Trustee Application Form

Please complete the form to apply for a position with us.

Prospective Trustee Application Form

Thank you for your interest in becoming a trustee of The PFC Trust. Trustees share collective responsibility for the charity’s direction, resources, compliance and public benefit.

Please answer in your own words. If you need this form in

another format or require a reasonable adjustment, contact the Trust before submitting.

Before you apply

Read the Trustee Role Description, Trustee Code of Conduct and current recruitment information supplied with this form.
Complete every mandatory section. You may attach a CV, but it does not replace the answers requested here.
Do not include unnecessary sensitive personal information. Eligibility and conflict declarations will be checked before appointment.
Appointment remains subject to the governing document, satisfactory checks, references, trustee approval and any induction requirements.

Section One

Applicants Information

Full name

Preferred name

Home address

Postcode

Email address

Telephone number

Preferred contact method

Current occupation / principal role

Organisation (if applicable)

LinkedIn or professional profile (optional)

Section Two

Motivation and connection to the trust

Why do you want to become a trustee of The PFC Trust?

What would you bring to the Board?

What do you understand to be the main responsibilities of a charity trustee?

Section Three

Indicate your current level in each area. The Trust does not expect every candidate to cover every area.

Use the evidence section to describe your strongest contributions.

Charity governance / trusteeship

Strategy and organisational development

Finance, accounting, audit or investment

Risk management and internal controls

Grant-making or impact assessment

Safeguarding

Fundraising and income generation

Legal, regulatory or compliance

People, culture or HR

Marketing, communications or digital

Data protection or cybersecurity

Community knowledge / beneficiary insight

Partnerships, public sector or local networks

Equality, diversity and inclusion

Evidence of your strongest skills or experience

Learning and development

Section Four

Board contribution and practical commitment

Availability for scheduled Board and Grant meetings

Yes

Availability between scheduled meetings

Yes

Please Discuss

Committee / Working Group contributions

Yes

Depends on Remit

Preferred meeting format

In person

Online

Hybrid

Known periods of limited availability

Describe a time when you contributed constructively to a collective decision.

Include how you handled challenge, disagreement, incomplete information or a decision you did not personally favour. Suggested maximum: 300 words.

How would you maintain appropriate separation between governance and day-to-day management?

Is there anything that could affect your ability to give sufficient time and attention to the role?

Section Five

Eligibility, independence and conflicts

Please answer every question. A “yes” answer does not automatically prevent appointment unless the law or governing document requires it; the Trust may ask for proportionate further information in confidence.

Do you meet the minimum age required by the Trust’s governing document and legal form?

Yes

Are you currently disqualified from acting as a charity trustee or otherwise prohibited from holding this role?

Yes

Are you subject to bankruptcy restrictions or another restriction that may affect trustee eligibility?

Yes

Have you been removed from trusteeship, charity management or a relevant office by a regulator or court?

Yes

Are you aware of any other legal, regulatory or professional restriction relevant to this appointment?

Yes

Do you hold a role, interest or relationship that could create an actual, potential or perceived conflict with the Trust?

Yes

Are you connected to a current trustee, employee, supplier, applicant, recipient or significant donor of the Trust?

Yes

Would you or a connected person expect any payment, benefit or commercial opportunity from the Trust beyond properly authorised expenses?

Yes

Further details

Please use this section to add detail for any declaration made above, identify the question and provide enough information for a confidential assessment.

You may instead request a private discussion with the Chair or Governance

Lead.

Current interests and relationships

List relevant employment, offices, business interests, trusteeships, memberships, close relationships or other loyalties. Write “None” if there are none to declare.

Section Six

Safeguarding, conduct and checks

I will follow the Trustee Code of Conduct and maintain confidentiality.

I will complete safeguarding and other required induction or training.

I consent to proportionate identity, eligibility and reference checks.

I will undertake a DBS check if the assessed duties are legally eligible and the Trust requires it.

I will promptly disclose any relevant change before or during appointment.

I understand that trustee appointment is not guaranteed by submitting this form.

Section Seven

References

Provide two people who can comment on your suitability. At least one should normally be a current or recent professional, voluntary or community contact. Neither should be a close relative.

The Trust will normally seek consent before contacting them.

Referee 1 name

Referee 1 role / organisation

Referee 1 relationship to you

Referee 1 email address

Referee 1 telephone number

Referee 1 how long have they known you?

Referee 2 name

Referee 2 role / organisation

Referee 2 relationship to you

Referee 2 email address

Referee 2 telephone number

Referee 2 how long have they known you?

Section Eight

Reasonable adjustments and accessibility

Is there anything the Trust should do to make the recruitment process accessible to you?

This information will be used only to arrange appropriate support and will not be used to assess your suitability.

Optional CV upload

| confirm that the information in this application is accurate and complete to the best of my knowledge.

| understand that material omission or misrepresentation may lead

the Trust to discontinue the process or reconsider an appointment.

| agree to uphold the Trust’s governing document, charitable purposes, policies and lawful Board decisions if appointed.

| understand that all trustees share collective responsibility

and must act only in the charity’s best interests.

Declaration date

Day

Month

Year