Finance volunteer volunteer roles in guildford, surrey

Dear Prospective Trustee

Thank you for your interest in Citizens Advice Merton and Lambeth (CAML). This pack sets out more information about the charity, the board, the role of a trustee, and how to apply.

We are excited about the future and are looking for energetic, talented and committed individuals to help support the charity as trustees to continue its incredible work for the people of Merton and Lambeth.

What we do

CAML is one of the busiest advice charities in London.  We support individuals and families who live, work or study primarily in the London Boroughs of Merton and Lambeth and also elsewhere (dependent on service).  We also work to raise awareness and understanding of the challenging issues affecting individuals and our communities.

We were one of the first Citizens Advice services to open our doors over 85 years ago. We have had an extremely busy few years, with individuals and families increasingly seeking our support with the cost of living crisis.  Our support and services are as important today as they were when our work began.

We are part of the national Citizens Advice network of over 240 local charities that deliver advice across the country.

In FY 23/24, we supported over 25,000 individuals.  Our information, support and advice services are provided via telephone, online, video conferencing and face-to-face.  We provide face-to-face support from two CAML offices and multiple outreach venues in local communities.  Our aim is to empower people to better help themselves, but we are always here with further support if needed. 

CAML in 2025

CAML is at an important point in its history. Demand for our services continues to accelerate as high levels of hardship become an established reality for many people living in our boroughs.  The two boroughs we serve contain pockets of wealth and affluence, but also feature areas of significant poverty and deprivation where our services are most depended upon.

At the same time, similar to many charities, we face funding challenges – not least given the majority of our funds come from our local authorities. Our current turnover is over £1.2m a year. Like others, CAML faces funding challenges often related to changes in central government policies and local government financial challenges, with a need to look at new ways of diversifying income streams.

The organisation has a strong foundation from which to deliver in this difficult environment – particularly with a team that is committed to our clients and expert in giving quality advice. We also have positive working relationships with our funders, councils and partners, and a strong local reputation.

Our leadership

The operational leadership and management of CAML is carried out by our CEO, Simon Shimmens, with three senior managers and a team of around 40 staff and 20 volunteers. Short biographies of our existing trustees are available on our website.

The role of the Board

Each trustee has a responsibility to contribute to discharging the Board’s responsibilities. We do this by:

● Regularly preparing for, attending and participating in meetings

● Understanding the business of CAML

● Contributing to setting policy and strategic direction, defining goals, setting targets and evaluating performance

● Monitoring our services, ensuring compliance with our governing documents and policies and monitoring maintenance of Citizens Advice standards

● Monitoring the charity’s financial position and ensuring it operates within its means and delivers on its objectives with clear lines of accountability for day-to-day financial management

● Supporting the charity’s development through participation in agreed projects

● Actively seeking to further CAML’s strategic objectives and acting in its best interest at all times

Above all we are looking for people with strategic vision and independent judgement who together can support the charity and its executive team. As trustees we are visible to our staff and volunteers, engaging and recognising the excellent work they do. Each trustee is expected to spend time with service delivery staff and volunteers, ideally at least once a year. 

You will be a genuine team player, able to support colleagues, input constructively and positively to discussions and to support and uphold collective decisions. 

As a trustee you will support the charity’s values and objectives and will act as a positive and genuine advocate promoting the work of the charity within your personal networks and to the wider world. 

The commitment we need

Each trustee attends quarterly Board meetings and is a member of one of the delegated authority sub-committees – Finance and People – which also meet once a quarter.

While the precise nature will differ month-to-month, this is likely to average at eight to ten hours a month. This allows for board and committee meetings, reading papers in advance of these, ad-hoc actions and discussions, and visiting CAML’s services.

Board meetings are currently held in person in our Mitcham Office, with sub-committee meetings held remotely. Across the Board, we attend key events such as Volunteers’ Week and charity events/activities.

