Rural partnerships development manager volunteer roles

Finance Trustee - Citizens Advice

Citizens Advice South Lincolnshire is seeking a trustee with financial experience to help shape the future of our high-performing advice charity.

With offices in Grantham, Spalding and Stamford, plus outreach centres across the region, we support a population of 225,000 people. Last year, we helped 14,000 clients with 60,000 issues and secured over £7 million of additional income for them. We are here for everyone to help people move on with their lives.

As a trustee, you will join a well-known, respected charity, influence strategy, strengthen governance and contribute to meaningful change. This is an opportunity to share your expertise with other professional, dedicated trustees, gain valuable experience, build on your leadership and strategy skills, and increase your employability. Previous Board experience would be an advantage, but is not essential.

You will guide the Board and the Chief Executive Officer on the key assumptions and financial implications of budgets and plans. You will use your financial knowledge and understanding to oversee the financial management of the charity and advise the Board.

You will monitor the charity’s financial performance and support the CEO and financial team in areas such as budgeting, clear and accurate financial reporting and financial compliance. This is an opportunity for you to:

· join a respected national charity

· make a positive impact for people in your local area, and

· gain valuable board experience and build leadership and strategy skills.

The time commitment is four in-person Board meetings and four or five remote committee meetings a year, a Board Away Day and an involvement of 1-2 days per month with the Finance Team. 

What do you need to become a trustee?

Trustees don’t need specific qualifications, but we expect all trustees to have 
six core skills: 

● Insight into the organisation: considering CASL’s objects and its public 
benefit strategically 
● Challenging constructively: clarifying facts; stimulating thought 
● Analysing issues: being objective; evaluating risks; using evidence; 
planning ahead 
● Weighing up opinions: using evidence; balancing long- and short-term; 
prioritising value 
● Interpersonal skills: communicating clearly; listening actively; 
supporting a healthy culture, and 
● Confidence and self-awareness: collaborating with others; treating 
everyone with respect.

In addition, as Finance Trustee you will need:

● financial literacy, including experience of creating and managing 
budgets 
● ability to interpret financial information and communicate it clearly, and 
● strong analytical skills. 

For this role, we also value:

● experience of working in finance, accounting and/or audit 
● experience in charity finance, SORP, or nonprofit financial management 
● familiarity with financial software, and/or 
● experience of Board or committee work.

Finally, competent trustees should have these six personal qualities to some 
extent, and demonstrate them in their behaviours: 

● Committed - motivated, dedicated, persevering; plays an active role. 
● Responsible - accountable, independent, reliable; accepts collective 
responsibility. 
● Trustworthy - ethical, principled; is a critical friend and focuses on 
continuous improvement. 
● Collaborative - team-oriented, approachable; builds relationships and 
seeks consensus. 
● Confident - independent; contributes constructively and expresses 
opinions courageously. 
● Thoughtful - curious, adaptable, open-minded; appropriately challenges 
the status quo. 

Equal Aqua is seeking a Trustee with significant fundraising expertise to provide strategic leadership and hands-on support to drive substantial income growth as the organisation scales towards a seven-figure annual income. The role involves actively leveraging networks to open doors to major donors, corporate partners and grant-makers, initiating high-value funding conversations and developing new income streams. The Trustee will help shape and oversee the organisation’s long-term fundraising strategy, support the cultivation and conversion of major funding opportunities, mentor the fundraising team and strengthen proposals and donor engagement. Acting as an ambassador for the organisation, they will also help raise Equal Aqua’s profile within influential networks while ensuring strong governance, accountability and performance through the Board and Fundraising Committee. The ideal candidate will bring senior-level fundraising experience, strong sector knowledge in areas such as WASH, climate or international development, and a network capable of unlocking significant new funding opportunities.

Equal Aqua is a registered Charitable Incorporated Organisation (CIO) in the UK; Equal Aqua Uganda is a registered Community Based Organisation (CBO) in Uganda (‘EAU’ refers to both). Both operate equally and in unison. The purpose of EAU is to enable communities in Uganda to have access to safe and sustainable water, sanitation and hygiene (WASH) facilities. EAU supports schools and communities facing the greatest WASH inequalities by providing water tanks and filters, running classes and workshops, and empowering young people to be WASH change makers in their community. The current Board of Trustees, consisting of 5 members based in UK and Uganda, provides guidance to the volunteer EAU management team as well as supporting the implementing volunteers based in UK, Uganda and other countries.

