I am often asked, in my role as CEO of a charity, what is the most important aspect of the charity’s operations/structure to ensure success. I do not believe there is one single area, but would narrow the list down to a top two, both of equal importance, and they both involve people – the Trustees, and the staff.
Being a trustee (or ‘Director’ in some countries, but still not a remunerated position)) of a charity is a leadership role that comes with significant responsibility, requiring a blend of personal and professional qualities. Trustees are entrusted with overseeing the management and administration of the charity, ensuring that it remains true to its objectives and complies with the law. Given the critical nature of this role, I have reflected on my past 20 years in this sector, where I have both served as a Trustee and as staff, and have selected my Top Ten Qualities and Skills that I believe contribute to effective trusteeship in the charity sector.

1. Commitment to the Charity’s Mission

A fundamental quality of a good trustee is a deep commitment to the charity’s mission and values. Trustees must have a strong belief in the cause the charity supports, as this will drive their involvement and decision-making. This commitment ensures that trustees remain focused on the charity’s objectives, making decisions that are in the best interests of the charity and its beneficiaries.

Trustees who are genuinely invested in the charity’s cause are more likely to dedicate the necessary time and energy to their role. They are also better equipped to inspire others within the organisation and the broader community, fostering a culture of enthusiasm and dedication.

2. Understanding of Governance

Effective trustees need to have a solid understanding of governance. By governance, I refer to the systems and processes that ensure the overall direction, effectiveness, supervision, and accountability of an organisation. In the context of a charity, this includes understanding the legal and regulatory framework within which the charity operates.

A good trustee should be aware of the Charity Commission’s guidance (in the UK, and any other regulatory body outside applicable outside the UK), and ensure that the charity is compliant with all legal requirements. This includes understanding the charity’s governing document, which sets out the charity’s objectives and the powers of the trustees. Moreover, trustees should be familiar with financial management, risk assessment, and strategic planning to make informed decisions.

3. Strategic Vision

While trustees are responsible for overseeing the day-to-day operations of a charity (although in larger charities that may have been delegated to a paid senior staff member, such as a CEO), their primary focus should be on the long-term direction and strategy of the organisation. A good trustee needs to be able to see the bigger picture, thinking beyond immediate issues to ensure the charity’s future sustainability and impact.

Strategic vision involves identifying opportunities for growth, anticipating challenges, and ensuring that the charity remains relevant in a changing environment. Trustees with strategic insight can guide the charity in setting priorities, allocating resources effectively, and adapting to new opportunities or threats.

4. Strong Communication Skills

Communication is a critical skill for trustees, who need to articulate the charity’s mission, values, and strategy clearly to a variety of stakeholders, including staff, volunteers, donors, members, and the public. Trustees must be able to listen actively, consider different perspectives, and convey their ideas effectively.

Good communication is also essential within the trustee board itself. Trustees need to be able to engage in constructive debate, challenge assumptions, and reach consensus on key decisions. Open and transparent communication within the board fosters trust and ensures that all trustees are fully informed and able to contribute to decision-making.

5. Integrity and Accountability

Trustees hold a position of trust, and integrity is at the core of effective trusteeship. Trustees must act honestly and in good faith, making decisions that are in the best interest of the charity. This requires trustees to be transparent in their dealings, avoid conflicts of interest, and adhere to high ethical standards.

Accountability is closely linked to integrity. Trustees are accountable to the charity’s beneficiaries, donors, members, regulators, and the public. They must ensure that the charity is managed effectively, its resources are used wisely, and its activities are reported accurately. A good trustee is not only aware of their legal responsibilities but is also committed to being accountable for the charity’s actions and outcomes.

6. Teamwork and Collaboration

Trustees do not work in isolation; they are part of a board that collectively governs the charity. Effective trusteeship requires the ability to work well with others, valuing the diverse skills and perspectives that each trustee brings to the board, and accepting the concept of collective responsibility. Collaboration and mutual respect are essential for creating a positive and productive board environment.

Teamwork also extends to working with the charity’s management team, staff, and volunteers. Trustees should build strong relationships with these stakeholders, providing support and guidance while respecting their roles and expertise. By fostering a collaborative culture, trustees can help ensure that the charity operates smoothly and achieves its objectives.

7. Financial Acumen

While not all trustees need to be financial experts, a good trustee should have a basic understanding of financial management and be able to read and interpret financial statements. This is crucial for overseeing the charity’s finances, ensuring that resources are managed responsibly, and that the charity remains financially sustainable.

Trustees should be able to ask the right questions about the charity’s financial position, budget, and reserves, as well as understand the implications of financial decisions. Trustees with financial acumen can help the board make informed decisions about fundraising, investment, and spending.

8. Willingness to Learn and Adapt

The charity sector is dynamic, with evolving regulations, funding landscapes, and social needs. Good trustees are open to learning and adapting to these changes. They should be proactive in staying informed about developments in the charity sector and willing to undertake training to enhance their skills.

A willingness to learn also extends to understanding the charity’s operations and the challenges it faces. Trustees should be curious and ask questions, seeking to understand the issues affecting the charity and its beneficiaries. By being adaptable and responsive, trustees can help the charity navigate challenges and seize new opportunities.

9. Resilience and Patience

Trusteeship can be demanding, particularly in times of crisis or when the charity faces difficult decisions. Resilience is a key quality for trustees, enabling them to remain focused and composed under pressure. Resilient trustees can help steer the charity through challenging times, providing stability and leadership.

Patience is also important, as the impact of a trustee’s work may not be immediately apparent. Trustees must be willing to take a long-term view, understanding that meaningful change can take time. By being patient and persistent, trustees can contribute to the sustained success of the charity.

10. Empathy and Compassion

Finally, a good trustee should have empathy and compassion for the charity’s beneficiaries, members, and stakeholders. Understanding the needs and experiences of those the charity serves is crucial for making decisions that truly benefit them. Trustees should approach their role with a sense of care and responsibility, always considering the human impact of their decisions.

Empathy also helps trustees build strong relationships with other board members, staff, and volunteers, fostering a supportive and inclusive environment. Compassionate trustees are more likely to create a culture of kindness and respect within the charity, which can enhance the charity’s effectiveness and reputation.

Conclusion

Being a trustee of a charity is a role that requires a blend of personal and professional qualities. From a commitment to the charity’s mission and an understanding of governance to strong communication skills and financial acumen, effective trusteeship demands a diverse and demanding skill set. Trustees must also possess qualities such as integrity, resilience, and empathy, which enable them to navigate the challenges of the role and make a positive impact on the charity and its beneficiaries. By embodying these qualities, trustees can help ensure that their charity thrives and continues to make a meaningful difference in the world. Finally, from a leadership perspective, to lead is to serve – being a trustees enables you do exactly that!