Trustee volunteer roles

It’s an exciting time at Capability Scotland. There’s a lot going on and we’re looking for new Trustees to help us deliver our ambitious plans for growth and transformation.

This year is our 80th anniversary. We are so proud of everything we have achieved but we can’t rest on our laurels. There is much still to do if we are to achieve our vision of a more inclusive Scotland where everyone has the opportunity to have their voice heard, to contribute to society and to fulfil their potential.

As we look forward, we are determined that more people across Scotland can benefit from our high quality care, support and education services. Our plans for the redevelopment of our largest service on a brand new site in Perth are now advancing at pace. Our Inclusive Community Project will see us deliver exemplary care in a modern environment, shaped by innovation, technology and best practice.

Capability Scotland is also proud to operate Corseford College, the first and only college for young people with multiple and complex needs. Now in its fourth year, the achievements of our students are a powerful testament to the success of this pioneering model.

These are just two examples of what we’re doing. There is much more going on right now and we are determined to drive forward with our future plans.

To help us continue to be successful, we are looking to appoint new Trustees to complement the skills of our existing Board, to drive change and to help shape our strategic direction. The Board’s purpose is also to ensure the highest standards of governance and to provide oversight, scrutiny and constructive support to senior management.

We have some Board vacancies right now and we are looking for a diverse range of people with an interest in what we are trying to achieve and who want to be part of a values-led charity.

We would love to see applications from people with lived experience of disability. We would also welcome applications from candidates with expertise in social care/social work, fundraising, marketing, education and technology as we explore the use of assistive technology and AI in the delivery of person-centred care.

Our Trustees are all committed to putting the people we support at the heart of everything we do and are passionate about developing innovative high quality solutions to improve care and education provision for disabled people across Scotland. If you think you can make a contribution, we’d love to have you on board.

This is a ybrid role, with a preference for candidates who can attend occasional in-person meetings in Scotland. 

The Board meets four times annually, with meetings typically lasting around 2 hours. One meeting (held alongside the AGM in September/October) lasts approximately 3 hours. Trustees may also be invited to join one of three committees—Finance; Audit & Risk (4x per year); or Service Quality (4x per year) and Remuneration & Nominations (at least 1x per year).

Looking to Make a Difference? Join Where Next as a Board Trustee!

Are you a passionate professional who wants to make an impact beyond the workplace?

About Where Next
Where Next is a charity based in Redditch, Worcestershire and Studley, Warwickshire providing support to adults with learning disabilities.  Founded over 40 years ago by caring parents it has grown from strengthen to strengthen and now provides day care for 150 clients.  The care and support is centred around horticultural and social activities but it also covers many other activities for the clients ensuring that is a varied and engaging programme of activities, nurturing the potential of everyone who attends Where Next

The charity is led by a Chief Executive and a passionate and experienced Board consisting of an excellent Senior Management team and Trustees.  There are 20 staff in total 

The charity has just commenced a developmental journey which will be looking at redesigning the facilities and services ensuring that the charity continues to be relevant going forward. 

Our webpage provides mor information and insight to the work of the charity

What we are looking for.

The Board are looking to strengthen existing skills and knowledge that currently exists and would like to appointment Trustees with any of the following skills and experiences.

Ø  Parent/ carer of an individual with Learning and Disabilities - living or professional experience – bringing day to day experiences to ensure that the Charities strategy is appropriate from a user’s perspective

Ø  Health and safety contract management – providing expertise in all aspects of safety aspect

Ø  Fund raising and PR/marketing including social media - Bringing innovative ideas to expand our reach and connect more people with our cause.

Ø  Project management – sharing skills to aid strategy of charities developments

Ø  Business planning and/or Business Case development -providing skills for the creation of business cases

Ø  Horticultural management – Bringing leadership to support the activities of the charity

Ø  Education /Training/ skills and personal development - offering insights to help improve and develop our Board and workforce

Why Become a Trustee While Working Full-Time?

