Board member volunteer roles

Summary of the role of Trustee

Trustees are individually, and as part of the Board, the ‘guardians of charitable purpose’, making sure that all Board and Board Committee decisions put the needs of the beneficiaries first; safeguard the charity’s assets – both physical assets, including property, and intangible ones, such as its reputation ensuring these assets are used well, and in ensuring that the charity is run sustainably.

But this specific role requires the Trustee to Chair the crucial Board’s Income Generation Committee (IGC).

Like other hospices, in the context of Government decisions about tax and minimum wages and in the generally challenging environment for most donors, we are not able to purely fund our work from current donations, meaning we have been drawing from our reserves.

This has to change if we are to survive and satisfy the ever -increasing demands for palliative care.

Main duties and responsibilities:

• Chair the Income Generation Committee, which has the following key priorities:

• Review and constructively challenge the annual fundraising (FR) plans and budget

• Maintain an overview of current fundraising initiatives and their return on investments, working in partnership with the FR team

• Evaluate the risks to achieving projected income streams and advise the FR team and Board accordingly

• In conjunction with the FR team, creatively develop new and potentially high return initiatives that are intended to deliver significant additional income, in excess of current FR budgets

• As part of the Board of Trustees:

• set and maintain vision, mission and values

• ensure plans are in place to deliver income/cost levels that can at least fund current expenditure

• Develop strategy, set overall policy, define strategic objectives and evaluating performance against agreed targets

• Assure continuous compliance with the legal and regulatory standards governing the operation ofthe charity, the charity governing document and any other relevant legislation, updating the articles of association as required.

• Assure proper financial control and ensure the application of resources is exclusively in pursuance of the charitable objects i.e. the charity must not spend money on activities that are not included in its objects, no matter how worthwhile or charitable those activities are

• Assure the effective and efficient administration of the charity including funding, insurance and premises

• Assure that The Hospice of St Francis pursues its objects as defined in its governing document (e.g. the promotion of any charitable purpose for the benefit of the community in the district of providing palliative care at the Hospice, at patients home, in our Spring Centre and in the community, and in particular the advancement of education, the protection of health and the relief of distress and sickness)

• Assure employment procedures and policy and proceduresfor volunteering are compliant with legislation and regulation, subject to regular review and support the fulfilment of strategic objectives

• Assure risk assessments for all aspects of the business are carried out including accurate and timely reporting using the format of risk registers

• To contribute to, assure and maintain effective performance of the Board and Committees, including systems and processes for external assessment of these arrangements

• Support the CEO and Executive Team to fulfil their delegated responsibilities and hold them to account for delivery of strategic objectives

• To attend Board meetings quarterly, up to two Board awaydays annually and serve as a member of up to two Committees.

• Able to be registered as a Directors of the Charity at Companies House, sharing ultimate responsibility for governing the charity and directing how it is managed and run.

• Act as an ambassador supporting the work of the Hospice in generating income and in its relationship with the communities served.

Trustee Opportunity – can you enrich our existing board of trustee volunteers in a rewarding role?

James Hirons is a registered dynamic charity focusing on providing exceptional care to our residents and their families to 'Make everyday a day worth living".  We are currently rated “good” following assessment by the Care Quality Commission.

We are looking for at least two trustees; ideally one with a legal background and one with a marketing background.  Other interested parties with different skills and knowledge are most welcome. 

James Hirons is a small but well-funded independent care home based in a pleasant area of Leamington Spa. We have been providing quality care since 1953. The Trustee team provide essential support to the Management and staff of the Home and this opportunity offers a rewarding and enjoyable experience.

All applications must meet the requirements of trustees in line with the Charity Commission requirements, and a full and detailed induction and training will be provided.

Key responsibilities 

• To play a key role in the strategic vision and direction of our charity.
• To understand legal and financial responsibilities of board members.
• To act as an enthusiastic and positive ambassador for the Home, advocating on our behalf and representing us within the local community.
• To proactively support our commitment to equality.
• To attend board meetings (normally 6 per year, held on a weekday morning) and take part in sub-committees as appropriate.
• To support, and in some cases lead, relationships with key stakeholders and partners and build network on behalf on the charity.

Person specification

• Be an effective communicator and able to work constructively in a small team.
• Have a commitment to caring, quality of care and services. 
• A knowledge and/or an understanding of what it means to be a trustee (training will be given to those who have not been on a board of trustees before)
• Experience on, or working closely with, boards or committees, is useful but not essential.

