Director of finance volunteer roles

About IDEMS

IDEMS is a UK-based social enterprise developing the novel human-centred technology infrastructure and products needed to affordably, sustainably scale expert-developed social interventions in variable low-resource communities globally for the greatest social impact. 

IDEMS is now at an inflection point of innovation and growth. 

Our innovation emerges from applied R&D in long-term multidisciplinary innovation collaborations. IDEMS impact-trained mathematical scientists and applied technologists partner with field-leading experts, UN agencies, global and local NGOs and researchers, and affected stakeholders to address grand challenges in areas including education, public health and climate resilience. 

Across variable multiyear, multidisciplinary grand-challenge collaborations, IDEMS has validated the need for and is piloting impact-enabling socio-technical innovation to address a major unmet challenge: How to enable local stakeholders to adapt, take ownership of, and continuously improve, in collaboration with global experts, impact programming to meet the needs of their communities–and do this affordably, sustainably, at scale across variable low-resource contexts? 

IDEMS is developing the novel socio-technical frameworks, infrastructure and products to address this challenge. At the heart of our work is pioneering “meaningful semantic interoperability”. Grounded in the application of frontier mathematical theory and made possible by advances in AI, IDEMS innovation transforms impact programme code and content into structured, reusable atomic data elements that can be malleably reordered, recombined or replaced to create unlimited, entirely new programme applications, interoperable down to the structured atomic data element level. 

IDEMS innovation unlocks impact at scale by enabling: 1) local programme adaptation to meet the highly variable digital, social and economic realities of low-resource contexts, 2) multidirectional data sharing and sensemaking for continuous systemic and local programme improvement, and 3) local ownership and control for a new model of affordable, sustainable, and community-accountable impact innovation. 

In this context, IDEMS faces the challenge of being a deeply innovative technology company, requiring significant mission-aligned impact financing to develop pioneering innovation, with an uncompromising mission to serve the public good. 

The Opportunity
IDEMS is seeking to appoint a Non-Executive Director to join its Board at this exciting stage of growth.

Role Purpose
The Non-Executive Director will provide independent oversight, strategic guidance, and constructive challenge, helping ensure IDEMS delivers on its social mission while strengthening organisational sustainability and impact.

While IDEMS operates at a deep academic and technical level, the role does not require deep technical or mathematical expertise. The Non-Executive Director’s value lies in their ability to develop an understanding of the systemic barriers to responsibly, inclusively scaling social impact in low-resource contexts–and of how existing approaches to scaling impact with technology at best often fail to deliver meaningful impact and at worst introduce new harms and dependencies. 

From that understanding, the Non-Executive Director will bring clear strategic perspective that includes offering high-level challenge and insight to help shape direction, identifying funding and partnership opportunities, strengthening decision-making, and ensuring alignment with social mission.

Key Responsibilities

• Contribute to the strategic direction of the organisation
• Provide independent scrutiny and governance oversight
• Support the executive team through challenge and advice
• Help ensure alignment between mission, impact, and sustainability
• Act as an ambassador for IDEMS, supporting fundraising, partnerships and visibility

Person Specification
We are particularly interested in individuals who bring a combination of the following (we do not expect any one person to have all of these):

• Senior leadership or board-level experience
• Interest in social impact, international development, or education
• Strong understanding of, or experience with, social and non-equity-based enterprise investment (of particular interest)
• Understanding of technology, data, or innovation ecosystems (desirable)
• Experience in governance, finance, scaling organisations, partnerships, or impact evaluation

A commitment to IDEMS’ values is essential, including collaboration, respect for complexity, and a focus on long-term impact.

Time Commitment
Approximately 5–10 days per year, including Board meetings and at least one full day at an in-person team meeting.

Why Join IDEMS?

