45
dON iT Cancer self help and support Good practice guidelines 4 rIH

dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

  • Upload
    others

  • View
    5

  • Download
    0

Embed Size (px)

Citation preview

Page 1: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

dO�N� iT

Cancer self help and supportGood practice guidelines

4

rI�H�

Page 2: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

It is

impo

rtan

t, as

you

r gr

oup

deve

lops

, tha

t you

rem

ain

acco

unta

ble

to y

our

mem

bers

.

This

boo

klet

look

s at

way

s of

man

agin

g m

oney

, rai

sing

fund

s

and

publ

icis

ing

your

gro

up o

r

serv

ice.

It a

lso

cons

ider

s w

heth

er

it co

uld

be r

elev

ant n

atio

nally

,

disc

usse

s na

tiona

l-lo

cal l

inks

and

look

s at

way

s yo

u ca

n en

sure

you

r

grou

p pr

ovid

es a

qua

lity

serv

ice.

Page 3: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

Con

ten

tsD

ecla

ratio

n o

f g

ood

pra

ctic

e fo

r ca

nce

r se

lf h

elp

an

d s

up

port

1W

e sh

are

clea

r ai

ms

and

obje

ctiv

es

2W

e ru

n ou

r ac

tiviti

es a

ccor

ding

to o

ur m

embe

rs’

need

s, in

a c

lear

and

acc

ount

able

man

ner

3W

e w

elco

me

ever

yone

equ

ally,

and

we

take

ste

ps

to b

e op

en a

nd a

cces

sibl

e

4W

e su

ppor

t and

trai

n ou

r he

lper

s an

d vo

lunt

eers

5W

e m

ake

sure

that

eve

ryon

e un

ders

tand

s an

d re

spec

ts c

onfid

entia

lity

6W

e lis

ten

to e

ach

othe

r an

d re

spon

d w

ith

sens

itivi

ty

7W

e pr

ovid

e ac

cura

te, p

ract

ical

info

rmat

ion,

but

do

not

giv

e ad

vice

or

mak

e re

com

men

datio

ns

8W

e en

sure

that

any

com

plem

enta

ry th

erap

y w

e of

fer

is c

arrie

d ou

t pro

fess

iona

lly

9W

e su

ppor

t eac

h ot

her

thro

ugh

our

loss

es,

allo

win

g tim

e an

d sp

ace

to ta

lk a

bout

fear

s an

d gr

ief

10

We

wor

k in

co-

oper

atio

n w

ith p

rofe

ssio

nals

Intr

oduc

tion

3

Man

agin

g m

oney

4

Gui

delin

es fo

r gr

oup

trea

sure

rs15

Trea

sure

r19

Fund

rais

ing

22

Publ

icis

ing

your

selv

es34

Link

ing

your

self

with

a n

atio

nal o

rgan

isat

ion

53

Beco

min

g a

natio

nal o

rgan

isat

ion

59

Cha

ritab

le s

tatu

s64

Lega

l str

uctu

res

70

Qua

lity

stan

dard

s74

Inde

x81

Page 4: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

3

Intr

od

uct

ion

Star

ting

up a

can

cer

self

help

or

supp

ort g

roup

ca

n be

dau

ntin

g, e

spec

ially

if y

ou’v

e ne

ver

done

an

ythi

ng li

ke it

bef

ore.

How

ever

, man

y pe

ople

hav

e su

cces

sful

ly e

stab

lishe

d a

grou

p or

ser

vice

, driv

en b

y th

eir

com

mitm

ent t

o he

lp o

ther

s af

fect

ed b

y ca

ncer

.

Setti

ng s

omet

hing

up

brin

gs m

any

new

and

exc

iting

ch

alle

nges

, and

ther

e is

ple

nty

of s

uppo

rt a

vaila

ble,

in

clud

ing

this

boo

klet

. It a

ims

to h

elp

you

by d

raw

ing

on th

e vi

ews

and

expe

rienc

es o

f man

y ot

hers

who

ha

ve s

et u

p gr

oups

/ser

vice

s in

the

past

.

This

is th

e fir

st o

f fou

r bo

okle

ts in

the

Goo

d pr

actic

e gu

idel

ines

ser

ies.