If you would like to be considered; please send your CV to:-

The Chair of the Trustees, James Hirons, 53 Lillington Road, Leamington Spa, CV32 6LD

Closing Date end June 2025

PASSIONATE ABOUT THE NEEDS AND RIGHTS OF WOMEN AND GIRLS?

We are seeking new Trustees to join the Board of GROW – a small, but growing charity in South Yorkshire, providing bespoke support to women and girls. We have a skilled and dedicated team, with plans to expand and aims to continue to develop effective needs-led services. We need Trustees who can help guide and support us as we continue to develop and expand our range of specialist services.

COMMITMENTS

GROW’s board currently meets approximately 6 times per year, quarterly, with occasional half/full days for service and strategy development.

Your role as a Trustee would include:

• Ensuring GROW maintains its strong values and continues to deliver public and social benefit
• Supporting high standards of governance
• Overseeing the development of policies
• Working within the law, GROW’s governing document
• Participating in decision making, seeking specialist advice where necessary
• Willingness to give the necessary time and effort to undertake the duties of a trustee

REWARDS

• Make a significant difference in the lives of women, girls, and children
• Personal and professional development opportunities
• Reimbursement of reasonable expenses
• Work with a supportive team of trustees, staff, and volunteers
• Training on legal duties, safeguarding, and other relevant subjects

Join Us as Treasurer at Mind in Enfield and Barnet

Help shape the financial future of a growing mental health charity

Are you a finance professional with a passion for social impact? Do you want to use your skills to support a thriving, values-led organisation making a real difference in people’s lives?

Mind in Enfield and Barnet (MiEB) is seeking a new Treasurer to join our Board of Trustees and provide strategic financial oversight as we continue to grow and innovate in mental health support.

About Us

MiEB is a dynamic local mental health charity, proudly affiliated with the national Mind federation but operating independently. Since our merger in 2021, we’ve expanded significantly – supporting over 5,000 people annually and growing our income to £2.19 million in 2023/24.

We are Led by Lived Experience, with over 75% of our staff having personal experience of mental health challenges. Our services span therapy, wellbeing, advocacy, and crisis support, and we are committed to equity, empowerment, and real change.

The Role: Treasurer

As Treasurer, you will play a vital role in ensuring MiEB’s financial health, sustainability, and transparency. You will:

• Guide and advise the Board on financial strategy, budgeting, and risk management
• Chair the Finance & HR Sub-Committee, ensuring robust oversight of financial and operational matters
• Support the Head of Finance and CEO, offering expert insight and challenge on financial planning and reporting
• Ensure compliance with charity and company law, and that financial statements meet statutory and funder requirements
• Champion good governance, transparency, and accountability across the organisation

Who We’re Looking For

We’re seeking someone with:

• A professional finance qualification or equivalent senior-level financial management experience
• A strong understanding of charity finance and governance
• Experience managing complex budgets and financial reporting
• The ability to communicate financial information clearly to non-financial audiences
• Experience of chairing meetings and working collaboratively with senior teams

Previous experience as a Treasurer is welcome but not essential – we’ll support you with induction, training, and mentoring.

We especially encourage applications from underrepresented or minoritised groups, in line with our commitment to diversity, equity, and inclusion.

Key Details

• Closing Date: Monday 30th June 2025, 5:00 p.m.
• To apply, please send a CV/Profile and a supporting statement answering the questions below (in text or video format) by 5pm on Monday 30th June 2025.

1.Explain how your experience, skills and personal qualities make you a suitable candidate for this role. Refer to the role description and person specification

2.Please describe a time when you have ensured transparency and accountability in financial management, both internally within the organisation and externally with stakeholders?

We are seeking two new trustees to join a friendly and enthusiastic board. As a students’ union we exist to make the lives of our 16,000 students’ better whilst at University. We have a broad and diverse membership of students spread across Oxfordshire and internationally making this an exciting challenge.

About Us

We are a registered, incorporated charitable company with an annual income of around £1.2m. The majority of our funding comes from an unrestricted grant from our parent institution, Oxford Brookes University. Being a membership organisation means that we are governed by our members, who determine our policy and lead the organisation. Every student who enrols at Oxford Brookes University is automatically a member of the union, meaning that our membership is both diverse, and constantly changing.

