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Navigate Charity provides comprehensive money, debt and financial capability education services that are designed and delivered with the needs of our clients at its heart. We know that everyone’s ...

EducationCommunity & familyPoverty reduction

Navigate Trustee

One day · 4–8 hrs
TA4 1EU, Taunton, Somerset, England, United Kingdom
TrusteeshipFinancialBusiness DevelopmentLobbyingFundraisingSocial mediaCampaigningMarketing & CommunicationsAdvice & MentoringWebsiteITTrainingCoordinationResearch
EducationCommunity & familyPoverty reduction
This volunteering opportunity is expired3 spots left.
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Our services are designed to tackle issues of social and financial exclusion. Our work is life changing!

Detailed description


The Trustee role is voluntary with meetings taking place a minimum of once a quarter. Trustees are responsible for:

·        governing Navigates management and administration

·        ensuring that Navigates income and property are used only for the purposes set out in the governing document and for no other purpose

·        acting reasonably and prudently in all matters relating to the charity

·        acting in the best interests of the charity.

Skills Audit

Navigate Board of trustees have undertaken a skills audit and identified areas of expertise that would support Navigates growth, development and management. The trustees seek to recruit a minimum of two new trustees to join the board with experience, knowledge and skills in the following areas:

·        Company Secretary

·        PR/Marketing

·        Introducer/influencer

·        Charity Accounting

·        Fundraising

·        Education

·        Mental Health / Health & Well-being

Main Duties

1)   Comply with Navigates governing document and law. The successful Trustee and your co-trustees must:

o  Make sure that the charity complies with its governing document

o  Comply with charity law requirements and other laws that apply to Navigate

o  As a Trustee, you should take responsible steps to find out about legal requirements for example, by reading relevant guidance or taking appropriate advice when you need to.


2)   Act in Navigates best interests, you must:

o  Do what you and your co-trustees (and no one else) decide will enable the Charity to carry out its purposes

o  With co-trustees make balanced and adequately informed decisions, thinking about the short term and charities future

o  avoid putting yourself in a position where your duty to Navigate conflicts with your personal interests or loyalty to any other person or body

o  not receive any benefit from Navigate unless it is properly authorised and is clearly in the charity’s interests; this also includes anyone who is financially connected to you.


3)   Manage Navigates resources responsibly – the successful trustee(s) must act responsibly, reasonably and honestly (duty prudence). The trustees must:

o  make sure Navigates assets are only used to support or carry out its purposes

o  avoid exposing the assets, beneficiaries or reputation to undue risk

o  not over-commit the charity

o  take special care when investing or borrowing

o  comply with any restrictions on spending funds


4)   Act with reasonable care and skill 

o  must use reasonable care and skill, making use of your skills and experience and taking appropriate advice when necessary

o  should give enough time, thought and energy to your role, for example by preparing for, attending and actively participating in all trustees’ meetings (once a quarter).

5)   Ensure that Navigate is accountable by complying with statutory accounting and reporting requirements. You should also:

o  be able to demonstrate that your charity is complying with the law, well run and effective

o  ensure appropriate accountability to members, if your charity has a membership separate from the trustees

o  ensure accountability within the charity, particularly where you delegate responsibility for particular tasks or decisions to staff or volunteers

Person Specification

Essential –

·        The successful candidate(s) will meet the Charities Commission eligibility criteria, specifically:

o  You must be at least 16 years old to be a trustee of a charitable company or a charitable incorporated organisation (CIO),

o  You must not act as a trustee if you are disqualified under the Charities Act, unless your disqualification has been waived by the Commission.

o  Fit and proper persons - Finance Act 2010 requires all of the charity’s managers (including trustees) to be ‘fit and proper persons’.

o  Disclosure and Barring Service (DBS) checks – an enhanced DBS check: this will include a check against the relevant barred list.

·        A client focused approach to service delivery

·        Excellent communication skills

·        A non-judgmental approach and strong understanding of issues of confidentiality

·        Ability to think creatively

·        Competent IT skills

·        Knowledge, skills or experience in one or more of the following areas:

o  Company Secretary

o  PR/Marketing - Branding and developing a marketing strategy

o  Introducer/influencer

o  Charity Accounting

o  Fundraising

o  Education

o  Mental Health / Health & Well-being

Desirable - The successful candidate(s) may evidence;

·        Knowledge/experience of the free advice/charity sector

·        Knowledge/experience of Social Policy Issues

·        A sound understanding of money and debt advice processes, procedures and ethics.



What volunteers need😇 Disclosure and Barring Service

What we will provide to volunteers

💸 Reimbursement of costs

Getting there

About Navigate Charity

Navigate Charity provides comprehensive money, debt and financial capability education services that are designed and delivered with the needs of our clients at its heart. We know that everyone’s circumstances are different, every person is an individual and we tailor our approach and delivery to enable engagement, empowerment and support, at a pace that works for our clients and with delivery styles that they can relate to and engage with.
This volunteering opportunity is expired3 spots left.
Share opportunity