• Be part of a globally recognised social enterprise addressing complex challenges
• Work with a diverse, international team
• Contribute to innovative approaches to technology for public good, including advancing new models for responsible, accountable AI
• Help shape an organisation focused on long-term, meaningful impact

This is an exciting time for the Helen Bamber Foundation Group (which comprises Helen 
Bamber Foundation and Asylum Aid) as we continue to grow our impact and strengthen our 
services for survivors of torture, trafficking, and human cruelty and those seeking protection. 
Our work is more crucial than ever, as we advocate for vulnerable individuals within a 
challenging and evolving global landscape. 

This year, we are looking to recruit a Trustee and Chair of the Finance and Fundraising Committee 
to replace the current position holder who is retiring from the role. This role is a key member of 
both Boards of Trustees, providing oversight of both charities’ financial health and helping ensure 
strong financial governance of the Group. Working closely with the CEO of Helen Bamber 
Foundation Group, the Executive Director of Asylum Aid, the Director of Finance and Governance 
and both Boards, this trustee will support strategic decision-making by ensuring that trustees 
have clear and accurate financial information and that the Group operates with robust financial 
controls. The role plays an important role in helping the Boards balance ambition and growth 
with responsible financial stewardship.

As a Trustee you will be part of a small team of volunteers who are collectively responsible for 
developing and guiding the strategic direction of the Group and steering the long-term stability. 
You’ll also chair the Finance and Fundraising Sub-Committee, which serves both Helen Bamber 
Foundation and Asylum Aid.

Please see the role description for further details.

Behçet’s Disease is an auto-immune disorder which is incurable but can be managed by specialist consultants. It is very rare and can affect any part of the body. It often takes years to diagnose and can be debilitating to the patient. 

Behçet’s Patients Centres (BPC), a charitable company, was formed in 2011 to provide the specialist, multi disciplinary care for patients.

We are seeking to recruit a Finance Director to our Board in order to both increase our experience and skills base and to facilitate effective succession management. This is a volunteer role that offers rewarding experience and the chance to make a difference in the lives of those who are affected by this rare condition.

This is a highly autonomous role that will make a big difference to the Board of Directors and their purpose to provide a service to one of the rarest patient groups in England. We’re looking for someone who can come in and help us build on our achievements and do things even better. You will be responsible for the financial management of the charitable company to ensure we successfully deliver our contractual commitments and thus influence the future of our funding, (we have a contract which runs until March 2028). You will play an important role as a member of the Board of Directors, ensuring they are guided by your financial expertise. This will involve preparing budgets; paying salaries and finances owing to HMRC and invoicing the NHS. We also work collaboratively with Behçet’s UK, the registered charity for patients with Behçet’s Disease and you’ll be building relationships with that charity. 

The time commitment for this role is around 2 to 3 days per month on average, with extra time needed around budgeting and year end accounts. 

Experience Required:

• Proven management and leadership skills
• Proven financial skills in budget preparation and management
• Proven communication skills
• Awareness of both Charity and Data Protection Law
• Computer literate in use of Microsoft products
• Experience of contract performance management
• Flexibility of working hours to attend quarterly Director meetings and the Behçet’s UK Annual Conference

Qualifications Required:

• Educated to degree level or equivalent financial experience. 
• Preferably a qualification with CIMA, ACA or ACCA (or working towards) 
• A UK driving licence and the ability to travel 
• A clean Disclosure & Barring Services check will be undertaken 

Spectra is a Community Interest Company (CIC), working to improve the choices, health and well-being of structurally excluded communities across London; particularly in relation to their sexual health, emotional resilience and well-being, and to combat isolation and minimise risk.

Under the steer of its Chief Executive and Board of Directors, Spectra’s outstanding staff team provide supportive, knowledgeable, non-judgemental services, which are all peer-led, meaning they are delivered by people with lived experience. Spectra strives to proactively identify the needs of all its service users and support them appropriately and effectively.

We are now seeking a suitably experienced and committed individual to join our Board as a Director of the CIC, and are particularly looking for someone with financial management and budgetary experience, particularly from a voluntary or statutory sector background.

