Project finance manager volunteer roles

Join the small, diverse and friendly team of an independent advocacy charity in Lewisham as Trustee. Lewisham Speaking Up is a rights-based organisation that speaks up for independence and power for people with learning disabilities and/or autism. You will contribute to the governance of a grass roots local charity with a great track record. There will be opportunities to meet with beneficiaries and learn about their lives. You will be helping to address the discrimination and inequalities faced by adults with learning disabilities.

We all work together towards our vision for a society where people with learning disabilities are listened to, recognised, respected and included in all decisions about their lives. We are looking for trustees who are committed to helping the organisation achieve this. Our beneficiaries are included at all levels of the organisation from being Board members to being paid staff, volunteers and participating in all our services.

A Trustee must be willing to offer scrutiny, assistance and advice to support the charity's operations, stability, and growth.  You will work with other board members and the charity’s Director in achieving this.

Who are we looking for?

We are looking for a friendly, patient, and non-judgemental person with an interest in disability rights and equality who is passionate about and committed to the organisation's mission, vision, and values.

Some of our board members have a learning disability (known as experts by experience) and we expect all board members to support and give positive encouragement to our board members with learning disabilities. We need trustees who will show commitment to the charity's vision and mission and are willing to understand the issues affecting the people we work with. Experience or knowledge of people with learning disabilities would be useful but is not essential. Previous charity experience or knowledge would be useful but is not essential. 

We require a trustee with at least 3 years' proven experience and skills in one or more of the areas listed below:

• Human Resources (HR) - processes, policies and recruitment
• Media/Digital - support website, social media, communications
• Legal - support with the charity's legal obligations
• Management – project/programme management and coaching/mentoring

Opportunity: 

• Help shape our strategic direction, enabling us to expand our reach

• Join a friendly and diverse team with opportunities to engage beyond core responsibilities. 

• Opportunities to network with other organisations and people 

• Personal growth and confidence building. 

• Opportunities to be part of the activities of the charity. 

Commitment: 

Available for online Board (1.5 hrs) and online Finance Subcommittee (1 hr) meetings, both happen 5 times a year. 

Attending in-person Board and staff Away Day (usually a Saturday in July), and the in-person Annual General Meeting (AGM) during November/December. 

Local candidates preferred (Southeast London based).

Job Title: Finance Assistant                                                                           

Reports To: Finance  Manager 

Location: Remote

Employment Type: Volunteer (12 hours/week for 6 months)

About the Project – “Solta o Jogo”
“Solta o Jogo” is a vibrant cultural competition and festival celebrating Brazilian heritage through Capoeira, music, dance, acrobatics, and a Brazilian arts & crafts fair. Hosted at Kingston University Townhouse, the event invites the community to participate in free performances, workshops, and exhibitions promoting cross-cultural understanding.

As part of this initiative, we are seeking a Finance Assistant to support the day-to-day financial operations of Quilombo UK. This is an ideal role for someone looking to apply or gain hands-on experience in finance within the Third Sector, while contributing to a meaningful, community-led cultural project. 

Position Overview:
The Finance Assistant will support the Finance Manager in tasks such as financial data entry, expense processing, reconciliation, and reporting. This role requires someone with good numerical skills, attention to detail, and a proactive mindset. The opportunity offers valuable exposure to nonprofit financial processes, along with flexibility and training support.

Key Responsibilities:

Finance & Data Entry:

• Collect and accurately enter financial data into spreadsheets and databases.

• Assist in processing staff and volunteer expense claims, ensuring proper documentation and approval.

• Support with checking account balances and assisting in payment reconciliation tasks.

Budgeting & Analysis:

• Help perform calculations and draft basic financial reports.

• Review department budgets regularly and report discrepancies to the Finance Manager.

• Assist in auditing financial records and preparing financial statements.

Reconciliation & Compliance:

• Reconcile discrepancies in financial records and propose corrections.

• Adhere to the organisation’s financial policies and reporting procedures.

• Respond to internal finance queries and offer support where needed.

Continuous Improvement:

• Suggest improvements to increase efficiency, accuracy, or cost savings.

• Maintain accurate documentation and support reporting for audits or internal reviews.

Required Qualifications:

Education:

• Graduation required; relevant coursework or volunteer experience preferred.

• Previous experience in finance, bookkeeping, or administrative support is advantageous.