The objectives of EAU are, in Uganda, to:

1. To improve access to safe and sustainable WASH for those facing the greatest inequalities in Uganda

2. To strengthen the participation of local communities in WASH, in particular women and girls, and displaced peoples

3. To take action to protect the natural environment, reduce pollution and tackle climate change

The role of trustees is:

1. Sculpt and maintain EAU’s vision, mission, objectives and values.

2. Act as ‘critical friends’ in the development of EAU’s policy, programming and planning.

3. Actively champion EAU externally, opening doors to people and organisations that can support our cause, fostering awareness and engagement in the UK, Uganda and internationally.

4. Support in particular with income generation activities, advising and supporting delivery of major campaigns and helping to build EAU’s donor and partner base.

5. Establish and maintain systems for reporting and monitoring.

6. Ensure that the financial affairs of the organisation are conducted properly and are accurately reported.

7. Manage risk and ensure compliance and accountability with the governing document (EAU Constitution), external regulators and the law (UK and Uganda).

8. Safeguard EAU’s assets – both physical assets, including property, and intangible ones, such as its reputation.

Ensure EAU has the appropriate structure and resources to deliver the above.

Trustee Responsibilities:

1. To attend and contribute to EAU Board of Trustee meetings, held at least on a quarterly basis. To work with EAU management to set an agenda in advance of this meeting.

2. Currently, Trustees will hold the position for a maximum of 3 years. This length of trusteeship will be reviewed with the aim of staggering Trustee terms to ensure a smooth transition between board members.

3. To support the recruitment of additional trustees, from diverse backgrounds and providing a range of expertise.

4. To offer personal expertise and skills in select areas for the benefit of EAU. This may include legal, management, practical, fundraising, marketing or other relevant areas.

5. To offer advice and feedback on EAU’s main fundraising programmes, e.g. events and grant applications.

Additional Responsibilities of Trustee with fundraising expertise

To provide strategic leadership and hands-on support to drive significant and sustainable income growth for Equal Aqua, with the ambition of building towards a seven-figure annual income.

Key Responsibilities

1. Strategic Fundraising Leadership
   Provide Board-level oversight and strategic direction for the development and execution of an ambitious, multi-year fundraising strategy aligned with EAU’s growth plans, ensuring clear pathways to seven-figure annual income.
2. Active Income Generation & Network Mobilisation
   Proactively generate income by leveraging personal and professional networks to:
   • Open doors to high-value donors, grant-makers, corporates and philanthropic partners
   • Introduce EAU to influential individuals and decision-makers
   • Initiate and nurture strategic funding conversations
   • Identify and pursue new income streams and partnership opportunities

This role requires active relationship-building and direct contribution to income growth, not solely advisory input.

1. Pipeline Development & High-Value Fundraising
   Support the identification, cultivation and conversion of major funding opportunities, including trusts and foundations, corporate partnerships and major donors. Where appropriate, personally lead or co-lead high-value approaches.
2. Committee Leadership & Support
   Provide experienced guidance to the Fundraising Committee and fundraising volunteers, strengthening capability, confidence and performance across the team.
3. Hands-On Mentorship & Quality Assurance
   Offer practical, hands-on support to fundraising volunteers, including:
   • Reviewing and strengthening proposals and pitch materials
   • Advising on donor strategy and positioning
   • Supporting preparation for high-stakes meetings and presentations
4. Visibility & Advocacy
   Act as an ambassador for EAU, raising the organisation’s profile in relevant networks, events and forums, and positioning EAU as a credible, high-impact partner.
5. Governance & Accountability
   Attend quarterly Fundraising Committee meetings (one of EAU’s management committees) and relevant Board meetings, ensuring clear income targets, performance monitoring and accountability for results.

Desired Background and expertise of Trustee with Fundraising expertise.

 Senior Fundraising Experience

• A substantial track record (ideally 5+ years) in charity fundraising, with experience operating at a strategic level. This should include demonstrable success in securing significant income from one or more of the following: trusts and foundations, major donors, corporate partnerships, institutional funders or high-net-worth individuals. Experience supporting organisations through periods of income growth or scale-up is highly desirable. International development experience is strongly preferred.

• Sector-Relevant Knowledge
  Strong understanding of fundraising dynamics and donor priorities within one or more of Equal Aqua’s core thematic areas, including:
  • WASH (Water, Sanitation & Hygiene)
  • Climate and environmental sustainability
  • Menstrual health and gender equality
  • Rural enterprise and livelihoods
  • International development

Familiarity with the funding landscape in these sectors – including trends, key funders and partnership models – would be a significant advantage.

• Network & Influence
  An established professional network that can be activated in support of Equal Aqua’s growth ambitions, with the credibility and confidence to engage senior decision-makers and prospective funders.

• Strategic & Commercial Acumen
  The ability to think entrepreneurially about income generation, identify new revenue opportunities, and contribute to building a diversified and resilient funding portfolio.