The

oth

ers

are:

Bookl

et 1

: G

etti

ng

star

ted

Bookl

et 2

: Ru

nn

ing

it w

ell

Bookl

et 3

: Su

ppor

tin

g ea

ch o

ther

Each

boo

klet

incl

udes

a li

st o

f key

res

ourc

es if

you

w

ant t

o lo

ok a

t any

asp

ect i

n gr

eate

r de

pth.

Page 5: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

Iden

tify

or

revi

ew t

he

main

fin

an

cial t

ask

s

Thes

e co

uld

be:

Defi

ne

the

trea

sure

r’s

role

This

cou

ld b

e to

:

acce

ssib

le to

oth

ers

requ

ired

(fina

ncia

l mat

ters

cou

ld b

e a

stan

dard

ag

enda

item

for

each

com

mitt

ee m

eetin

g).

(For

furt

her

det

ails

see

th

e n

ext

sect

ion

‘Gu

idel

ines

for

gro

up

tre

asu

rers

’ on

pag

e 15.)

5

Man

ag

ing

mon

ey

Wha

teve

r th

e si

ze o

f you

r gr

oup,

you

nee

d to

kee

p co

ntro

l ove

r yo

ur m

oney

.

Man

agin

g m

oney

is o

ften

view

ed a

s a

spec

ialis

t are

a,

so a

gro

up’s

trea

sure

r is

ofte

n se

en a

s th

e ex

pert

and

ca

n en

d up

wor

king

in is

olat

ion.

But

eve

ryon

e in

a

grou

p ha

s a

resp

onsi

bilit

y fo

r pu

blic

fund

s. W

e al

l m

anag

e ou

r pe

rson

al fi

nanc

es, a

nd k

now

whe

ther

w

e ha

ve e

noug

h m

oney

to b

uy s

omet

hing

. It d

oesn

’t ta

ke m

uch

mor

e th

an th

at to

und

erst

and

and

hand

le

a gr

oup’

s fin

ance

s.

Gu

idel

ines

on

work

ing

tog

eth

er

– fin

an

ce

1Id

entif

y or

rev

iew

the

mai

n fin

anci

al ta

sks

2D

efine

the

trea

sure

r’s

role

3Sa

ve ti

me

and

mon

ey

4A

ccou

nt fo

r al

l mon

ey th

at c

hang

es h

ands

5Pr

even

t mis

use,

frau

d an

d th

eft

6Se

ek o

utsi

de s

uppo

rt

4

1 2

Page 6: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

Save

tim

e an

d m

on

ey

You

coul

d do

this

by:

over

-ord

er

is n

ot a

lway

s w

hat y

ou r

eally

nee

d

is c

lear

abo

ut th

e gr

oup’

s pl

anne

d in

com

e an

d ex

pend

iture

to ta

ke th

em, p

ay th

em b

ack

as d

onat

ions

. Thi

s gi

ves

a m

ore

real

istic

acc

ount

of t

he tr

ue c

osts

cont

inge

ncie

s in

you

r bu

dget

.

Acc

ou

nt

for

all

mon

ey t

hat

chan

ges

han

ds

You

coul

d:

legi

timat

ely

be p

aid

3

67

inco

me

and

expe

nditu

re r

epor

t giv

en to

eac

h co

mm

ittee

mem

ber

and

disp

laye

d on

the

grou

p’s

notic

e bo

ard

ofte

n su

ffice

s.

Prev

ent

mis

use

, fr

au

d a

nd

th

eft

The

grou

p co

uld:

is r

aise

d an

d ho

w it

is s

pent

a m

embe

r’s

pers

onal

acc

ount

)

with

two

sign

atur

es r

equi

red

on e

ach

cheq

ue

rece

ipt

sign

atur

es o

f bot

h th

e pe

rson

to b

e re

paid

and

the

trea

sure

r

repo

rts

are

not f

orth

com

ing

ques

tions

if y

ou d

on’t

unde

rsta

nd

pres

ent a

nd r

ead

finan

cial

sta

tem

ents

.

