Treasurer trustee role volunteer roles

We're looking for a Trustee – Treasurer
Bring your financial expertise and help us shape brighter futures.

At Options for Life, we believe everyone has the right to live a fulfilled and independent life. We are a Sandwell based charity that supports adults with learning disabilities and/or autism to build confidence, learn new skills, access their communities, and make informed choices about their lives.

With two purpose-built centres and over 65 staff, we provide a wide range of services, from outreach and hub-based activities to supported community access and drop-in sessions. Our work takes place in one of England’s most disadvantaged areas, where our services can make the greatest impact.

Join Our Board as Treasurer

As we plan to expand our reach and develop new services, we are seeking a Treasurer to help guide our financial strategy and governance.

We are looking for someone with a background in finance or accounting, who can:

• Oversee our financial health in collaboration with our Head of Finance and CEO
• Ensure effective financial controls, policies, and reporting are in place
• Play an active role in the Finance Committee and wider Board decision-making
• Present clear and insightful financial information to fellow Trustees

We welcome applicants from all walks of life, including those with lived experience of disability or who are new to governance roles. A strong commitment to inclusion, good judgment, and a collaborative spirit are essential.

Commitment:

• Four Board meetings per year
• AGM and annual strategy/away day
• Quarterly Finance Committee and possible ad hoc sub-committee involvement
• Training and induction provided
• Travel expenses reimbursed

Make a lasting difference.

Help us give people more choice and control over their lives—because your skills can help change theirs.

If you want to make a difference to people living with a mental health condition then we’d love to hear from you!

About us

At The Mental Health Community we use our lived experience to build understanding and support for what it’s like to live and work alongside managing a mental health condition. 

We know that it can be difficult to get, or keep a job if your energy levels, how you’re feeling and your ability to go to a place of work every day are affected by a mental health condition like anxiety or depression. But we also know that having a sense of purpose and belonging can really help with the symptoms and impact that mental health conditions can have on you.

Our work is focused on helping people with a mental health condition who are in work or looking for work. We do this by supporting businesses to improve how they look after people, because we know that by creating inclusive and safe spaces at work we make it possible for people with mental ill health to stay in the workplace which helps keep them well and benefits the businesses too.

By joining our board you will be: 

• Making a lasting impact by helping us make more workplaces safe and inclusive for people with a mental health condition
• Shaping the future of our charity as we expand our services and reach more people who need our support
• Using your skills and experience for good by helping guide the strategic direction of our charity.

What we’re looking for

We are looking for at least 4 new trustees to join our team. Whatever your skillset, we’d love to hear from you and there are some areas where we need particular help:

· Treasurer: oversee our financial health, provide guidance on building long term financial plans to help us grow and ensure appropriate financial management.

· Marketing and Communications: strategic oversight of our marketing and communications, raising awareness of our work and reaching new audiences through digital strategies and media engagement.

· Fundraising: develop our fundraising strategy and income streams, including grant applications, corporate sponsorship and campaigns.

· Governance: guide us in operating transparently and effectively whilst maintaining high standards of governance in compliance with our governing document and charity law.

We particularly welcome applications from people with lived experience of mental ill health, young people aged 18-30, people of all socio-economic backgrounds, genders and people from Black, Asian and minority ethnic communities.

About the role

As a board of trustees we meet remotely every 6 weeks, there may be some activity in between meetings so the estimated total time commitment is 4 hours every 6 weeks.

In addition to using your specific skills to develop how we work, all trustees share responsibility for:

· Developing our activities to help us achieve our purpose and positive impact,

· Making sure we are compliant with our governing document and the requirements of the Charity Commission, and

· Being an active member of the board to help us make good decisions

What you can expect from us

We are committed to supporting our Trustees: you can expect an induction to the organisation and trustee role plus any additional conversations and support you need to help you feel confident in your role.

Our meetings are relaxed and informal; there are no expectations of ‘business clothes’, technical jargon or having all the answers.

We welcome and support your preferences for the way we work together, how you like to receive information and how we can make it easier for you to participate actively in our discussions.

One more thing

We know that great trustees come from many backgrounds and with a variety of experiences and that’s great - we really value people who bring different perspectives and add new voices to our team.

But you might not feel you ‘check all the boxes’ as you read this advert or the role description, especially if you’ve been marginalised or excluded. We get it, and we’ve felt like that too. But we hope you’ll apply anyway because we’d love to hear from you and will take care to help you feel welcome and included.

