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New Trustees wanted! The Diversity Project Charity

Group watching presentation
  1. We are in the process of setting up and registering The Diversity Project Charity as a Charitable Incorporated Organisation.
  1. The Diversity Project Charity is being set up particularly after the demise of the President’s Club, to help replace funding for many of those charities previously funded by the President’s Club, who will lose out in future. It is also being set up to support diversity, inclusion and social mobility within the investment and savings sectors in the UK.
  1. In its constitution, the Charity states that its objects are: “to support inclusion and diversity across all dimensions in the UK’s investment and savings sectors and related activities, and to raise funds and in-kind support within the sector to support wider social mobility, personal recovery, care and rehabilitation, and inclusivity aims by donating funds to relevant charities or to research projects selected by the Trustees”.
  1. Within those objectives, the Trustees will decide the grant making priorities of the Charity from year to year. They are also responsible for monitoring the grants given and assessing the effectiveness of those grants in supporting the Charity’s objectives.
  1. Trustees are responsible too for the efficient running of the Charity, and making sure it operates openly, transparently and within Charity Commission requirements.
  2. We currently expect the Charity to carry out its objectives by making donations to other charities and organisations, rather than undertaking projects directly or by employing people directly. We currently expect fund raising to be from organisations with some individual contributions, rather than from mass appeals.
  3. Four Trustees have been appointed to get the CIO off the ground. We need help, however. We have analysed our current skills and expertise and think the Charity would benefit from Trustees with additional skills, knowledge and expertise. The Trustees do not expect any one person to have all of these and are seeking an effective combination of Trustee skills and approaches, in keeping with The Charity’ s values and aims. Trustees will be expected to contribute time, effort, tolerance and enthusiasm: grandstanding and pomposity would not be helpful.
  4. We are looking for the following skills, knowledge and expertise:
  • Particular experiences of the challenges faced by those groups not well represented in the investment and savings sector;
  • Experience of working within diversity and inclusion projects or charities
  • Financial management and sufficient accounting skills (to be the Treasurer);
  • Experience of grant making within the charitable sector, of what works, and what doesn’t;
  • Experience of the legal and organisational requirements of the charitable sector; (to be the Secretary)
  • Experience of working with commercial organisations to raise funds and organise events and projects for the charitable sector.
  • Experience of working with other charities and organisations in partnership.


If you are interested, please apply by sending a summary CV and note indicating how you think you could contribute, to me (it will be circulated to the other 3 Trustees but I promised to destroy it once we have appointed our new Trustees and we will keep the contents private to the 4 of us). If you have any questions, do also email me. 

I hope to be able to respond as quickly as I can, and arrange interviews in early July.

Sarah Bates


[email protected]


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