Particular skills/experiences we’re seeking

We are looking to recruit two new trustees to join our strong and dynamic Board.

We would particularly welcome applications from those with skills and experiences to help complement the current Board. Our priority recruitment areas are:

●HR: We are committed to ensuring the highest standards of governance in policies and practice related to employee relations, recruitment, retention, reward and recognition as well as staff and trustee training and development. We are seeking a trustee with senior HR experience to support the strategic oversight of our People approach.

●Accountancy: Financial oversight is an integral part of a well-functioning trustee Board. We are looking to further bolster this expertise within the Board to provide support for our Treasurer if required.

●Pensions: CAML has a legacy Defined Benefit pension scheme (closed to new entrants) and a Defined Contribution scheme. We are looking for an individual with actuarial or pension trustee skills to advise the Board with regard to our pension schemes, and whether we should be looking to make any changes.

●Legal: We are looking to further expand our legal expertise on the Board. We particularly welcome interest from individuals with experience in charity law however all applicants with legal experience are welcomed.

In addition to these skills, we would welcome applications from candidates with previous trustee experience and/or applicants who may be open to taking on the role of Vice-Chair (further information can be provided on this if requested).

The benefits of being a trustee with CAML

Although the role of a trustee is unpaid (reasonable out of pocket expenses are reimbursed), there are many reasons to join us, including:

● Being a trustee is one of the most powerful ways in which you can contribute to your local community and to a cause you care about.

● Corporations of all sizes take voluntary and community enriching activities seriously with trusteeship considered an effective method of professional development and community engagement.

● Being a trustee is a fantastic way of developing your strategic experience and oversight, giving you the opportunity to develop your critical thinking, problem solving and analytical skills.

● Being a trustee can open up your professional network.

How to apply

Follow the link to our website and complete the relevant documents at the bottom of the advert.

We are recruiting on a rolling basis and are considering applications as and when we receive them. This recruitment remains live until 30th June 2025.

All applications are considered by a trustee panel, with shortlisted candidates then invited to an interview, to take place within a month of receiving their application. 

We are registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored.

This is an exciting time in our growth as we look to grow our governance systems, build on our successes and ensure we are a radical, dynamic organisation rooted in our anti-racist and anti-oppressive values.  We are looking for a new Treasurer for our Trustee board, to join us and help lead and shape the future of the organisation.

Become a Trustee at Sunrise Multicultural Project

Are you passionate about making a difference in your community?

We are looking for dedicated, enthusiastic individuals to join our Board of Trustees and help guide the future of Sunrise Multicultural Project.

As a trustee, you will play a vital role in shaping our strategy, ensuring we stay true to our mission, and supporting the development of initiatives that promote inclusivity and integration. We are seeking individuals with a range of skills, backgrounds, and experiences – whether in community work, finance, governance, fundraising, or marketing – who share our commitment to empowering minority groups and fostering a more connected, diverse community. 

If you are eager to contribute your time, expertise, and passion, we would love to hear from you!

Are you looking for a volunteering role that supports the impact of the whole third sector? Infrastructure charity DataKind UK is looking for new members to join our Board of Trustees, including a Chair and Treasurer.

DataKind UK is a small charity with a vision for a strong, thriving third sector that embraces data use to become more impactful. We connect third sector organisations with data professionals to improve their decision making, problem solving, and working practices, by applying data science approaches to sector-wide challenges.

We’re looking for enthusiastic and supportive individuals to fuel our mission and direction by providing oversight of our operations, supporting with major decision-making, and advocating for our work and cause.

Being a trustee is a great way to give your time to a cause you care about, broaden your network, and develop your strategy and governance skills and knowledge. We particularly welcome applications from black, Asian, and minority ethnic candidates, LGBTQ+ candidates, and candidates with disabilities, as we would like to increase the representation of these groups in our community.

