Records manager volunteer roles

Volunteer role: Fundraising Lead Volunteer

Commitment level: Flexible 2-4 hours a week

Location: Office based Stamford & attending events

Purpose of the Voluntary role:

Evergreen purpose is to promote healthy ageing and positive attitudes towards older people; seeking relevant ways to honour old age and if needed, to serve through Advocacy, Friendship and practical support and our vision is for Stamford, the Deepings, Bourne and the surrounding villages to be seen as a great place to grow old. Our work is supported and funded by our ‘Friends of Evergreen’ – local individuals and businesses whose support enables us to deliver our volunteer led services which so many rely on locally. The Friends of Evergreen Lead Volunteer is a key role that supports, promotes and grows our Friends of Evergreen.

The Fundraiser is a part-time volunteer role, based in Stamford, responsible for generating income to support Evergreen Care Trust’s services for older adults. Day-to-day tasks include cultivating relationships with donors and supporters, and identifying new fundraising opportunities with local businesses and community groups. The role involves preparing grant applications and funding proposals, maintaining accurate donor records, and monitoring income against targets. The individual will also analyse fundraising performance, report on outcomes, and contribute ideas to improve future initiatives.

Key Responsibilities:

Ability to effectively convey the charity's mission and engage with donors, both verbally and in writing.

Creating and maintaining relationships with supporters, sponsors, and partners.

Ability to connect with donors and understand their motivations for giving.

Ability to work collaboratively with other team members and departments within the charity.

Understanding of the relevant aspects of the Fundraising Code and data protection regulations

Key relationships:

 Working effectively with other volunteers, trustees, other staff including the Marketing & Events Lead and Volunteer Services Manager and Friends of Evergreen admin support.

Developing strong relationships with current and new Friends of Evergreen

Skills, Qualifications and experience required:

Excellent Communication skills

Able to build relationships with current and new Friends of Evergreen

Able to represent Evergreen at events and meeting new supporters

Charity fundraising experience would be a bonus as would experience in a relevant role such as business development, sales, or events.

Familiarity with fundraising methods would also be a bonus, such as grant writing, corporate partnerships, and individual giving.

Training and support required:

Evergreen Induction Training (half day Saturday)
Mandatory Online Safeguarding training
Introduction training sessions to Friends of Evergreen role
Invitation to attend relevant training courses as and when they are arranged
On going support from Volunteer Services Manager

Availability of parking at work location:

There is parking at Evergreen’s office

A Basic DBS is required for this role.
 

Cards for Bravery is a volunteer-led charity dedicated to improving the emotional wellbeing of hospitalised, seriously ill and chronically ill children and young people across the UK. We provide a range of services including the distribution of items such as handmade cards, activity packs, care packages and other initiatives designed to bring comfort, connection and support during difficult times.

As we continue to grow, we're looking for a passionate and organised Volunteer Lead to help coordinate and support our incredible volunteer community.

This is an exciting opportunity to play a key role in the charity by helping recruit, welcome and support volunteers, ensuring they have a positive experience while contributing to our mission. Working closely with the Founder and the wider team, you'll help build an engaged, motivated and connected volunteer community, enabling us to reach even more children, young people and families.

A DBS Check will be required for this role, completed by the charity.

Candidates must hold a relevant laptop/tablet or other IT device to complete this role.

Any relevant expenses will be reimbursed.

Time commitment: Approx. 4-6 hours per week (flexible)

An ideal match:

• Someone who is organised, proactive and enjoys supporting and encouraging others.

• Someone with excellent communication and interpersonal skills.

• Someone who is reliable, approachable and passionate about making a difference.

• Someone with good organisational and time management skills.

• Someone who is confident working independently while also collaborating with a remote team.

• Basic computer skills - such as using emails and spreadsheets. 

• Previous experience coordinating volunteers or leading a team is desirable but not essential.

The role will include activities such as:

• Supporting the recruitment, onboarding and induction of new volunteers.

• Being a first point of contact for volunteer enquiries and providing ongoing support throughout their volunteering journey.

• Developing and maintaining a digital volunteer hub, ensuring volunteers have access to resources, updates, guidance and opportunities.

• Assist organising volunteer communications, including updates, newsletters and online meetings or catch-ups.

• Maintaining volunteer records and helping monitor volunteer engagement and involvement.