• Understanding of basic accounting principles is desirable.

Skills:

• Strong numerical skills and analytical mindset.

• Proficiency in Microsoft Excel and Word.

• Excellent organisation, time-management, and attention to detail.

• Ability to communicate clearly with internal stakeholders.

• Professional, self-motivated, and able to work independently.

Benefits:

• Gain real-world experience in finance and bookkeeping within a nonprofit setting.

• Learn financial processes used in the Third Sector.

• Receive mentoring and training to develop finance and administrative skills.

• Work remotely with a supportive and mission-driven team.

• Reimbursement of local travel expenses if in-person attendance is required.

Equality Statement

Quilombo UK is committed to fostering an inclusive and diverse environment. We promote equal opportunities in line with the Equality Act 2010. Discrimination of any kind will not be tolerated, and we encourage applications from individuals of all backgrounds.

Our partner is a small Suffolk based charity working to create a Creative Youth Hub, Nursery and Playscape for children and young people in the local area, following the loss of the former youth centre.

The Treasurer will hold the Board to account for the charity’s finances and help maintain a clear and transparent financial framework. Working closely with fellow Trustees and the wider team, you will oversee budgeting and reporting, ensure compliance with regulatory requirements, and support financial planning as the project develops. The role will involve managing multiple income streams, including grants and donations.

The ideal candidate will be a qualified accountant or experienced finance professional with strong financial management skills and the confidence to advise fellow Trustees. Experience of charity finance and governance would be helpful but is not essential.

This is a rewarding opportunity to support a community led capital project with significant local impact. The role is expected to require around 1 to 3 hours per week initially, increasing as the project moves forward, with attendance at regular Board meetings either in person or via Zoom.

_______________________________

For more Trustee and Treasurer roles please visit the AfID website

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.

Are you a finance professional looking to make a tangible difference in the lives of young Londoners? By joining our Board, you will help shape financial strategy, strengthen organisational resilience, and ensure that CYP can continue to provide a safe, nurturing, and empowering environment for all its members.

KEY RESPONSIBILITIES:

• Strategic Oversight: Monitor the financial health of the project and report to the Board.
• Budgeting: Oversea annual budgets and ensure we stay on track.
• Compliance: Oversee annual accounts and ensure we meet Charity Commission/Companies House requirements.
• Mentorship: (Optional but great) Occasionally advise our young leaders on basic financial literacy or project budgeting. 

WHO WE’RE LOOKING FOR:

We need someone who is organised, communicative, and shares our values.

• Financial Expertise: A background in accounting, bookkeeping, or financial management (qualified or part-qualified is a plus).
• London Local: Someone who understands the unique challenges and opportunities facing young people in London today.
• Clarity: The ability to explain financial matters to non-finance trustees in plain English.
• Commitment: A desire to help a small, high-impact organisation scale sustainably.

WHY JOIN US?

• Make an Impact: Directly influence the success of a project that changes lives in your community.
• Governance Experience: Build your CV with high-level Board experience.
• Networking: Connect with a diverse group of passionate professionals and community leaders.

We are currently looking to recruit an external trustee to join our Board of Trustees and also act as chair to the Finance and Audit Sub-Committee. We will also require the trustee to support our whistleblowing policy, acting as the nominated trustee contact for whistleblowing concerns.  You’ll champion openness and ensure the organisation has safe, fair, and effective processes for raising and handling concerns.

Your SU is overseen by our Board of Trustees, and our trading subsidiary (CUSU Services Ltd) is overseen by our Commercial Services Board . They are both made up of a collection of our elected Officers, students, university staff and external professionals that ensure the Charity and the Trading Subsidiary remain sustainable in terms of finance, legality and reputational status.

You will be expected to attend Board meetings 4 times per year – these will be a mix of in person and Teams meetings. You will also be expected to support at least one sub-committee of the Trustee Board (3-4 times per year) as well as complete training and induction. You will need some time to allow for prereading of reports and other documentation before meetings. 

Trustee meetings are typically held on a Friday afternoon 1pm-4pm. Most of the meetings are online, although you would be offered travel expenses for any face-to-face meetings (and hybrid meetings are usually offered if you do need to join remotely.) There is also a strategy day once a year as well as the occasional social activity!