Like any charity, the key to our success is strong governance. What makes students’ unions unique is that we actively centre the lived-experience of our members at all levels of the organisation including the Trustee Board. Our Trustee Board is constituted of both students and external trustees, and four of the student trustees are elected annually by the membership to lead the organisation as employees. Brookes Union also has a small staff team of around 18 members of staff, who work to facilitate the officers in achieving their goals and supporting students through community building and representation activity.

Our Board meets in-person quarterly (3-5pm on a Thursday, in Oxford) with online sub-committee meetings at different intervals. We also love it when trustees get more involved in the organisation - attending our awards ceremonies or just getting stuck in.

Being a member of a trustee board can be a hugely rewarding opportunity, and we are looking for people who are passionate about developing and supporting young people. Like other volunteer roles, you will get out of this experience what you put in, so we welcome applications from people who are able to give us their time and in return we offer:

• Broadening your understanding of organisational management including risk, finances, strategy, HR
• Building your professional and personal network
• Supporting a high-impact organisation which develops the lives of young people - our young trustees are inspiring and unlike any you will meet elsewhere.
• Access to specialist training and development

We understand that people join Boards for all sorts of reasons and we are more than happy to support you on your journey, and make sure that we work together to get the most out of your time with us.

About You:

We're looking for for two trustees. 

We are looking for an external trustee with a strong background in any of the following to support our current Treasurer:

• Finance and risk
• Commercial expertise and income generation

Whilst not essential it would be advantageous if you had some experience of finance within either a Higher Education or Students’ Union context.

We are also seeking a trustee with experience of any of the following:

• Community organising or building
• Lobbying / campaigning
• Higher Education / Students’ Unions
• Student engagement

The Board membership changes every year as our elected student members are replaced, so we are looking for trustees who anticipate being able to remain actively engaged with the Board throughout the entirety of the advertised term. Our student trustees tend to have little to no previous experience at Board level, so we are looking for trustees who are able to coach and mentor these Board members whilst also discharging their own duties. Some experience of being a trustee is preferred.

However, we’re also very happy to hear from anyone who is interested in joining our Board - your motivation for joining and passion for leading with impact is equally as important as your skills and experience.

Trustee roles are unremunerated, though we can pay reasonable expenses as well as provide an induction and training programme. We are dedicated to ensuring that our Board meetings are inclusive and would be very happy to discuss any accessibility arrangements that would better suit the right candidate.

Deadline for applications: Mon 16 June at 10am

Interviews are expected to take place on Fri 27 June.

Could you be our New Charity Trustee? We are seeking to recruit a new Trustee to our Board who is passionate about ensuring inclusion for all young people with additional needs and disabilities.

Every year, Me2 Club matches over 130 children who have additional needs or disabilities with committed and passionate volunteers to help them attend and take part in mainstream leisure activities. We tackle the impact of exclusion and social isolation experienced by children and young people and help build their confidence, self-esteem and independence. 

As a member of the Board of Trustees you will be jointly responsible for the legal, effective and safe running of Me2 Club. Working with other Trustees and the Chief Executive Officer you will provide strategic leadership to a growing and ambitious charity. As one of our ‘guardians of purpose’ you’ll make sure that all our decisions put the needs of children and their families first. 

You’ll attend and contribute at regular Board meetings and have the opportunity to get involved in charitable activities from fundraising to meeting beneficiaries at family events. 

As one of our ‘guardians of purpose’ you’ll make sure that all our decisions put the needs of children and their families first, and ensure the legal, effective, and safe running of Me2 Club along with the other Trustees and Chief Executive Officer.

We would particularly welcome applications from Parent/Carers with lived experience of caring for a child with additional needs. Take a look at our Vacancy page to find out how you could join our Board and make a difference to the lives of local families. 

Family for Every Child, est. 2014, is a unique and innovative model of collaboration. We seek Trustees ready to do things differently and challenge conventional approaches to social impact across 51 local organisations in 40 countries.

What will you be doing?

You would be joining our International Board at an exciting time, as we implement our new strategy, build on our campaigns and broaden our advocacy to mobilise greater support and achieve change. Our vision is a world in which children and families everywhere have access to the support they need to survive and thrive. Our mission is to make that happen through research, knowledge exchange, campaigning and humanitarian responses. Our model is based on local leadership at all levels and we are committed to a journey to decolonise the way we work. We are registered as a charity under the Charity Commission for England and Wales and have two subsidiaries registered in New Zealand and in the US. 

