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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

- Fundraising, Handling money, 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, Handling money, 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

- Handling money, 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

- Administration, Clerk, Governance and Compliance, Handling money, IT and Digital, Managing Property, Trustee
First5: Creating a Remote Charity Office
This Thinking About course gives you the questions and references you need to ensure your organisation handles remote working efficiently and effectively. This can be because you have no physical building or if some of your people need to work remotely outside this space. The lessons provide guidance on preparation, processes and procedure through to strategic planning.
£75.00

- Administration, Governance and Compliance, Handling money, IT and Digital, Trustee
First5: Generic Email Accounts
This First5 course provides an overview of creating generic email addresses and what having shared accounts means for your organisation.
£0.00

- Administration, Clerk, Employee, HR, Leadership and Management, Managing Property, Trustee, Volunteer
First5: DIY Onboarding
The process of bringing someone new into your group or organisation is called onboarding. This First5 course is an introductory module providing insights and steps to think about when creating your organisation’s onboarding process.
£0.00

- Administration, Better Meetings, Clerk, Fundraising, HR, Leadership and Management, Managing Property, Quakers, Trustee, Volunteer
First5: Improving Relationships
This First5 course is an introduction to improving relationships & holding better meetings. It is primarily for those who work alongside others, in teams or manage other people. There are five questions to get you thinking.
£0.00

- Handling money, Leadership and Management, Money, Trustee
First5: Invoicing System
This First5 course provides an overview of what an invoicing system is and how to use it, using room hire businesses as a working example. Complete with downloadable resources, this course is designed to help you think through your own invoicing system.
£0.00
Explore free information

Quaker A-Z: K is for Keep it Simple & Sustainable
Photo by Brett Jordan on Unsplash Quakers have testimonies of both simplicity & sustainability. Like all testimonies, both should apply

Quaker A-Z: J is for Jumping Around
For the preservation of love, concord and a good decorum in this meeting, ’tis earnestly desired that all business that

Quaker Testimonies: Equality
What is a Testimony? A Quaker testimony is an action arising out a belief in something. They are core values

Quaker A-Z: I is for Insider Knowledge
If you are addressing a lack of attendance at a gathering or meeting, for example, one reason for the void

Quaker A-Z: H is for “Hope So!”
Wendrie Heywood – MBS Founder & Life Long Quaker Why do Quakers say “Hope so!” rather than “yes”? Or, in

MBS Launches New Online Classroom
About us… Mindful Business Services (MBS) empowers small volunteer-run charities to run with ethical efficiency. We do this by providing
Already overwhelmed? Start here...
Aready overwhelmed? Start here...
Article to read and brief video introducing MBS Treasurer support
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