• Working with the Founder to identify volunteer needs and support the growth of our volunteer team.

• Helping to recognise, celebrate and thank volunteers for their contributions.

• Sharing ideas and feedback to continually improve the volunteer experience at Cards for Bravery.

Benefits:

• Flexible volunteering that fits around your existing commitments.Gain valuable experience in volunteer management, leadership and charity operations.

• We are committed to being flexible and inclusive, particularly for volunteers who are chronically ill, disabled or have other circumstances that may require adjustments.

• Join a friendly, supportive and passionate team making a real difference to children and families across the UK.

Read Easy provides free, confidential, one to one reading coaching for adults who struggle with reading, through a network of volunteer groups. 

The Referrals Networker builds relationships with local agencies who may be able to refer potential Readers to the group.

Role of a Referrals Networker:
● Liaising with your group to establish which organisations have already been contacted, so that you can build on that initial work
● Managing the relationship between the referral agencies and the group
● Seeking out new referral agencies as the group grows in capacity
● Familiarising yourself with the Publicity Organiser’s resources available to you
● Creating a record of organisations and agencies who are likely to come into contact with those who don’t read and the dates you are in touch with them
● Contacting these organisations regularly to provide information about what your group offers and identify how they can best inform their personnel to make referrals
● Keeping your local group informed about your activity and identifying how many of your contacts refer new Readers
● Attending Management Team meetings, typically every 6-8 weeks 

Skills needed:
● Confidence to promote the work of Read Easy and how it can support local people who would like to improve their reading skills
● Ability to develop strong working relationships with local referral agencies and to manage expectations
● Good communication and people skills, with a commitment to maintaining confidentiality
● Reasonable confidence in using IT
● The ability to use initiative and work independently
● A willingness to abide by Read Easy policies and procedures
● An open attitude that encourages two-way communication and willingness to ask for and offer support to the Team
● A non-judgemental attitude and respect for others, with a commitment to equality and diversity, so that you can make everyone feel valued and included
● Energy and enthusiasm with an average of two hours a week to commit to the role 

We are seeking a volunteer to support our fundraising team by researching new corporate partnership opportunities and helping to build a pipeline of prospective business supporters.

The volunteer will identify companies whose values and CSR, ESG, employee engagement or charitable giving objectives align with Housing for Women’s mission. The role will focus on researching Charity of the Year partnerships, strategic corporate collaborations, sponsorship opportunities and corporate volunteering programmes.

The volunteer will play a key role in maintaining and developing a pipeline of prospective corporate supporters, helping Housing for Women create new income-generating and engagement opportunities.

Become a fundraising volunteer team leader!

Help make a difference to cats and people.

As a charity we are able to help thousands of cats each year thanks to the generous donations we receive from members of the public. Our fundraising team leaders have the exciting and varied role of inspiring our fundraising volunteers to plan and deliver local fundraising events. Using their passion and imagination, they oversee a small team of fundraising volunteers who come together to raise the vital funds needed to cover costs such as veterinary bills and food. Our fundraising team leaders support their team of volunteers in all aspects of their roles, making sure our volunteers are happy, confident and supported.

You can expect us to

• make you feel welcome, included and respected in line with our values and behaviours
• support you in having a positive and impactful experience at Cats Protection
• cover agreed out-of-pocket expenses in line with our Expenses Policy
• provide you with access to learning, development and engagement opportunities

What we need from you

You'll be:

• supporting and encouraging a team of fundraising volunteers
• planning fundraising events and activities with your team
• allocating tasks before and during fundraising events
• keeping financial records from fundraising events
• encouraging and promoting a professional image of Cats Protection
• following policies and guidelines and ensuring licences and permits are obtained for events

Time expectation

Our fundraising team leaders usually spend three to four hours per week in this role, which is flexible and can be shared by more than one volunteer if needed.

You may be just the volunteer we've been looking for!

We are committed to building a diverse, compassionate and inclusive organisation where everyone can be themselves and do their best. We are courageous and compassionate in our purpose of helping people see the world through cats’ eyes. Together, we can make a difference. Together, we are all for cats. Join the UK’s leading cat welfare charity and help make a better life for cats, because life is better with cats.

Read Easy provides free, confidential, one to-one reading coaching for adults who struggle with reading, through a network of volunteer groups. Read Easy groups are changing the lives of individual adults across the country by providing them with the support they need to learn to read, and in turn opening doors for them to all sorts of new opportunities in life. You can read about the difference Read Easy makes here on our website.