How to apply

To apply, please read our candidate pack for more detail and send a 1-2 page cover letter outlining what you would bring to the role based on the skills outlined in the candidate pack, especially highlighting if you are interested in the Chair or Treasurer role, along with your CV, by Monday 2 June.

Initial screening calls will take place during the week commencing Monday 9 June.

Interviews will take place on the 17, 18, and 19 June 2025, with the aim of new members being recruited and onboarded for the following board meeting in August.

InterVol is a student volunteering charity in the United Kingdom that connects students with volunteering opportunities locally and overseas. InterVol supports students to develop their skills with community projects in the UK and then use those skills to support the work of charitable partners overseas on health, education, refugee support, and conservation placements. Our project placements and volunteering opportunities are designed by our local partners and with the long-term needs of beneficiaries and communities in mind. InterVol supports a network of five student societies at English universities with around one hundred volunteers annually.

InterVol is looking for new trustees to join our board. Trustees are responsible for ensuring that InterVol follows our guiding principles and acts within the law. This includes the timely submissions to the Charity Commission, ensuring that volunteering is safe and appropriate, and developing and maintaining a long-term strategy for InterVol. InterVol is a small charity with no staff, so trustees also play an important role in maintaining institutional memory for student committees which change annually. 

We are recruiting for general trustee roles and for a treasurer. For the treasurer role, we are looking for applicants with a specialism in financial management to oversee our bank account, monitor our online donation platform, make grants, donations and payments, and report on our finances annually to the Charity Commission. Trustees in non-finance roles will be allocated roles most relevant to their own experience e.g. specific university group support, specific placements, or thematic areas such as training or research.

As a trustee you are expected to take on roles including:

• Attend termly meetings (three annually, online) and annual meetings, where possible.

• Provide advice to the trustee board and our committees. This is either by email, or through the Trustees WhatsApp group.

• Work on specific projects with other trustees and advisors, e.g. managing interns, setting up new placement partnerships, and conducting/reviewing risk assessments.

• Identify potential partnerships in both the United Kingdom and overseas to forward the goals of the charity and strengthen our existing university projects.

• Attend training and network events to represent InterVol, make new connections and bring new ideas into the charity.

• Commit to 2-3 years of supporting the charity before handing over or renewing your term.

• Be based in the United Kingdom to allow travel to meetings.

Person Specification:

• Significant experience of volunteering in either the UK or overseas

• Passionate about ethical volunteering practises

• Strong teamwork and collaboration skills

• Flexible and able to provide support on an ad hoc basis

• Understanding of international development issues (desirable)

• Accounting and finance experience (treasurer role)

The Howard of Effingham School Friends (PTA) - Treasurer

The Howard of Effingham School Friends exists to foster good relationships between parents and staff; to raise funds for the purchase of extra items of equipment; to provide services for pupils and to organise social functions.  The committee of parents and teachers arranges a wide range of social and fund-raising activities.  All parents are warmly invited to join in on every possible occasion.

We are looking for a Treasurer to join our committee:

Main purpose of the role

The treasurer controls the Friends funds in line with the committee’s decisions as well as charity law. They make sure upcoming events are affordable and profitable and report financial information to the rest of the team.

The treasurer’s responsibilities are:                                                                                                                                        

• Manages the day-to-day finances
• Keeps a detailed and accurate record of the financial activity of the Friends
• Reports on the finances at meetings in a clear, concise way
• Arranges floats for events
• Ensures money is kept safely before and during events
• Banks the takings from events and fundraisers
• Makes Gift Aid claims
• Implements procedures for making payments and claiming expenses
• Completes the Charity Commission annual return
• Gets accounts audited where necessary

At the AGM

• Prepares the financial report

Applications

Please apply by email outlining your suitability for the role.

This role is advertised as part of TPP's Free Giving Back Services. This volunteer advertisement copy has been supplied to TPP and applicants apply direct to the organisation. Please contact the organisation directly if you have any questions about this volunteer role.