If you feel passionately about addressing health inequalities and have an ethos aligned to our mission to support and empower people, we would love to hear from you.

You will provide strategic direction for the organisation on financial management, including helping to shape and support our ongoing financial strategy. You will support Spectra’s delivery of statutory and grant-funded services; help us in advancing our vision and provide constructive scrutiny and oversight of the Chief Executive and the work of Spectra’s staff.

Spectra is based in Vauxhall, South London. It is expected that you will attend five meetings (currently online on a Monday evening) and one SMT/Board Away Day each year (currently in person). In addition, it is envisaged that you will contribute your expertise outside Board meetings on occasion, e.g., to review service or planning reports, to participate in a focus group, etc.

Girlhood Reclaimed disrupts misogyny through training and awareness-raising workshops across education and youth settings and by creating safe spaces for young women, girls and gender-diverse young people that centre their voices and joyful feminist activism.

We are seeking a passionate and proactive Co-Director (Fundraising & Finance) (voluntary) to join our leadership team. This is an exciting opportunity to help shape the future of a growing organisation by leading fundraising efforts, supporting financial sustainability and contributing to strategic decision-making within our collaborative, values-led and flat structure leadership model.

Whether you are an experienced fundraiser, finance professional, grant writer, or similar, and looking to apply your skills to a meaningful cause, we'd love to hear from you. Join us in helping build a future where every girl and gender-diverse young person has the opportunity to be heard, valued and empowered.

Deadline for application: 31st July 2026

This role is open to women only under Schedule 9, Part 1 of the Equality Act 2010 (occupational requirement).

MHFA England are seeking a Non-Executive Director to assist in agreeing and supporting MHFA England’s strategy, ensuring the delivery of our overall purpose and mission as a social enterprise.

In addition, the Non-Executive Director will Chair the Finance Audit and Risk Committee, providing oversight and assurance on MHFA England’s financial sustainability, audit and management of risk.

Reasonable travel expenses are covered.

Principal duties
1. Overseeing the delivery of MHFA England’s strategy and performance
2. Protecting the long-term sustainability of MHFA England
3. Safeguarding the reputation of MHFA England
4. Representing MHFA England at collaboration and network events, and contributing to the development of organisational relationships
5. Chairing quarterly Finance and Risk Committee meetings, ensuring effective oversight, support, and challenge
6. Supporting the Board in maintaining strong financial governance, organisational resilience, and risk management
7. Reviewing financial performance, budgets, forecasts, and long-term financial sustainability
8. Overseeing the effectiveness of risk management, internal controls and assurance processes
9. Ensuring key strategic, operational, financial and reputational risks are appropriately identified, monitored, and mitigated
10. Working closely with the Director of Finance and Operations, wider Executive Team and Board Chair to ensure clear reporting and escalation of risks and issues to support a culture of accountability, transparency, and good governance across the organisation
11. Providing oversight of audit processes and compliance obligations where relevant

Person specification
– Experience chairing or contributing to Finance, Audit or Risk Committees at Board level
– CCAB-qualified accountant (or equivalent) with a strong understanding of financial governance, accounting, reporting, and external audit
– Proven ability to scrutinise management accounts, budgets, cashflow, and forecasts, and to support robust decision-making in a mission-led context
– Experience assessing internal controls and compliance arrangements, and overseeing risk management so that the organisation can pursue opportunities safely and responsibly
– Experience operating at board/committee level, with a clear grasp of good governance practice and how to support an effective, accountable executive team
– An awareness of economic and political changes that may impact MHFA England
– Sound judgement around corporate governance, financial strategy risk, and opportunity
– A commitment to social enterprise and MHFA England’s values and culture
– Highly developed communication, interpersonal, and teamworking skills
– Collaborative, solutions-focused and able to provide healthy and supportive challenge
– Curious and embraces innovation
– A strong personal commitment to workplace equity

Key dates 

Closing date for applications is noon Monday 13 July 2026. 