Outline of the Coordinator role

The Coordinator is the first point of contact for those who want to learn to read. Using a simple assessment, the Coordinator will explain to a potential new ‘Reader’ how Read Easy may be able to help them. The Coordinator pairs up new Coaches with those who want to learn to read and provides ongoing support to these reading pairs. They visit reading sessions occasionally and maintain support through regular calls with both Reader and Coach to check all is going well, calling on the group’s Literacy Specialist to respond to any literacy related difficulties a pair may be having. Being a Read Easy Coordinator is very flexible. You decide how much time you have to offer, and this will determine the number of reading pairs you look after. The role provides lots of variety, is home-based and can work well around other commitments.

How we will support you

You will be provided with the Coordinator Handbook, training, induction, policies, resources and guidance specifically needed for this role, including access to support from a Read Easy UK Regional Adviser. In addition, the Coordinator Supporter will meet with you regularly to provide support and find out how your Reading Pairs are getting on. You will be invited to Read Easy UK’s volunteer forums and National Conference which gives volunteers an opportunity for networking with those from other groups.

What you will be doing:

● Help interview new Coaches when recruited and shortlisted by the Volunteer Recruiter.

● Enrol and assess new Readers, using the simple resources provided.

● Match Readers with Coaches, make introductions, and help them organise their reading sessions (which will take place in an approved venue or online).

● Visit your reading pairs to provide encouragement, presenting certificates on occasion.

● Work collaboratively with any other Coordinators in the group.

● Contribute to Coach meetings where volunteers discuss their experiences and receive further support. (Run by the Management Team typically every 8 weeks.)

● Attend Management Team meetings when invited, typically every 6-8 weeks either in person or remotely.

● Record progress of your reading pairs using resources provided, sharing these with the Management Team to keep them fully informed and submit expenses for payment egularly.

The skills you will need:

● A passion for supporting others achieve either their reading or coaching goals;

● A willingness to become familiar with the methods of the phonics based Turning Pages coaching manuals, so that you can confidently guide others;

● Good communication and people skills, with a commitment to maintaining confidentiality. Strong organisational, time management and record keeping skills;

● Self-awareness, personal responsibility and a professional approach;

● Reasonable confidence in using IT(accessing documents, completing electronic forms and records, email, Teams/Zoom meetings);

● The ability to use initiative and willingness to work independently and as part of a team;

● A willingness to abide by Read Easy policies and procedures;

● An open attitude that encourages two-way communication and willingness to ask for support from the Management Team;

● A non-judgemental attitude and respect for others, with a commitment to equality and diversity, so that you can make everyone feel valued and included;

● Energy and enthusiasm with an average of 2-3 hours a week to commit to the role.

What's in it for you? You will:

● receive outstanding Reading Coach Training;

● meet and work collaboratively with new people, and

● be active and engaged, adding value to your local community.

“It’s been a life-changing experience. Last week I read a book to my grandson. I never read to my children because I couldn’t.” Peter, from Read Easy Poole Witnessing these transformations are one of your greatest rewards as Coordinator.

Interested?

If you think you can offer the time, skills and experience that we are looking for and would be interested in taking up this role, often described as ‘the best role in Read Easy’ because it is so rewarding, please contact the person who sent you this role description.

Please note: All Read Easy volunteer roles are subject Safer Recruitment procedures which include verification of identity and two references. This role also requires an Enhanced without barring DBS Check (in line with DBS Code of Practice)

Membership Secretary

Challenge Adventure Group (“CAG” for short and the operating name of CAG Trust) is a voluntary youth organisation for Knowle, Dorridge and beyond aimed at boys aged 10 and above.

As our name suggests, we provide challenging, adventurous and fun activities and the D of E Award for young people in their leisure time. Taking part in fun experiential activities enables members to develop their physical and mental skills and capacities and reach their full potential of becoming positive, active and happy citizens.

Summary

CAG was formed in 2009 and became a charity, CAG Trust, in 2019. Our group is flourishing and we have a growing number of members who want to take part in our exciting program and challenging adventures. There is a lot of paperwork and payments to be completed and returned by parents and this has to be distributed, returned and logged along with the collection, chasing arrears and logging of membership fees. You will be working in conjunction with the Treasurer and Group Leader as well as being a Committee member.

