Professional Advisor Working Group member

The Community Foundation for Surrey is an independent charitable foundation that turns private money into community money by matching local donors with local charities and community groups doing excellent work. 

We are building a strong movement of local philanthropists, with a unique place-based giving approach to support local people. We engage the generosity of a broad Donor base within Surrey, connecting them with those providing positive solutions within our local communities. Using our unique knowledge of the community and voluntary sector in our area, we come together to ensure a fairer county for all.

We work with individuals, families, businesses, and charitable trusts who want to make a real and lasting difference within Surrey, by connecting them with charitable projects that are providing vital support and reaching those most in need. Local Donors can establish a bespoke Fund with the Foundation, or contribute to one of our Collective Funds, supporting a growing programme of grant-making. We are proud to manage more than £17M in invested endowments and provide meaningful support to over 400 community projects each year.

As a member of our Professional Advisor Working Group (PAWG) you will help us to support this very specific are of potential income. You will join us at a time when our communities are experiencing more disparity of advantage than ever before in our county.

The primary purpose of a PAWG member is to work with the rest of the working group and our Fund Development Manager and CEO to ensure that the Community Foundation reaches as many PA as possible. 

 

What skills do I need?

Specifications of the role:

·       The PAWG role is a voluntary position, open to all applicants, prior charity experience is not required.

·       Minimum engagement is one in person meeting every 2/3 months (in our Woking office for 1 hour)

·       Approx 1-2 hours over the course of a month to commit to following up on actions following meetings, actively engaging with prospects, researching/following up on leads/ideas, supporting/attending presentations/events.

·       We ask for a commitment of at least 1 year but preferably 2 years.

Volunteers are voluntary positions, but expenses incurred in their duties may be reclaimed from the Foundation with the approval of the Chair and Chief Executive

Ideal Qualities

·       Currently working as PA or experience of working as a PA

·       Passionate about supporting Surrey as a county

·       Confident presenting/talking to groups of PAs

·       Willingness to find out more about the need in Surrey and the impact CF Surrey has

Please provide a brief CV and covering letter indicating why you are interested in this opportunity