Submit a CV and a cover letter to express your interest.

Those who submit their CV will be considered and will be invited to an informal insight event towards Janunary 2025 before interviews occur.

What does a Trustee do! 

A Trustee’s role is to act in the best interests of the organization. They are accountable for the organization’s finances, legal affairs, overall performance, and serious arising issues. Trustees must ensure that executives align with the organization’s purpose and mission, acting in ways that advance these goals and uphold the organization’s values. Statutory duties include ensuring compliance with laws and regulations, safeguarding assets, and maintaining accurate financial records.

Commitment

Each Trustee will attend Trustee meetings on a regular basis, a Trustee may also be appointed as a Co Chair and into other roles such as Treasurer and Secretary, and also may join a committee.

A Little About Us!

Youth Advantage UK is a research-led, un incorporated un registered charitable organisation with the aim to become a CIO soon. We use a research-led approach promote and further the rights and interests of young people through positive action such as projects, policy work and research. We promote and empower change.

What we are looking for!

We are looking to appoint experienced Trustees with a background in one or more of the following areas: finance, law, academia, research, leadership, youth sector, policy, education, social action, human rights, issues facing young people and fundraising.

Why we need you!

Youth Advantage UK are in our early stages but are growing and looking for Trustees to help achieve our aims to become a registered charitable organisation. Your skills and expertise are what we need to continue to grow. 

​What we offer!

Anybody who wishes to help and contribute to a good cause are welcome to join us. By being a Trustee with us you have the chance to learn something new and contribute to a successful organisation who is looking to help young people in the UK.

Treasurer (Trustee) - CPRE Oxfordshire

We’re passionate about making the countryside in Oxfordshire a better place for everyone to enjoy. Our vibrant team of volunteers inspire people to care for the countryside and enjoy the benefits it brings wherever they live.

With your support we can do even more! As treasurer you’ll have an essential role in planning and accounting for our finances to ensure the long-term sustainability of our charity you will also be a member of the CPRE Oxfordshire’s Board of Trustees.

Our friendly team will provide you with training and support to develop in your role. You’ll gain valuable skills and experience in the financial management of a charity.

Why we want you:

By volunteering with us you’ll be helping to find positive solutions for the issues facing the countryside and the environment. By applying your skills and experience you can make a real difference and be a central part of a friendly and passionate charity.

As treasurer you’ll ensure our financial affairs are conducted within legal requirements and good practice. You’ll work closely with the team to oversee the financial sustainability and development of our charity.

We’re ideally looking for volunteers with experience in financial management and a passion for environmental and countryside issues.

As a guide, we anticipate this voluntary role will take 3-4 hours per week. The Board of Trustees meets 3 times a year plus an AGM (normally a Saturday in June/July). There are 3 additional Operational management meetings a year that you would be required to attend.

What you will be doing:

· Keeping accurate records of income and expenditure in line with legal regulation.

· ​ Helping us to set an annual budget and periodically produce an updated rolling five yearly financial plan which will help assess the future viability of the charity

· Regularly reviewing the reserves policy considering the latest Charity Commission guidance, seek approval from trustees for any amendments

· Providing advice to trustees on investments when the level of reserves exceeds 12 months of expenditure considering latest Charity Commission guidance

· Being a signatory for cheque payments, reimbursing invoices, paying monthly staff salaries and expenses

·  Preparing financial reports and appoint auditors annually to independently audit and inspect the accounts

· Ensuring that the final accounts are produced in accordance with the Charities Statement of Recommended Practice (SORP) and that funds are correctly identified. The chair's annual report must be in accordance with SORP

· Working with the charity’s secretary ensure that the approved annual and audited accounts are presented to Companies House on time

· Summarising a set of accounts to be presented at the AGM. 

