Free Charity Trustee Meeting Minutes Template

Minutes of the Charity Trustee Meeting

I. Meeting Details

Date

[MEETING DATE]

Time

[MEETING TIME]

Location

[MEETING LOCATION]

Prepared by

[YOUR NAME]

II. Attendance

  • Present:

    • [Trustee's Name]

    • [Trustee's Name]

    • [Trustee's Name]

  • Absent:

    • [Trustee's Name]

III. Opening

The meeting was called to order by [Chairperson's Name] at [Time].

IV. Approval of Agenda

The agenda was reviewed and approved as presented.

V. Review of Previous Minutes

Minutes from the previous meeting held on [Previous Meeting Date] were reviewed and approved.

VI. Financial Report

A. Treasurer's Report

  • Presented by [Treasurer's Name]

  • Reviewed the financial status of [Charity Name]

  • Current balance: $[Amount]

VII. Old Business

A. Fundraising Events

  • Discussed upcoming fundraising initiatives

  • Assigned tasks to trustees for event coordination

VIII. New Business

A. Community Outreach

  • Explored opportunities for community engagement

  • Discussed collaboration with local organizations

IX. Action Items

Task

Person Responsible

Deadline

Follow up with potential donors

[Name]

[Due Date]

Coordinate volunteer recruitment drive

[Name]

[Due Date]

Coordinate with local media for promotion of upcoming fundraising events

[Name]

[Due Date]

X. Adjournment

The meeting was adjourned at [Time] by [Chairperson's Name]. The next Trustee meeting is scheduled for [Date] at [Time], venue to be announced.

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