For more information on the role please see the role description.

Overview of the role

Uttlesford Foodbank are seeking someone with financial experience to join the board as a trustee, who will be able to lead on financial matters, ensuring we meet our financial obligations and help us build a sound financial strategy as we move forward. This role involves leading on the financial affairs of the food bank and ensuring that they are conducted within the required legal, accounting, and good practice frameworks.

Responsibilities

As a trustee you will share collective responsibility for the governance of the food bank and all decisions made by the board, ensuring the organisation is well run, fulfils its mission, is compliant with charity law and that the charity is open and accountable. It is also the responsibility of the treasurer to work in partnership with the chairperson and other trustees to ensure the financial viability and development of the organisation.

Key tasks:

• ensure the Board of Trustees fulfils its financial responsibilities
• ensure that the food bank has proper systems for budgeting, financial control, insurance and reporting
• ensure that financial reports: are comprehensible and properly discussed at trustee board meetings; are provided in the proper format and at the proper time, as required by the relevant charity regulator body (Charity Commission of England & Wales); have properly appointed auditors or independent examiners

Other responsibilities, along with the board of trustees, include:

• to approve, support, and guide the charity’s purpose, vision, strategy, goals and objectives
• to manage the charity’s resources responsibly, including ensuring the charity’s assets are used only to carry out its purpose, avoid undue risk, and not over-commit the charity
• to ensure the effective and efficient administration of the charity, responding to changes in the local community as appropriate to ensure that key risks are identified, monitored, and controlled appropriately
• to ensure appropriate financial plans are in place, budgets are monitored, and progress is evaluated
• to review and approve financial statements
• to help promote the organisation to key stakeholders and beneficiaries
• to ensure the charity has appropriate procedures to comply with current legislation and good practice, including employment, health and safety, equity, diversity and inclusion, safeguarding, and GDPR compliance/data protection
• to prepare for and regularly attend and participate in board and subcommittee meetings and any trustee away days.

About you

• a knowledge of and commitment to the work of the Uttlesford Foodbank
• previous experience or an ability in: financial accounting and reporting procedures; communicating financial information to those who may have little or no financial background; keeping financial records up to date.
• A knowledge and passion for your local community
• Excellent communication and collaboration skills
• Willingness to actively participate in discussions concerning needs of the foodbank’s beneficiaries, staff, and the trustee board
• Willingness to act in the best interest of the charity
• Sound, independent judgement and ability to think creatively
• Working effectively as a team member and demonstrating a willingness to learn and develop

Benefits of volunteering

• feeling you are making a difference whilst volunteering with us
• meeting new people and being part of a motivated team who share a passion to eradicate poverty in our community
• building a movement of change with our volunteers, staff, and the people who use our food bank
• bringing our staff, volunteers, and trustees together to achieve our vision
• gaining a greater insight and understanding of local agencies and partnerships

This role would be ideal for an early- or mid-career financial professional who is looking to broaden their range of skills and experiences within a friendly, welcoming, charity setting.

Impact of your role

By leading on the financial matters of the food bank operation, you are part of providing a vital holistic support function in your local community, ensuring a dignified experience to anyone visiting, or anyone who comes into contact with, Uttlesford Foodbank.

Support

A full trustee induction is in place to support the prospective candidate within their role, as well as access to local voluntary action trustee training.

Join the Board of The Gestalt Centre as a Treasurer or a new Trustee, and help shape their ambitious growth strategy with the life-changing approach to counselling, psychotherapy and organisational development – applications from first time Trustees are very welcome.

• Interviews will be held in June 2025

About The Gestalt Centre

The Gestalt Centre is an established educational and therapy charity, supporting the mental and psychological well-being of individuals, groups, and organisations.

Gestalt is a humanistic life-changing approach to life, counselling and psychotherapy. It enables people and organisations to manage change, develop meaningful relationships and lead fulfilling lives by creatively utilising their own resources, skills and strengths.

We are a dynamic organisation and run several accredited counselling and psychotherapy courses, along with professional development programmes for practitioners and organisations. We also offer affordable therapy and counselling and are a hub for a range of health and wellbeing practices for people in the community.

We value awareness and change, collaborative working, diversity and the view that we are all connected and therefore together responsible for our communities.

