The Charity Trust Deed serves as the founding document for charitable organizations seeking to establish a trust structure in South Africa. This document is essential when individuals or organizations wish to create a formal charitable entity that can receive donations, conduct charitable activities, and qualify for tax benefits under South African law. The deed must comply with the Trust Property Control Act 57 of 1988 and related legislation, including the Non-Profit Organisations Act. It is particularly important for ensuring proper governance, defining charitable purposes, and establishing clear operational guidelines. The Charity Trust Deed typically includes detailed provisions for trustee appointments, financial management, regulatory compliance, and the protection of charitable assets. It's commonly used by religious organizations, educational institutions, welfare organizations, and other charitable entities seeking a formal legal structure for their philanthropic activities.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identifies the Founder/Donor and initial Trustees
2. Background: Sets out the context and intention to establish the charitable trust
3. Definitions and Interpretation: Defines key terms used throughout the deed and interpretation rules
4. Establishment of Trust: Formally establishes the trust, specifies its name and confirms the initial trust property
5. Objects and Purpose: Clearly defines the charitable purposes and objectives of the trust
6. Powers of Trustees: Comprehensive list of powers granted to trustees to fulfill trust objectives
7. Appointment and Removal of Trustees: Procedures for appointing new trustees and circumstances for removal
8. Proceedings of Trustees: Rules for trustee meetings, decision-making processes, and voting procedures
9. Financial Management: Requirements for managing trust funds, investment powers, and financial controls
10. Annual Reporting: Obligations for financial reporting and compliance with regulatory requirements
11. Amendment of Trust Deed: Procedures for amending the trust deed while protecting its charitable purpose
12. Dissolution: Provisions for winding up the trust and distribution of remaining assets
1. Advisory Board: Establishes an advisory board structure when additional oversight or expertise is desired
2. Branch Operations: Required when the trust operates in multiple locations or jurisdictions
3. Specific Project Guidelines: Needed when the trust runs specific charitable programs requiring detailed governance
4. Donor Recognition: Provisions for acknowledging and managing major donor relationships
5. Investment Policy: Detailed investment guidelines when the trust manages substantial assets
6. Conflict Resolution: Specific procedures for resolving disputes when standard trustee decision-making processes are insufficient
7. B-BBEE Compliance: Required when the trust aims to maintain specific B-BBEE status
1. Schedule 1: Initial Trust Property: Details of the initial property or funds settled in the trust
2. Schedule 2: Initial Trustees: List of initial trustees with their full details and acceptance of appointment
3. Schedule 3: Trustee Code of Conduct: Detailed code of conduct and responsibilities for trustees
4. Schedule 4: Financial Controls and Procedures: Detailed procedures for financial management and control
5. Appendix A: Approved Charitable Activities: Detailed list of approved charitable activities and programs
6. Appendix B: Forms and Templates: Standard forms for trustee appointments, resignations, and other administrative matters
Authors
Relevant legal definitions
Clauses
Relevant Industries
Non-Profit & Charity
Social Services
Education
Healthcare
Community Development
Religious Organizations
Environmental Conservation
Arts & Culture
Humanitarian Aid
Youth Development
Relevant Teams
Legal
Compliance
Finance
Governance
Administration
Risk Management
Corporate Affairs
Operations
Board Secretariat
Social Impact
Relevant Roles
Legal Counsel
Trust Administrator
Compliance Officer
Non-Profit Director
Charitable Foundation Manager
Trust Secretary
Philanthropy Officer
Board Trustee
Financial Controller
Governance Manager
Program Director
Risk Manager
Find the exact document you need
Deed Of Bare Trust
A South African legal document establishing a bare trust arrangement where trustees hold legal title to assets while beneficiaries maintain beneficial ownership and control.
find out more
Registered Trust Deed
A South African legal document establishing a trust arrangement, registered with the Master of the High Court, defining trustee powers and beneficiary rights.
find out more
Pension Scheme Trust Deed
A South African legal document establishing and governing a pension fund scheme, setting out rules for operations, contributions, benefits, and governance under local pension laws.
find out more
Deed Of Interest
A South African legal document that formally establishes interest payment terms and conditions between parties, governed by South African law and requiring formal registration.
find out more
Deed Of Amendment And Restatement
A South African law-governed formal document that amends an existing agreement and restates it in its entirety, creating a consolidated version of the modified agreement.