4

5

Page 7: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

Seek

ou

tsid

e su

pp

ort

It’s

alw

ays

wor

th a

skin

g fo

r in

form

atio

n an

d ad

vice

, pa

rticu

larly

for

a ne

w g

roup

or

treas

urer

. You

cou

ld a

sk:

Fin

an

cial r

ecord

s

All

grou

ps s

houl

d ke

ep a

ccou

nts,

and

in m

any

case

s w

ill h

ave

a le

gal o

blig

atio

n to

do

so. M

ost

smal

l org

anis

atio

ns s

tart

kee

ping

fina

ncia

l rec

ords

by

writ

ing

them

dow

n in

rul

ed a

ccou

ntin

g bo

oks,

av

aila

ble

from

mos

t sta

tione

rs. I

t is

also

pos

sibl

e to

use

a c

ompu

ter

spre

adsh

eet,

such

as

Exce

l. H

owev

er, c

ompu

teris

ed a

ccou

ntin

g sy

stem

s ca

n be

m

uch

easi

er to

con

trol

, and

mak

e it

easy

to p

rodu

ce

perio

dica

l rep

orts

. The

sof

twar

e sh

ould

ena

ble

stra

ight

forw

ard

entr

y of

inco

me

and

expe

nditu

re, a

nd

then

aut

omat

ical

ly p

rodu

ce in

com

e an

d ex

pend

iture

re

port

s an

d ba

lanc

e sh

eets

whe

n re

quire

d. S

age

Inst

ant A

ccou

ntin

g, fo

r ex

ampl

e, is

abl

e to

do

this

for

you.

6A

ud

itin

g/e

xam

inin

g a

ccou

nts

You

may

hav

e a

lega

l obl

igat

ion

to h

ave

your

ac

coun

ts in

depe

nden

tly e

xam

ined

or

audi

ted.

Thi

s w

ill d

epen

d on

you

r le

gal s

truc

ture

, cha

ritab

le s

tatu

s an

d an

nual

turn

over

(the

am

ount

of b

usin

ess

you

do

in a

yea

r). E

ven

if it

isn’

t a le

gal r

equi

rem

ent,

som

e fu

nder

s m

ay r

equi

re a

n au

dit.

If yo

ur a

ccou

nts

need

to b

e au

dite

d or

inde

pend

ently

ex

amin

ed, i

t is

advi

sabl

e to

use

an

acco

unta

nt/

exam

iner

who

has

exp

erie

nce

of d

ealin

g w

ith

volu

ntar

y or

gani

satio

ns/c

harit

ies.

If y

our

acco

unts

ar

e st

raig

htfo

rwar

d, y

ou m

ay b

e ab

le to

find

an

acco

unta

nt w

ho is

will

ing

to c

arry

out

the

audi

t/ex

amin

atio

n fo

r a

redu

ced,

or

no c

harg

e (b

ut if

you

ar

e a

regi

ster

ed c

harit

y m

ake

sure

they

kno

w a

bout

th

e re

leva

nt a

ccou

ntin

g re

gula

tions

).

You

coul

d:

or s

omeo

ne w

ith r

elev

ant e

xper

ienc

e th

at w

ould

be

pre

pare

d to

aud

it yo

ur a

ccou

nts

on a

vol

unta

ry

basi

s

reco

mm

enda

tions

Exam

iner

s

98

Page 8: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

10

Key

res

ou

rces

Furt

her

read

ing

and

reso

urce

s ar

e lis

ted

belo

w.

Mac

mill

an c

an a

lso

prov

ide

info

rmat

ion,

pub

licat

ions

an

d tr

aini

ng.

Pub

licatio

ns

The

good

tru

stee

gui

de:

a re

sour

ce o

rgan

iser

for

m

embe

rs o

f go

vern

ing

bodi

es o

f un

inco

rpor

ated

ch

arit

ies

and

char

itab

le c

ompa

nie

sPu

blic

atio

ns (I

SBN

0 7

1991

5 36

8).

Ava

ilabl

e fr

om w

ww

.ncv

o-vo

l.org

.uk

Incl

udes

a s

ectio

n on

fina

ncia

l res

pons

ibili

ties.

The

good

fin

anci

al m

anag

emen

t gu

ide

for

the

volu

nta

ry s

ecto

r (2

002)

Pau

l Pal

mer

, Nat

iona

l

(ISBN

0 7

1991

6 06

2)

The

good

fin

anci

al m

anag

emen

t tr

ain

ing

man

ual

Com

pani

on v

olum

e to

The

Goo

d Fi

nanc

ial

Man

agem

ent G

uide

.