Description

We are looking for someone to manage member registrations and termly membership renewals / fee collection. The membership secretary has a vital role to play at the start of each term and has an important role throughout the year maintaining members’ records as per GDPR guidelines.

The key tasks of the role are to:

• Maintain the database / spreadsheet of membership and parent details and enrol new members throughout the year.

• Discuss membership with potential new members, register new members and send out Welcome packs to new members.

• Ensure the parents and new member are comfortable in their first few months.

• Manage the membership renewal process at the beginning of each term. 

• Manage the distribution process of membership paperwork to include chasing missing paperwork. 

• Administration and chasing of unpaid / late membership fees.

• Work in conjunction of the Treasurer.

• Coordinate membership levels with Marketing manager to ensure membership is always full.

• Manage the Membership database, in addition to contact details, record Gift Aid Declarations, permission forms and any other relevant returned paperwork.

• Chase any non renewed members and archive as per GDPR guidelines as necessary.

• Conduct a membership audit if required by the committee and in liaison with the Group Leader.

• Respond to membership enquiries.

• Liaise with parents over any membership issues.

• Act as a member of the Committee.

• Attend training courses.

Ideally you should have / be:

• An ability to communicate with adults and young people, both verbally and in writing.

• An ability to organise and plan effectively.

• Office software literate.

• Build, maintain and facilitate effective working relationships with a wide range of people.

• Plan, manage and monitor your own tasks and time.

In addition you will need:

• Integrity.

• Committed to ensuring high standards.

• Flexible approach.

• Self-motivated.

• A car driver or have ability to travel to attend events and meetings.

• The post holder must be able to provide a satisfactory Enhanced Disclosure and Barring Check, either a current or new application that can be made through CAG.

Making a difference - what impact will the opportunity have?

Your input is key to the running of CAG as well as securing its future. The membership secretary is the authority on how membership is progressing year-on-year. You should be able to very quickly tell of growth / decline in membership amongst different age groups to inform the focus of the Marketing Manager and Group Leader.

What's in it for the volunteer? 

You would become part of our small, friendly team and you have the opportunity to use your time, skills and experience to make a real difference to CAG and the community in which we operate.  You will also have some fun, support a good cause and gain skills and experience. 

About the location

Where will the volunteer be working?

The volunteer can do most of the work remotely.

Travel Limit

• Mostly remote working but some availability to collect paperwork on Tuesday evenings, attend Committee meetings and the AGM in Solihull is required.

When will the volunteer be working?

Volunteer availability

• Mostly before and after Tuesday evenings (CAG’s meeting night 7pm - 9pm during term time) as this is when the paperwork / termly fees come(s) through and needs to be processed.

Estimate of time commitment

• 0 - 3 hours / week – the candidate will be able to offer further time as they wish.

Details

The volunteering could be long term. 

Application details

Successful applicants will require an enhanced DBS and two references.

Providing a confidential non-judgemental listening ear to Residents and Staff. Supporting those wishing to develop their spiritual journey from a Christian perspective. The role will be based across one of our hostels in Watford, Borehamwood, Bishop's Stortford, Welwyn Garden City, Hatfield or High Wycombe, 

Activities include:

• Proactively engaging with Residents and staff to build safe relationships and trust
• Offering a ‘listening ear’ to all and giving emotional support
• Sensitively discerning when to offer prayer and support from a Christian perspective, and when to use faith based language
• Be inclusive and welcoming to people of all religious faiths and none, referring people to other faith communities as appropriate
• Working alongside support staff, volunteers & local agencies
• Maintaining records of support and feeding back concerns about Resident welfare to Staff/Line Manager.
• Attend regular volunteer team meetings
• Being proactive in seeking spiritual and emotional support for your own benefit as this is a challenging role.