Our Board is unique in comprising Trustees from national member CSOs alongside co-opted Trustees. Our Board receives guidance on strategy from our General Assembly made up of all our members. This means that our Board and governance processes are truly representative of our democratic principles. 

What are we looking for?

Our Board is unique in comprising Trustees from national member CSOs alongside co-opted Trustees. Our Board receives guidance on strategy from our General Assembly made up of all our members. This means that our Board and governance processes are truly representative of our democratic principles. 

We are looking for a Trustee bringing experience of two or more of these key capabilities : 

• High level networking for fundraising or policy change
• Digital strategy/innovation
• Income Generation
• Global advocacy
• Global employment
• Legal 

Experience in complying with the Charity Commission for England and Wales or similar bodies’ regulations is desirable.

We welcome responses from individuals who perform best in agile environments, bringing curiosity and connections to enrich the Board in shaping our direction and overseeing our delivery of impact. Your experience and connections will be crucial in helping us sustainably grow our network of supporters and funders to future proof Family For Every Child’s voice for children.

All Trustees need to have the following: 

• Passion for delivering social change for families and children 
• Willing to bring disruptive thinking and challenge to discussions.
• Committed to decolonising international development and instead achieving democratic, equitable collaboration.
• Understanding of the legal duties, responsibilities and liabilities of Trustees of a UK charity. 
• Acceptance of these duties, responsibilities and liabilities, and a commitment to operate within them.
• Interest in local and/or international not for profit sectors
• Good independent judgement and the ability to operate at a strategic level
• An ability and willingness to work as a part of a team and to support the staff team.
• Understanding and empathy with Family for Every Child’s vision, mission, values and beliefs. 

Desirable, but not essential requirements: 

• We especially welcome those whose own lived experience resonates with our Vision and Mission.
• We are looking for individuals who can connect us with people who will help us take forward our mission be that policy makers, donors, or strategic partners, as we look to grow both our impact and our reach.
• Experience of working with a Board. 

What difference will you make?

As local practitioners, we provide direct support every day to children and families in our communities, based on our frontline knowledge of the changes that are needed. We are committed to local leaders being in the driving seat, influencing policy and practice at local, national, regional, and international levels. 

• As an alliance - we use this local insight to inform research, practice exchange, campaigning and humanitarian responses. These lead to change nationally, regionally and globally. 
• Research - we gather and analyse evidence to discover and develop better ways to help children and families to live well. 
• Knowledge exchange - we maximise the reach of solutions that have been shown to work so they can be used to support even more children and families. 
• Campaigning - we influence and inspire others to take action for children and families worldwide. For more information about our work and our members, please visit our website
• Digital Impact - we have embraced the opportunities with digital technology to achieve greater reach and impact. Our digital platform Changemakers for Children is the largest online collaborative space for practitioners working on child wellbeing with over 4,000 users. Our Virtual Gallery is a powerful tool for children and young people to share their perspectives and call for change.

Before you apply

We welcome applications from everyone, regardless of age, gender, ethnicity, sexual orientation, faith or disability. Family’s Board is international, we wish to continue to strengthen representation of different cultures and world views. We are hoping to appoint a Trustee who will enrich our Governance and progress impact by bringing different perspectives and experiences,  reflecting our global alliance. 

If you believe this is an opportunity you can commit your time to fulfil and enjoy the challenge of our embracing our innovation in social impact please provide a cover letter detailing why you are interested in this role and your relevant experience. Please apply through Reach in the first instance.

Bath Royal Literary and Scientific Institution seeks Trustee -Cultural Activities Lead

Key information:

- Location: Bath, UK.

- Time commitment: ~0.5-1 day per week (varying week to week).

- Unremunerated: Voluntary role.

- Closing date: July 17th 2025.

Founded in 1824, the Bath Royal Literary and Scientific Institution (BRLSI) began as a social and intellectual hub for Bath's citizens. After a quiet period in the 20th century, the BRLSI was revitalised in the early 1990s. Today, it's a thriving organisation with nearly 900 members, hosting over 120 world-class lectures annually across diverse subjects. It also boasts what is likely the city's largest museum collection and a significant historic library.

The Bath Royal Literary and Scientific Institution promotes and advances science, literature, and art for the public benefit in the City of Bath. This is achieved through:

- Maintaining a museum with exhibits of historical, scientific, literary, or artistic interest.

- Providing a library, lectures, and educational facilities related to literature, science, and art.