Intr

od

uct

ory

gu

ide

to t

he

chari

ties

acc

ou

nts

(Sco

tland

) reg

ulat

ions

(199

2), S

cotti

sh C

ounc

il fo

r

An

intr

oduc

tory

gui

de to

the

acco

untin

g re

quire

men

ts

for

Scot

tish

char

ities

whi

ch in

clud

es s

ampl

e fo

rmat

s fo

r pr

esen

ting

acco

unts

of l

arge

and

sm

all c

harit

ies.

A p

ract

ical

gui

de t

o ac

coun

tin

g by

ch

arit

ies:

new

ac

coun

tin

g re

gula

tion

s an

d th

e re

vise

d SO

RP

(199

6) K

ate

Saye

r, D

irect

ory

of S

ocia

l Cha

nge

(ISBN

1 8

7386

0 95

1)

A p

ract

ical

gui

de t

o fin

anci

al m

anag

emen

t fo

r ch

arit

ies

and

volu

nta

ry o

rgan

isat

ion

s (2

003)

Ka

te S

ayer

, Dire

ctor

y of

Soc

ial C

hang

e (IS

BN 1

903

991

29 3

)

A p

ract

ical

gui

de t

o V

AT:

for

ch

arit

ies

and

volu

nta

ry o

rgan

isat

ion

s (2

003)

Kat

e Sa

yer,

Dire

ctor

y of

Soc

ial C

hang

e (IS

BN 1

900

360

62 4

)

Volu

nta

ry b

ut n

ot a

mat

eur:

a g

uide

to

the

law

fo

r vo

lun

tary

org

anis

atio

ns

(200

4) D

unca

n Fo

rbes

,

(ISBN

1 8

7258

2 32

X).

Ava

ilabl

e fr

om w

ww

.lvsc

.org

.uk

Incl

udes

a c

hapt

er o

n fin

anci

al m

anag

emen

t

The

Cha

rity

Com

mis

sion

als

o pu

blis

hes

a nu

mbe

r of

boo

klet

s re

latin

g to

acc

ount

ing

regu

latio

ns fo

r

Org

an

isatio

ns

Ass

oci

atio

n o

f C

hari

ty I

nd

epen

den

t Ex

am

iner

s,Be

ntle

y Re

sour

ce C

entr

e, H

igh

Stre

et, B

entle

y,

Don

cast

er D

N5

0AA

, tel

: 01

302

8283

38,

ww

w.a

cie.

org.

uk

Ch

ari

ty C

om

mis

sion

for

Eng

lan

d a

nd

Wale

s,13

-15

Bouv

erie

Str

eet,

Lond

on E

C4Y

8D

P, te

l: 08

45 3

00 0

218,

ww

w.c

harit

y-co

mm

issi

on.g

ov.u

k 11

Page 9: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

12

Dir

ecto

ry o

f So

cial C

han

ge,

24

Step

hens

on W

ay,

Lond

on N

W1

2DP,

tel:

020

7209

515

1,

ww

w.d

sc.o

rg.u

k Pr

ovid

es p

ublic

atio

ns a

nd tr

aini

ng in

fina

ncia

l m

anag

emen

t.

Natio

nal A

ssoci

atio

n f

or

Volu

nta

ry a

nd

C

om

mu

nity

Act

ion

, The

Tow

er, 2

Fur

niva

l Squ

are,

Sh

effie

ld S

1 4Q

L, te

l: 01

14 2

78 6

636,

w

ww

.nav

ca.o

rg.u

k

Natio

nal C

ou

nci

l for

Volu

nta

ry O

rgan

isatio

ns,

Rege

nt’s

Wha

rf, 8

All

Sain

ts S

tree

t, Lo

ndon

N1

9RL,

te

l: 08

00 2

79 8

798,

ww

w.n

cvo-

vol.o

rg.u

kPr

ovid

es a

ran

ge o

f ser

vice

s re

latin

g to

fina

ncia

l m

anag

emen

t, in

clud

ing

a di

scus

sion

foru

m, fi

nanc

e br

iefin

g an

d gu

idan

ce s

heet

s an

d so

urce

s of

fina

ncia

l m

anag

emen

t adv

ice.