• Enhance Your Professional Skills: Gain leadership, governance, and strategic experience that complements your career development.
• Broaden Your Network: Collaborate with like-minded professionals, build relationships across sectors, and expand your influence.
• Flexible Commitment: We understand your time is valuable. Our trustee roles are designed to fit alongside your job, with regular meetings and flexible involvement options.
• Make a Real Difference: Your expertise can shape the future of a charity that empowers individuals with learning disabilities to lead fulfilling lives.

What’s Involved?

• Board Meetings: Attend approximately 4 meetings per year (held in person and/or virtually).
• Strategic Guidance: Work with fellow trustees to set the long-term vision and strategy of "Where Next" and oversee its implementation.
• Support & Advice: Provide expertise in your specific area while supporting the leadership team on key decisions and projects.
• Advocacy: Use your professional network to champion our cause and help us grow.

The application process

Applications are welcomed and applicants should send CVs and a supporting statement detailing what has attracted the applicants to Where Next to the Chief Executive. 

The shortlisted applicants will be invited for initial discussion with the chairman and CEO.

If you are passionate about the wellbeing of Anglican clergy and their families, are strategically minded and want to make a meaningful difference, we would love to hear from you. 

St Luke's is a small charity that works collaboratively to support clergy wellbeing. Our trustees play a vital role in shaping our strategic direction. safeguarding our mission and ensuring we continue to respond effectively to the evolving wellbeing and mental health needs of those we serve. 

As a trustee, you will contribute to governance, provide oversight and support the long-term sustainability of the charity. We usually have three scheduled online meetings, and one in-person meeting a year with other ad-hoc meetings as required. 

All trustees are expected to engage in regular email communication and respond promptly to requests and decisions. 

As a charity working within the Anglican Church, we ask that our trustees have a personal Christian faith, along with a good understanding of the Anglican church and the issues facing clergy today. 

We believe that our board should reflect the communities we serve. We actively welcome applications from people of all ages, backgrounds, and identities, especially those currently underrepresented in charity leadership. We are particularly interested in hearing from individuals with professional financial expertise, medical experience, and relevant lived experience.

Applications are via CV and Covering Letter - please see recruitment pack for details. CV's without a covering letter will not be accepted and will not be considered for shortlisting. 

SHAK is looking for new trustees

An exciting moment to join us — we’ve just launched our new 3-year strategic plan

SHAK is a resident-led charity on the Alexandra & Ainsworth Estate in Camden, helping young people and adults across South Hampstead, West Hampstead and Kilburn overcome barriers to economic and social inclusion.

We welcome applications from anyone who shares our values. We particularly encourage local residents to apply, and those who can increase representation from minority communities.

WHAT IS A TRUSTEE?

Trustees set a charity’s priorities and strategy and ensure plans are delivered effectively — gaining valuable skills while contributing to a meaningful cause.

Role Type

Unpaid, voluntary (expenses reimbursed)

Commitment and Focus

As Treasurer Trustee, you will support the Board’s oversight of FareShare Yorkshire’s financial governance. Working in close partnership with the Head of Finance & Business, you will help ensure the charity’s finances are well-managed, transparent, and aligned with its strategic objectives.

The Treasurer acts as a critical friend and source of support to the Head of Finance & Business, providing constructive challenge, guidance, and assurance to the Board. You will attend quarterly board meetings (held in Yorkshire) and chair the quarterly Finance Sub-Committee, helping to ensure effective financial governance and clear reporting to the full Board.

About FareShare Yorkshire

FareShare Yorkshire is a charity in its 27th year of operation and has experienced significant growth in recent years. Operating from three sites in Barnsley and Leeds, the organisation delivers surplus food provision services, employability programmes, and runs its own cookery school, The FullCrumb Kitchen. We redistribute enough food for over 100,000 meals every week by taking good surplus food from companies and getting it to where it is needed most.

Key Treasurer Responsibilities

1. Present clear, accurate, and timely financial reports to the Board in a format that supports understanding and effective decision-making, including:

   •  Annual budgets

   • Internal management accounts

   • Annual statutory financial statements

2. Ensure the Board meets its duty to maintain proper accounting records and that financial resources are:

   • Properly controlled

   • Prudently invested

   • Economically and effectively spent in line with good governance, legal and regulatory

     requirements, in liaison with the Head of Finance & Business.