For this trustee role, we are looking for an experienced professional ideally with third-sector governance experience. In addition to being a member of the Board of Trustees the trustee will be required to chair the Finance and Audit subcommittee and should possess a strong finance background with analytical skills and the ability to communicate complex financial information.

We are especially keen to encourage applications from people currently under-represented within the organisation, including but not limited to those from the LGBTQ+ community, people with disabilities, and those from a Global Majority background. We hope that by enhancing our diversity we can extend our organisational creativity and problem solving through the different perspectives and life experiences which diversity brings.

Please note that this is an unpaid voluntary role.

For further information there is a full recruitment pack and role profile available to download or visit our website for more information.

Position: Mission Funding Executive

Location: UK/Remote
Commitment: Volunteer (10hr/week)

Reports to: Country Director
Role Type: Senior Management Team (SMT) Member

About Us

We are a globally focused non-profit organisation, grounded in Christian values, committed to helping communities grow through education, empowerment, and poverty relief. Our programmes support families, strengthen livelihoods, and build resilience by responding to real community needs.

Through long-term partnerships and sustainable approaches, we create opportunities that encourage self-reliance and deliver lasting impact, helping individuals and families move toward stability, dignity, and a better future.

Why Join Us?

Join Project Yananai and be part of something bigger than a role. As a growing, purpose-driven organisation working across multiple countries, we offer the opportunity to shape meaningful change while developing your career, skills and experience.

Here, your voice matters. Your ideas help shape direction, and your work delivers visible, real-world impact. You’ll collaborate with a diverse, global team, gain exposure to strategic initiatives, and grow through hands-on experience in a dynamic, evolving environment.

We recognise the importance of flexibility. Our approach to working hours supports you to contribute in a way that works alongside your personal and professional commitments, within a collaborative and outcome-focused environment.

If you are motivated by purpose, energised by pace, and want to contribute to something truly meaningful, we’d love to hear from you!

The Role

As Mission Funding Executive, you will lead resource mobilisation for Project Yananai in UK/Global, ensuring the financial sustainability and growth of our programmes. As a member of the Senior Management Team, you will shape strategy, secure diverse funding streams, and build strong donor and partner relationships to power our mission.

Key Responsibilities

Strategy & Leadership

• Develop and implement a national fundraising and resource mobilisation strategy aligned with organisational goals.

• Contribute to strategic planning and leadership as part of the Senior Management Team.

Donor & Partner Engagement

• Build and manage relationships with donors, corporates, foundations, and government partners.

• Represent the organisation at meetings, events, and networking opportunities.

• Lead donor stewardship, retention, and engagement activities.

Proposal Development & Reporting

• Oversee high-quality proposals, grant applications, and concept notes.

• Ensure timely, accurate donor reporting (financial and narrative).

• Maintain clear records of funding agreements and requirements.

Innovation & Opportunity Development

• Identify new funding opportunities, including innovative financing models.

• Work with communications and programme teams to develop compelling cases for support.

Financial Planning & Compliance

• Collaborate on budgeting and monitor grant expenditure.

• Ensure compliance with organisational policies, donor requirements, and local regulations.

Capacity Building & Collaboration

• Strengthen internal fundraising capability through training and mentoring.

• Promote collaboration, transparency, and accountability across teams.

Risk Management

• Identify and mitigate risks related to funding, donor dependency, and reputation.

What We’re Looking For

Experience & Qualifications

• Proven experience in fundraising, business development, or resource mobilisation within non-profit, NGO, or mission-driven environments.

• Demonstrated success securing funding from diverse sources (institutional, corporate, foundation, government).

• Strong experience in proposal development, grant management, and donor reporting.

• Experience contributing to senior leadership or management teams.

• Relevant degree in fundraising, development, business, social sciences, or related field.

Skills & Competencies

• Excellent relationship-building, negotiation, and communication skills.

• Strategic thinker with strong analytical, financial planning, and project management ability.

• Knowledge of the South African funding landscape and regulatory environment.

• Collaborative, proactive, and results-driven approach.

• Strong alignment with Project Yananai’s mission and values.

Why Join Us?

• Play a key role in sustaining and scaling impactful programmes

• Work with a passionate, mission-driven global team

• Gain leadership experience and opportunities for growth

Empower communities. Transform lives. Make a positive and sustainable difference!

