Faith Based Organisations

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Faith Based Organisations
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Chairs WelcomeDavid SaintChairmanAction
Planning
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Capacitybuilders John FoxDirector of Policy
and StrategyCapacitybuilders
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CapacitybuildersDestination 2014

• Funding the Future
• 5th December 2007
• Jon Fox
• Director of Policy and Strategy
• jon.fox_at_capacitybuilders.org.uk

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Capacitybuilders Destination 2014

• Background to ChangeUp and our work
• Main programmes and priorities

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01

• Background to Capacitybuilders ChangeUp

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Capacitybuilders Destination 2014

• ChangeUp published 2004 as a shared framework for
  strengthened sector
• 150m investment to underpin framework
• Capacitybuiders created 2006 to oversee funding
  programmes and develop programme
• Destination 2014 published in 2007
• Third Sector Review announced 88.5m for 2008-11

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Our vision mission

• Our overall aim is to help create a more
  effective third sector.
• We want all third sector organisations to be able
  to access high-quality sector support that meets
  their needs, when they need it.
• By improving support, we will strengthen the
  sector, increasing its ability to create better
  quality of life for individuals and communities.
• To achieve our vision, we will effectively manage
  fundsand seek to influence the policy and
  practice of decision-makers and other funders.

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How we will achieve our mission

• improving the quality effectiveness of support
  for third sector organisations
• demonstrating the benefits of sector support
  services
• ensuring equal access for all to mainstream
  sector support services
• and targeting resources where necessary
• seeking to influence funding policy and practice
• engaging with the public sector
• Third Sector Review emphasised
• Sector role in voice and campaigning
• Support for social enterprise
• Reaching small community groups
• and demonstrating benefit to frontline
  organisations

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• Main programmes

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The support cascade our programmes
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Improving Reach20m over three years

• 17m programme builds on the 2006-8 pilot
  programme, aiming to
• fund activities that build the capacity of
  specialised sector support organisations and
• extend and improve sector support services
  available to those organisations dedicated to
  working in and with excluded communities.
• Grants of up to 150,000 a year for 3 years
• Expect 800 applications, and fund up to 100
• Currently open for applications
• Online process only

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Improving ReachPriorities

• We will give priority to sector support services
  which
• fill a gap in existing services to frontline
  organisations
• working in and with excluded communities
• Our priorities are
• Black and Minority Ethnic Communities
• Refugee and Migrant Communities
• Faith Communities
• Isolated rural communities
• We will consider applications working with other
  communities,
• where a strong case in made in the application

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• Local Regional Programme
• 10m per annum
• Continued support for fit for purpose
  consortia
• Increased emphasis on strategic role and
  linkages
• 6m project fund to modernise local and regional
  
• sector support services
• National Support Services
• 4.5m per annum
• 7 workstreams announced replacing existing
  national hubs
• Focus is on supporting the supporters
• Current working with lead bodies to develop
  business plans
• Opportunities for stakeholder input in this
  process

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Delivery plan

• Broader current work commitments include
• Learning about subsectors informs all programmes
• Programme of Learning and Innovation work
• Social enterprise support
• Scoping the evaluation of ChangeUp
• National Communications initiative
• Development of public sector engagement and
  closer work with other funders

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Faithworks Tim ReithDirector of Public
AffairsFaithworks
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Church Urban Fund Fran BeckettChief
ExecutiveChurch Urban Fund
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Jerusalem Trust Bridget CassJerusalem Trust
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Which trusts and foundations?

