Specimen role description for a charity treasurer (England & Wales)

Member resource – guidance for charities in using best practice principles to define the role and responsibilities for the charity treasurer – charity terms of reference and example documents

Of interest to those involved in charity governance.


This CGIUKI guidance note is aimed at trustees in England and Wales and can be adapted for any size of charity to reflect good practice for each organisation’s needs. This document, and others in the series, should provide sufficient detail for trustees, and others interested in governance, to think about the governance arrangements within their own charity, and apply those aspects of good practice that are most appropriate and proportionate.

Purpose of this guidance

It is good practice for each charity to undertake a periodic review of their governance arrangements as the charity evolves, and where appropriate, amend policies, procedures, and the governing document to ensure that they remain fit for purpose and are structured in the most effective way to meet the charity’s objects.

 The information in this document consolidates and expands upon, the principles highlighted in the Charity Governance Code.

This document includes:

  • Specimen role description

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