find out more
Deed Amendment
A South African legal document that modifies an existing deed, prepared by a conveyancer and registered at the Deeds Office.
find out more
Simple Declaration Of Trust Property
A South African legal document establishing a trust relationship where trustees manage assets for beneficiaries under the Trust Property Control Act.
find out more
Deed Of Appointment Trust
A South African legal document establishing trustee appointments and their powers in managing trust assets, governed by the Trust Property Control Act.
find out more
Deed Of Trust Note
A South African legal document establishing a trust arrangement, detailing trustee powers, beneficiary rights, and trust asset management under local trust law.
find out more
Quitclaim Deed From Trust To Individual
A South African legal document transferring property rights from a trust to an individual, without warranties of title, requiring registration with the Deeds Office.
find out more
Simple Deed Of Trust
A South African legal document establishing a trust relationship for asset management and beneficiary protection, governed by the Trust Property Control Act.
find out more
Deed Of Variation Trust Deed
A South African legal document that modifies an existing trust deed's terms, subject to the Trust Property Control Act and Master's approval.
find out more
Land Trust Deed
A South African legal document establishing a trust for holding and managing land property, governed by the Trust Property Control Act.
find out more
Declaration Of Trust Beneficial Interest
A South African legal document that establishes and confirms beneficial ownership rights in trust property, governed by South African trust law.
find out more
Commercial Deed Of Trust
A South African legal document establishing a commercial trust structure, defining trustee powers, beneficiary rights, and asset management procedures under local trust law.
find out more
Charity Trust Deed
A South African legal document establishing a charitable trust and defining its governance structure, charitable purposes, and operational framework under local trust laws.
find out more
Supplemental Deed
A South African legal document that amends or supplements an existing deed, requiring registration at the Deeds Office.
find out more
Community Trust Deed
A South African legal document establishing a trust for community benefit, governed by the Trust Property Control Act, defining its structure, governance, and beneficiaries.
find out more
Subordinate Deed Of Trust
A South African law-governed document establishing the subordination of security interests in a trust arrangement and defining creditors' priority rights.
find out more
Replacement Trust Deed
A South African legal document that replaces an existing trust deed with updated terms while maintaining the trust's essential structure and purpose.
find out more
Notarial Deed Of Trust
A notarially executed legal document establishing a trust in South Africa, setting out terms for asset management and beneficiary interests under South African law.
find out more
Living Trust Deed
A South African legal document establishing an inter vivos trust, defining its structure, management, and beneficiary arrangements under the Trust Property Control Act.
find out more
Flexible Trust Deed
A South African law-governed document establishing a flexible trust structure that defines trustee powers, beneficiary rights, and trust administration procedures.
find out more
Debt Trust Deed
A South African law-governed trust instrument establishing the framework for debt securities issuance and noteholder protection.
find out more
Construction Deed Of Trust
A South African legal document establishing a trust structure for managing construction projects, combining trust law with construction industry requirements and regulations.
find out more
Testamentary Trust Deed
A South African legal document that establishes a trust through a will, defining trust governance, beneficiary rights, and trustee duties under South African law.
find out more
Inter Vivos Deed
A South African legal document for transferring property or rights between living persons, governed by the Deeds Registries Act.
find out more
Revocable Deed Of Trust
A South African legal document establishing a modifiable trust arrangement that can be revoked by the founder, subject to local trust laws and regulations.
find out more
Life Trust Deed
A South African legal document establishing an inter-vivos trust, defining trustee powers, beneficiary rights, and trust asset management framework.
find out more
Master Trust Deed
A South African legal document establishing and governing the structure, purpose, and administration of a trust under local trust law.
find out more
Irrevocable Deed Of Gift
A South African legal document that enables the permanent and irrevocable transfer of property or assets from a donor to a donee without compensation.
find out more
Security Trust Deed
A South African law-governed document establishing a trust structure for managing security interests on behalf of secured creditors, defining trustee powers and security arrangements.
find out more
Family Trust Deed
A South African legal document establishing a family trust, defining its structure, beneficiaries, and governance under the Trust Property Control Act.
find out more
Deed Of Debt
A South African legal document that formally acknowledges and sets out the terms of a debt obligation between parties, providing a legally enforceable framework for debt repayment.
find out more
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)