Volunteer with our National, Regional or Special Interest Groups

The main committee contact with the Chartered Institute, and an essential Officer role for all groups. Substitute may be appointed temporarily, by agreement with the Volunteering team.

• Accountable to the Chartered Institute, following all governance matters.
• Presides over all their group meetings where they are present and have the casting vote at Committee meetings where necessary.
• Ensures all events and forums have the correct procedures in place to be safe and requires that committee members also abide by these.
• Furthers the interests of the Chartered Institute promoting its policies and initiatives, taking direction from the Volunteering team.
• Ensures the delivery of an annual member-focused activity programme
• Regularly communicates the complaints procedure to group members
• Believes complainants if an allegation is made and ensures they know and follow the formal processes to go down to report this.
• Undertakes and applies all safeguarding and other necessary training to equip them in their roles. Directs members of our committees to this too.
• Ensures that they and their committee abide by the Chartered Institute Code of Conduct and Behaviour, providing challenge where needed.
• Keeps the Volunteering team informed of the group’s activities and progress, and shares copies of all mailings to members.
• Responsible for ensuring that relevant communications from central office are circulated to all Committee members.
• Provides pastoral care for committee members
• Attends reviews with the Head of Volunteering, and all Chairs’ meetings

An optional Officer role. If a Vice-Chair is appointed, this position covers for the Chair in their absence. The Vice-Chair does not automatically fill the role of the Chair when the Chair retires. Details of the role are agreed within the committee and work is delegated by the Chair.

An essential Officer role for all groups.

• Responsible for maintaining written financial records on behalf of the group.
• Responsible for managing access to online banking tools, flagging any issues or anomalies with the Volunteering team.
• Sends group accounts to the Chartered Institute in line with Chartered Institute procedures (currently quarterly reports) and as periodically requested.
• Working with the Chair, creates and submits an annual budget for the group.
• Signs off on group finances with the Chair, within the limits delegated by the Chartered Institute.
• Submits relevant expenditure to the Volunteering team each week (current deadline of Tuesday close of business).
• Responsible for maintaining receipts and records of income and expenditure. To be stored confidentially for 7 years.
• Informed of conflicts of interest regarding financial processes and makes the committee and Volunteering Relationship and Membership Manager aware of any concerns.
• Attends an induction, and necessary training.
• Ensures all events have a Chartered Institute of Fundraising individual member benefit (discounted ticket rate).
• Liaises with the Volunteering team if they receive any unexpected income.
• Helps ensure events will not run at a loss by monitoring income and expenditure.

An optional Officer role.

• Responsible for organising committee meetings, and recording minutes and related action points.
• Responsible for maintaining the register of all committee members and keeping the Volunteering team updated at all times.
• Responsible for collating and returning volunteer agreements for all committee members.
• Ensures that all committee members complete essential training in a timely way.
• Supports the Chair in administrative tasks not otherwise covered by committee roles.
• Records and reports on conflicts of interest in committee meetings.
• Attends an induction, and necessary training.

An advocate for diversity on the committee, at events and in event planning stages. Work with the staff team to champion equity, diversity and inclusion in the sector and throughout the volunteer network.

Co-ordinating and organising meetings, i.e. setting dates in advance, booking venues, co-ordinating speakers, setting prices for events with a reduced rate for Chartered Institute members, marketing etc.

Working closely with your group’s Events Lead and the Partnerships team at the Chartered Institute to find and engage with potential sponsors for your group’s events and activities. Responsible for managing the relationships and delivering on agreed outcomes.

Helping to recruit new Chartered Institute members and directing people to sign up to hear more from the group via the Chartered Institute website. Ensure your group is equipped to promote membership at all relevant opportunities and share the individual member discount code relevant to your event. Working with the Chartered Institute Membership team, report on members in your group specialism or area.

Keeping in touch with members and fundraisers through the committee’s networks on social media and email, using approved processes. Promote the group events and activities, and share relevant information for your community of fundraisers, from the Chartered Institute team or news from the sector.

Works with the Treasurer and Chartered Institute staff team to deliver bursaries and enable more fundraisers to access Chartered Institute events and training via your group’s designated funds.

Takes the lead on the mentoring programme delivered by your group (if relevant). Create partnerships between fundraisers in your region or specialism, adhering to all safeguarding and wellbeing guidance provided. Encourage, support and grow the sector.

As our innovation lead, you will be working with committee members and our network to challenge and evolve current thinking and provide a forum for thought leadership. Through working with other volunteers and contributors, you will help to develop new understanding that we can offer to our fundraising community through our events, communications, and mentoring.