Project Yananai is a UK registered charity (1209060) and an equal opportunity organisation. We celebrate diversity and are committed to creating an inclusive environment for all colleagues. We encourage applications from people of all backgrounds and cultures.

Job Title: Bid Writer Assistant                                                                         

Reports To: Department Manager 

Location: Remote

Employment Type: Volunteer (12 hours/week for 6 months)

About the Project – “Solta o Jogo”
“Solta o Jogo” is a vibrant cultural competition and festival celebrating Brazilian heritage through Capoeira, music, dance, acrobatics, and a Brazilian arts & crafts fair. Hosted at Kingston University Townhouse, the event invites the community to participate in free performances, workshops, and exhibitions promoting cross-cultural understanding.

As part of this initiative, we are seeking a Bid Writer to support Quilombo UK in securing vital funding and resources to further our mission. This remote volunteer role is ideal for someone who is passionate about community impact, writing, and making a meaningful difference in the Third Sector. You'll work with a supportive team, gain hands-on experience in funding applications, and help shape the sustainability of impactful community programmes.

Position Overview:
The Bid Writer Assistant plays a key role in researching, drafting, and editing compelling proposals and funding applications for various projects run by Quilombo UK. The role involves close collaboration with department leads, collecting relevant data, and ensuring submissions align with organisational goals and funder expectations. It offers the flexibility to work independently, with the support of experienced professionals and tailored training where required.

Key Responsibilities:

Proposal & Bid Development:

• Research, draft, and edit funding proposals tailored to specific grants, donors, and partners.

• Review and refine existing proposals to ensure clarity, compliance, and impact.

• Collaborate with internal teams to gather relevant content, project insights, and financial information for bids.

• Develop supporting documents and presentations to accompany applications.

Strategic Input & Collaboration:

• Contribute to the bid strategy, suggesting creative and relevant ideas aligned with organisational goals.

• Maintain and manage a structured “bid plan” with timelines, approval processes, and submission deadlines.

• Liaise with HR, Finance, Marketing, and Project teams to align bid content with current projects and strategic direction.

Reporting & Organisation:

• Ensure accurate tracking and reporting of bid statuses.

• Organise bid-related documentation, supporting strong internal knowledge management.

Required Qualifications:

Education:

• Bachelor’s degree or equivalent experience in English, Communications, Business, or related fields.

Experience:

• Prior experience writing funding proposals or grant applications.

• Familiarity with fundraising, community initiatives, or nonprofit funding is desirable.

Skills:

• Strong written communication and persuasive writing skills.

• High attention to detail, organisation, and ability to meet tight deadlines.

• Proficiency in Microsoft Word; Excel knowledge is a plus.

• Confidence in researching, planning, and collaborating across teams.

• Ability to work independently and maintain professionalism and confidentiality.

Benefits:

• Gain real-world experience in nonprofit fundraising and proposal writing.

• Work with a collaborative and values-driven team.

• Receive feedback and development opportunities in bid strategy and funding.

• Build a strong portfolio of written proposals and funding successes.

• Flexible working hours with full remote access.

• Reimbursement of travel expenses if attending occasional in-person meetings.

Equality Statement

Quilombo UK is committed to fostering an inclusive and diverse environment. We promote equal opportunities in line with the Equality Act 2010. Discrimination of any kind will not be tolerated, and we encourage applications from individuals of all backgrounds.

Chair of Trustees role:

You will be chairing the Board of Trustees, ensuring that we have minimum representation required for decisions to be made, keeping the board aligned in decision-making, ensuring all minutes are recorded and that all decisions by trustees are made with the appropriate context provided.

This is a great opportunity to develop further governance skills and experience, and help steer an important charity in the right direction.

Trustees meetings are usually held every six weeks, plus there is an AGM, away days, and any sub-committee meetings that trustees may be involved in. Most meetings will remain virtual but there will from time to time be a need to attend key meetings and events in Nottingham. The time commitment is approximately 4hours per month, but there may be occasions when more time is required for a short period.

Who are we looking for?

• Previous chairing experience
• Relevant experience in any of the following financial management, HR, charities, fundraising, social prescribing, NHS, health inequalities (including deaf community), local authorities, marketing, business development, governance, strategy or legal
• A willingness to devote the necessary time and effort
• Good, independent judgement
• The ability to challenge and ask questions
• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
• A commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty, and leadership

NB: We are looking for both a Chair of Trustees and additional Trustees (particularly those with a finance background, but other functions are also welcome). If you are interested in a Trustee role instead of the Chair role, please mention this in your covering letter when applying. 