Purpose of the Role

To join the board as a Volunteer Finanical Director, bringing governance knowledge and strategic thinking to strengthen board effectiveness, uphold the CIC's obligations, and ensure all decisions are made in the best interests of the community we serve.

Role and Responsibilities

1. Guide the Board

• Attend two to three board meetings per month, virtual or hybrid, and come prepared to contribute
• Help ensure decisions are made properly, recorded, and followed through
• Review and respond to decisions outside of meetings within 48 to 72 hours
• Support the review of policies and raise questions when something needs attention
• Support the development of projects and programmes by contributing ideas, strategic thinking, critical insight, and creative, innovative approaches, while bringing energy, boldness, and enthusiasm.

2. Keep Us on Track

• Contribute to strategic decision-making, policy approval, and organisational oversight
• Monitor organisational performance and support the Managing Director in delivery accountability
• Flag risks early and help ensure resources are used well and in line with our mission
• Keep the needs of the communities we serve at the centre of every decision

3. Be a Critical Friend

• Challenge and support the Managing Director with honesty and care
• Ask the questions that need to be asked, even when it is uncomfortable
• Help us grow in a way that is sustainable and grounded in our values

4. Champion What Matters

• Be an ambassador for Zion Wellness in how you show up and speak about us
• Participate in bi-directional mentorship exchanges with young people on the programme
• Ensure safeguarding, inclusion, and community interest are never an afterthought

What We Are Looking For

You will bring:

• A strong professional background in finance, budgeting, and strategic financial planning
• Confident, values-led leadership with the ability to represent the CIC's mission at board level
• A background in leadership, social impact, or community outreach
• Experience in creative direction, entrepreneurship, or project leadership
• Understanding of organisational strategy, stakeholder engagement, and partnership development
• A genuine commitment to systemic change and the communities we serve

It would be great if you also have:

• Governance experience such as trustee, governor, or board-level involvement, though this is not essential
• Experience in a charity, CIC, or grassroots organisation
• Training and induction will be provided for the right candidate

Please Note:  

This role is open to graduate and university students (aged 18+) who are looking to gain real leadership and governance experience. If you are early in your career and passionate about community impact, we want to hear from you. Ongoing support will be provided.

Pact is seeking a values-driven finance leader to join our Board of Trustees and chair our Financial, Risk and Audit Committee (FRAC), succeeding our highly respected outgoing Chair who retires this Autumn.

About Pact

Pact is a successful, growing and highly regarded Catholic charity whose mission is to support prisoners, people with convictions and their families to make a fresh start. We operate in some of the most complex and high-risk environments in the voluntary sector, delivering critical front-line services across prisons, probation services, courts and communities, while managing public-sector contracts with the Ministry of Justice and NHS alongside philanthropic grants and donations.

About the role

As FRAC Chair, you will play a pivotal role in supporting the Board to make confident strategic financial decisions, steward resources responsibly and respond effectively to a changing commissioning landscape. Working closely with the CEO, Deputy CEO and Director of Finance & IT, you will lead Committee oversight across:

• External audit

• Financial risk management

• Internal scrutiny and control

• Statutory, tax and Charity Commission compliance

• Treasury and investment strategy

Alongside this, you will share collective responsibility with fellow Trustees for the strategic direction, governance and integrity of the charity.

About you

You are a qualified accountant with senior-level experience in finance, audit, risk or governance (for example, as a CFO, Finance Director, Finance Partner, Audit Partner or senior risk leader). You bring a strong grasp of financial management, internal control and risk, the ability to interpret complex financial information and challenge constructively, and the interpersonal skills to build positive relationships across the Board and Executive.

Experience in the charity or not-for-profit sector, knowledge of Charities SORP (FRS 102), and previous Trustee or non-executive experience would be highly welcome but are not essential.

