[Lana Wright]

Hello,

You can replace the ex-officio with co-opted trustees if your governing document allows this. If this is not the case, you will need to change your governing document allowing your board to elect trustees instead. It could be done fairly quick and easy depending on your legal structure.

The Charity Commission can give you a free advice on the phone on how to proceed correctly. I am happy to share my experience as we had similar issues.

Good luck.
Lana
robertthompsoncharities@gmail.com

[Lana Wright]

Hi Sarah,

We worked with CAF bank for several years. As always with charities, it needs a two-people authorisation for any payments. It has a very low charge, so I would recommend it overall. However, their system was recently changed, and it is a challenge to work through it. But with all the frustration I feel when I work with their system, they are one of the best banks for charities, in my opinion.
You can link CAF Current account with your bookkeeping system only. You will have to transfer the data manually from any other accounts (e.g. CAF Gold) as far as I am aware. So I think you should check the processes before you commit.
And one more thing – their call centre is very helpful.

Best Wishes,
Lana

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