Nort

her

n I

rela

nd

Cou

nci

l for

Volu

nta

ry A

ctio

n,

61 D

unca

irn G

arde

ns, B

elfa

st B

T15

2GB,

te

l: 02

8 90

87 7

777,

ww

w.n

icva

.org

Offi

ce o

f th

e Sc

ott

ish

Ch

ari

ty R

egu

lato

r, 2

nd F

loor

, Q

uadr

ant H

ouse

, 9 R

iver

side

Driv

e, D

unde

e D

D1

4NY,

te

l: 01

382

2204

46, w

ww

.osc

r.org

.uk

Scott

ish

Cou

nci

l for

Volu

nta

ry O

rgan

isatio

ns,

The

Man

sfiel

d Tr

aque

er C

entr

e, 1

5 M

ansfi

eld

Plac

e,

Edin

burg

h EH

3 6N

B, te

l: 01

31 5

56 3

882,

w

ww

.scv

o.or

g.uk

Volu

nta

ry a

nd

Com

mu

nity

Un

it, D

epar

tmen

t of

Soci

al D

evel

opm

ent,

Ligh

thou

se B

uild

ing,

1 C

rom

ac

BT7

1JB,

tel:

028

9082

942

4 , w

ww

.dsd

ni.g

ov.u

k

Wale

s C

ou

nci

l for

Volu

nta

ry A

ctio

n, B

altic

Hou

se,

Mou

nt S

tuar

t Squ

are,

Car

diff

Bay,

Car

diff

CF1

0 5F

H,

tel:

029

2043

170

0, 0

800

288

8329

(hel

pdes

k),

ww

w.w

cva.

org.

uk

info

rmat

ion

and

publ

icat

ions

on

finan

ce. R

efer

to

your

loca

l tel

epho

ne d

irect

ory

or s

ee

ww

w.n

acva

.org

.uk

13

Page 10: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

15

Wh

at

does

a t

reasu

rer

do?

The

role

of t

reas

urer

is im

port

ant,

dem

andi

ng a

nd

rew

ardi

ng. A

trea

sure

r ha

s re

spon

sibi

lity

for

the

grou

p fin

ance

s: H

e or

she

kee

ps th

e ca

sh b

ooks

up

to

date

, pay

s th

e pe

tty c

ash

and

prep

ares

bud

gets

and

ac

coun

ts. T

he tr

easu

rer

mak

es s

ure

that

the

acco

unts

ar

e in

telli

gibl

e an

d ac

cess

ible

to g

roup

mem

bers

, and

sh

ould

be

able

to r

epor

t on

the

stat

e of

the

grou

p’s

finan

ces

whe

neve

r re

quire

d.

Wha

t the

trea

sure

r do

es w

ill v

ary

from

one

gro

up

to a

noth

er, d

epen

ding

on

its s

ize

and

the

pers

on’s

ex

perie

nce.

In s

ome

case

s, th

e tr

easu

rer

may

hav

e ot

her

resp

onsi

bilit

ies

with

in th

e gr

oup.

In o

ther

s, th

e ta

sks

of tr

easu

rer

are

shar

ed b

etw

een

seve

ral p

eopl

e.

You

need

to a

gree

how

you

wis

h to

be

kept

info

rmed

of

the

grou

p fin

ance

s. It

is u

sefu

l to

have

fina

nce

as

an a

gend

a ite

m a

t eac

h co

mm

ittee

mee

ting

or, i

f the

am

ount

s in

volv

ed a

re v

ery

smal

l the

trea

sure

r co

uld

sim

ply

send

a c

opy

to e

very

one

annu

ally.

It’s

som

etim

es th

e tr

easu

rer’

s ro

le to

act

as

‘dev

il’s

advo

cate

’ whe

n th

e co

mm

ittee

is p

uttin

g to

geth

er

stra

tegi

c pl

ans.

A tr

easu

rer

shou

ld a

ctiv

ely

cons

ider

th

e fin

anci

al im

plic

atio

ns o

f pro

posa

ls, b

alan

cing

the

risks

and

ben

efits

, and

look

ing

for

poss

ible

pro

blem

s.

He

or s

he s

houl

d be

sat

isfie

d th

at s

trat

egic

pla

nnin

g al

way

s ta

kes

into

acc

ount

fina

ncia

l im

plic

atio

ns.