While this role is open to people of all faiths and none, as a Catholic charity Pact seeks Trustees whose personal values are aligned with our ethos, including our commitment to ethical investment.

Practicalities

• Term: 3 or 4 years by mutual agreement, renewable up to a maximum of 10 years

• Voluntary, with reasonable expenses reimbursed

• Approximately 45 hours per annum, plus reading and keep-in-touch time

• Board meetings are held near Liverpool Street, London, with hybrid attendance permitted

Neuroverse Community CIC supports disabled and neurodivergent young people aged 12–16 who are unable to access school. We deliver LAMDA drama, Science and neuro-affirming education in Nailsworth and Stroud, Gloucestershire — as a registered LAMDA Private Examination Centre.

Our disabled and neurodivergent Founder is an ex-Charity Director, multi-award-winning education professional, former SENDCO and LAMDA Grade 8 holder. She has personally founded, run and delivered Neuroverse for 2 years, entirely voluntarily.

Shortlisted: Scope Awards 2026 Purple Pioneer Award.

Our Founder has dyscalculia and needs a strategic finance partner to:

• Oversee financial health and 3-year forecasts

• Advise on Blended Finance: Grants and Social Investment

• Support grant applications and funding strategy

• Termly meetings — low time commitment, real impact

Chartered Accountant or Finance Professional.

Neurodivergent and disabled professionals especially welcome.

Allies who genuinely believe in Nothing About Us, Without Us are warmly invited.

Reasonable adjustments always available.

Right to Work in UK essential. 

Role: Audit & Risk Committee Member

Location: London/remote

The Royal College of Pharmacy’s Audit & Risk Committee (ARC) is a sub-committee of the College’s Board of Trustees, established to provide independent oversight of risk management, internal controls, and audit processes.

While the day-to-day management of operational and financial risks is delegated to the College executive, the ARC supports the Board of Trustees to ensure that the College maintains robust systems of internal control, complies with legal and regulatory requirements, and appropriately manages strategic and operational risks.

This is a voluntary role with an estimated time commitment of one day per quarter. This includes attendance in person or by Teams at four meetings annually, plus reading and preparation time. Trustees serve for a term of up to three years with an option for appointment for a further two terms.

Principal duties as a committee member:

• Propose the remit for the audit for approval by the Trustees

• Review, with the auditors, the outcome of the financial audit and any management response – and report to the Trustees

• Assist the Trustees in ensuring the College’s policies and procedures for ensuring legal compliance in all areas are implemented

• Advise the Trustees on the appointment and management of internal auditors or compliance management

• Review the risk register and assess the scope and effectiveness of the systems designed to identify, assess, manage and monitor significant risks and report to the Trustees.

We are seeking applicants with the following skills, knowledge and experience:

• Senior management or director-level experience, ideally as a finance director, company secretary, director of governance, or chief executive

• Risk management and mitigation, including experience in complex organisational environments

• Understanding the distinct role of trustees and operational/executive functions

• Charity or not-for-profit governance

• Risk oversight and compliance monitoring

About the Royal College of Pharmacy:

We are the Royal College of Pharmacy, the professional leadership body for pharmacists and pharmaceutical scientists.

As the third largest workforce in healthcare, pharmacy plays a vital role in the health system, and as experts in medicines, pharmacists and their teams are central to patient care and public health. Our mission is to put pharmacy at the forefront of patient care, advancing the safe and effective use of medicines to the benefit of patients and the public.

��️ Closing date: 19/7/2026

Interview Panel (on teams): W/C 10th August

If you would like to learn more about the role, view our job description ��

To apply, please send a CV or Profile and a supporting statement via the link on our website. We are committed to making the application process inclusive.

