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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
- Administration, Better Meetings, Charity Admin, Clerk, Fundraising, Governance, Governance and Compliance, Health and Safety, HR, IT and Digital, Leadership and Management, Legal, Managing Property, Marketing & PR, Money, Property, Quakers, Technical Advice, Trustee, Volunteer
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
- Clerk, HR, Marketing & PR, Trustee, Volunteer
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
- Clerk, Governance, Governance and Compliance, Health and Safety, HR, Leadership and Management, Trustee, Volunteer
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
- Administration, Better Meetings, Clerk, First 5, Governance, Governance and Compliance, Health and Safety, IT and Digital, Managing Property, Property, Trustee
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
- Administration, Better Meetings, Clerk, Governance and Compliance, IT and Digital, Managing Property, Property, Thinking About, Trustee
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
- Fundraising, Money, Quakers, Trustee
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
- Clerk, Governance and Compliance, HR, Trustee, Volunteer
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
- Clerk, HR, Leadership and Management, Trustee, Volunteer
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
- Clerk, Governance and Compliance, Health and Safety, HR, Managing Property, Trustee, Volunteer
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
- Administration, Clerk, HR, Leadership and Management, Trustee, Volunteer
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
- Clerk, Governance and Compliance, Money, Trustee
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
- Leadership and Management, Money, Property, Trustee
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 Accountability & Authority
Accountability Counts Both Ways I find many people find these two words hard to deal with, especially Authority, ‘Quakers don’t
Quaker A-Z: 2025 Introduction
Introducing Our A-Z Series for 2025 Exploring Communication, Collaboration, and Community – One Letter at a Time As we step
Quaker A-Z: Z is for Zeal, Zest & Zen
Z words can be tricky After all, there are only between 426 (Scrabble dictionary) and 693 (Word Finder site) words
AdventWord 2024: Mercy
Mercy is Undeserved If you’ve been reading along you may recognise this photo. I’ve shared before in this year’s humility
AdventWord 2024: Love
Love is a Verb The word LOVE is quite odd. People often treat it as if it is a noun,
AdventWord 2024: Gather
Gather for Good: How Charities Can Strengthen Community and Boost Impact Through Connection For charities, to gather people together –
Already overwhelmed? Start here...
Aready overwhelmed? Start here...
Article to read and brief video introducing MBS Treasurer support
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