• The Alan Babette Sainsbury Charitable Fund
• The Ashden Trust
• The Elizabeth Clark Charitable Trust
• The Gatsby Charitable Foundation
• The Glass-House Trust
• The Headley Trust
• The Jerusalem Trust
• The J J Charitable Trust
• The Indigo Trust

• The Kay Kendall Leukaemia Fund
• The Linbury Trust
• The Mark Leonard Trust
• The Monument Trust
• The Staples Trust
• The Tedworth Charitable Trust
• The Three Guineas Trust
• The True Colours
• The Woodward Charitable Trust

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General charitable objects

• The Alan Babette Sainsbury Charitable Fund
• The Ashden Trust
• The Gatsby Charitable Foundation
• The Glass-House Trust
• The Headley Trust
• The J J Charitable Trust
• The Indigo Trust

• The Linbury Trust
• The Mark Leonard Trust
• The Monument Trust
• The Staples Trust
• The Tedworth Charitable Trust
• The Three Guineas Trust
• The True Colours
• The Woodward Charitable Trust

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Specialist charitable objects

• The Elizabeth Clark Charitable Trust
• The Jerusalem Trust
• The Kay Kendall Leukaemia Fund

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Examples of Sainsbury charities not within the
group

• The Jean Sainsbury Animal Welfare Trust (no
  connection)
• The Robert Lisa Sainsbury Charitable Fund
  (administered by its auditors)
• The Sainsbury Charitable Fund (J Sainsbury plc)

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How much?Latest reporting year

• 144.3 million grants approved
• (last year was 72.8 million)

Reporting year ending 5 April 07 or 31 December
2006
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The big five84 of grants by value

• The Gatsby Charitable Foundation
• The Headley Trust
• The Linbury Trust
• The Jerusalem Trust
• The Monument Trust

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5th generation12 of grants by value

• The Ashden Trust
• The Glass-House Trust
• The J J Charitable Trust
• The Indigo Trust
• The Mark Leonard Trust
• The Staples Trust
• The Tedworth Charitable
  Trust
• The Three Guineas
  Trust
• The True
  Colours
• The
  Woodward Charitable Trust

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Structure

• One family many different family members and
  different points of view.
• Many trusts, each with their own trustees,
  grant-making and investment policies.
• Shared office and executive team.
• Expert advisers for specific programmes.

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An active Settlor

• In most cases, the person who gifted funds to set
  up a trust is involved and well informed.

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Proactive approach to grant-making

• Staff and trustees involved.
• Visits, research, discussion, mutual development
  of ideas.

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Unsolicited applications are discouraged

• 2006 - 3,000 distinct appeals.
• A few exceptions specific (small grants)
  programmes.

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Unsolicited applications are discouraged

• All applications looked at.
• Different trusts - more/less receptive.

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Unsolicited applications are discouraged

• Trustees dislike being viewed as a cashpoint for
  fundraising teams.

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Family philanthropySome examples not a
complete list by any means majority of
grant-making neither
eponymous nor anonymous

• Sainsbury Wing at the National Gallery
• Gatsby Technical Education Projects
• Ashden Awards for Sustainable Energy
• Linbury Biennial Prize for Stage Design
• Jerusalem Radio Awards
• Glass-House Design Service
• Headley Museums Treasure Acquisitions Scheme

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Family philanthropyBenefits of charitable trust
v private, tax-efficient giving

• Secures funds for charity
• More programmatic giving
• Collegiate stewardship

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Faith-based funding

• Majority of SFCT trusts do not fund faith-based
  work.
• Jerusalem Trust set up to promote the Christian
  religion
• Some funding including non Christian from Alan
  Babette, Headley and Woodward

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Jerusalem Trust

• Does fund
• Education
• Christian Media
• Evangelism and Mission in the UK
• Christian Evangelism and Relief Work overseas
• Christian art

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Jerusalem Trust

• Does not fund
• Individuals
• Buildings and capital projects
• Local projects
• Overseas projects outside its priority areas
  (Africa and Eastern Europe)

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Education

• Adult Education and Lay Training
• Recruitment, training and retention of Christian
  teachers
• Supporting Christian teachers, education and RE
  on Christianity
• School Curriculum Development in RE

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Christian Media

• Jerusalem Productions
• Training of Christian media professionals

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Evangelism and Mission in the UK

• Direct evangelism
• Christian work with children, young people and
  students
• Christian work with prisoners, ex-prisoners and
  their families

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Evangelism and Mission in the UK

• Christian work with prisoners, ex-prisoners and
  their families
• Other mission projects

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Evangelism and Relief work Overseas