About the roles

The Gestalt Centre is a registered charity with a Board of Trustees and a Board of Directors. The Trustees are responsible for ensuring that the organisation carries out its purposes and for overall planning and good governance. The Directors (executive and non-executive) make decisions about strategy, the running of the organisation and oversee the work of the Psychotherapy faculty, the Counselling faculty and the management team.

Purpose of the role

Trustees are legally responsible for all aspects of the Charity, including:

• agreeing the purpose and strategy
• ensuring the Charity is financially viable
• making sure a charity does what it was set up to, which includes making decisions about how it is run

Operational matters are delegated to the CEO and the Executive.

Who we are looking for

We’re also seeking new Trustees who can strengthen our expertise in critical areas as we look to strengthen our Board to devise and deliver our ambitious plans. We are keen to hear from people with experience in one or more of the following areas:

• Events management 
• Fundraising
• Property 
• Higher Education
• Marketing and Social Media 

We are looking for a new Treasurer who will be a strategic thinker with good knowledge of charity accounting and the Charity SORP, and can ensure sound financial management. You will bring commercial acumen to guide our financial strategy during a transformative period.

You will also oversee our financial governance, reserve investment, and risk management while contributing your broader strategic insights and experience across all aspects of our work.

Please click 'Redirect to recruiter’ to be redirected to the Peridot Partners website, where you can find full details of the candidate profile and register your interest to apply.

Interviews will be held in June 2025.

Are you passionate about making a difference and have a head for figures? We're looking for an experienced finance professional to join Surf Life Saving Great Britain (SLSGB) as our Treasurer – a vital voluntary role at the heart of our mission to save lives and promote beach and water safety across the UK.

As Treasurer, you’ll play a key role on our Board of Trustees, helping to shape the financial future of the organisation. You’ll oversee financial governance, support strategic decision-making, and ensure we remain compliant and financially strong as we continue to grow.

This is an amazing opportunity to:

• Use your professional skills to make a real impact
• Join a passionate, purpose-driven team
• Contribute to a national charity that supports thousands of lifesavers and volunteers

We’re looking for someone with:

• A background in accountancy or financial management
• Knowledge of charity finance and reporting (SORP)
• A collaborative approach and commitment to our values

We are a small, friendly charity, run by four volunteer trustees and loads of volunteer fundraisers. We are a dynamic charitable incorporated organisation (CIO) based in Liverpool, dedicated to fundraising initiatives that create meaningful impact both locally and for baby and children’s hospitals in Sana’a, Yemen. Rooted in solidarity values, our work often aligns with principles of Islamic giving, including zakat, but is open to all who wish to give and support. On occasion, we co-fundraise with charities for Palestine.

We are seeking a volunteer treasurer to help us with financial management and reporting. Our turnover is less than £50,000 per year and we are therefore able to produce light touch accounts for the Charity Commission. We would like support with this, and with ensuring we remain financially compliant, as well as with ideas for sustainable fundraising. The trustees meet less than once a month and we anticipate a small time committment for this role. 

We are particularly keen to see applications from people who have a specific interest in health and wellbeing for people living in war affected states, especially Yemen; or who have a connection with Liverpool. We're a real passionate 'family' and look forward to welcoming a new member who shares our goals.

�� The Role

As our Volunteer Treasurer, you will play a vital role in supporting the financial health of the charity. You’ll oversee our finances, ensure transparency, and provide guidance to trustees on managing funds responsibly and in accordance with both UK charity law and, where relevant, principles of Islamic giving.

�� Key Responsibilities

• Maintain clear and accurate financial records using simple bookkeeping tools (e.g., spreadsheets or accounting software).
• Prepare simplified annual accounts and financial reports suitable for a small CIO.
• Advise the Board of Trustees on financial matters, ensuring informed decision-making.
• Oversee bank reconciliations, expense tracking, and budget monitoring.
• Ensure compliance with Charity Commission regulations and reporting deadlines.
• Provide guidance on zakat-eligible projects and ensure funds are managed in accordance with Islamic charitable principles where applicable.
• Help develop and review financial policies and procedures.
• Attend trustee meetings (typically quarterly) and provide financial updates.
• Brainstorm and share experience of novel and sustainable fundraising ideas.