3. Support the development, implementation, and regular review of:

   • Financial reserves policy

   • Cost management approaches

   • Investment policies

4. Advise and support the Board in carrying out its financial responsibilities, providing insight into financial risks, opportunities, and sustainability.

5. Chair the Finance Sub-Committee, setting agendas in partnership with the Head of Finance & Business and ensuring effective financial scrutiny.

6. Provide clear updates and recommendations to the full Board following each Finance Sub-Committee meeting.

7. Scrutinise financial information provided by the Head of Finance & Business and request additional information or clarification where necessary.

8. Support and challenge budget proposals and forecasts presented to the Board.

9. Monitor and advise on the financial viability of the charity, including cash flow, reserves, and long-term sustainability.

10. Ensure appropriate financial controls are implemented, adhered to, and regularly reviewed.

11. Advise the Board on the financial implications of the charity’s strategic plan and major decisions.

12. Support the Head of Finance and Business to:

    • Prepare information for the annual accounts

    • Manage the annual audit process, including liaison with auditors where appropriate.
      
      The Trustee Role:

    • Ensure the charity fulfils its purposes for public benefit by:
      Complying with its governing document.

    • Adhering to charity law and all other applicable legislation.

    • Acting always in the best interests of the charity.

    • Ensuring the responsible management of the charity’s resources.

    • Overseeing and ensuring compliance with statutory accounting and financial reporting requirements.

    • Declaring any conflicts of interest and exercising independent judgement in all decision- making.

    • Acting as an ambassador and advocate for the organisation and upholding its mission, values, and reputation.

    • Representing the Board and organisation at meetings and events, including acting as a spokesperson when required.

    • Safeguarding the wellbeing and interests of employees.

    • Contributing to the development of the organisation’s strategy by providing constructive challenge and insight.

    • Seeking appropriate professional advice where there is potential risk to the organisation or where trustee duties may be impacted.

    • Taking collective responsibility to ensure the legal and financial integrity of the organisation, including to safeguard its assets and long-term sustainability.

    • Ensuring appropriate procedures are in place for the appointment, support, and performance monitoring of the CEO and Senior Leadership Team (SLT).  

    • Attending and actively contributing to Board meetings on a regular basis.

Skills and Experience

We are particularly seeking a Trustee with:

• Senior-level experience in finance, accountancy, audit, or financial management.

• Strong understanding of financial governance, risk management, and internal controls.

• Experience of:

  • -  Budgeting and financial forecasting

  • -  Reviewing management accounts and statutory accounts

  • -  Financial oversight within a charity, public sector, or commercial environment

    (charity experience desirable but not essential)

• Confidence in presenting financial information clearly to non-financial audiences.

• Strong Excel skills and confidence working with financial data (advantageous).

• The ability to provide supportive challenge and constructive scrutiny.

• The credibility to lead financial discussions at board level while working collaboratively

  with staff and fellow Trustees.

Ideal candidates will have:

o A commitment to FareShare Yorkshire’s mission and values.
o Strategic thinking and the ability to contribute to high-level decision-making.
o The ability to work collaboratively and communicate effectively.
o Time to dedicate to the role, including preparation for and attendance at meetings.

What We Offer
While this is an unpaid voluntary position, we provide:

o Reimbursement of reasonable expenses incurred in your role.
o The opportunity to make a meaningful impact on food insecurity inYorkshire.
o A chance to work alongside a passionate team dedicated to tackling food poverty.

Diversity and Inclusion

FareShare Yorkshire is committed to building a diverse and inclusive board. We encourage applications from individuals of all backgrounds, particularly those who bring new perspectives and lived experience to the table

Heartwood House is a unique organisation, working to support and empower young people to engage with education and achieve their potential, free from mainstream system constraints. We are a small, values-driven community, and our trustees play a vital role in guiding our mission and ensuring the long-term sustainability of what we do.

At Heartwood House, we deliver full-time education for students experiencing emotionally based school avoidance (EBSA). Our, methodology places wellbeing at the core of students' education, focusing on mental health, personal growth, and positive social interactions alongside academic instruction.

Students have an inherent right to respectful and caring treatment, independent of behaviour or academic performance. As a trustee, you will help uphold and champion our policy of unconditional positive regard, the principle that everyone (staff or student) should always be treated with respect and dignity, no matter the situation.

