Board members and chair volunteer volunteer roles

CHASE Africa is a UK-based international NGO that supports local partners in East Africa to improve health and wellbeing in marginalised rural communities. We are looking for a Trustee with finance skills, to replace our current Treasurer. You will provide scrutiny and oversight of the work of CHASE Africa, with a particular focus on financial issues.  You will use your financial knowledge and experience to monitor the financial administration of the charity and report to the Board of Trustees on its state of financial health and provide the board with the confidence and knowledge to make good strategic decisions. 

This is an exciting opportunity for someone with extensive financial expertise, who is seeking a voluntary position where they can apply their skills to a meaningful mission.

Since its inception 12 years ago, CHASE Africa has grown from scratch to an income in 2025 of over £830,000 – delivering over 1.5 million healthcare and family planning services to often isolated rural communities. We have a strong and highly motivated staff team and a thriving network of local partners that has expanded from Kenya into Uganda and, later this year, Tanzania.

CHASE Africa’s projects have already brought healthcare and empowerment to tens of thousands of lives, particularly for women and girls, mitigating poverty and helping protect local environments.It has the capacity and opportunity to greatly extend its impact – both geographically and in terms of numbers reached.

We are a small but dedicated team based in Somerset, committed to a collaborative approach to partnership. We're currently going through an exciting period of transition and growth, with a new CEO in 2022, a new charitable structure in 2023, and a new Finance Manager at the start of 2026. Your role will be vital in helping us achieve our future goals.

The Role

• Liaise with CEO and Trustees to ensure the financial viability of the organisation’s strategy 
• Advise on the financial implications of CA’s strategic plan (3 year) 
• Present CA’s financial position and broader context at Trustees Board meetings 
• Support the finance manager with the production of an annual budget 
• Ensure that the Board is aware of its financial duties and responsibilities and the need to comply with all legislation 
• Take a lead in interpreting financial data for fellow Board members 
• Ensure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basis
• Ensure relevant financial policies are in place as required by the charity commission 
• Be willing to be available to support the charity’s CEO and Senior Finance Manager as needed 
• Review the monthly management accounts report and cashflow with the CEO and finance manager 
• Liaise with senior staff to ensure financial reports are user friendly for non-finance trustees

About You

• Good background in financial management and analysis
• Able to communicate financial information clearly and to people with different levels of financial and data literacy. 
• Knowledge and experience of finance practice relevant to voluntary and community organisations. 
• Have an excellent ability to interpret financial information and the confidence to raise questions and challenge 
• Have a good understanding of, or be willing to learn, the rules and regulation around charity finance 
• Have the ability to think creatively and strategically, exercising good and impartial judgement 
• Knowledge of current accounting processes, tools and procedures 
• High proficiency in Excel, Powerpoint for analysis and presentation 
• Understands and accepts the legal duties, liabilities and responsibilities of Trustees, and the difference between governance functions and management functions  
• High level of integrity and sound judgement 
• Commitment to CA’s vision, purpose and culture and its way of working 
• Able and willing to devote the necessary time to the role 

Additional Desirable 

• CCAB/CIMA qualified professional or qualified by experience in financial management
• Awareness and understanding of the campaigning world and the health community in developing countries. 
• An interest in international development and the issues we are supporting our partners to tackle in East Africa. 

For full information, please see the attached information pack.

To apply for this post, please submit a CV and covering letter by email by the 27th March 2026. The cover letter should be no longer than two pages long and explain why you are interested in this post and how your skills and experience make you a good fit.

The Sutton Trust is at a pivotal moment in its development. For nearly three decades, we have been the UK’s leading voice on social mobility, working tirelessly to break the link between socio-economic background and life chances. Today, that mission is as urgent as it has ever been. Despite pockets of progress, social mobility in the UK remains low by international standards, with deep inequalities in education, access to professions, and regional opportunity continuing to limit life chances and economic potential.

We are seeking a Trustee with policy expertise who shares our commitment to fairness, evidence, and long-term change. We value diversity of thought and experience, and we are keen to hear from those who can help us navigate an evolving political landscape and leverage our research to challenge systemic barriers, ensuring our voice remains the most influential in the national drive to transform social mobility.

