A transformational gift.
Four binding conditions. The CEO recommends declining.
The Caldwell Trust — a fictional educational charity — has been offered a transformational legacy gift of £4.2 million with four binding conditions attached. The board must decide: accept, decline, or renegotiate. The scenario is designed so that every governance skill is required simultaneously, and every dysfunction has a realistic pathway to appearing.
The deliberation is real. The pressure is real. The decision is theirs. At the close of the session, participants see what the executive team was working on while the trustees deliberated — what the CEO knew that did not come upward, and what the decision will mean for the organisation's staff and the 847 young people the Trust serves.
The beneficiaries are not in this room. Who speaks for them — and when?
Nine sealed role briefs map to real governance positions — among them the Sector Expert Trustee, whose governance duty is to keep the deliberation anchored to the people the charity serves, and who privately carries a conflict of interest: a prior relationship with one of the two named individuals in Condition 2, never yet disclosed.