Additional activities could include:

• Facilitating group work for example: Retreat Programme, Bible Study, prayer or Mental Health Support.
• Welcoming new Residents by phone or in person
• Leading or helping with Chaplaincy lead events: Easter/Christmas activities, Remembrance Services
• Being an ambassador for YMCA’s mission in local Churches

Skills/Qualities/Experience:

• Be a good and active listener who can support others
• Be of a friendly, welcoming and cheerful disposition
• Self-motivated, reliable and punctual
• Sensitivity and courage to care for people experiencing a range of distressing situations including: grief, trauma, poor mental health, substance misuse, suicidal thoughts.
• A commitment to your own spiritual development
• A good understanding of the Christian faith, as well as some understanding of other faith traditions
• Ability to use both faith and non-faith based language, as appropriate
• Good communication skills in English; in person & over the phone
• A willingness to learn new things and get stuck in
• Ability to maintain confidentiality
• Ability to work as part of a team
• Respect the Christian ethos of the YMCA and uphold its values
• Always be prepared to give an answer to everyone who asks you to give the reason for the hope that you have

Training Support:

• A full induction to the service and specific site will be provided
• A one day ‘Chaplaincy Essentials’ training, plus a menu of additional training will be made available
• Online training: Safeguarding (Adults & Young People), Fire Awareness, Manual Handling
• Ongoing support and regular 1:1 meetings with your line-manager
• Team meetings and social events
• Mileage and expenses may be payable

You will need 2 x references and a DBS (we will apply for and fund this). 

About CARAS:

Community Action for Refugees and Asylum Seekers (CARAS) is a charity that supports refugees and people seeking asylum who live in south London. We offer a range of individual and group support to improve the holistic wellbeing of people who have a background of forced migration, providing them with tools to build lives filled with value, meaning and purpose in the UK. Our activities for young people currently include: ESOL classes (English for Speakers of Other Languages), study group, youth club, swimming lessons and football.

About Youth Club:

Youth Club is a place for young people aged 14-19 to come and play games, learn new skills, make and strengthen friendships and build a sense of belonging. Regular activities include classic youth club games such as table tennis, pool, foosball, board and card games. We also work in partnership with a range of organisations to run a rich programme of workshops within our youth club. Some of these have included creative visual arts, drama, music and workshops on rights and entitlements of young asylum seekers. We also cook a hot meal from time to time and offer a range of snacks each week. Our casework team are also on-site to support young people with a range of advice and signposting needs, usually by-appointment.

Youth club takes place at Furzedown Youth Centre. Welham Rd, London SW16 6TJ

About the role:

As a Youth Club volunteer, you would be helping young people to feel welcome, join in with activities and be a great role model.

Youth Club takes place every Wednesday at 6.00-8.30pm. We ask for a commitment of at least 2 sessions per month for a minimum of 6 months.

Tasks and responsibilities:

· To attend and contribute to volunteer de-briefs which occur 15 minutes after each session.

· To act as a positive role model and set standards of behaviour when volunteering with young people.

· To encourage and inspire young people to reach their full potential.

· To assist young people to both recognise and celebrate their achievements.

· To challenge young peoples’ negative attitudes and behaviour in an appropriate manner.

· To adhere to CARAS Child Protection procedures, Confidentiality policy, Health & Safety policy, Equal Opportunities policy and all other policies as relevant.

Requirements:

To be 18 years or older;

· To be non-judgemental and able to engage with people from diverse cultural backgrounds;

· To be reliable and punctual;

· Excellent communication skills, especially with people with varying levels of English;

· The ability to volunteer on Wednesday evenings for a minimum of six months;

· Current resident of the UK;

· Able to provide five years’ worth of addresses, and willing to undergo a DBS check;

· Able to attend compulsory volunteer induction training (online) general and safeguarding prior to the start of role

Volunteer induction training currently takes place online once a month on Tuesday, Wednesday or Thursday evenings from 6pm - 8pm. we offer the same trainings on Tuesday and Wednesday daytimes online between 12noon - 2pm once every 3 months.

Your availability to attend 1 general and 1 safeguarding online training session at these times within 3 months of your application would be a prerequisite of being accepted as a volunteer at CARAS.

Desirable:

· Knowledge of community languages, such as (including Arabic, Tigrinya, Amharic, Pashto, Dari, Farsi, Kurdish, Somali and Spanish).

Through volunteering with us you will:

· Meet new members of your local community;

· Learn about different cultures;

· Learn about issues relating to refugees and people seeking asylum;

· Work as part of a friendly, welcoming team;

· Develop your skills and competencies;

· Be able to access relevant training;

The difference you will make to cats and people

As a charity we are able to help thousands of cats each year thanks to the generous donations we receive from members of the public. Our fundraising team leaders have the exciting and varied role of inspiring our fundraising volunteers to plan and deliver local fundraising events. Using their passion and imagination, they oversee a small team of fundraising volunteers who come together to raise the vital funds needed to cover costs such as veterinary bills and food. Our fundraising team leaders support their team of volunteers in all aspects of their roles, making sure our volunteers are happy, confident and supported.
 

