About the organisation
Charterpath is a charity on a mission to inspire finance professionals to volunteer their time and skills with charities, schools, community groups across the UK.
We deliver our mission through three strategies:
Inspire: sharing the benefits of volunteering through social media, events and thought leadership
Connect: matching volunteers with meaningful opportunities and delivering training and practical resources that strengthen charities’ financial capability
Engage: working with employers, professional institutes and sector leaders to embed skills-based volunteering into finance career paths
With one in two small charities fearing closure within the next 12 months, financial skills are among the most in-demand across the voluntary sector. Our volunteers help charities build financial resilience, allowing them to focus on their mission and maximise their impact.
Since 2020, more than 1,000 Charterpath volunteers have pledged their time, contributing over 30,000 hours of skilled support, creating £1.5m in social impact.
Our community includes 45% women, 39% racially and ethnically diverse volunteers and has an average age of 37, brining much needed diversity to the sector and helping create stronger, more inclusive and financially confident charities.
About the role
As a Trustee, you will play a key role in shaping Charterpath’s strategy, supporting its leadership team and ensuring good governance.
All Trustees share responsibility for:
Complying with our governing document, charity law and regulatory requirements
Providing strategic guidance and constructive challenge to the leadership team
Ensuring resources are managed responsibly and used to maximise impact
Monitoring risks, approving the annual budget and reviewing financial performance
Contributing actively to Board meetings and decision-making
Acting as an ambassador for Charterpath with partners and stakeholders
In addition to core trustee duties, the Board is particularly interested in individuals who can bring one or more of the following strengths:
1. Charity Sector Insight & Networks
Ideal for: charity leaders, senior non-profit professionals and advisors
You may bring:
Deep understanding of the voluntary sector and the challenges charities face
Insight into trends in governance, funding and organisational development
Strong networks across charity CEOs, CFOs, boards and sector bodies
How this helps Charterpath:
Your perspective will help ensure our work remains grounded in the real needs of charities; your sector insight will strengthen our strategy; and your networks can help us reach more charity leaders and secure opportunities that support our mission.
2. Community-building & Digital Engagement
Ideal for: digital community managers, content creators, social media leads, communication/marketing professionals, engagement strategists
You may bring:
Experience growing online communities or professional networks
Skills in developing inclusive, active and supportive spaces
Understanding of user journeys and how to drive engagement across platforms / events
How this helps Charterpath:
Your experience will support our ambition to build a vibrant, connected community of volunteers - through digital channels, events, mentoring and peer-to-peer engagement.
3. Senior Corporate & CFO-Level Networks
Ideal for: CFOs, senior finance leaders, corporate partnership leads, ESG/CSR heads
You may bring:
Strong networks across the finance profession, corporates and professional bodies
Experience with business partnerships, corporate engagement or sponsorship
Ability to act as an ambassador for Charterpath within the profession
How this helps Charterpath:
Your senior relationships can help us deepen corporate partnerships, expand employer engagement and embed volunteering as a rewarding part of the finance career journey.
Our ideal candidate
You do not need prior trustee experience - we welcome first-time trustees and will support you to develop in the role.
Essential
A genuine commitment to Charterpath’s mission
Strong communication skills and a respectful, inclusive approach to building relationships
Comfortable using digital tools (video calls, shared documents etc)
Reliability - prepared for meetings, willing to contribute and to support occasional priority initiatives (eg introductions, advice, attending an event)
Commitment to equity, diversity and inclusion, with an understanding of its importance in charity governance
Desirable
Experience in at least one of the three priority areas (charity leadership; community/digital engagement; senior corporate/CFO networks)
Ability to build strong relationships across sectors (charity, corporate, professional bodies)
Experience supporting an organisation through a period of growth, change or scaling
We are particularly keen to broaden the diversity of our Board and warmly encourage applications from people of all races and ethnicities, socio-economic backgrounds, genders and sexual orientations, as well as those whose perspectives and career experiences are underrepresented in charity leadership.
Time commitment
Charterpath’s Board of Trustees meets approximately four times a year, with meetings typically lasting 1–2 hours. From time to time, the leadership team may invite you to support with ad-hoc tasks between meetings, for example, making introductions, representing Charterpath at events or offering occasional advice in your area of expertise.
Any additional involvement will be entirely at your discretion.
Reasonable travel and out-of-pocket expenses will be reimbursed.
What’s in it for you
Becoming a Trustee of Charterpath offers the chance to:
Contribute to the financial sustainability and resilience of charities across the UK
Shape the strategy of a fast-growing, high-impact organisation
Work alongside a committed, values-driven Board and leadership team
Build your own networks across the charity and finance sectors
Gain or deepen board-level experience, supported by an inclusive and collaborative Board
Apply for the role
Please provide a short cover note setting out your motivations for volunteering for the organisation, any relevant skills/experience and why you think you might be a suitable candidate.
Opportunity Filled!
It looks like this volunteering role has already been taken. But don't worry, there are plenty more ways you can make a difference!
Welcome to Charterpath!
We specialise in connecting finance professionals with meaningful volunteer opportunities at charities in need of support. If you're eager to use your skills for a great cause, we're here to help you find the perfect match.
Explore more volunteer roles here and don’t forget to join Charterpath (for free) for more opportunities, exclusive events and more.