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being a trustee

Welcome!

Being a trustee can be daunting, whatever your specific or general responsibilities, we hope that these courses and resources can make your job easier.

 

This is the Trustees’ icon. A table with four people working together.

Trustee courses include:

  • Compliance & Governance
  • Corporate memory
  • Financial Oversight
  • Clarity & Mission
  • Managing Risk
  • and more!

Courses

Photo by Sara on Unsplash

FREE Resource Library

Welcome to the FREE resource library. Here you can download useful tools, resources and templates to support you in your charity role. Add the library to your shopping basket, it is completely FREE so when you check out you will only be prompted to set up your personal MBS:C dashboard, no payment is required. Once you have completed the set-up the resource library is saved to your account so that you can access it as many times as you would like.

£0.00

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Volunteer Recruitment

How do I go about recruiting volunteers for my organisation? What do I need to think about when recruiting? This Next Steps Volunteer recruitment course provides practical insights into recruiting your superstar volunteers.

£125.00

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Volunteer Policy

This course aims to guide you while writing your Volunteer Policy. It is an important factor when thinking of onboarding volunteers to ensure that you have the correct policy in place. This Next Steps course will introduce you to where to start.

£125.00

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Creating Calendar Reminders and Scheduling

This First5 course explores how to utilise a calendar as a planning and scheduling tool. It provides an overview of how to create your entry, what to add and how to share information with the wider group.

£0.00

Creating Corporate Memory course icon

Thinking About: Creating Corporate Memory

This Thinking About course explores how to create ‘Corporate Memory’ for your organisation. We explore how your organisation can prevent memory loss and how to effectively implement processes and policies to deal with changing groups of volunteers and role-holders.

£75.00

Who is A Quaker Treasurer? course icon pile of coins

First5: Quaker Treasurers and Money Management

This First5 course explores the roles and responsibilities of a Treasurer. A Quaker Area Meeting is a charity body; therefore the treasurer oversees the Area Meeting accounts. This course outlines roles and their relationship with the Treasurer.

£0.00

Volunteer recruitment course icon

First5: Volunteer Recruitment

This First5 course takes you through an overview of how to recruit volunteers and know that they are right for your role. This overview provides five key points to consider in your recruitment.

£0.00

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First5: Volunteer Motivation

Why do volunteers work for free, how can we motivate them to recruit others? This First5 course gives you five things to think about when motivating your volunteers.

£0.00

Volunteer Policy course image

First5: Volunteer Policy

This First5 Volunteer Policy course gives you five points to think about when setting up a volunteer policy. What it does, why you need one and who it is for.

£0.00

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First5: Volunteer Management

Working with volunteers is a cost-effective way to engage with the community to deliver and manage community projects and resources. This First5 course gets you thinking about what is a volunteer, and to manage and recruit them.

£0.00

Invoicing creation & basic credit control using Excel course image

Next Steps: Invoicing Creation & Basic Credit Control

This Next Steps course provides guidance, practical insights and resources to strengthen your subject knowledge in invoicing and credit control. This deeper dive training will allow you to develop plans and implement financial systems for your organisation.

£125.00

Invoice management system PC screen

Thinking About: Invoicing Management System

Would you like to learn more about invoicing and creating an invoicing management system? This Thinking About Course provides an introduction to creating an invoice-based room-hire management system.

£75.00

Explore free information

Quaker A-Z: A is for Annual Actions & Atomic Habits

It is all too easy to draw a line over the ‘old year’ and only look forward to the ‘new year’.

It’s always best to take a few minutes to decide what you need to bring along with you into 2024.

Are there lessons learned, new practices you want to continue? Or challenges you overcame but want not to repeat!

Read More »

Quaker A-Z: 2024 Introduction

Legally, a trustee is someone who has formal responsibility for the charity – and therefore must act in the charities best interest. This is the same no matter how they’ve become a trustee – elected or appointed. A trustee may take on specific roles or tasks for the charity, but the over all responsibility is held with the full body.

Read More »

Already overwhelmed? Start here...

Aready overwhelmed? Start here...

Article to read and brief video introducing MBS Treasurer support

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