Duties and Responsibilities of a Trustee

Policy Responsibilities

• Providing oversight for the charity’s research and advocacy, ensuring the Trust’s work is mission-aligned, evidence-based, and intellectually rigorous
• Supporting the Board in discharging their collective duties around planning, risk and compliance, particularly in areas such as horizon scanning for upcoming legislative changes, political shifts and shifts in social trends affecting the Trust as well as specific regulations around political neutrality
• Leveraging their professional networks and expertise, enhancing the charity’s credibility and influence, ensuring our research translates into meaningful systemic change

General Responsibilities

• Inputting into and agreeing the Trust’s vision, mission and values and providing advice on the Trust’s wider purpose, goals and activities
• Inputting into and agreeing the Trust’s aims and long-term strategy in furtherance of its charitable purpose
• Ensuring key risks are identified, monitored and controlled effectively as well as keeping abreast of changes in the Trust’s operating environment
• Monitoring the Trust’s performance against its strategic aims, operational plans and budgets
• Safeguarding and promoting the Trust’s reputation, and acting in the best interest of the Trust at all times
• Ensuring the financial stability and sustainability of the Trust
• Ensuring the effective and efficient administration of the organisation, including having appropriate policies and procedures in place
• Ensuring proper arrangements are in place for the appointment, supervision, support, appraisal and renumeration of the CEO and they are held to account
• Contributing to regular reviews of the Trust’s own governance
• Ensuring the Trust complies with its governing documents, charity law, company law and any other relevant legislation or regulations

In addition to the above statutory duties, each Trustee should use their specific skills, knowledge and experience to contribute to the Board’s decision-making, and dedicate sufficient time to carry out their responsibilities effectively. This may involve sitting on Board Committees, 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.

Trustees aim to support a specific member of the SLT based on their skills and experience or may participate in appropriate subgroups, e.g., Alumni Leadership Board, Education Advisory Group, (Development) Board meetings, etc.

Person Specification

Mission and Values

• Sympathetic to the aims of the Trust and its mission to address educational disadvantage
• High level of personal and professional ethics, integrity, and accountability
• Willingness to safeguard and promote the Trust’s reputation within the wider sector

Strategy and Interpersonal Skills

• Ability to think strategically in order to provide appropriate oversight and scrutiny for the Trust’s overall activity and direction
• Ability to confidently and fairly make evidence-based decisions and constructively challenge the decisions of others if required
• Ability to collaborate and work as part of a team to provide advice, make decisions, and/or solve problems
• A commitment to personal development and a willingness to participate in regular reviews of the Board’s own performance and governance

Governance, Risk and Finance

• Understanding of the legal duties of a Trustee (or willingness to learn), including compliance with Charity Commission and Companies House regulations and commitment to the roles and responsibilities of a Trustee
• Awareness of (or willingness to learn about) financial health indicators and organisational risk management

Specialist Expertise and Experience

• A background in public affairs, civil service, think tanks, education sector organisations or senior policy or research roles in (education) charities
• Strong understanding of how UK government (at local, regional or national level) and/ or the UK education sector works
• Strong influencing and communications skills with the ability to lead discussions, provide expert advice, and influence stakeholders in a professional manner
• Good understanding of how to translate policy jargon into clear, strategic advice for the wider Trustee Board

Interviews

Applications should reach us by 10am, Monday 30th March. First round interviews will take place on Wednesday 15th and Thursday 16th April, and second round interviews will take place w/c 27th April or w/c 4th May. All interviews will be held at our London offices in Millbank Tower.

We're looking for a trustee with experience or knowledge of working within the criminal justice system. This is an important area of our work that isn't currently represented on our board.

Step Together Volunteering is a small but mighty charity. Through our unique, person-centred approach we support people to build the confidence and skills they need to look towards a positive future.

We work with young people, people in contact with the justice system, and the Armed Forces community, through 1-1 support, coaching and volunteering placements in the community. Our support doesn't have a time limit, we work with our clients until they have the confidence and skills they need to look forward to a more positive future.

We work nationally, our Head Office is Bristol, and our frontline staff are home-based in the regions they cover.

