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PACT Pennsylvania Association of Councils of Trustees ROLE OF TRUSTEE IN PENNSYLVANIA STATE SYSTEM OF HIGHER EDUCATIONSpring 2015CONTENTSCongratulations and Welcome from the Chancellor ..............................................................................
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Start by gathering all necessary information about the organization or institution that the council is being formed for. This includes the organization's mission, goals, and any relevant bylaws or regulations.
02
Identify potential candidates for the council of trustees. Consider individuals who have a strong understanding of the organization's mission and who possess expertise in areas such as finance, legal matters, or governance.
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Reach out to potential candidates and explain the purpose and expectations of the council. Provide them with any relevant documents, such as the organization's bylaws or a trustee job description.
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Hold a meeting with the potential trustees to discuss their roles and responsibilities, as well as any requirements or expectations they must fulfill. Be sure to address any questions or concerns they may have.
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Once the trustees have accepted their positions, create a formal agreement or contract outlining their roles, responsibilities, and any terms or conditions of service.
06
Set up regular meetings for the council of trustees to discuss and make decisions regarding the organization's strategic direction, financial management, and other governance matters. These meetings should provide a platform for open communication and collaboration among trustees.
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Keep detailed records of council meetings and decisions made. These records will be important for accountability purposes and can also serve as a reference for future discussions or actions.
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Continuously assess the performance of the council of trustees and individual trustees. Provide feedback and support as needed to ensure the council remains effective and aligned with the organization's goals.

Who needs councils of trustees:

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Non-profit organizations: Non-profit organizations often have councils of trustees to provide oversight and guidance in fulfilling the organization's mission and objectives.
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Educational institutions: Schools, colleges, and universities may have councils of trustees to help make important decisions regarding academic programs, budgeting, and long-term planning.
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Healthcare organizations: Hospitals, clinics, and healthcare foundations often have councils of trustees who oversee the organization's operations, fundraising efforts, and strategic planning.
04
Cultural institutions: Museums, art galleries, and theatres frequently have councils of trustees to support and guide fundraising, programming decisions, and overall management.
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Religious institutions: Churches, synagogues, temples, and other religious organizations may have councils of trustees to assist with financial management, strategic planning, and spiritual leadership.
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Councils of trustees are governing bodies responsible for overseeing the management and direction of an organization.
Non-profit organizations and charities are typically required to file councils of trustees.
Councils of trustees can be filled out by providing information about the members of the governing body, their roles, responsibilities, and relevant contact details.
The purpose of councils of trustees is to ensure proper governance and accountability within an organization.
Information such as the names and positions of trustees, their qualifications, conflicts of interest, and terms of office must be reported on councils of trustees.
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