Both the Chair and Trustee positions are unremunerated, but reasonable expenses will be reimbursed.

About Self Help UK

Self Help UK is a leading peer support organisation with over 40 years of experience in developing and delivering peer-led services. Our mission is to empower individuals and communities by embedding peer support principles into health and wellbeing initiatives. We have created a range of innovative programmes that help people living with cancer and other long-term health conditions to navigate challenges and take control of their health and wellbeing.

We work in partnership with Macmillan Cancer Support on projects that make a real difference. These include national and local initiatives for the Deaf community, volunteer-led support for anyone affected by cancer, and prehabilitation services for those facing complex treatment. In 2026, we will collaborate with our Integrated Care System to improve health literacy and increase cancer screening uptake among underserved communities in Nottingham. Looking ahead, we are exploring a new direction to position Self Help UK as a holistic, person-centred support provider, embedding peer support and volunteer-led activity at the heart of everything we do. Our vision is to challenge health inequalities and enable people to feel confident, informed, and supported in shaping their own health journey.

A selection of causes covered by Self Help UK

• Peer support
• Long-term health conditions
• Cancer diagnoses and prevention
• Voluntary sector support
• Health inequalities (including the deaf community)
• Under-served communities

• As a trustee of Cuth’s JCR, you provide strategic oversight and guidance to ensure the charity continues to support student welfare, community, and opportunities effectively across Durham.
• Trustees play a key role in offering continuity and stability to a volunteer-led organisation, advising on financial, legal, and operational decisions as the student leadership changes each year.
• The role involves supporting JCR officers through expertise and oversight, helping shape how the charity operates while contributing to long-term development and governance.
• Trustees work closely with the board and subcommittees to scrutinise decisions, provide professional insight, and ensure the organisation meets its legal and financial responsibilities.

To guide Hackney CVS through a new chapter, we are looking to strengthen our Board with individuals who bring professional and lived experience.

Who we're looking for

We are looking for our next Treasurer, and trustees to join our Finance, Audit and Risk Sub-Committee, with experience in strategic financial management, liaising with external investment managers and an understanding of investment policies and practice. Expertise in charity finance including understanding of Charities Statement of Recommended Practice (SORP) is also preferable.

Additionally, we are looking for individuals with expertise in change management, people and culture, ideally with experience in purpose-driven organisations.

We're keen to hear from both experienced trustees, and those without previous trustee experience interested in the opportunity to learn and develop.

We strongly encourage applications from local residents, and individuals with lived experience of the specific challenges and opportunities in Hackney and the City of London, and those representing the diverse communities we serve.

Key accountabilities

All trustees are accountable to the Co-Chairs of the Board.

Their role is to:

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

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

• Ensure that the organisation applies its resources exclusively in pursuit of its charitable objects

• Ensure that the organisation defines its goals and evaluates performance against agreed targets • Safeguard the good name and values of the organisation

• Ensure the effective and efficient administration of the organisation, including having appropriate policies and procedures in place

• Ensure the financial stability of the organisation

• Protect and manage the property of the charity and ensuring the proper investment of the charity’s funds

• Follow proper and formal arrangements for the appointment, supervision, support, appraisal and remuneration of the Chief Executive

In addition, trustees may take on specific responsibilities through our sub-committees or task and finish groups. Trustees may also lead for the board on significant projects or pieces of work to provide oversight and challenge.

#trustee #governance #boardoftrustees

We believe in the power of holidays to transform lives. Time away matters. For many families facing tough times -whether through financial hardship, illness or other challenges - a short break can feel out of reach. Yet, these moments of escape and connection are vital for well-being, resilience, and hope.

Our mission is simple but powerful: to provide families who wouldn’t otherwise get a break with the chance to spend quality time together, make memories, and return home stronger. 

As a Trustee, you will play a crucial role in shaping our future. You’ll help guide our strategy, ensure we remain true to our values, and support us in reaching even more families who need our help. Your expertise, insight, and passion can help us grow and innovate, so that no family is left behind when it comes to the simple joy of time away together.

About our Trustee Team

Our Trustees are a team of volunteers who use their diverse skills, experiences, and perspectives to set the strategic direction of the charity and make sure it’s doing what it was set up to do in the best possible way.