As a trustee, alongside your fellow board members you'll be responsible for the strategic leadership and administration of Step Together, and we're keen for you to contribute your perspectives and experiences to discussion. Alongside this, we'd specifically like you to:

• Provide expertise relating to the criminal justice system, and support to the rest of the Board and senior staff to ensure the charity operates a best practice model.
• Help identify opportunities for the charity to expand its work and impact within the criminal justice sector, including those funded by statutory and voluntary funders.
• Remain abreast of key developments within the criminal justice sector, ensuring these are brought to the attention of the rest of the Board and senior staff.
• Leverage support for the charity’s work (financial or otherwise) from your own networks and contacts where possible.
• Advise on implications of any current or planned projects within the criminal justice sector to aid good decision-making at board level.

What are we looking for?

Your experience will ideally have been gained through professional work in the Criminal Justice Sector. This could be through employment within the Prisons or Probation Service, other Ministry of Justice role, Youth Justice teams, Police, or with another charity or agency working in the sector.

Good networks within the justice system in the southwest would be advantageous. You will be knowledgeable about the criminal justice sector, the role the voluntary sector plays, and the challenges faced by the different organisations working in the sector.

Ability to work at a strategic level is essential.

We are looking for someone who is passionate about the work that we do, and someone who is happy to advocate for and represent the charity to key stakeholders to help further our work and impact.

What difference will you make?

Your knowledge and experience of the criminal justice system will help shape our strategic direction and decision-making in this important area of our work.

More broadly, as a trustee, you'll play an important role in ensuring Step Together is sustainable, well run and has a clear, strategic direction so that it continues it's brilliant work, supporting people who are otherwise left behind.

Commitments

We have two in person meetings per year (one in London, one in Bristol) and two online, plus an 'away day' in the autumn. We're ideally looking for trustees who based in Bristol or the surrounding areas.

Our board meetings and away day are fixed but there may be times we need to get in touch on an ad-hoc basis, or ask you to be involved in task-focussed committees.

Before you apply

Please get in touch if you've any questions, or to find out more, and we'll arrange a time for you to have a chat with the CEO or Chair.

If you'd like to apply, please get in touch - we'd love to hear from you! It would be helpful to hear a bit about you, what you'd like to bring to the board, and why you're interested in Step Together Volunteering.

Want to make a difference? Could you help us?

New trustees wanted

We are looking for up to three people to be active members of our Board of Trustees.
Together with the other trustees, staff, volunteers, and stakeholders you will help the
Foodbank deliver a non-judgemental and compassionate service, and help us as we
work towards a future where foodbanks are no longer needed. The Trustee may be
asked to take the lead on specific areas of our work, utilising their experience and
skills. We are particularly keen to hear from people who have experience in
fundraising/bid writing, human resources, communications/PR, and property
management.

Our vision

Our vision is a future where our foodbank is no longer needed because people can
afford the essentials and get the support they need when they need it, preventing them
from reaching a point of crisis.

Our mission

Our mission is to provide a compassionate, dignified, and non-judgemental service to
people within our community. We do this by working in partnership with other
organisations to provide holistic support that enables people to find a way out of their
crisis. We work together with partners and the other foodbanks in RCT to identify and
address the root causes of people needing to use our foodbank to alleviate poverty
within our community.
Volunteering is a fantastic way for you to be involved in your local community and
volunteers are at the heart of all that we do as a Foodbank.

An invitation to join us at Young Devon as our next…

Trustee (Job Ref 25-85)

Are you passionate about supporting young people in Devon?

Young Devon is here to change the odds in favour of the thousands of young people who ask for help each year with their homelessness, mental health and education.  We believe developing good quality relationships can be transformational in young people’s lives.

We are seeking committed and passionate people to support the leadership of a complex organisation.  An understanding of governance in a Charity or non-executive setting isn’t essential but will help.

You will be able to demonstrate good judgement combined with excellent strategic and communication skills.  As a creative thinker and being able to recognise a range of perspectives you will be able to support fellow Trustees to ensure the Charity is well governed and focused on meeting the needs of young people.

You can download the Candidate Information Pack from our website.

This is a voluntary position but one which we hope will be very rewarding.  We aim to appoint to an initial 3-year term with the possibility to extend to a second thereafter.  Reasonable and proper expenses will be reimbursed.  An enhanced DBS check is required for this position.