- Promoting and publishing useful research in these fields.

The BRLSI operates as a volunteer-led charity, with its Board of Directors overseeing financial affairs and governance. Various committees manage activities, supported by a small team of employed staff. The Board is establishing a new committee to develop cultural and educational initiatives. The Charity is seeking a Cultural Activities Lead to chair this committee and serve on both the Management and Finance & Audit Committees. Initially, this individual will join the Board as an honorary, non-voting member before becoming a full Director.

The Cultural Activities Lead will oversee the development of a rich and varied programme of cultural, curatorial, and educational activities, attracting new audiences and building its reputation. They will facilitate the new committee’s management and advise the Board on strategy and policy. Furthermore, the Lead will establish successful and proactive relationships with local, regional, national and international organisations, helping expand the Institution’s cultural offering and commercial success.

The successful candidate will be a proven leader, experienced in heritage, cultural and/or curatorial sector governance. They will be skilled in project management, relationship-building and budgeting, with a background in volunteer-based organisations. The ideal individual will have Board-level experience and knowledge of capital development projects. They will be passionate about science, literature and the arts and committed to enriching the city of Bath for residents and visitors alike.

This is a rare opportunity to take on an important role at one of Bath’s oldest cultural and educational organisations and help them become a leading cultural destination.

For further details and to apply, please contact Sandy Hinks quoting the applicable reference number: MC2590

YMCA Trinity Group – Trustees

‘Inspiring communities, transforming young lives’

Job Advert Ref: Trustees2025

Registered Address: YMCA Trinity Group, Queen Anne House, Gonville Place, Cambridge CB1 1ND

YMCA Trinity Group is seeking passionate individuals to join our Board of Trustees. Our programs span Suffolk and Cambridgeshire, putting people at the core of our mission. We take time to find the right fit, believing that open dialogue builds the strongest Board. We're a dynamic, team-oriented group seeking members who can contribute their unique skills and experience.

We are specifically looking for expertise and skills in the following areas;

· Business Development

· Strategic Planning

· Change Management

· People and Culture

· Finance

· Marketing

· IT

YMCA Trinity Group has served local communities since 1852, and we're committed to a Board that reflects the diversity of the communities we serve. We also welcome young people seeking Board experience.
 

Trustee roles are both rewarding and demanding. Join us in creating new possibilities for young people and communities. If you're ready to make a difference, we want to hear from you!

Thank you for your interest and we look forward to hearing from you soon!

YMCA Trinity Group is committed to safeguarding and promoting the welfare of children, young people and adults at risk and expects all staff to share this commitment.

We are seeking an experienced finance professional to provide strategic guidance on treasury management and support the Foundation with long-term financial modelling. The ideal candidate will also be comfortable engaging with the detail, offering practical advice on management accounts, and contributing to robust financial oversight.

As Martingale transitions to an independent charity, we anticipate this role evolving into that of Treasurer, with key responsibilities for year-end accounts and reporting to the Charity Commission. While experience with charity accounts is preferred, it is not essential. Martingale Foundation is currently incubated by Purposeful Ventures, which sets the investment strategy and manages the Foundation’s scholarship funds (approximately £5 million). An external finance consultancy has also been appointed to support financial administration.

When Martingale becomes an independent charity, the Finance Trustee will collaborate closely with the Head of Strategy and Operations to develop an investment strategy that aligns with our organisational goals and mission. The investment decisions will need to maximise the impact of held funds while maintaining a low risk profile to safeguard future Scholarships.

Requirements:

• Experience in senior finance roles
• Professional finance qualification (e.g. ACA, ACCA, CIMA)
• Knowledge of treasury management
• Ability to convey complex financial information to non-finance stakeholders
• Experience of working with a rapidly growing organisation, and building appropriate finance systems 
• Familiarity with grant reporting and donor compliance requirements (desirable) 
• Familiarity with charity accounting and SORP (desirable)

Job Description:

• Advise on Martingale’s budgeting, forecasting, variance analysis, and finance reporting where needed ahead of quarterly Board meetings
• Provide expert advice to the Board on Martingale as a going concern, ensuring Board members without a finance background have a full and fair understanding of the Foundation’s financial status
• Build organisational resilience by supporting long-term financial planning
• Support Martingale in its transition to an independent charity by helping to design an investment strategy and appropriate systems and processes to ensure effective financial controls
• Ensure effective monitoring and management of risk

Education for Health is a charity that aims to improve the lives of people with long term physical and mental health conditions by providing high quality education to health care professionals and others who support them.

