Blogs


These are a mixture of blogs (and vlogs) written by myself and guest writers with specialist knowledge in different areas of fundraising. These are designed to help you with your fundraising. Get in touch to suggest or request a topic.

Treasurer

How to recruit a treasurer

June 04, 20243 min read

How to Recruit a Treasurer for Your Charity Board

Hey there, fellow do-gooder! So, you've got this fantastic charity, right? You're out there changing the world one small act of kindness at a time. But, there's this one tiny detail you can't afford to overlook - finding the perfect treasurer for your charity board. Trust me, having someone savvy with numbers and a heart for your cause is like hitting the jackpot. But we all know it’s not so simple and it can be the toughest role to fill. So, let's dive into the nitty-gritty of recruiting that financial wizard to keep your charity ship sailing smoothly.

 

Step 1: Define Your Ideal Treasurer

Before you start your quest for the perfect treasurer, take a moment to envision who they are. Do you need someone with a background in finance, or is a passionate amateur with a knack for numbers more your style? Consider the specific needs of your charity and the skills required to manage your finances effectively. Also, think about compatibility with your team's dynamic. After all, you want someone who not only crunches numbers but also fits right into your charity family.

 

Step 2: Spread the Word

Now that you've got a clear picture of your dream treasurer, it's time to spread the word far and wide. Post about the position on your charity's website and social media channels. Reach out to your network and ask for referrals - you never know who might know the perfect person for the job. Mail your current supporter list. Contact your local partners. Don't forget to tap into local community groups, professional networks, and even universities or colleges. You can even advertise on websites such as www.charityjob.co.uk for volunteer roles. The more people you reach, the better your chances of finding that financial superhero. Don’t forget to include what you can offer for the person taking up the role like training and support.

 

Step 3: Screen and Interview

Once the interest starts rolling in, it's time to roll up your sleeves and get down to business. Review each person carefully, paying attention to relevant experience, skills, and passion for your cause. Shortlist the candidates who seem like the best fit and invite them for an interview. This is your chance to get to know them better, ask about their experience with financial management, and gauge their commitment to your charity's mission. Remember, it's not just about their qualifications - you're looking for someone who shares your passion and vision.

 

Step 4: Assess Compatibility

After the interviews, take some time to reflect on each candidate and how they might fit into your charity board. Consider factors like their availability, willingness to commit time and energy, and compatibility with your existing team members. It's essential to choose someone who not only has the skills but also shares your values and can work effectively with the rest of the board.

 

Step 5: Make the Offer

Once you've found the perfect fit, it's time to seal the deal. Reach out to your chosen candidate and extend the offer to join your charity board as treasurer. Be clear about expectations, responsibilities, and any support or training you can offer. Go back to everyone you asked, thanking them for their suggestions and support and share the great news that the role is now filled. And don't forget to celebrate - you've just found your financial champion!

 

Step 6: Provide Support and Training

Even the most experienced treasurer may need some support getting up to speed with your charity's specific financial processes and systems. Offer training and guidance to help them hit the ground running and feel confident in their new role. Remember, investing in your treasurer's success is an investment in your charity's future.

 

Finding the perfect treasurer for your charity board might seem like a daunting task, but with a clear vision, a little effort, and a whole lot of passion, you'll find the right person to help steer your charity toward success. So, go ahead, recruit that financial wizard, and watch your charity soar to new heights!

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Dani Knox

The Fundraising Coach!

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