Closing date for applications: 12 noon on Tuesday 31st March 2026

Young Devon is a youth work charity (1057949) passionate about creating an inclusive workplace and embracing diversity. We are committed to Safeguarding children, young people and vulnerable groups and all applicants who will or could have unsupervised access to these groups will complete the required checks through the Disclosure and Barring Service

We’re seeking committed new trustees to help guide a small but ambitious charity supporting children and young people with cerebral palsy, ensuring our funds deliver meaningful, life-changing impact.

Our Board is made up of a small, committed group of trustees who bring a mix of professional expertise and personal connection to our cause. Together, we oversee a grant-making charity that has a long heritage and a clear ambition: to increase our income and ensure we can support more children and young people with cerebral palsy in meaningful, practical ways.

Like many small charities, our challenge is balancing strong governance with growth. We are financially stable and well run, but we want to think more strategically about our future: how we prioritise funding, how we grow awareness and income, and how we ensure every grant we make delivers real, lasting benefit for families. The new trustee will play an active role in shaping these conversations and helping the Board move confidently from steady state to sustainable growth.

The role is hands-on and collaborative. Trustees are expected to attend four board meetings a year, contribute thoughtfully to discussion and decision-making, and engage between meetings when specific issues arise. Depending on interest and experience, the new trustee may also be invited to take a lead role in an area of work or join a small working group, for example around fundraising development, investment oversight, or grant assessment.

This is an opportunity to influence how limited charitable funds are used where they matter most. Trustees are directly involved in decisions that enable children to access therapy, specialist equipment, and support that may not otherwise be available. For someone who wants to make a tangible difference, this is a role where your contribution can be clearly seen in the lives of the children and families we support.

The Board values open discussion, shared responsibility, and a supportive culture, making this an especially rewarding role for someone who wants their time and judgement to have genuine impact.

Do you want to be inspired by the impact of education? Do you have the skills to lead an established board of governors? A school in Tewkesbury is looking for a skilled volunteer to drive school improvement by becoming a chair of governors.

What will you be doing?

Governing bodies are responsible for the strategic management of a school and will make decisions about a wide range of issues

The core responsibilities involved are:

· Ensuring accountability

· Providing support and challenge to the schools senior leadership team

· Monitoring and evaluating the school’s progress

· Budgetary allocation and control

· Shaping plans for school improvement and overseeing their implementation

· Setting the school’s aims and values

· Appointing senior members of staff including the Head Teacher

A school governing body is made up of representatives from the school, the parents, and the local community.

What are we looking for?

This vacancy is for an alternative provision secondary school. Ideally, you would have previous experience in the education sector however please still apply if your skills lie in a different industry. Previous chairing or leadership experience is desired but not necessary if you feel you have education knowledge to offer.

You must be over 18, but you don’t need to be a parent or have children of school age. Often, it’s the outside perspective you can bring that a school needs. Professional experience in areas such as safe guarding, change management, and leadership skills are all useful to a school. Soft skills such as communication and problem solving are also great additions.

What difference will you make?

Governors make decisions that affect schools for years to come. Chair of Governors work in partnership with Head Teachers and the Senior Management Team to help deliver the best possible education, and help children realise their expectations and aspirations.

Our recent impact survey found that our volunteers bring £9.9 million worth of value to schools each year, and 9/10 volunteers would recommend being a governor to a friend.

As a chair of governors, you will be encouraged to visit the school to gain an understanding of the culture and ethos and to get the most out of the role. You’ll also have the opportunity to meet children, parents, and teachers, and see the impact of your work first-hand.

What's in it for the volunteer?

Volunteering as a chair of governors is a challenging but rewarding role. As part of the governing board, you’ll:

· Have support from the vice chair(s) and the clerk, to ensure the effective functioning of the board by keeping it focused on its core functions. You will also encourage the board to work together as an effective team, building its skills, knowledge and experience.

· help schools overcome challenges to ensure a bright future for children in your community

· work collaboratively with people from different backgrounds, challenging your own perspective and broadening your network

· gain experience outside of your job description and skills you can bring back to work

Before you apply

You will need to complete an application form and will have an interview with the school. DBS checks will be taken up.