1. Briefly describe how your skills, experience and personal qualities make you a good candidate for this role. Refer to the role description and person specification for inspiration. (800-word limit)

2. Your specific areas of expertise that will be beneficial to our board of trustees

Each candidate will be shortlisted based on merit, and interview and appointment selection will be strictly based on the agreed selection criteria. The Equality Act 2010 permits reasonable adjustments that may give preferential treatment to an individual with a disability.

York Minster Fund Limited (YMFL), the corporate trustee of York Minster Fund, is currently looking for new volunteer directors to join our board. Founded in 1967 by The Earl of Scarbrough, today the Fund is York Minster’s lead fundraiser, raising £1-2M each year to for restoration and conservation of the fabric of the cathedral, alongside supporting education and music. It is an exciting time for the Fund, 2027 will see the Minster celebrating 1400 years since its founding and our 60th birthday.

Directors help set the strategy for the Fund and oversee governance, finances and operations. The main board meet 6 times a year, with sub committees such as Finance and Governance meeting quarterly. Alongside acting as a critical friend to the Fund’s manager, you will represent us at a range of events and champion the charity and its work within your networks.

General experience as a trustee or at board level is an advantage, although full induction and development can be offered to support the right candidates. We especially seek applicants with experience in digital marketing and giving, heritage focused grant making trusts, alongside general fundraising knowledge.

Appointments are made for a 4 year term, with the option to serve another 4 years.

For an informal discussion please contact the director (Fund CEO).

Application is by way of a CV (no more than 3 pages) and covering letter (no more than 2 pages) explaining the skills and experience you can bring to the Fund’s board.

Applications should be sent by the 17th July 2027.

Our trustees and non-executive directors play a vital role in making sure that the group achieves its core purpose. They oversee the overall management and administration of the charity. They also ensure that there is a clear strategy and that our work and goals are in line with our vision.

Just as importantly, they support and challenge the CEO and executive team in the exercise of their delegated authority and affairs, to enable Thrive Social Housing and Emerging Futures CIC to grow and thrive, and through this, achieve our mission.

The Board operates under the leadership and guidance of the chair and works in partnership with the chief executive officer and the executive team.

Board members are expected to always act in the best interests of the organisation and its stakeholders, and to use their background knowledge and skills to work with the chair and other board members to ensure that the Board, supported by its committees, carries out its responsibilities effectively and lead from the top in demonstrating our culture, values and behaviours.

Board members have a collective responsibility. This means that trustees always act as a group and not as individuals.

�� Guardian Light Foundation Board of Directors – Roles, Expectations & Benefits �� Our Mission

Guardian Light Foundation (GLF) is a for-profit social enterprise dedicated to transforming the lives of homeless and abused children, teenagers, and struggling single-parent families. We provide safe housing, education, career pathways, legal aid, and life-skills support to help individuals rebuild their lives with dignity and independence.

We are building not just an organisation — but a movement of hope, empowerment, and social impact.

�� BOARD EXPECTATIONS (Applies to ALL Members)

Every GLF board member plays a direct role in the success and sustainability of the organisation.

�� Core Expectations

• Fundraising Commitment:
  Every board member must actively participate in fundraising campaigns, donor outreach, and sponsorship drives.
  Each member is required to make a personal monthly donation to the organisation (amount optional but meaningful).

• Time Commitment:
  Minimum of 20 hours per month, including board meetings, subcommittee work, fundraising events, and strategic planning.

• Ambassadorship:
  Represent GLF publicly as a visible ambassador at community events, speaking engagements, and networking functions.

• Governance & Accountability:
  Ensure the organisation operates ethically, transparently, and in alignment with its mission and legal obligations.

• Strategic Leadership:
  Contribute skills, knowledge, and professional networks to advance the organisation’s growth, partnerships, and visibility.

• Passion for the Mission:
  Demonstrated commitment to supporting children, teenagers, and single-parent families experiencing hardship.

�� OVERALL BOARD MEMBER BENEFITS

• Prestige: Founding member of a ground-breaking national social enterprise.

• Networking: Exclusive access to philanthropists, public officials, and corporate leaders.