�� Skills & Experience

Essential:

• Experience with bookkeeping, accounting, or finance (qualified accountant or qualified by experience).
• Familiarity with charity finance and reporting requirements (especially for small charities/CIOs).
• Strong attention to detail and ability to present financial information clearly to non-finance colleagues.
• Understanding of Islamic giving, including zakat, and ability to advise appropriately.
• Commitment to the values and objectives of the charity.

Desirable:

• Knowledge of digital accounting tools (e.g., QuickBooks, Xero, Excel).
• Previous trustee or treasurer experience in a charity setting.
• Experience of fundraising.
• Based in or familiar with the Liverpool community.
• Special interest in aligned issues or geographies.

�� What You’ll Gain

• Opportunity to make a tangible difference through financial stewardship.
• Be part of a passionate and friendly team of trustees and volunteers.
• Gain experience in governance and charity finance.
• Flexibility and autonomy to manage your time and role.

Trustee Role ( Branch Treasurer) RSPCA Chiltern Branch

Are you passionate about animal welfare? We are looking for an enthusiastic person who understands charity finance to support us in our mission to prevent cruelty, promote kindness and alleviate the suffering of animals.

We are looking for someone to volunteer as a Branch Treasurer for our Chiltern Branch. This role would play a vital role in supporting the Branch affairs so that it is governed and managed effectively, whilst continually having animal welfare at the forefront of our minds.

About our Branch

At RSPCA Chiltern Branch, our primary mission is to rescue and foster animals—predominantly cats—and provide financial support to pet owners in need of veterinary care. We are supported by a dedicated team of six volunteer trustees, an animal coordinator, and a full-time shop manager. Our successful charity shop in Buckingham helps funds our vital work.

We are seeking to recruit the next generation of trustees, including someone to take on the important role of Branch Treasurer. We welcome applications from people of all social and cultural backgrounds, aged 18 to 99. Our trustees play a key role in shaping our work and are passionate about improving animal welfare.

While we cover a wide area across Buckinghamshire and Hertfordshire, trustees do not need to live locally, as most of our work is conducted remotely through calls and regular Google Meetings. However, if you are nearby, there are opportunities to assist with occasional tasks, such as delivering donations or meeting for a friendly coffee.

If you are passionate about improving animal welfare, we would love to hear from you.

As a minimum, trustees would normally be expected to attend a monthly committee meeting lasting some 2 to 3 hours.

Primary responsibilities of the Branch Treasurer

•  Implement and maintain sound financial systems.
•  Take a lead role in ensuring the committee set annual financial budgets and plan the branch income and expenditure.
•  Provide a written financial report for every branch meeting.
•  Liaise with auditors/independent examiners regarding the production of the annual branch accounts and the treasurer’s report.
•  Maintain control of all bank accounts as authorised by the committee.
•  Execute and operate branch committee financial decisions and act as branch co-signatory.
•  Maintain control over all branch paying-in books and receipt books and to ensure their correct use.
•  In the absence of a branch box secretary, to assume responsibility for the branch network of collection boxes.
•  Arrange payment of the annual branch contribution to the appropriate RSPCA fund.
•  Coordinate financial control of all branch fundraising activities.
•  Make quarterly VAT returns to headquarters promptly.
•  Ensure the production, monitoring and annual review of the branch’s financial risk management strategy in accordance with the charity commission’s requirements.
•  Liaise with branch officers, branch support specialist and Branch finance co-ordinator on Financial  affairs as necessary and alert them immediately to any possible difficulties or irregularities.
•  Ensure the retention and safekeeping of all branch financial documentation for the appropriate time as set by the charity commission.

What we are looking for in a volunteer

•  We are particularly looking for someone who has knowledge and experience in finance, who may already understand charity finance.
• As a trustee, you would be able to dedicate the time to attend monthly committee meetings, which last approximately 3 hours.
•  In between meetings, there will be additional volunteer duties such as; providing financial reports at committee meetings, monitoring the budget which has been set by the trustees for the year, processing payments, querying invoices, doing VAT returns, and processing Gift Aid claims.

What we can offer you as a volunteer Branch Treasurer

•  We will provide you with a comprehensive trustee training course which will provide you will everything you need to carry out the role.
•  Ongoing support is also provided by local and national RSPCA staff in addition to any additional training provided by the relevant branch.
•  The platform to utilise your skills and experience to oversee the charity and make decisions that have a direct impact on local animal welfare.
• The opportunity to gain new skills and develop existing ones, whilst making a real difference to the lives of animals.
•  A way to expand your professional and personal network through working with like-minded people.