About Governors for Schools

Objectives

Governors for Schools exists to improve educational standards so that children and young people have the chance to realise their full potential.

We believe the key to improving school performance is effective governance. By finding, nurturing and supporting a committed network of governors we help to drive systematic change in how schools operate. We have been connecting schools across England for over 20 years, and expanded our service into Wales in 2020, with skilled and committed volunteers, supported by our business and university partnerships.

Taunton Brewhouse is looking for trustees from all backgrounds.  Key is sharing our vision for a bold, brilliant cultural venue in Taunton, adding to our existing skills and expedrience and prepared to to play an active role in meeting the challenges ahead.

If you have experience in general management and/or in HR, marketing or fundraising do get in touch.   We also seek a lead trustee on finance - please see separate announcement.

As a trustee, you'll share responsibility for:

• agreeing strategy and goals for Taunton Brewhouse
• appointing and setting salaries for senior management
• giving oversight and support to management
• paying attention to financial management
• ensuring due diligence in all regulatory matters including safe-guarding
• ensuring a robust approach to management of risk.

You'll attend Board meeting although much work is carried out in projects or committees.  You'll be an ambassador for Taunton Brewhouse and support our wider endeavours through attending press and community events.

There are 5 formal meetings pa held in evenings at Taunton Brewhouse.  Other meetings are generally in the day and are organised around the diaries of those involved.  We also aim for an annual 'away-day' to enable trustees time to reflect, plan and develop the organisation and themselves.

Please note that exceptional expenses are paid by prior agreement.

We aim to be in touch quickly both those who make a full application and those who prefer an informal initial discussion. 

Do you want to be inspired by the impact of education? Do you have the skills to lead an established board of governors? A school in Barking in Essex is looking for a skilled volunteer to drive school improvement by becoming a chair of governors.

What will you be doing?

Governing bodies are responsible for the strategic management of a school and will make decisions about a wide range of issues

The core responsibilities involved are:

· Ensuring accountability

· Providing support and challenge to the schools senior leadership team

· Monitoring and evaluating the school’s progress

· Budgetary allocation and control

· Shaping plans for school improvement and overseeing their implementation

· Setting the school’s aims and values

· Appointing senior members of staff including the Head Teacher

A school governing body is made up of representatives from the school, the parents, and the local community.

What are we looking for?

This vacancy is for a Primary School and nursery (ages 3-11).  The school would ideally like to find someone who has experience in safeguarding and anti-bullying.

You must be over 18, but you don’t need to be a parent or have children of school age. Often, it’s the outside perspective you can bring that a school needs. Professional experience in areas such as safe guarding, change management, and leadership skills are all useful to a school. Soft skills such as communication and problem solving are also great additions.

What difference will you make?

Governors make decisions that affect schools for years to come. Chair of Governors work in partnership with Head Teachers and the Senior Management Team to help deliver the best possible education, and help children realise their expectations and aspirations.

Our recent impact survey found that our volunteers bring £9.9 million worth of value to schools each year, and 9/10 volunteers would recommend being a governor to a friend.

As a chair of governors, you will be encouraged to visit the school to gain an understanding of the culture and ethos and to get the most out of the role. You’ll also have the opportunity to meet children, parents, and teachers, and see the impact of your work first-hand.

What's in it for the volunteer?

Volunteering as a chair of governors is a challenging but rewarding role. As part of the governing board, you’ll:

· Have support from the vice chair(s) and the clerk, to ensure the effective functioning of the board by keeping it focused on its core functions. You will also encourage the board to work together as an effective team, building its skills, knowledge and experience.

· help schools overcome challenges to ensure a bright future for children in your community

· work collaboratively with people from different backgrounds, challenging your own perspective and broadening your network

· gain experience outside of your job description and skills you can bring back to work

Before you apply

You will need to complete an application form and will have an interview with the school. DBS checks will be taken up.

About Governors for Schools

Objectives

Governors for Schools exists to improve educational standards so that children and young people have the chance to realise their full potential.

We believe the key to improving school performance is effective governance. By finding, nurturing and supporting a committed network of governors we help to drive systematic change in how schools operate. We have been connecting schools across England for over 20 years, and expanded our service into Wales in 2020, with skilled and committed volunteers, supported by our business and university partnerships.

