Honorary Treasurer

 TRUSTEE - HONORARY TREASURERRECRUITMENT PACKDovenby HallCockermouth, CA13 0PNwww.cumbriafoundation.orgwww.cumbriafoundation.org2Cumbria Community Foundation (CCF) is proud to support hundreds of brilliant community groups, charities and individuals across the county each year. Our grants help tackle poverty, improve health andwellbeing, nurture community spirit and respond to the climate emergency.But we can’t do it alone – and that’s where you come in. As a registered charity, we are governed by aboard of trustees. We need committed, community-minded people from all walks of life to join our board. We’re seeking an Honorary Treasurer to offer financial guidance to the board and support theFoundation’s strategic aims. If finance isn’t your thing, don’t worry - we’ll be recruiting for more trusteeslater in the year.Each year, CCF distributes millions of pounds in grant funding on behalf of our donors and fundholders.Trustees are responsible for setting the strategic direction of the Foundation, overseeing delivery of plansand supporting the senior leadership team. The board meets a minimum of four times a year with most trustees also serving on sub committees. TheHonorary Treasurer will be expected to serve on the Finance and Management Committee which meetsfour times a year and also, if they’re interested, the Investment Committee, which normally meets twice ayear.We also hope our trustees will want to attend our supporter and member events, represent CCF atexternal events, and be an advocate for the work we do.BECOME OUR NEXTHONORARY TREASURERHelp Shape a Stronger CumbriaIt's probably one of the best jobs I've ever done. The breadth of work thatthis community foundation does, the number of different donors that itsupports and the number of different groups it supports is phenomenal. Kevin Walsh, Vice Chair of Trustees, Cumbria Community FoundationShare your expertisewww.cumbriafoundation.org3Cumbria is a county of contrast. While many enjoy its beauty and strong sense of community, othersface deep and persistent challenges – from poverty and youth unemployment to poor mental health,rural isolation, and health inequalities. These issues often go unseen, but they are real and urgent.At Cumbria Community Foundation, we exist to tackle these challenges head on. We’re anindependent charity connecting people who care with causes that matter. Through the power ofphilanthropy, we help communities thrive by making life-changing grants to those working on theground.Our mission is simple: to improve lives and strengthen communities across Cumbria. We wanteveryone here to have the chance to lead a safe, healthy, and fulfilled life – no matter where theylive or the challenges they face.Since 1999, we’ve distributed more than £70 million in grants, supporting over 4,000 communitygroups and 8,000 individuals. We currently manage more than 100 grant making funds anddistribute around £6 million each year. Backed by more than £30 million in endowed assets, we aretrusted by our donors to ensure funds are used where they are needed most – reaching grassrootsprojects that make a real difference.Our strength lies in our local knowledge and strong partnerships. We work alongside funders,charities, community leaders, and people who live and work in the county to understand local needsand create solutions together that build a fairer, more resilient Cumbria. ABOUT CUMBRIA COMMUNITY FOUNDATIONImproving lives and strengthening communitieswww.cumbriafoundation.org4Our Honorary Treasurer will stand down in 2027 so we’re looking for someone willing to shadow herinitially, then step up into that vital role. You’ll be a qualified accountant or senior finance professional,who will be confident advising and guiding the board on all aspects of CCF’s financial managementand reporting.We’re keen to hear from people with an understanding of the issues in our Grant Strategy andPriorities 2024–2028, including:Reducing poverty and supporting people with financial hardshipHelping people reach their potential through education, skills or employmentImproving health, including mental health and wellbeingTackling social inequality in all its formsNurturing strong communities, especially in rural or isolated areasActing on climate change and promoting sustainabilityWe’d love to hear from you if you:Are a qualified accountant with a sound grasp of charity accounting and governance, and dealingwith investmentsHave a passion for community and understand some of the issues facing people in CumbriaHave experience of areas including governance, operations, philanthropy and stakeholderengagementWill use your own expertise to provide effective oversight, guidance and support to help us achieveour strategic objectivesHave the time and commitment to attend board and sub-committee meetings, reading papers inadvanceRespect confidentiality and will follow our Code of ConductWork collaboratively and are open to different viewpointsChampion our values of equity, fairness and community-led changeWe believe that great decisions come from diverse voices. To bring a broader range of experiences toour team, we’d particularly encourage applications from candidates who are LGBTQ+, black or brown.WHO WE’RE LOOKING FORThis post is a volunteer role so is not a paid position, but out-of-pocket expenses such as travel canbe claimed.Out-of-pocket expenses:We're looking at how to ensure that our board fully representsthe people of Cumbria and that will include people fromdifferent social economic backgrounds, different ethnicbackgrounds and different professional backgrounds so notjust the traditional people who would sit on boards.We want someone who is willing to challenge the way thingsare done, bring new thinking, perhaps be a bit radical andinnovative in how we bring income in, how we distribute it, howwe work with people on the ground.www.cumbriafoundation.org5HOW TO APPLYIf you’re interested in becoming a CCF trustee, we’d be delighted to chat with you. Please get intouch for an informal conversation with our Chief Executive, Andy Beeforth. There’s no obligation,and he’ll be happy to answer any questions.📧 Email: andy@cumbriafoundation.org📞 Call: 01900 820822🌐 Visit: www.cumbriafoundation.org/about/vacancies/Then if you wish to apply, please email an expression of interest and your CV to Andy by Thursday30 April 2026.SELECTION PROCESSShortlisted candidates will be invited for interview at our offices at Dovenby.It's been a great opportunity for me to develop my networks across Cumbria and beyond. It's awonderful team, everyone's friendly and supportive and it's a real opportunity to make animpact on the lives of people in Cumbria. Dr Suzanne Wilson, Cumbria Community Foundation trusteeINDUCTION If appointed, you’ll have induction meetings arranged by the CCF team, which will cover all appropriatepolicies and procedures.www.cumbriafoundation.orgOUR VALUES 6Cumbria Community Foundation’svalues are embedded in all of our work