• Provision and support of indigenous training
  centres
• Provision of Christian literature
• Geographical areas
• Central and Eastern Europe
• Anglophone Africa
• (post conflict countries a priority)

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Christian Art

• Limited major commissions in cathedrals
• Small commissions for churches
• Exhibitions

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Jerusalem Trust

• Process
• Major appeals considered four times a year
  (February, May, September, December)
• Smaller appeals considered in between meetings in
  April and July

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Jerusalem Trust

• General pointers
• Fund projects that promote the Christian religion
  not institutions
• Fund costs that are transparent core costs, but
  only for a reason
• Pump Priming eg key worker for the
  Bicentenary of Abolition of Slavery

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Jerusalem Trust

• General pointers
• Funding is sometimes over several years, subject
  to satisfactory reports
• Evaluators for major and/or innovative projects,
  funded and employed by the trust

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Jerusalem Trust

• General pointers
• Keen on projects that break new ground
• Like to meet the people responsible for
  developing and delivering the work
• And finally, relationships and partnerships only
  for a reason.

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Henry Smith Charity Richard HopgoodChief
ExecutiveHenry Smith Charity
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Futurebuilders Sharon OBrienOutreach
OfficerFuturebuilders
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Everything you need to know about Futurebuilders
England

• Sharon OBrien
• Outreach Officer

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What is Futurebuilders?

• Futurebuilders is a unique government backed
  investment fund to help build the capacity of the
  third sector to deliver public services.
• Aims to invest in third sector organisations who
  are delivering public services and want to
  generate income by forming contracts with public
  agencies.

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What do we mean by public service?

• 51 of the income from the scheme or project
  Futurebuilders
• has funded must come from a public source, such
  as
• Local Authorities
• Primary Care Trusts
• Drugs and Alcohol Action Teams
• Learning and Skills Councils
• Job Centre Plus
• Direct Payments and other entitlements

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Investments?!

• Futurebuilders offers loans to third sector
  organisations and can also include grant and
  professional support within investment packages
• Minimum investment 50k of which the largest part
  will always be a loan
• Grants may cover revenue, capital or capacity
  building costs
• Futurebuilders occasionally offers development
  grants for promising applications

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Making loan finance easier

• Trustees are not personally liable as long as
  they act in good faith!
• Most of our investees had never taken on a loan
  before
• We can and do lend unsecured
• Investments are designed for affordability and
  terms are negotiated on a case by case basis

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Support for our investeesMore than just
financial support

• Training in full cost recovery and winning
  contracts
• Consultancy support if needed, which can include
  pricing, negotiating contracts, business planning
  and marketing skills
• Annual review of each investment
• A dedicated investment officer to work closely
  with each investee

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Hadfield Institute (formerly the Yemini Economic
Training Centre)

• Hadfield was created by the Yemeni Community in
  Sheffield
• Provides education, training and community
  support to wider BME community in Sheffield
• 405,000 investment to improve existing premises,
  upgrade equipment invest in staff.
• 325,000 loan for capital costs
• 75,000 capital grant towards repairs
  refurbishment
• 5,000 capacity building grant for consultancy

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Bayis Sheli

• Bayis Sheli will provide residential and respite
  care for children with special needs.
• It will make this provision in the culturally
  sensitive setting of the orthodox Jewish faith.
• The investment consists of a 3.05m loan to help
  build premises suitable for carrying out
  residential childcare
• 50,000 capacity building grant to help strength
  governance develop policies and procedures
• 100,000 overdraft guarantee.

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Are you ready to apply?

• Can you improve public services with a
  Futurebuilders investment?
• Are you aiming to make at least 51 of your
  income from the public purse?
• Have you identified your purchasers?
• Does your constitution allow you to take on a
  loan or are you prepared to change it if not?

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What next?

• www.futurebuilders-england.org.uk
• info_at_futurebuilders-england.org.uk
• Enquiry Line 0191 261 5200

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Wine Reception You are warmly invited to attend
the wine reception in the Library and Lecture
Hall Please hand in your yellow forms to
reception. Thank you