Education takes place in small groups, with lessons tailored to each student's individual needs and interests. As a trustee, you will gain insight into a genuinely distinctive educational model, and your governance will directly support the staff who build meaningful relationships with every young person in our care.

All staff are invested in and actively participate in student wellbeing, integrating mental health support and personal growth throughout the day, not just in designated sessions. Trustees share responsibility for ensuring this holistic approach is protected and resourced appropriately.

We offer academic instruction from Entry Level to GCSE in subjects aligned with students' interests and future plans. Almost all students study English, Maths, Science, and Art at a minimum, with most pursuing additional subjects at the centre or online. As a trustee, you will help ensure the organisation remains financially and strategically positioned to continue delivering this flexible, student-centred curriculum.

Become a YHA Trustee

Help shape the future of a charity that opens doors to adventure for young people.

YHA (England & Wales) is recruiting new Trustees to guide us through an exciting and challenging period of transformation. We’re looking for people who believe in our mission, can bring fresh perspective, and want to help increase access to the outdoors, nature and heritage.

Whether you’re an experienced leader or taking your first steps into governance, we’d love you to take a look at the opportunity.

As a Trustee, you’ll prepare for and take part in Board meetings, asking important questions to help make key decisions. You’ll share legal responsibility for the charity.

What you’ll get from joining our Board

• the opportunity to guide the strategic direction of a national charity

• the chance to use your knowledge to make a valuable contribution to society

• the forum to develop your skills and knowledge in key areas including principles of governance, financial management, strategic planning and problem solving

We welcome applications from people of all backgrounds and especially welcome applicants from young people under 30. These voices are currently under-represented on our Board. As a young people’s organisation, we are committed to changing that.

All successful applicants will receive a full induction and membership of an inclusive, welcoming Board.

We’re also looking to strengthen the Board with Trustees who bring strategic insight in one or more of the following areas:

• hospitality leadership

• data strategy, cyber security or business transformation

• proven senior leadership in a school or trust, bringing strong safeguarding leadership experience and well-established professional networks within education to support partnerships and strategic insight

Candidates must be over 16 years of age.

Apply by 9am, Monday 20 July 2026

Screen Share is the leading refugee digital inclusion charity in the UK. Our mission is to ensure every refugee in the UK has a connected device and the skills to use it to achieve their goals. 

We currently support 2000 clients a year with devices, internet connectivity and digital skills training and volunteering opportunities. 

The organisation is entering a key period of growth. Having professionalised successfully in 2025, we are launching an ambitious 5-year strategy to significantly scale our programmes across the UK. 

This represents a critical moment in our journey as a young organisation. As we deepen our impact and pursue financial sustainability, we are looking to onboard 3 new trustees to add significant governance experience in key areas. 

Trustee: Charity Trading and Commercialisation 

Our fundraising strategy prioritises corporate and trading income. That strategy is complemented by our trading income strategy, which seeks to invest in traded services which support our mission, including digital inclusion services, IT Repair, IT Leasing and IT Asset Disposal. We have good experience in these areas and are looking for a trustee to oversee and significantly contribute to decision-making regarding when and how to enter these markets. The postholder will ideally be a current or former leader of a social enterprise or charity that trades, who can provide the board with the expertise it needs to make informed decisions. This trustee will bring relevant insight on sustainable income diversification and fundraising strategy. 

Trustee: Digital Governance 

We handle sensitive client data, and act as a processor for sanitising donated devices. This creates significant cybersecurity, data protection responsibilities. We have a cybersecurity strategy, dedicated staff time and also receive pro-bono support to discharge those responsibilities effectively, but we need a trustee with expertise to provide genuine oversight in this area and represent the position at board level. Strong candidates will bring expertise in data governance, cybersecurity policy or digital risk management. We would particularly welcome candidates who bring expertise in digital inclusion alongside this. 