You can expect us to

• make you feel welcome, included and respected in line with our values and behaviours
• support you in having a positive and impactful experience at Cats Protection
• cover agreed out-of-pocket expenses in line with our Expenses Policy
• provide you with access to learning, development and engagement opportunities

What we need from you

You'll be:

• supporting and encouraging a team of fundraising volunteers
• planning fundraising events and activities with your team
• allocating tasks before and during fundraising events
• keeping financial records from fundraising events
• encouraging and promoting a professional image of Cats Protection 
• following policies and guidelines and ensuring licences and permits are obtained for events

Time expectation

Our fundraising team leaders usually spend three to four hours per week in this role, which is flexible and can be shared by more than one volunteer if needed.

You may be just the volunteer we've been looking for!

We are committed to building a diverse, compassionate and inclusive organisation where everyone can be themselves and do their best. We are courageous and compassionate in our purpose of helping people see the world through cats’ eyes. Together, we can make a difference. Together, we are all for cats. Join the UK’s leading cat welfare charity and help make a better life for cats, because life is better with cats.

· Do you have liver disease or had a liver transplant?

· Have you attended either our virtual or face to face support groups?

· Do you have some free time to support a someone at the beginning of their journey?

· Are you a good listener and empathetic to others affected by liver disease?

· Are you passionate about making a difference to liver health?

If so, we would love to hear from you.

Key responsibilities include:

1. Working alongside your allocated outreach development officer in the facilitation of British Liver Trust patient support groups.

2. Setting up and facilitating both online and face to face support groups as agreed with your allocated outreach development officer.

3. Act as a point of contact for patients attending your allocated support groups.

4. Engaging with patients and families affected by liver disease through peer mentoring to inspire hope, build confidence and help people self- manage their condition.

5. Acting as a peer mentor supporting new individuals who are joining our support services.

We are looking for a new member of the Canterbury Cathedral Audit and Risk Committee, which provides independent oversight of the Cathedral’s systems of internal control, risk management, and financial reporting. As a member of the Audit and Risk Committee, you will support the Chapter, the Cathedral's governing body, in discharging its responsibilities as a registered charity and steward of public trust, overseeing external and internal audit functions, and the mitigation of financial, reputational, operational and safeguarding risks.

This is meaningful work in a truly unique setting, and we are seeking a committee member who can combine professional expertise with a collaborative spirit and a commitment to the Cathedral’s evolving mission. We value diverse perspectives and a forward-looking approach, ensuring our governance continues to be as enduring and inspiring as the building itself.

Why we want you

Our vision is a society in which Armed Forces, veterans and their families can thrive. When anyone in the Armed Forces community finds themselves in need, SSAFA is the charity they can turn to – no one’s service is ever forgotten. More and more people need help, so we are growing our network of dedicated caseworkers.

Come and join our team! You will be making a real difference to the lives of those who need financial, practical, and emotional support. We value all our volunteers and the unique skills and experience they bring.

What you will be doing

• Arranging to talk with potential beneficiaries (on the phone or face to face) at a mutually convenient time
• Understanding peoples’ support needs and gathering information to assess their circumstances
• Typing written case reports to apply for financial assistance
• Sign-posting to services providing specialist support, such as mental health or housing support
• Keeping beneficiaries and the SSAFA regional office up to date with progress

The skills you need

• Friendly and approachable
• Great written and verbal communication skills
• Non-judgemental
• Reliable
• Basic IT skills

What's in it for you

• Use your skills, knowledge, and life experience to benefit others
• Be part of a friendly and supportive SSAFA team
• Develop your experience and skills which you can highlight on your CV and in job interviews
• Access a range of training and learning opportunities

 Disclaimer

SSAFA is committed to safeguarding and promoting the welfare of all those involved in our work and expects volunteers to share this commitment. This role qualifies for a criminal record check, which will be carried out at no cost to you. If you have a criminal record, it won't necessarily stop you from becoming a volunteer. Please read our Volunteer Vetting Guidance for more information.

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.