Trustee

We are seeking three committed Trustees to join a national fostering Board at a pivotal time, supporting strategic growth and championing foster care across the UK.

Position: Trustee (Volunteer)
Organisation: The Fostering Network
Location: UK wide. Particular interest in Wales and Northern Ireland
Hours: Approximately 10 to 15 days per year
Term: 3 years, renewable for up to two further terms
Remuneration: Voluntary role. Reasonable travel expenses reimbursed
Closing Date: Monday 23 February 2026
Interview Dates: W/C 16 and 23 March 2026

About the Role

This is an opportunity to join the Board of Trustees at a national fostering charity, following the launch of a new organisational strategy and the appointment of a new Chair in 2025. Trustees play a vital role in setting strategic direction, ensuring strong governance and supporting the organisation to deliver meaningful change for children and young people in foster care.

Key responsibilities include:

· Providing strategic oversight and constructive challenge at Board level

· Supporting delivery of the five year organisational strategy

· Acting as an ambassador for the charity and its values

· Contributing to effective governance, risk management and financial oversight

· Building strong relationships with fellow Trustees, senior leaders and stakeholders

· Attending Board and committee meetings, both in person and online

About You

You will bring personal experience of the foster care sector and a strong commitment to improving outcomes for children and young people.

We are particularly interested in candidates who:

· Are based in Wales or Northern Ireland

· Are qualified social workers working within fostering services

· Have skills in finance, particularly qualified accountants

· Have experience in commercial or business development

You will demonstrate sound judgement, strategic thinking, discretion and the ability to contribute confidently within a Board setting.

About the Organisation

The UK’s leading fostering charity and membership organisation. Founded 50 years ago by foster carers, it works across all four nations to influence policy, improve practice and strengthen the fostering community. At the heart of its work is a belief in the power of relationships to transform lives.

Other roles you may have experience of could include; Trustee, Non Executive Director, Board Member, Independent Board Member, Social Work Leader, Finance Director, Commercial Director, Strategic Advisor.

Position Title: Treasurer Trustee

Location: Hope Nottingham CIO

Reports To: Board of Trustees

Term: 3 year term up to a maximum of 3 terms

Time Commitment: Bi-monthly evening Board Meetings in Beeston, Nottingham. Monthly review of financial reports, ongoing auditing through spot checks. Bi-monthly finance sub committee meetings, can be online or in person in day or evening to suit the right candidate.

Hope Nottingham began as a small drop-in café, with a dozen volunteers in 2010. It has now grown to encompass 2 community hubs, a network of foodbanks, with eleven staff and 350+ volunteers. We support communities across Nottingham, seeking to offer holistic and life changing support to thousands of people. We hold the East & West Nottingham Trussell franchise and partner with many churches and organisations such as Citizens Advice.

If you are looking to make a real difference in your community, this could be the opportunity for you! Now in our 15th year, Hope Nottingham seeks a new Treasurer.  With the other Trustees, you will be responsible for our overall governance, strategic direction, and our financial health and activities. Whether you are an experienced Trustee, or wanting to take your first step at Board level, we are particularly keen to recruit members of the local community with financial skills.  We have a strong Senior Leadership team, are in a good position financially and have recently invested in an external independent financial review, with the need for a Treasurer being the main recommendation. Could you be the right person to join our team?  We are a Christian charity but welcome those of all faiths or none, we just ask that you will uphold our Christian values. We are also always looking to increase the diversity of our board.

Overview of role

The Treasurer is a key member of the Board of Trustees. In addition to their general trustee duties, they are responsible for overseeing the financial governance and health of the charity. This includes ensuring (via auditing and review) that the charity's finances are well-managed, transparent, and in compliance with legal and regulatory requirements. The Treasurer works closely with the Chief Executive Officer, and other members of the Board to ensure sound financial planning, risk management, and reporting. The Treasurer also leads the Finance Committee and reports to the trustees on all financial aspects of Hope.