Gu

idel

ines

for

gro

up

tr

easu

rers

Good

pra

ctic

e p

oin

t

2 We

run

our

activ

ities

acco

rdin

g to

ou

r m

embe

rs’

need

s, in

a c

lear

an

d ac

coun

tabl

e m

anne

r

Page 11: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

1617

Ever

yone

mus

t fee

l tha

t the

y ha

ve s

hare

d in

fina

ncia

l de

cisi

ons.

Mis

take

s m

ay h

appe

n, a

nd m

oney

may

so

met

imes

be

was

ted,

but

you

can

lear

n by

you

r m

ista

kes

as w

ell a

s yo

ur s

ucce

sses

. If y

ou a

re s

een

to

be a

ctiv

e an

d us

eful

, eve

n if

this

invo

lves

taki

ng th

e od

d fin

anci

al r

isk,

you

are

mor

e lik

ely

to b

ecom

e w

ell

know

n an

d w

ell s

uppo

rted

.

Trea

sure

rs in

reg

iste

red

ch

ari

ties

In r

egis

tere

d ch

ariti

es, t

reas

urer

s ar

e ge

nera

lly

offic

ers

of th

e or

gani

satio

n, a

nd, a

s su

ch, h

ave

the

resp

onsi

bilit

ies

of a

trus

tee.

Ther

e is

an

unde

rlyin

g du

ty o

n al

l tru

stee

s, b

ut

part

icul

arly

the

trea

sure

r, to

ens

ure

that

the

reso

urce

s of

the

orga

nisa

tion

are

used

onl

y on

the

stat

ed a

ims

need

s to

be

wel

l-ac

quai

nted

with

the

orga

nisa

tion’

s co

nstit

utio

n or

oth

er g

over

ning

doc

umen

t.

Skill

s an

d q

ualit

ies

req

uir

ed in

a

trea

sure

r

Cer

tain

ski

lls a

re r

equi

red

for

the

role

to b

e pe

rfor

med

effe

ctiv

ely.

The

trea

sure

r sh

ould

:

in o

rder

to m

aint

ain

finan

cial

rec

ords

or

effe

ctiv

ely

supe

rvis

e ot

hers

who

per

form

this

task

stat

emen

t and

bal

ance

she

et

enfo

rcin

g an

d le

gisl

ativ

e bo

dies

whe

n th

e gr

oup

is

mak

ing

plan

s.

Beca

use

it is

the

trea

sure

r’s

resp

onsi

bilit

y to

follo

w

lega

l req

uire

men

ts im

pose

d on

cha

ritie

s, h

e or

she

ca

n so

met

imes

be

seen

as

putti

ng a

dam

per

on w

hat

mem

bers

wan

t to

do. S

ucce

ssfu

l tre

asur

ers

have

the

grou

p m

embe

rs a

nd m

eetin

g th

e re

quire

men

ts a

t the

sa

me

time.

If th

ere

is n

o su

ch c

ompr

omis

e av

aila

ble,

th

en th

e tr

easu

rer

mus

t be

prep

ared

to m

ake,

and

st

and

by, u

npop

ular

dec

isio

ns.

It is

a g

ood

idea

to h

ave

task

list

s fo

r al

l the

rol

es

in y

our

orga

nisa

tion

(see

‘Ro

les’

in B

ookl

et 1

G

etti

ng

star

ted)

. If y

ou a

re d

raw

ing

up a

task

list

for

a tr

easu

rer,

you

may

wan

t to

use

the

follo

win

g as

a

mod

el.

Page 12: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

19

Gen

eral r

ole

The

dutie

s of

the

trea

sure

r ar

e th

ose

of a

trus

tee*

, to

geth

er w

ith a

spe

cific

res

pons

ibili

ty to

wor

k in

clo

se

co-o

pera

tion

with

the

chai

rper

son

and

man

agem

ent

com

mitt

ee to

pro

vide

adv

ice

and

supp

ort o

n m

atte

rs

of a

fina

ncia

l nat

ure.