Trustee: Safeguarding 

As we scale up across the UK, we are making the intentional decision to deepen our relationship with our clients. We work with some of the most vulnerable people in the UK, so our board needs to be confident that we are providing proper oversight of how we keep them safe in the context of support. We are looking for a trustee with governance-level safeguarding experience who understands safeguarding frameworks and legislation, can scrutinise our policies and procedures, and hold our staff team to account in this area. This trustee will lead our Safeguarding sub-committee. 

Key details 

Roles available: Three trustee positions: Charity Trading and Commercialisation; Digital Governance; Safeguarding
Commitment: Approx 32 hours per year (see breakdown below)

Term: three years, renewable 

Location: Online, with 1-2 in-person meetings in London per year

Remuneration: Voluntary, unpaid. Reasonable expenses reimbursed 

Time commitment 

Board meetings - 10-12 meetings per year, 1hr meetings 

Paper reading & preparation - 6 hours per year 

Sub-committee attendance - 4 hours per year 

Ad-hoc governance and decision-making - 4 hours per year 

Specialist contribution (emails, 1:1s with relevant staff) - 4 hours per year 

External representation - 2 hours per year 

Induction - 2 hours in the first year 

Total: ~32 hours per year

Please see the attached recruitment pack for a full sense of the opportunity. If you have any questions at all, please reach out to our CEO Moses Seitler who would be happy to discuss.

If you care about our mission to make people’s experience of homeless temporary accommodation short, safe and healthy and would like to bring your unique perspective and experience onto our board of trustees we would love to hear from you.

We know that a stronger Board is one with a wider range of personal experience, work experience, community knowledge and skills. We want to build a Board that includes people with different backgrounds, perspectives and life experiences. What we value: A genuine interest in Justlife's mission Willingness to learn and engage Your unique perspective and lived experience Curiosity, care and a collaborative approach

You do not need previous trustee experience, formal qualifications or a senior job title. What matters most is that you care about our mission, are willing to learn, and can bring your own perspective.

About the Role:

The Chair provides leadership to the Board of Trustees and works closely with the Chief Executive to ensure the charity is well-governed, financially sound, and delivering on its charitable objectives.

Key responsibilities include:

• Providing effective leadership to the Board and ensuring it fulfils its legal and strategic responsibilities
• Setting the agenda for Board meetings and ensuring robust, inclusive decision-making
• Acting as a critical friend and line manager to the Chief Executive
• Ensuring strong governance, compliance, and risk management
• Supporting the charity’s strategic development, reputation, and external relationships
• Championing the charity’s values, mission, and beneficiaries

About You:

We are looking for someone who:

• Has previous Board-level experience (Chair or senior Trustee experience desirable)
• Demonstrates strong leadership, facilitation, and influencing skills
• Understands the responsibilities and legal duties of charity trustees
• Is able to commit the time and energy required to lead an effective Board
• Shares a passion for our cause and values

Experience in areas such as strategy, finance, transformation, fundraising, health, social care, education, or the voluntary sector would be welcomed.

That said, lived experience and diverse perspectives are equally valued.

The Gas Safe Charity is seeking to appoint up to three new Trustees to fill vacancies arising from recent resignations.  The charity has a turnover of around £500k and was established in 2009 as a result of the award of the Concession Agreement for gas registration services to Capita plc, establishing the Gas Safe Register.

The Charity works with key partners to provide direct assistance to vulnerable people at times of need and works with trusted intermediaries in the public and voluntary sectors to promote a greater understanding of the signs and symptoms of Carbon Monoxide poisoning.

As a Trustee and Director, you will take a strategic overview of the charity’s activities.  There are six Board meetings a year, plus an Awayday.  Trustees are also expected to be on one of the Review Groups overseeing the charity’s projects.

We would like to hear from you if you have skills and experience in the following areas:

· Marketing and communications

· Finance

· General non executive director experience with the ability to focus and advise on broad strategy and projects run by the charity.

The charity is keen to broaden the diversity of the Board and would welcome candidates who can contribute a diversity of representation and thinking, including people from minority ethnic groups, LGBTQ+ people and people with disabilities.

Trustees are appointed for an initial three year term, which may be extended to a maximum of nine years.

Change Agents UK is an established sustainability education and future skills charity. We use education and recruitment to empower people and organisations with the knowledge, skills and confidence needed to create a better, more sustainable future for everyone. Helping people from all walks of life to become “change agents”.