Key Responsibilities (with specific tasks highlighted in italics)

1. Financial Oversight and Governance

• Ensure the charity has appropriate financial policies and procedures in place to safeguard its financial resources.Review the financial controls policy and manual at least annually
• Keep the Board informed of its financial duties and responsibilities
• Provide leadership in setting and maintaining high standards of financial governance and accountability.
• Ensure the charity operates within its budget and is managing resources efficiently, while safeguarding its long-term financial sustainability. Review of monthly financial reports with the CEO before the Finance Committee meeting.
• Act as a bank signatory and oversee banking procedures  Authorise payments as required, review bank reconciliations and approve mandate changes

2. Budgeting and Financial Planning

• Oversee and approve the annual budgeting process, ensuring that financial planning supports the charity’s strategic goals. Review and input into annual draft budget with CEO and finance committee members
• Provide advice and guidance to the Board on financial matters, helping trustees to understand financial reports and implications of financial decisions. Input into finance sub-committee meeting and report back to Board
• Review and approve the budget and financial forecasts, ensuring they align with the charity’s priorities and objectives and financial position. Review performance against budget through the year via monthly financial reports

3. Financial Reporting

• Oversee the preparation of regular financial reports ensuring they are accurate, timely, and in line with the charity’s financial policy.  Review financial reports presented by CEO before discussing at the Finance Committee meeting and presenting a summary report to the trustees
• Present financial updates to the Board of Trustees, highlighting any concerns or issues that need attention.

4. Audit and Compliance

• Monitor cash flow, income, and expenditure, ensuring that the charity remains financially solvent and sustainable.
• Oversee Quick Books access  Treasurer has administrator level access and approves users and their access
• Oversee bank reconciliationsCEO completes reconciliation after end of month and informs Treasurer for their sign off
• Oversee the payroll process to ensure staff payments, PAYE and pension are processed and reported as required CEO will report by exception as payments generally do not change save for contract or pay change, minimal overtime. Treasurer has access to BrightPay and TPT Pension portal and can view any documents there.  
• Oversee the annual audit process, liaising with external auditors when required and ensuring the charity’s financial statements are audited in a timely and accurate manner.  A shared mailbox is used for all audit communications to keep Finance Committee in loop of any queries. Any meeting with auditor, Treasurer to attend.
• Review the audited financial statements for accuracy and recommend their approval to the Board at the Annual General Meeting. Draw attention to important points in an easily understandable way and sign off when audit is completed by the external auditors
• Ensure compliance with all relevant laws and regulations, including charity law, tax law, and Charity SORP financial reporting standards, including charity accounts being kept up to date on Charities Commission website. Review and keep up to date with Charity SORP requirements

5. Risk Management

• Identify financial risks and develop strategies to mitigate them.Review Financial risks on risk register quarterly and as part of finance sub committee
• Ensure that the charity has appropriate insurance and other safeguards in place to protect its assets. Review insurance requirements with the CEO a month before renewal date to ensure we have adequate cover in place and to obtain alternative quotes if appropriate
• Advise the Board on the management of financial risks and any significant financial challenges facing the charity.
• Review any substantial or complex grant terms

6. Fundraising and Income Generation

• Input into and provide financial oversight of fundraising activities and income generation strategies, ensuring they align with the charity’s financial goals. Input into and review fundraising strategy and review effectiveness on quarterly basis
• Advise on the viability of fundraising campaigns and the allocation of resources to maximise financial returns. 
• Assist in ensuring that fundraising activities comply with legal and regulatory requirements.

7. Financial Strategy and Sustainability

• Contribute to the long-term financial strategy of the charity, helping to ensure its financial sustainability.
• Ensure the charity has an appropriate reserves policy Review reserves policy and reserves calculation annually
• Advise on diversification of income streams and opportunities to strengthen the charity’s financial position. Review income streams quarterly to highlight opportunities or risks e.g. individual / corporate / grants
• Help develop investment strategies and manage assets in line with the charity’s financial objectives, legal responsibilities and values. Review bank interest rates annually. CEO to notify on changes to interest rates or bank charges as received

8. Chair the Finance Sub-Committee

• Act as the Chair of the Finance Sub-Committee, leading agenda, discussions and decision-making on financial matters. A pre-meeting with the CEO and treasurer is required so fully informed in advance of committee meeting.
• Ensure that the Finance Sub-Committee operates effectively, reporting regularly to the full Board.