We hope you are interested in volunteering for our branch. 

Our voluntary roles are subject to an informal interview and trial period. We will ask you to provide contact details for two referees, and dependent on the position, you may need to sign an agreement and undergo specific training before starting the role.

As our Treasurer Trustee, you’ll bring your financial expertise to our dynamic international board working alongside trustees from member organisations, our leadership team and co-opted trustees bringing a range of specialist skills to our Board.

What will you be doing?

We are looking for a Treasurer with experience of working with not for profits in setting strategic financial direction,. It would be desirable to have experience in complying with the Charity Commission for England and Wales or similar bodies’ regulations. 

You would be joining our board at an exciting time, as we implement our new strategy, build on our campaigns, broaden our advocacy to mobilise greater support and achieve change. 

The Treasurer will maintain an overview of the organisation's affairs, ensuring its financial viability and that the organisation has policies and systems in place to ensure robust financial planning, implementation and reporting.

What are we looking for?

The Treasurer will maintain an overview of the organisation's affairs, ensuring its financial viability and that the organisation has policies and systems in place to ensure robust financial planning, implementation and reporting. This will involve :

• Reviewing budgets, accounts and financial statements, and recommending them to the Board for approval 
• Being assured that the financial resources of the organisation meet its present and future needs 
• Ensuring that the charity has an appropriate reserves policy 
• Ensuring that appropriate accounting procedures and controls are in place
• Ensuring that the charity has an appropriate investment policy 
• Ensuring that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies 
• Ensuring that the accounts are scrutinised through external audits and internal reviews and that any recommendations are implemented 
• Keeping the Board informed about its financial duties and responsibilities 
• Chairing the Resource Mobilisation and Communications Committee (formerly the Finance and Human Resources Committee), leading online meetings three times a year
• Ensuring that organisation has processes in place to meet any compliance requirements 
• Ensuring the organisation has a risk management process in place 
• Reviewing and signing financial transactions and other documentation requiring board approval 

What difference will you make?

This is a substantive role at the core of our organisation. We are a global alliance of 51 local organisations in 40 countries, working on the front line with children and families in need. 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. 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

 Family values mutual accountability and has a Responsibility Framework which outlines responsibilities and rights for board trustees, members and staff. The Treasurer has a key role in ensuring that mutual accountability is upheld in areas of finance by identifying and highlighting potential conflicts of interest.

Through 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.

Before you apply

Please apply, or contact us if you have any questions,through Reach in the first instance. Please provide a cover letter detailing why you are interested in this role, your relevant experience and indicate your availability. Interviews will take place via Zoom. Deadline for applicaions is 06 Nov 2025.

Desirable, but not essential requirements: 

• experience of working with or on a board 
• a qualified member of a recognised accountancy body
• some experience of charity fundraising is desirable

Citizens Advice Plymouth employs 180 staff and has 50 volunteers, who work both locally and nationally to support people who have problems with debt, housing, welfare benefits, employment and many other advice areas.

We can all face problems that seem complicated and intimidating. At Citizens Advice Plymouth, we believe that no one should have to face these problems without good quality, independent advice.

We have a clear set of strategic aims. These allow us to provide the advice and support people need for the problems they face and work towards changing policies and practices that affect people’s lives. We value diversity, promote equality and challenge discrimination.

The Board of Trustees has an interesting and challenging task to ensure that the governance and finances of the charity are correct and to advise and support the senior leadership team

The Role

We currently have 9 Trustees and are looking to strengthen our Board of Trustees with 2 new Trustees, who can use their professional and lived experiences, skills and talents to contribute to the on-going success of the Charity. We are specifically seeking individuals who offer experience in one or more of the following areas:

- Chair designate to take over from the current Chair once inducted and has a full understanding of the organisation. We expect that to take approximately 6-12 months depending on time commitments.

- Finance and accounting (not necessarily within a charitable setting, but this would be beneficial) in order to succeed our current Treasurer in 2 years’ time.