• Leadership Development: Gain board-level governance and strategic experience.

• Impact Legacy: Directly shape programs that provide homes, hope, and opportunity for hundreds of lives.

• Visibility: Public recognition through GLF website, media, and national campaigns.

• Personal Fulfilment: Be part of a purpose-driven organisation changing the narrative for children and families in need.

�� IDEAL CANDIDATE PROFILE (For All Roles)

We are looking for leaders who are:

• Deeply passionate about social impact, youth empowerment, and family stability.

• Professionally experienced (1+ years) in their area of expertise.

• Team players who bring creativity, positivity, and initiative.

• Connected and influential, willing to open doors and amplify GLF’s message.

• Dedicated, committing time, expertise, and monthly donations.

Position: Board of Director - Treasurer (Unpaid Volunteer Role)

Reports to: Board Chairperson

Location: Hybrid (remote + in-person events as needed)

Responsibilities:

• Oversee all financial matters including budgeting, accounting, and financial reporting.

• Ensure compliance with statutory financial regulations and charity law.

• Work closely with auditors and the Finance Committee.

• Present financial reports at each board meeting.

• Support fundraising and resource management strategy.

Requirements:

• Background in finance, accounting, or business administration.

• Knowledge of charity finance and UK financial reporting standards.

• Integrity and attention to detail.

Benefits:

• Direct influence over financial sustainability and impact measurement.

• Recognition in philanthropic financial management networks.

Compensation:
This is an unpaid volunteer position.

Vision Action is a unique organisation that works in low- and middle-income countries, supporting national governments to deliver and strengthen their eye health strategies. We work in partnership with local governments, civil society organisations, international and national NGOs, and the private sector. Our ambition is to increase equitable access to eye care services and glasses and accelerate achievement of the UN Sustainable Development Goal 5.

The role of the board is to oversee the overall direction and activities of the charity, including its policies and procedures, to ensure that they are consistently in accordance with the charitable purposes defined in the objects clause in its constitution. The board sets and monitors the strategic direction of the charity, although the implementation of strategy is achieved through the executive team. The board must always act in the best interests of Vision Action, taking decisions as a group and not as individuals.

Terms of service

For Vision Action the trustees are members who have been elected to serve on the board. Vision Action’s constitution allows for up to 12 trustees, who can serve a maximum of three consecutive terms of three years.  Vision Action is a company limited by guarantee and the trustees are its legal directors. The trustee role is voluntary, although relevant expenses incurred in the course of fulfilling trustee responsibilities are reimbursable in line with organisational policy.

Trustees are appointed by the Vision Action board of trustees annually at the board meeting following the Annual General Meeting (AGM). The time commitment involved in being a trustee includes attendance at four board meetings per year, one of which is an all-day strategy session. Board meetings are typically held for half a day on a weekday afternoon, with at least half the meetings taking place online.  Board papers are circulated in advance for review and preparation.

In addition, trustees are expected to attend the AGM, which is usually held on a weekend, as well as occasional members’ forums or other Vision Action events, which are often arranged alongside board meetings in the evening. Trustees may also be asked to participate in ad hoc meetings or online discussions relating to specific topics. Sub-committee meetings are also held in advance of board meetings, and trustees are also expected to participate in one or more of these groups depending on their expertise and responsibilities. Trustees will also be expected to commit time to undertake a full induction process.

Main tasks

Charity trustees have ultimate responsibility for directing the affairs of the charity and ensuring it is solvent, well-run and delivering the charitable outcomes for the benefit of the public for which it has been set up. Each trustee will be expected to join one of the two sub-committees (Programmes and Research; Fundraising and Finance).  The committees meet (in person or remotely) at least four times per year, usually timed with or in advance of the board meetings. 