Family Holiday Charity has an ambitious strategy over the next few years, which will see us expand our services to families, develop our influencing work within the travel and leisure industry and government, and evolve our ways of working so that we can accept and use gifted breaks, travel and other services at scale, to give families who really need it a holiday.

To help us do all that we’ll need the guidance, challenge, connections, and support of all our Trustees.
Given our goals, we’re particularly looking to add the following professional skills and experiences to our team.

• HR-Focused- a Trustee who will serve as Chair of the Nomination & Remuneration Committee, providing strategic oversight of people, culture and organisational development whilst acting as the Board’s Safeguarding lead and supporting the Charity’s safeguarding assurance framework. Prior safeguarding experience is desirable but not essential.

The Commitment 

We’ll ask you to participate in four two-hour Board Meetings per year, typically in person at our office in London or remotely.We also get together for a Strategy Day in September/October, which is held on a weekday in London, and you’d need to attend that in person.

We can support with any access needs for in-person meetings.,

There are two Board sub-committees- one which focuses on our Finances and Risk, and one which considers our people (Trustees and Staff). Once you’ve settled into the role, most Trustees join one of them. They meet remotely around four  times a year.

Outside of formal meetings, you’ll be warmly encouraged to get to know the staff team, and attend fundraising events 
or other events to meet referrers, families, and supporters wherever possible.

Overall, you’ll need to be able to commit around 6 hours each month for a mix of meetings and events, contributing
your skills and perspective to projects, building your knowledge of the charity and developing as a Trustee.

See the trustee pack for more information and for the application and interview process - click apply to see this. Please note the deadline has been extended to midnight on Sunday 19th April 2026 to ensure the professionals skills and areas of experience (as listed above) are captured.

The Treasurer is a key officer of the Board of Trustees, providing strategic financial leadership and oversight. The role ensures the Charity’s financial sustainability, compliance with statutory and funder requirements, and effective financial governance, enabling the organisation to deliver its mission and strategic objectives.

Key Responsibilities

Strategic Leadership

• Contribute to the development and oversight of the Charity’s strategy, with particular focus on financial sustainability and resource planning.
• Advise the Board on financial risks, opportunities, and the implications of strategic decisions.

Financial Oversight

• Ensure the Board receives timely, accurate, and meaningful financial information, including budgets, forecasts, management accounts, and annual accounts.
• Provide assurance that financial reporting complies with regulatory, statutory, and funder requirements.
• Oversee financial controls, policies, and procedures in line with the Charity’s scheme of delegation.
• Oversee the appointment and performance of external auditors and financial advisors.
• Work in close partnership with the Director of Finance to support effective financial management.

Assets, Reserves and Investments

• Ensure appropriate reserves and investment policies are in place and reviewed regularly.
• Monitor investment performance and advise the Board accordingly.
• Ensure the Charity’s assets and equipment are properly maintained, protected, and accounted for.

Governance and Compliance

• Ensure the Board understands and fulfils its financial duties and legal responsibilities.
• Lead regular reviews of financial policies, procedures, and the scheme of delegation.
• Chair the Finance and Governance Sub-Committee and report to the Board.

General Trustee Responsibilities

• Contribute to the Board’s strategic leadership, policy setting, and performance monitoring.
• Ensure the Charity’s resources are applied solely in pursuit of its charitable objectives.
• Safeguard the Charity’s reputation, values, and financial stability.
• Act collectively and responsibly as a Trustee, including declaring and managing conflicts of interest.
• Attend and prepare for Board and sub-committee meetings and participate in additional activities as required.

Skills and Experience

• Financial or commercial expertise sufficient to provide strategic financial oversight (professional qualification desirable but not essential).
• Experience of financial management, governance, or risk oversight.
• Ability to scrutinise financial information, ask constructive challenge, and communicate clearly with both financial and non-financial colleagues.
• Commitment to the values and mission of the Charity.       

The D D McPhail Charitable Settlement CIO (DDMCS), charity number 1197598, is an active grant making
Charitable Incorporated Organisation. It has succeeded the D.D. McPhail Charitable Settlement, charity
number 267588, which was founded in 1973 and operational till 2023.