- Leadership experience within a charitable organisation

- Previous experience as a Trustee or governor

- Local involvement in the City of Plymouth

We are committed to further diversifying our Board to represent the communities that we serve across Plymouth. We would particularly like to hear from Black, Asian and minority ethnic backgrounds and LGBTQ+ groups. We are also currently seeking to redress our current imbalance so we would particularly appreciate female applicants or people under the age of 30.

Treasurer (trustee) for Sandhurst Counselling Services 

Do you have financial skills to help an organisation that supports good mental health?

We are looking for an enthusiastic and skilled person to be the next Treasurer for Sandhurst Counselling Services, a small and effective charity based in Sandhurst, Berkshire.

If you have understanding and experience of governing charity or similar not-for-private-profit finances, you could be the Treasurer, and alongside our new Chair, head up our new ‘transformation team’.

About us:

Sandhurst Counselling Service evolved from a drop-in service started in August 1990 by St Michael's church in Sandhurst, and provides a safe confidential space for anyone feeling anxious, stressed, depressed, hopeless or lost, to help people find their way. The charity is an unincorporated Charitable Trust with an income of  ~£60k p.a.

Trustees have set out a plan for our immediate and longer-term future that initially includes transforming our funding base between now and September 2025.

The role and what we are looking for in a new Treasurer 

Our Treasurer works closely with the Chair and other trustees, our Administration and Clinical Managers,  and leads liaison with the External Examiner for our annual accounts. Although all trustees are equally responsible for our finances, our Treasurer maintains the overview and leads the Board in our discussions of financial matters.

Our Board includes people with understanding of our counselling services, and we require all new trustees to have strong empathy with our cause and our delivery.

Your experience of managing finances or bookkeeping is important. We’d welcome a financial qualification, but that’s not a prerequisite, as our finances aren’t complex. An understanding of how charity finance works would be beneficial, and the ability to clearly communicate our financial information to other trustees is very important. Support from our Administration Manager is always available, as they deal with day-to-day matters.

We are a charity not a business, but we apply business principles alongside our values to govern our organisation. We are looking for fresh expertise and experience from a variety of backgrounds to our charity. We want to expand the diversity of our Board, in all meanings of the word, and strongly welcome applications from people from less-represented groups. 

The Board meets quarterly face-to-face at our premises, GU47 8HN, on a mid-week afternoon (this is flexible, and can be subject to future discussion/negotiation), for up to three hours.

You will need to dedicate about six hours per month to the role which includes preparation for and attendance at Board meetings; many of your duties may be carried out online and by phone/video, as well as at face-to-face meetings.

 How to apply

This high-profile appointment is being managed for us by inVOLve Community Services, a charity-support organisation, who offer a no-obligation discussion by phone or video. A detailed Role Description and Skills Specification can be made available to you upon request.

Trustee appointments are subject to satisfactory references, and a satisfactory Enhanced DBS check.

Your CV and supporting statement will be read by our existing trustees; an informal discussion followed by a more-formal interview can be offered as soon as mutually convenient.

I need to know more

Contact Mike Allen via Quick Apply, below, for more information and arrange to have a no-obligation initial informal discussion (Teams/Zoom/phone), explanation about this important role and any assistance in your application.

As a Trustee of Durham Action on Single Housing (DASH), you will work alongside other board members to provide strategic leadership and governance to the charity. Your primary role will be to ensure that DASH meets its charitable objectives and complies with legal and regulatory requirements. Trustees are responsible for overseeing the direction of the charity, ensuring financial sustainability, and ensuring effective delivery of services to individuals in need of housing support.

Key Responsibilities:

1. Strategic Leadership:
   • Work with fellow trustees to set the strategic direction of DASH.
   • Ensure that the charity’s mission is being fulfilled and that its activities align with its objectives.
   • Provide guidance and support in decision-making, ensuring that the charity stays relevant to the needs of its service users.
2. Governance & Oversight:
   • Ensure that the charity is properly governed, complies with legal and regulatory requirements, and adheres to its constitution and policies.
   • Oversee the performance of the Director and senior leadership team, offering guidance and support as needed.
   • Monitor the charity’s financial health, ensuring appropriate financial controls, budgeting, and reporting mechanisms are in place.
3. Financial Management:
   • Approve the annual budget and ensure effective use of resources.
   • Monitor and manage financial risks and help ensure the charity remains financially viable.
   • Support fundraising efforts and ensure the charity meets its financial targets and fundraising goals.
4. Advocacy & Representation:
   • Act as an ambassador for DASH, promoting its work and advocating for the needs of single housing tenants.
   • Develop and maintain relationships with key stakeholders, including local authorities, other charities, funders, and the community.
   • Provide expertise in areas such as housing, legal, fundraising, or community services to assist in achieving the charity’s objectives.
5. Risk Management:
   • Identify and assess potential risks to the charity and help develop strategies to mitigate them.
   • Ensure the charity operates within a framework that balances risk and opportunity, ensuring the safety and well-being of service users.
6. Board Development:
   • Participate in board meetings and decision-making processes, providing insight, expertise, and constructive feedback.
   • Help recruit new trustees and contribute to the development of the board, ensuring its skills and diversity align with the charity’s needs.
7. Compliance & Reporting:
   • Ensure DASH meets all legal and regulatory obligations, including Charity Commission requirements.
   • Ensure that DASH’s work is transparent and that all reports (financial, impact, and governance) are accurate and timely.

Person Specification:

• Passion for housing issues and the work of DASH.
• Strong commitment to the values and mission of the charity.
• Previous experience in a governance or leadership role, preferably within the charity sector.
• Knowledge of housing, social justice, or related sectors is desirable but not essential.
• Strong communication, organizational, and decision-making skills.
• Ability to work collaboratively and constructively with other trustees, staff, and stakeholders.
• Experience in financial oversight and risk management would be an asset.

Time Commitment:

Trustees typically meet Bi monthly , with additional subcommittee meetings and ad-hoc responsibilities. Meetings may be in-person or virtual, depending on the needs of the organisation.

Benefits:

• The opportunity to make a significant difference to the lives of individuals in housing need.
• Gain valuable experience in governance, financial management, and leadership.
• Work with a dedicated and passionate group of individuals who share a common vision.

Who they are

Citizens Advice Richmond is a local charity that has helped the people of Richmond since 1940. They offer generalist advice on any issue and specialist debt advice. Citizens Advice Richmond is a member of the national Citizens Advice service, a network of around 300 local advice centres.

The role: What will you do?

● Complete an induction for your role.

● Maintain an awareness of how the local Citizens Advice is operating.

● Plan the board meetings, including the dates and the agenda, with the Company/Charity Secretary and the Chief Officer.

● Read papers for board meetings and attend six board meetings per year.

● Facilitate the trustee board meetings by leading the meeting, ensuring that agenda items are discussed, enabling all members to contribute their views and take part, and seeking clarification where necessary.

● Ensure that decisions and actions taken at board meetings are carried out.

● Ensure that the board decisions are made within the remit of the Citizens Advice membership agreement, governing documents, and policies.

● Monitor attendance and commitment of all trustees.

● Provide or arrange training or support for trustees if needed.

● With other trustees and the Chief Officer, recruit a trustee board with a diverse range of skills, experience, and knowledge, with an aim to promote trusteeship to underrepresented groups that represent the community.

● Ensure that all trustees receive an induction and the training needed for them to fulfil their role.

● Be proactive in recruiting successors to key positions such as Chair, Treasurer, etc.

● Arrange or provide support and supervision for the Chief Officer, including an annual appraisal.

● Together with the Treasurer, ensure proper management and control of local Citizens Advice finances.

● Together with the Chief Officer, represent the local Citizens Advice in relationships with funders or potential funders, at local events, and in the community.

● Work together with all trustees to ensure that the board can:

♦ Set policy and strategy direction, set targets, and evaluate the performance of Citizens Advice Richmond.

♦ Monitor the financial position of Citizens Advice Richmond, ensuring that it operates within its means and objectives, and ensuring there are clear lines of accountability for day-to-day financial management.

♦ Monitor whether Citizens Advice Richmond complies with its governing document and meets the required standards.

♦ Seek the views of all sections of the community and monitor how well the service meets the needs of the local community.

♦ Ensure the service plans for the recruitment and turnover of staff and volunteers.

♦ Review their own work and how effectively they operate, including action for improvement.

♦ Work on specific projects to further the strategic objectives of Citizens Advice Richmond.

What’s in it for you?

● Make a positive impact for people in your local area by ensuring the local Citizens Advice is sustainable and meeting the needs of the community.

● Meet people and build relationships with trustees, staff, and other volunteers.

● Build on your governance, leadership, and strategy skills.