General responsibilities

• Ensure th[JT1] at Vision Action complies with its governing document (i.e. its constitution[JT2]  and byelaws), charity law, and any other relevant legislation or regulations.
• Ensure that Vision Action pursues its objects as defined in its governing document.
• Ensure Vision Action applies its resources exclusively in pursuance of its objects, i.e. it must not spend money on activities which are not included in the objects, however worthwhile they may be.
• Contribute actively to the board’s role in the formulation and review of strategy, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.
• Safeguard the good name and values of Vision Action and maintain good relations with its members.
• Ensure that all policies are implemented, monitored and reports are acted upon, (including the policies on harassment and misconduct, safeguarding, recruitment of ex-offenders, and anti- bribery).
• Strive for Vision Action to reflect the full diversity of society in all its activities.
• Ensure the financial stability of Vision Action.
• Protect and manage the property of Vision Action and ensure the proper investment of its funds.
• Appoint and support key leadership and monitor their performance.

In addition to the above statutory responsibilities, each trustee should attend board meetings and use any specific skills, knowledge or experience they have to help the board reach sound decisions.  This may involve leading discussions, focusing on key issues, providing advice and guidance on new initiatives, evaluation or other issues in which the trustee has special expertise; and then always upholding the decisions taken by Board. Trustees are also expected to support Vision Action’s fundraising initiatives.

Treasurer specific responsibilities

Hold specific responsibilities relevant to the role:

• Chair the fundraising and finance sub-committee, overseeing and advising on the financial risks, challenges, health and resilience of the charity, reporting back to the full board.
• Monitor and advise on the financial viability of the charity, including the financial risks. This should include regular monitoring of cost recovery.
• Advise the board on the financial implications of its plans and policies.
• Monitor the preparation of budgets, accounts and financial statements and their presentation to the board.

Ensure policies and practices are in keeping with aims:

• Oversee the development and implementation of financial reserves, cost‐recovery and investment policies.
• Annually review the financial control framework to identify any changes, gaps and potential areas of exposure.
• Oversee the development and review of other policies and procedures as delegated to the fundraising and finance sub-committee by the board.

Ensure best practice:

• Support the Co-CEO (finance & operations) in preparing and presenting the budgets, management accounts and annual financial statements to the board, ensuring it receives a fully informed picture of the charity’s financial performance, position and effectiveness.
• Liaise with the Co-Chief Executive Officers and, as appropriate, with the investment advisors and auditors on matters relating to the organisation’s financial activities.
• Provide board‐level liaison with the external auditors on specific issues such as the auditors’ management letter, auditor remuneration and related board representations.
• Lead on recommending the appointment of new auditors to members of the organisation.
• Work with the Finance and Operations Manager to ensure that proper accounts and records are maintained, and that financial resources are spent and invested in line with good governance and legal and regulatory requirements.
• With the Finance & Operations Manager and the Joint Chief Executive Officers, closely monitor the reserves and investment plan, providing assurance to the board on the organisation’s future financial stability.
• Review all management accounts before they are placed before the board.

Personal specification

All our trustees are expected to have:

• A commitment to Vision Action’s vision and mission.
• A commitment to our values: being evidence-based, being inclusive, having integrity, sustainable programmes and being collaborative.
• Willingness to devote the time and effort needed to fulfil the role.
• Integrity.
• 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 and to take decisions for the good of Vision Action.

The treasurer will have:

• Experience as a director of finance (or equivalent) and/or in a treasurer role, with extensive experience of overseeing financial and management accounting, financial reporting, monitoring and controls, and external audit.
• An understanding of charity accounting and reporting standards (Charities SORP 2026), or a willingness to develop this through personal learning and development.
• A recognised accountancy qualification (CAAB) and
• Experience in international development would be an advantage.

The position is supported by the CEO who is an accountant and a part time bookkeeper.

The Next Step

We welcome questions and a discussion on our current financial circumstances with our treasurer and chair. Our treasurer retires in 2026, and we would like to involve any new appointment in our committees and board meeting in the last part of this year.