·  Leading the annual review of finance policies and procedures advising trustees of any changes

· Acting as the lead contact for both the charity’s bank and CCLA Investment Management Limited.  Ensure that the mandates for both organisations reflect the latest finance procedures

· Regularly review cash flow and ensure that funds are available in the current bank account to meet day to day activities

·  Updating National CPRE about our charity finances

· Assisting with funding applications and accounting for external funding

· Where relevant, ensuring employment regulations are met e.g. staff salaries, pensions.  Advise chair and seek approval from trustees on the annual pay award for staff

·  Safeguarding the good name and values of our charity

· We ask that a treasurer is willing to become a trustee of the charity and a member of CPRE

The skills you need:

· A commitment to CPRE policies, brand, campaigns and initiatives

·  Ability to keep accurate records and confidence in handling finances

·  Experience of setting and managing budgets

· Experience in financial software and spread sheets

· Experience of forward planning income and expenditure

· Be able to provide financial updates and present information in an understandable way

· Access to a computer and the internet at home

· Be able to commit to volunteering regularly to suit your availability including attendance at meetings

· Happy carrying out tasks independently and as part of a team

· Good written and verbal communication skills

What's in it for you:

· Use your skills and experience to contribute to the success of our charity and make a positive difference to the countryside

· Meet like-minded people and enjoy being part of a team, there will be opportunities to get involved with social events and workshops locally

· Enhance your CV by developing new skills and gaining valuable experience

· We’ll give you a reference for your future work or volunteering

· The opportunity to attend a volunteer induction day hosted by CPRE’s national office

· The role is voluntary although we will pay out-of-pocket travel expenses

We are looking for a Director of Events & Operations to join YAF’s leadership team for the next two years starting in June 2025. We are looking for an enthusiastic and committed individual to manage our programme of events and oversee our operational management.

What you’ll gain:

• Valuable leadership experience in a respected arts organisation 

• Expanded professional network across the cultural sector

• Opportunity to design our strategy and shape YAF’s future

• Skills in events management, leadership, and strategy planning

• Chance to make a significant impact on the future of arts fundraising

• Experience working with a passionate team dedicated to improving acccessibility in arts fundraising

A strong interest in arts fundraising and the aspiration to develop your career within the cultural sector are essential. It is not essential that you currently work within the arts. 

Seeking passionate leaders!

Commitment: 3-5 hours a week at the beginning stages, and then 5 hours a month

Location: Remote (with potential in-person international retreats in the future)

Application Deadline: Rolling Basis

Start Date: ASAP

About the Role:

Bigger Than Us Residency seeks dedicated Board Members to provide strategic guidance, fundraising support, and leadership as we launch our pilot program. As a board member, you will help shape the direction of the residency, oversee governance, and support fundraising efforts.

This is your opportunity to be apart of a brand new charity! With big goals and enthusiasm, we are looking for leaders who want to be a part of something grand, leaders who are looking for their next big volunteer opportunity with potential for paid work in the future!

Responsibilities:

• Attend quarterly board meetings and provide strategic input.
• Support fundraising efforts through networking and outreach.
• Offer mentorship and guidance to the residency team.
• Help develop partnerships and funding opportunities.
• Provide oversight on program development and impact evaluation.

Ideal Candidate:

• Experience in nonprofit leadership, fundraising, or program development.
• Strong network within the nonprofit, philanthropic, or corporate sector.
• Passionate about supporting Black and Brown-led nonprofits.
• Willing to contribute expertise and connections to help the residency thrive.

Special Skills (We do not expect one person to specialise in all skills; please let us know your niche) :

• Report Writing
• Finance and budgeting 
• Website Management 
• Social Media Management
• Extensive Decision Making 

Join Our Board of Trustees and Help Drive Positive Change!

Are you passionate about making a difference in people’s lives? Do you thrive in a team environment and want to give back to the community where you live, work, or study?

We are a local charity dedicated to providing social welfare advice, information, and support through our incredible team of staff and volunteers. We are now seeking two new Trustees to join our board and help guide our organisation forward.