● Increase your employability.

And they will reimburse expenses too.

What do you need to have?

You’ll need to:

● Understand the type of work undertaken by a local Citizens Advice.

● Understand and accept the responsibilities and liabilities as trustees.

● Be non-judgmental and respect views, values, and cultures that are different from your own.

● Have a good basis of leadership skills.

● Be able to facilitate and lead meetings.

● Have good interpersonal skills.

● Have good listening, verbal, and written communication skills.

● Be able to exercise good independent judgment.

● Have good numeracy skills to understand accounts with the support of the Treasurer.

● Be willing to learn about and follow the Citizens Advice aims, principles, and policies, including confidentiality and data protection.

● Be willing to undertake training in your role.

How much time do you need to give?

You will need up to one day a week for the regular activities, but this will vary. Trustee boards usually meet in the evenings, and you’ll likely need to give 12-15 hours per year to attend these. Sub-committees meet quarterly and a further 4-6 hours per year are required for these.

Valuing inclusion

Their volunteers come from a range of backgrounds, and they particularly welcome applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, and people from Black Asian Minority Ethnic (BAME) communities

Treasurer (trustee) for Age UK Berkshire

Do you have financial oversight and enthusiasm to help an organisation that supports older people across in Berkshire?
You could be the next Treasurer for Age UK Berkshire, a local charity with a nationally trusted name.

With origins in the 1950s, and now a thriving £1m+ charity that works with and for older people across the whole county, Age UK Berkshire is looking for our new Treasurer, to support the Board and CEO in our financial governance for the future.

You won’t be preparing day-to-day financial statements, as these are provided by our outsourced accountancy firm. Rather, you’ll have a strategic oversight of our finances, bringing your analyses and advice to help us to strengthen and grow our services.

In 2023/2024, our total income was £1,736,856, and our Balance Sheet stood at £1,948,760, making all our trustees’ governance of these funds a highly-responsible duty.

The role and what we are looking for in a new Treasurer 

Our Board includes people with experience in working with and for older people, and we’d expect our new Treasurer to have strong empathy with our cause and our beneficiaries. 

You’ll have experience of financial management, possibly in a SME or charity. Having a financial qualification would be very useful but isn’t a requirement; similarly, an understanding of the charity SORP or FRS102 isn’t necessary but would be welcome.

The ability to communicate financial information clearly, especially to other trustees, is very important. Support from our outsourced accountants will be available, as they produce our management accounts.

You don’t necessarily need prior experience of charity trusteeship, as full induction will be provided, plus specialist support as a new trustee including access to external training.

We are a charity not a business, but we apply business principles to governing our organisation. We want to expand the diversity of our Board, in all meanings of the word, and strongly welcome applications from people from less-represented groups. 

The focus of a trustee role is strategic, and trustees don’t get involved in the organisation’s operations; however, regular contact and liaison with other trustees, employees and volunteers is expected.   

We ask for about six hours per month which includes all meetings, discussions, etc., probably more at year-end and at our AGM. You will need access to digital communications, as much of our charity’s business is run that way.

How to apply  

This appointment is being managed for us by involve Community Services, a charity-support organisation, who offer a no-obligation discussion by phone or video.
A detailed Treasurer Recruitment Pack can be made available to you upon request.

Trustee appointments are subject to satisfactory references, to completion of an online Safeguarding course and an Enhanced DBS check. 

Your CV or similar will be read by our existing trustees and CEO, and an interview offered as soon as mutually convenient.

I need to know more 

Contact Mike Allen via Apply Now, below, for more information and arrange to have a no-obligation initial informal discussion (Teams/Zoom/phone).

Our partner empowers the most disadvantaged rural communities in Ethiopia to end child poverty, working with local communities to provide them with the support they need to take ownership of projects and drive sustainable change.

They are seeking a new Treasurer to advise the small charity on all matters involving the custody of financial resources, the application of those resources, financial procedures, and financial reporting both within the charity and to external stakeholders.

Key responsibilities include preparing draft financial plans and budgets, producing reports on actual financial performance against the budget, preparing end of year accounts, and overseeing financial records and the work of the organisations bookkeeper.

The Board meets quarterly, usually online but occasionally in London (hybrid), and the total time commitment required for the role is a few hours per month.

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For more Trustee & Treasurer roles please visit the AfID website.