Charity Practice: Trustee case studies

Active Gloucestershire

Active Gloucestershire were seeking two Trustees who could increase reach and help implement their 2030 strategy.

Enable Trust

They were seeking two skilled Trustees who could assist the organisation through a period of growth.

Bristol & Weston Hospitals Charity

The organisation wanted the new Board Members to have a wide range of skill sets and expertise in multiple areas, to strengthen the Board on different fronts.

St Monica Trust

During 2023, St Monica Trust needed Trustees with an in-depth knowledge of social care for older people, experienced in the operational, risk and regulatory aspects of care provision.

Hammersmith United Charities

During 2024, Hammersmith United Charities were seeking two Trustees. One to join their Housing and Property Committee and another for the Finance and Investment Committee.

Futura Learning

We were seeking a Trustee with a legal background, auditing and compliance experience, and an in-depth knowledge of organisational structure, contractual arrangements, policies and disputes

Aardman

As part of their succession planning, Aardman were seeking new Trustees to join the EOT – to help them shape and support the company as they navigate the next phase of life.

Aerospace Bristol

Aerospace were seeking four Trustees and a Chair of the Trading Board to help explore new opportunities and mould the organisation’s future.

Bristol Zoological Society

Candidates needed to demonstrate leadership, drive and strategic oversight, and preferably a strong personal network in the South-West.

St Mary Redcliffe Church

Moon searched for individuals that could bring expertise in the following areas; historic building conservation, investment/real estate management, and or community engagement living.

Quartet Community Foundation

Moon were instructed to find a new Chair who brought credibility and confidence to inspire more local philanthropy and also an ability to influence civic leaders effectively.

Wesport

Wesport were seeking to add to its existing Board brining in a new independent Chairperson and additional Trustees to broaden the skills of the governing body and further the goals and impact of the organisation.

The Kenneth Allsop Memorial Trust

Moon were appointed to source a Chair and Company Secretary to contribute to the development of this unique and interesting charity.

Your Park, Bristol & Bath

Moon were appointed to recruit high-calibre individuals to form a new Board that will help shape the future of the green spaces of the area.

Cancer Research UK

The assignment was to build a brand-new Bristol Board who would play a major role in raising funds for high-level science projects within Bristol. The roles included Chair, Treasurer and multiple Board members.

Wiltshire & Swindon Sport (WASP)

The incoming Voluntary Directors would need to take responsibility of setting policies and strategies, approving and monitoring performance and budgets and holding the Chief Executive to account.

St Monica Trust

St Monica Trust were seeking candidates who resonate with their values, behaviours, and standards, with the one aim of giving older people the best experience of ageing regardless of means.

Bristol Museum Developments Trust

We were instructed to source five new Trustees for the BMDT Board. Expressions of Interest were sought from candidates who could exhibit a passion and vision for the heritage and culture of the City of Bristol.

Southern Brooks

We helped to identify individuals from a wide range of backgrounds, including those with experience in; commercial social ventures, legal, business development, project management, social housing, health and social care.

Hammersmith United Charities

Moon was appointed to support HUC with their campaign to source five new trustees who were well-networked community leaders with strong connections to the Hammersmith and Fulham area.

Bristol SU

It was essential that the successful candidate not only wanted to give something back to the local community but could also evidence their experience of growing successful growing a business, new market development and strategic planning.

Falmouth and Exeter SU

We are assigned to a new Deputy Chair of the Board of Trustees and one Lay Trustee. The posts were to be appointed on a voluntary basis and will work closely with the Chief Executive, the Senior Management Team and the Board of Trustees.

St John’s Foundation

St John’s approached Moon to search for several Trustees to join their Board. The Foundation launched an ambitious and bold new 10-year strategy at the beginning of 2020, looking to build on the achievements of the previous five years.

PROMISEworks

PROMISEworks has been working with Moon Executive Search to search for a high-calibre Trustee to help shape the future of the charity.