Trustees and Fundraising

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Trustees and Fundraising

• Zöe Willems
• Trustee
• www.trusteenet.org.uk

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Fundraising? Trustees?

• SEP Someone Elses Problem?
• A necessary nuisance?
• A bit of a mystery?
• A responsibility of trustees
• Delegate the function, not the responsibility
• Understand and involve

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Why is fundraising important?

• Income
• 8.9bn given to charity
• Nearly a quarter of total charity income of 39bn
• Communication
• Telling people the need exists, and what you are
  doing about it
• Primary route for communicating with supporters
  and what they can do to make a difference
• Independence
• Statutory income for delivering public services
  increasing
• Need to balance independence of thought and
  action
• Reputation
• People want to give, and they trust charity
• Trust can be shaken by scandal

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Strategy and fundraising

• Fundraising should be part of organisational
  strategic planning at the earliest stage
• Delegate to experts listen to them, question
  them, involve them, hold them to account
• If you are happy to sign off the strategy,
  support it
• Investment
• Staff
• Training
• Contacts
• Report and review alongside the rest of
  organisational strategy and action plans

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Sustainable Fundraising

• Plans for activities in 12 months, 3 yrs, 5 yrs?
• Cost them
• Plans for income generation in 12 months, 3 yrs,
  5 yrs
• How much will this cost?
• What areas are you particularly relying on? Can
  you diversify your sources of income?
• Do your income/expenditure plans match?
• Whats your Plan B?

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Types of Fundraising

• Collections
• Regular giving direct debit
• Direct mail
• Face-to-face
• Events
• Legacies
• Sponsorship
• Corporate
• Trusts and foundations

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Ensuring compliance and good practice

• Keep it legal!
• Public Collections licenses (under Police
  Factories etc Act 1916 and House to House
  Collections Act 1939)
• Public statement and contract requirements for
  professional fundraisers and commercial partners
  (Charities Act 1992)
• Data Protection Act 1998
• Health and Safety
• Raffles and Lotteries (Lotteries and Amusements
  Act 1976)
• Entertainment License (Licensing Act 2003)?
• Best Practice
• Self regulation through membership of Fundraising
  Standards Board and the Fundraising Promise
• Institute of Fundraising Codes of best practice
• DMA

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Transparency and accountability

• Cost/income ratios
• People perceive that the amount spent is higher
  than it is
• People expect fundraisers to be volunteers
• Sector needs honesty and transparency to educate
  the public and retain confidence
• ImpACT Coalition
• Toolkit to help improve transparency and
  accountability
• Shared resources and action across the sector
• Complaints processes
• Provide a way for people to tell you if youve
  upset them
• Not defensive opportunity to listen and learn
• Requirement for FRSB members

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Questions trustees should ask

• Does our projected income meet our projected
  costs?
• Are we overly dependent on any one source of
  income?
• Is our fundraising income projected on a
  realistic basis?
• What assumptions, what risks?
• What investment is needed?
• What support is needed from the board?
• What is the cost/income ratio?
• When will plans be reported on? (Dont leave it
  to the end of a campaign ask for progress
  reports)

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Questions trustees should ask

• What if?
• we dont meet our targets?
• our targets are met but later than expected?
• Are fundraisers trained? Are contracts with
  professional fundraisers and commercial
  participators robust and well managed?
• Are we complying with legal requirements?
• Is our reputation being protected?
• Are we a member of the FRSB best practice scheme?
  If not, why not?

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Fundraising latest

• New solicitation statements for professional
  fundraisers, trustees, employees and commercial
  participators in Charities Act 2006
• New revised Trustees Guide to Fundraising from
  Institute of Fundraising
• Code of fundraising practice consultation Direct
  Mail closes 30th November
• Fundraising National Occupational Standards
  Review closed 31st October
• Fundraising Standards Board self regulation
• GiftAid and Payroll Giving review
• New licensing regime for public collections
  regulations will be consulted on, but not yet. No
  scheme expected before 2009

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Resources

• Institute of Fundraising www.institute-of-fundrais
  ing.org.uk
• Fundraising Standards Board (FRSB)
  www.frsb.org.uk
• www.taxeffectivegiving.org.uk
• Charity Trustee Networks (CTN) www.trusteenet.org.
  uk
• Office of the Third Sector www.cabinetoffice.gov.u
  k/thirdsector/
• Charity Commission www.charitycommission.gov.uk
• Office of the Scottish Charity Regulator
  www.oscr.org.uk
• Revenue and Customs www.hmrc.gov.uk/charities/

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Trustees and Fundraising

• any questions?
• zoeconsulting_at_talktalk.net