DDMCS aims to support 2 or 3 major multi-year grant projects each year, which are actively sought by the
Trustees to enable small / medium sized charities to make a significant or step change in their activities. The
original trust deed and now the CIO constitution specifies three key areas of preference in the UK around:

• Furtherance of medical research,
• Care of the disabled particularly disabled children, and
• Care of the aged and infirm

The Trustees have wide discretion to support other charitable activities in the UK. There is more detail in
the annual report available via the Charity Commission website and the charity’s own website that outlines
the activities of the charity. Within these broad areas the Trustees recently agreed, following a strategic
review, to focus for the next grant making cycle on charities supporting care for the physical and mental
wellbeing of children living in poverty.

Recent grant support has enabled a number of significant multi-year projects, including:

• British Dyslexia Association - supporting the creation of Local Outreach Hubs to increase access to dyslexia advice, assessment and early intervention within communities.

• Candlelighters - funding a Family Wellbeing Practitioner to improve emotional and practical support for families affected by childhood cancer.

• IPSEA - funding a SEND Policy Manager to strengthen national policy influencing for children and young people with special educational needs and disabilities.

• The Myton Hospices - supporting the development of the Volunteer Service, enhancing capacity and patient experience across hospice services.

Further information can be found in the recruitment pack (attached). 

We are seeking a Chair Designate to join our board, with a view to taking over as Chair in 2027. The Chair provides inclusive leadership to the Board of Trustees, ensuring effective governance and strategic direction for the charity. They act as an ambassador for the organisation, working closely with the Director and fellow Trustees to maximise impact for beneficiaries. DDMCS does not undertake any fundraising activity, as all grant making is supported through the charity’s long-established investment portfolio. As a result, there is no requirement for the Chair to have fundraising experience.

Key Responsibilities: 

Strategic Leadership
• Lead the Board in setting and reviewing the charity’s vision, mission, and strategic objectives.
• Ensure decisions align with charitable objectives and long-term sustainability.
• Promote diversity and inclusion within the Board and wider organisation.

Governance
• Ensure compliance with the charity’s governing document, Charity Commission guidance, and relevant
legislation.
• Maintain high standards of governance, risk management, and financial oversight.
• Facilitate annual Board and Trustee performance reviews

Board Management
• Chair Board meetings effectively, ensuring impartiality and open debate.
• Provide guidance and constructive challenge to trustees.
• Foster strong relationships among Trustees and between the Board and Executive Director.
• Drive Trustee recruitment and succession planning.

External Representation
• Act as an ambassador and spokesperson for the charity.
• Represent the organisation at external events and with grantees and key stakeholders
• Support advocacy through personal networks where appropriate.

Support to Director
• Maintain a clear distinction between governance and management roles.
• Ensure regular communication and a strong, collaborative working relationship.
• Provide guidance and support to the Director.

Person Specification:

Essential Skills and Experience
• Proven leadership experience at Board or senior executive level.
• Strong understanding of charity governance and the legal duties of Trustees.
• Strategic thinker with ability to balance long-term vision and short-term priorities.
• Financial literacy and ability to oversee budgets and risk management.
• Excellent communication, with ability to build consensus
• Experience in grant-making or philanthropic sector

Desirable
• Knowledge of charity law and regulatory frameworks.
• Established networks within relevant sectors (e.g., philanthropy, corporate, public).

Personal Attributes
• Commitment to the charity’s mission and values.
• Integrity, impartiality, and sound judgment.
• Ability to dedicate sufficient time and energy to the role.
• Collaborative and inclusive leadership style.
• Innovative thinker with ability to bring forward fresh ideas.

If, after reading the applicant pack, you feel you have the skills and experience we are looking for then please apply through CharityJobs, providing a CV and cover letter (2 pages max) detailing why you are interested in this role and your relevant experience. 

Shortlisted candidates will be invited for preliminary interviews in April (dates to be confirmed). Initial interviews will take place via Teams. 

The Trustees of DD McPhail Charitable Settlement CIO are committed to equality, diversity, and inclusion. We welcome applications from individuals of all backgrounds and experiences, particularly those underrepresented in leadership roles within the charity sector.

There will be an online Q&A session on Wednesday 1 April at 5pm where you will be able to find out more about DD McPhail and hear from our current Chair of Trustees. If you would like to attend that session, please drop us a line using the following details and we will forward an invitation 

info at ddmcphail dot org