We are seeking two new Trustees to join our Board and would welcome Trustees with a background in business growth, development and expansion. A background or interest in healthcare and/or education would be an advantage as would experience in the context of health, well-being and medical products. 

The Board meet four times a year and this Trustee would also be a member of the Commercial Committee which meets four times per year. Meetings are a mixture of in person and on line. The role is voluntary but we pay travel expenses.

Trustees are responsible for the overall governance and strategic direction of Education for Health and for developing the organisation’s aims, objectives and goals, whist operating within financial, legal and regulatory guidelines.

We will be looking to appoint a new Chair from November 2026 and therefore welcome applications from experienced Trustees who may have an interest in applying for the Chair role next year. 

Core Responsibilities:

To ensure that the charity functions within its legal and regulatory requirements and in line with the organisations’ governance, continually striving for best practice.

To undertake such duties in a professional manner acting with integrity.

Use reasonable care and skill in their work as trustees, using their personal skills and experience to ensure that the charity is well-run and efficient.

To act in the best interest of the charity and its beneficiaries at all times.

To promote and develop the charity for it to grow and maintain its contribution to health and well being.

To maintain sound financial management of the charity’s resources, ensuring expenditure is in line with the organisations’ objects, and investment activities meet accepted standards and policies.

To interview, appoint and monitor the work and activities of the CEO and executive team, according to the Scheme of Delegation.

To ensure the effective and efficient administration of the charity and its resources, including, where appropriate, acting as a counter-signatory on bank payments and any applications for funds.

To maintain absolute confidentiality about all sensitive/confidential information received in the course of trustee’s responsibilities to the charity.

Business growth and income generation:

To support the executive with the development of a commercial and growth strategy

To support the executive with business growth and expansion

To oversee and support new product development and the identification of new markets and support the commercialisation of all our educational packages

To oversee and support the executive in achieving income targets set by the Board

To develop the organisations approach to securing grants and bursary opportunities

Accountability

As the board are responsible and liable for the governance and functioning of the charity, they are accountable in varying degrees to a variety of stakeholders including learners, commissioners, University of Hertfordshire (our awarding body), the Charity Commission, and Companies House.

Requirements:

To attend Board meetings approximately four times per year and to read papers in advance of meetings.

To attend the Commercial Committee four times per year.

To attend the AGM (usually adjacent to a Board meeting).

Person specification for a trustee:

Each trustee must demonstrate:

A commitment to the organisation and its objectives.

An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.

A willingness to devote the necessary time and effort to their duties as a trustee.

Strategic vision.

Sound, independent judgment.

An ability to think creatively.

A willingness to share their view.

An ability to work effectively as a member of a team and achieve consensus

Our ambition is to continue to develop outstanding services that meet the needs of our community; if you want to be part of our future, we would love to meet you to discuss this further.

Becoming a trustee for Home-Start Southwark (HSS) is an exciting and fulfilling role. The role of a trustee is to ensure that HSS fulfils its duty to its beneficiaries through contributing to the strategic development, effective governance and financial management of the organisation. The board of trustees are both jointly and individually responsible for the overall governance and strategic direction of HSS, its financial health, the integrity of its activities and developing the organisation’s aims, objectives and goals.

We are particularly interested in receiving applications from people with the following skillsets:

• HR
• Legal
• Finance, accountancy, bookkeeping
• Fundraising
• Media and communications

Trustee of North Surrey Domestic Abuse Service

Our Charity

North Surrey Domestic Abuse Service (NSDAS) supports anyone affected by domestic abuse and their children living in the boroughs of Elmbridge, Spelthorne and Epsom and Ewell. We provide free, confidential and independent advice, skilled practical help and ongoing emotional support and information, regardless of sex, race, ability, gender, religion or income level.

Historically the service was provided as part of Citizens Advice Elmbridge (West). We have operated as an independent charity since April 2024 (charity number 1203855) and this is an exciting time to help shape the strategy and direction of the organisation.

The board currently comprises of nine trustees and we are looking to appoint another trustee with experience of strategic HR and/or cultural change.

The Role

The duties of a trustee are as follows.