Last year, we:

✅ Assisted over 15,000 clients in finding solutions to their challenges

✅ Addressed over 37,000 separate issues for those in need

✅ Secured nearly £2 million in additional income to support people during the cost-of-living crisis

Who We’re Looking For

We welcome applicants from all backgrounds and communities across Cheshire West—your age, background, origins, or health conditions are not barriers. We actively seek diverse perspectives to better serve our community.

We are particularly interested in individuals with:

�� Experience in digital and AI solutions implementation
�� Expertise in volunteer engagement
�� A strong commitment to our mission, enthusiasm, and a supportive approach

However we welcome applications from people from all backgrounds, skills and experience including lived experience.

What’s Involved?

As a Trustee, you will:

�� Attend at least five board meetings per year (in-person and remote, often in the evenings)

��Participate in one annual trustee development day

��Have opportunities for further involvement in shaping our work

This is a voluntary role, but all reasonable expenses will be reimbursed. Volunteering does not affect state benefit entitlement.

If you’re ready to play a key role in shaping the future of our organisation, we’d love to hear from you! 

About Bank.Green

Since the Paris Agreement, global banks have poured a staggering $6.9t into the fossil fuel industry. At Bank.Green, our mission is to lower this vast carbon footprint via technology and consumer action. We empower bank customers with the tools and insights they need to influence their banks towards sustainable lending, or switch to greener alternatives. To date, our bank-checking tool has been used over 500,000 times by bank customers worldwide, while we have shifted a at least £40m towards bank who are financing a greener future. Through transparency, engagement, and innovation, we aim to redefine the role of banks in the fight against climate change.

Role Overview

As our fundraising specialist, you'll play a pivotal role in garnering the resources that drive our mission forward. Success in this position means effectively tapping into funding opportunities and strengthening our engagement with donors and supporters. Through this role, you will gain significant experience about the entire fundraising process, both for nonprofits and private entities, as well as learn about the world of sustainable finance and how technology can positively contribute to it.

Commitment

• This role is currently volunteer-based.
• We are seeking a commitment of 5-10 hours per week.
• We are looking for somebody to come on long-term, but are open to shorter-term applicants.

Key Responsibilities

• Vet new funding opportunities for suitability using our CRM and provided training resources.
• Apply for existing funding opportunities from foundations and/or investors.
• Assist in grant-writing and the grant application process.
• Collaborate on developing and executing crowdfunding initiatives.
• Occasionally draft compelling fundraising emails for our newsletter subscribers, articulating our mission and needs.

Desired Skills

• Strong verbal and written communication skills.
• Ability to work collaboratively within a team.
• Proactive initiative in a remote work environment.
• Passion for environmental issues.
• Experience or willingness to learn about grant applications, crowdfunding strategies, and donor communications.

Volunteer Benefits

As a volunteer-driven organisation, we are very focused on making all of our opportunities as valuable as possible for our volunteers. In this spirit, we will offer you:

• Opportunities to gain insights into sustainable banking practices and advancements in environmental advocacy through continuous learning.
• The chance to network with other sustainability professionals and advocates, enhancing your professional connections.
• Valuable experience in a critical climate-focused role, which will enhance your resume and skill set.
• Recognition for positive performance with supportive references and recommendations for your future career growth.
• A significant role in driving impactful changes in the banking sector to accelerate a sustainable future.

Are you an experienced HR professional looking to make a meaningful impact? We are seeking a dedicated and efficient Human Resources Manager to support our charity in developing and managing our HR strategy, policies and processes.

About Us

Emerge Worldwide's work involves raising awareness surrounding some of the key issues that lead to sexual exploitation and sex trafficking, and its destructive consequences. The work focuses on prevention of the issues, victim identification and support through advocacy, public support and empowerment of communities.

