer, icsacharities@icsa.org.uk

Donate

The Chartered Secretaries’ Charitable Trust is now able to accept donations online through MyDonate and by text through JustGiving. To donate by text simply text CSCT14 and the amount to 70070.