·Ensuring that the organisation pursues its stated objects (purposes), as defined in its governing document, by developing and agreeing a long-term strategy

·Ensuring that the organisation complies with its governing document, charity law, company law and any other relevant legislation or regulations

·Ensuring that the organisation applies its resources exclusively in pursuance of its charitable objects for the benefit of the public

·Ensuring that the organisation defines its goals and evaluates performance against agreed targets

·Safeguarding the good name and values of the organisation

·Ensuring the effective and efficient administration of the organisation, including having appropriate policies and procedures in place

·Ensuring the financial stability of the organisation

·Protecting and managing the property of the charity and ensuring the proper investment of the charity’s funds

·Following proper and formal arrangements for the appointment, supervision, support, appraisal and remuneration of the chief executive and other staff members

In addition to the above statutory duties, each trustee should use any specific skills, knowledge or experience they have to help the board of trustees reach sound decisions. This may involve scrutinising board papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, or other issues in which the trustee has special expertise. 

Person specification 

·A commitment to the organisation 

·A willingness to devote the necessary time and effort 

·Strategic vision 

·Good, independent judgement 

·An ability to think creatively 

·A willingness to speak their mind 

·An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship 

·An ability to work effectively as a member of a team 

·A commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership. 

Friends of the Dales is a membership-based registered charity founded in 1981 which works to protect and enhance the Yorkshire Dales and encourage everyone from all backgrounds to value and enjoy this special area.

We are a campaigning organisation and work on a wide range of environmental and social issues that affect the biodiversity and landscape of the Dales, and the well-being of local communities.

The organisation employs 3 part-time staff, with offices in Gargrave.

The Treasurer is a volunteer Trustee / Director of the organisation elected for 3 years, with an option to stand for re-election for a further three years. The role will become vacant in 2025 when the term of office of the current incumbent expires.

Responsibilities The Treasurer is a key member of the organisation, working closely with the Chair and the Executive Director. The role is responsible for ensuring that the Board carries out its financial and governance obligations and that the Charity complies with the requirements of Company and Charity law. Specific responsibilities include:

1 Financial management • Advising the Board on financial issues and on all aspects of expenditure and income generation • Production of periodic financial reports (income and expenditure statements) for Trustees (financial records are maintained by office staff) • Cash flow management and reporting • Oversight of the production of the Annual Report and Accounts (statutory accounts are prepared by external auditors) • Management and optimisation of deposit accounts in line with the organisation’s ethical standards • Reviewing and making recommendations on financial controls

2 Corporate Governance • Advising the Board on good corporate governance and compliance with Charity Commission requirements (supported by the Executive Director) • Chair of the Finance & Governance (F&G) Committee • Maintenance of the organisation’s Risk Register • Working with the Chair, advising on Board composition and Trustee development • Working closely with the Chair and Executive Director on the development of corporate strategy 1Friends of the Dales is the trading name of The Yorkshire Dales Society, a Company Limited by Guarantee, Registered No 1822908, and a Registered Charity No 515384. The Charity is registered with the Fundraising Regulator

3 Internal management • Line management of the Executive Director • Oversight of HR issues (supported by pro bono professional advice from a third party). Note: payroll and tax are administered by a third party • Advising the Board on insurance issues

Scope of the role:

The turnover of the organisation in 2023/24 was £74k although this can vary significantly from year to year depending on legacy income. Membership accounts for c 50% of income. There is currently a planned annual operating deficit of c£55k funded from reserves which, at the end of 2023/24 were £332k, of which £310k were unrestricted.

A review of the organisation’s Business Model is currently being undertaken; the Treasurer will be expected to contribute to this. Both the Board and the F&G Committee meet quarterly.

Meetings normally take place in Gargrave on weekdays during normal working hours although these timings may be reviewed in the future. Further ad hoc meetings with staff and Trustees take place on an as needed basis. Regular use is made of video calls.

Skills and Experience:

The Board is keen to broaden the diversity of Trustees; whilst welcoming expressions of interest from people of any background, applications from minority ethnic groups and from younger people are especially encouraged. The role could provide a development opportunity for an individual looking to acquire / develop experience of the charitable sector.

The role requires some level of numeracy and basic spreadsheeting skills. A formal accountancy background is not required. A knowledge and awareness of company reporting and Charity Commission requirements would be helpful.

The role would suit someone with some experience of general management in a not for profit environment or a commercial organisation.

An interest in landscape and biodiversity management in protected areas would be advantageous.

Note: Consideration may be given to splitting the role between the financial and the corporate governance / internal management components should this better suit the skills of individual applicants.