We are seeking new trustees and directors of our charity and non-profit trading subsidiary boards. Trustees and directors play vital roles in making sure that Change Agents UK is well-governed and achieves sustained growth of impact and progress towards our goals. This is a fantastic opportunity to put your professional skills to use supporting a dynamic and ambitious charity.

What we are looking for

We are looking for people willing to bring energy, enthusiasm and commitment to the role, who can actively support our growth and who will broaden the diversity of thinking and skills on our Board.

Personal skills and qualities:

• A strong personal commitment to the principles of sustainability
• Willingness and ability to understand and accept their responsibilities as a trustee or director and to act in the best interests of the organisation.
• Ability to think creatively and strategically, to exercise sound, independent judgment and to work effectively as a board member.
• Effective communication skills and willingness to participate actively in discussion.
• Commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.
• Charity trustees must be at least 18 years of age and must not be disqualified from serving as a trustee

We are particularly keen to hear from applicants who have experience in the following: working with or in schools, colleges or multi-academy trusts or in training/skills provision; fundraising, bid-writing or corporate partnerships or recruitment and general HR.

We are committed to fostering a diverse and inclusive board, welcoming and valuing people from all backgrounds and a broad range of perspectives and experiences. You do not need previous board experience to apply and will be provided with induction and support in the role.

Duties of trustees & directors

• Support and direct Change Agents UK’s vision, goals, strategy and activities.
• Actively promote and champion the work of the Change Agents UK, amplifying messages, campaigns and supporting our growth
• Approve (as part of the Board and with input from the Executive Team) financial plans and budgets and monitor and evaluate progress.
• Ensure that key risks are being identified, monitored and controlled effectively.
• Review and approve Change Agents UK’s financial statements (with the advice of an Independent Examiner/Auditor).
• Provide support and challenge to the CEO/Executive Team
• Keep abreast of changes in Change Agents UK’s operating environment and charity regulation
• Contribute to regular reviews of Change Agents UK’s own governance and policies.
• Attend Board meetings adequately prepared to contribute to discussions and participate in decision-making.
• Use independent judgment, acting legally and in good faith to promote and protect Change Agents UK’s interests, to the exclusion of their own personal and/or any third-party interests.
• Contribute to the broader success of Change Agents UK’s objects, aims and reputation by applying your skills, expertise, knowledge and contacts. There will be times when the Trustees will need to be actively involved beyond Board meetings. This may involve reading and commenting on board papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, presenting externally, or other issues in which the trustee has special expertise.
• Utilise your own network to promote the work and activities of Change Agents UK.

Becoming a Trustee with Brigantia Learning Trust is an opportunity to make a meaningful, lasting difference. Trustees are central to our mission. You will be part of a committed group helping to shape the future of education across our academies. You’ll work alongside passionate professionals, community leaders, and educators to ensure that every learner thrives, regardless of background, barriers, or circumstance. This is a chance to support transformative work, promote fairness, and be part of creating excellence together. 

As a volunteer Trustee, we are committed to ensuring your time with us is meaningful and rewarding. As a Trustee, you will receive:

• A personalised induction and ongoing CPD
• Mentoring from experienced Board members
• Access to Trust-wide networks and national conferences
• Opportunities to build your governance experience
• Strategic engagement with our Executive Team
• The chance to shape young lives and strengthen communities.

Trustees play a critical leadership role to ensure the Trust meets its charitable purpose and remains focused on the communities it serves. As a member of the board, you will:

• Set and safeguard the ethos and strategic direction
• Monitor performance and hold the CEO to account
• Represent the voice and needs of our diverse communities
• Oversee financial and legal compliance
• Ensure decisions are made with equity, integrity and purpose.

We are building a Board that reflects the richness and diversity of the communities we serve. We welcome people from all walks of life who care about education and social justice.

• A shared belief in our mission and values
• Integrity, curiosity, and strategic thinking
• A sense of civic duty and community commitment
• Willingness to learn and grow as part of a team

We ask for: 

• 4–6 Board meetings per year
• Participation in at least one committee or working group
• Occasional attendance to school or Trust events (encouraged)

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.