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
The Chartered Secretaries’ Charitable Trust can provide financial support:
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:
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.
The Chartered Secretaries’ Charitable Trust will consider requests for financial support from individuals who find themselves in need who:
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.
If you need our help, or want to support the work that we do, please contact us.The Chartered Secretaries’ Charitable Trust