We make an impactful difference in the lives of children, young people, women and professionals as well as organisations and businesses through education and support. There has been a 10% increase in sexual exploitation and sex trafficking against children, and 99% of victims in the commercial sex industry are female. 

How you can help

It is a great opening to gain valuable experience in the human trafficking sector through Emerge Worldwide. As HR Manager, you will crucially ensure ethical, professional and effective management of volunteers and staff is maintained.

The positive impact of the HR Manager role ensures that the organisation can better serve its mission to combat sexual exploitation and sex trafficking.

What are we looking for?

We are looking for an individual with the passion and drive for Human Resources, who will play a key role in shaping our HR policies, supporting our team, and ensuring a positive and effective work environment.

Key Responsibilities

• Oversee recruitment, onboarding, and retention of volunteers and staff
• Develop HR policies and procedures aligned with best practices
• Manage performance management and Development
• Provide guidance on employment law and HR compliance
• Foster a positive and productive organisational culture
• Deliver on training and development initiatives

Who We’re Looking For

• Proven HR experience (manager level desirable)
• Knowledge of HR policies, employment law, and best practices
• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Passion for charitable work and making a difference in people’s lives for a great cause

Time Commitment

Up to 5 hours per week

What you will gain:

• Make a real difference in people’s lives and gain valuable experience in a charitable organisation
• Be part of bringing positive change to women & girls lives, and our communities
• Work with a passionate and supportive team
• Utilise your HR experience and skills in an organisation advocating for a great cause

We are a welcoming team, dedicated to creating a positive and engaging volunteer experience where you’ll feel valued, inspired, and empowered to bring your ideas to life.

If you're interested in using your HR skills for a great mission, we'd love to hear from you!

Before you apply

The recruitment process includes an interview, and we will request references and a DBS on successful appointment.

About Bank.Green

Since the Paris Agreement, global banks have poured a staggering $6.9t into the fossil fuel industry. At Bank.Green, our mission is to lower this vast carbon footprint via technology and consumer action. We empower bank customers with the tools and insights they need to influence their banks towards sustainable lending, or switch to greener alternatives. To date, our bank-checking tool has been used over 500,000 times by bank customers worldwide, while we have shifted at least £40m towards banks who are financing a greener future. Through transparency, engagement, and innovation, we aim to redefine the role of banks in the fight against climate change.

Role Overview

As our Major Gifts Fundraiser, you will play a leading role in identifying, cultivating, and stewarding high-value donors to power our mission. You’ll also help shape a supporter journey that includes appropriate engagement opportunities for a wider range of donors—such as legacy givers, mid-level donors, and monthly supporters—ensuring our broader communications create pathways for meaningful connection and support.

This is a unique opportunity to develop your skills in major donor fundraising while also helping shape the donor engagement strategy of a fast-moving nonprofit focused on systemic change in the financial sector.

Key Responsibilities

• Proactively research and identify new major donor prospects, particularly individuals with an interest in climate, finance, or systems change.
• Reach out to and cultivate relationships with potential major donors, coordinating communications and developing tailored engagement strategies.
• Collaborate with the Executive Director on donor meetings, proposals, and stewardship plans.
• Lead on integrating major donor and legacy messaging into our wider communications, ensuring our email and social channels create clear on-ramps for support across all levels.
• Support the development of donor materials, including impact updates, campaign briefings, and stewardship reports.

Desired Skills

• Strong verbal and written communication skills, especially for high-value audiences.
• Confidence in reaching out to new contacts and representing the organisation’s mission.
• Strategic thinking and creativity in identifying and cultivating funding opportunities.
• Ability to work collaboratively in a remote team environment.
• Passion for environmental issues and climate justice.
• Experience or willingness to learn about major gift fundraising, legacy giving, and donor engagement strategy.

Commitment

• This role is an unpaid volunteer opportunity
• We are seeking a commitment of 5–10 hours per week.
• We are looking for someone to come on long-term, but are open to shorter-term applicants.