Prim

ary

du

ties

finan

cial

pol

icy

finan

cial

sta

tem

ents

and

bud

gets

in a

ccor

danc

e w

ith th

e fin

anci

al p

olic

y

affe

ctin

g th

e fin

anci

al m

anag

emen

t of t

he g

roup

an

d ad

vise

the

man

agem

ent c

omm

ittee

of t

heir

resp

onsi

bilit

ies

acco

rdin

gly

by tr

uste

es a

nd th

ose

who

run

the

grou

p, a

dvis

ing

on th

e fin

anci

al im

plic

atio

ns o

f the

se p

lans

, and

en

surin

g th

at th

e re

sour

ces

requ

ired

are

avai

labl

e

impl

emen

ting

prop

er a

ccou

ntin

g pr

oced

ures

and

co

ntro

ls to

dem

onst

rate

to th

e co

mm

ittee

the

finan

cial

inte

grity

of t

he g

roup

Trea

sure

r

*A t

rust

ee is

a m

embe

r of

the

man

agem

ent

com

mitt

ee. Th

ey a

re

usua

lly v

oted

on.

Som

e co

mm

ittee

s ha

ve a

fixe

d te

rm f

or t

rust

ees.

Page 13: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

20

carr

ied

out,

co-o

pera

ting

with

the

audi

tors

in

prov

idin

g in

form

atio

n an

d m

akin

g an

y ch

ange

s th

ey r

ecom

men

d

stat

us o

f the

gro

up, p

oint

ing

out k

ey fa

ctor

s an

d m

akin

g re

com

men

datio

ns fo

r an

y ap

prop

riate

ac

tion

inve

stm

ent r

esou

rces

in c

ompl

ianc

e w

ith th

e gr

oup’

s go

vern

ing

docu

men

t, po

licie

s an

d le

gal

requ

irem

ents

.

Oth

er d

utie

s

char

ity a

nd c

ompa

ny la

w, t

he g

roup

’s g

over

ning

do

cum

ent,

and

all o

ther

reg

ulat

ions

and

le

gisl

atio

n

are

appl

ied

only

in a

ccor

danc

e w

ith th

e gr

oup’

s st

ated

aim

s an

d ob

ject

ives

and

goal

set

ting,

and

eva

luat

ing

the

grou

p’s

activ

ities

the

grou

p, d

rivin

g an

d su

ppor

ting

its e

ffici

ent

man

agem

ent a

nd th

e ef

fect

ive

use

of it

s re

sour

ces.

Page 14: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

2322

Gu

idel

ines

on

work

ing

tog

eth

er –

fu

nd

rais

ing

1Th

ink

care

fully

bef

ore

emba

rkin

g on

fund

rais

ing

2D

ecid

e w

ho w

ill b

e re

spon

sibl

e

3D

evel

op a

fund

rais

ing

stra

tegy

or

plan

4M

ake

sure

you

com

ply

with

rel

evan

t leg

isla

tion

5Ta

ke c

are

over

fund

ing

requ

ests

and

app

licat

ions

6Ke

ep o

n go

od te

rms

with

cur

rent

and

pot

entia

l fu

nder

s

7Pr

esen

t you

rsel

ves

as a

res

pons

ible

gro

up

Rais

ing

mon

ey fo

r yo

ur s

elf h

elp

and

supp

ort g

roup

ca

n be

as

sim

ple

(suc

h as

spo

nsor

ed a

ctiv

ities

or

jum

ble

sale

s) o

r st

ruct

ured

(mai

l sho

ts to

loca

l firm

s)

as y

ou li

ke.

How

muc

h m

oney

you

nee

d to

rai

se v

arie

s tr

emen

dous

ly. S

ome

smal

l gro

ups

find

they

can

op

erat

e w

ithou

t hav

ing

to r

aise

any

mon

ey. M

ost

othe

r gr

oups

nee

d to

rai

se fu

nds,

but

req

uire

onl

y sm

all a

mou

nts

to r

un e

ffect

ivel

y. T

hey

orga

nise

a fe

w

jum

ble

sale

s a

year

.

How

ever

, if y

ou w

ant t

o of

fer

mor

e ac

tiviti

es a

nd

serv

ices

, the

n fu

ndra

isin

g be

com

es a

hig

her

prio

rity.

It’

s im

port

ant t

o st

ay fo

cuse

d on

wha

t you

rea

lly n

eed

mon

ey fo

r, an

d to

kee

p in

min

d yo

ur g

roup

’s a

ims

and

obje

ctiv

es. I

t can

be

tem

ptin

g to

fund

rais

e fo

r th

e sa

ke o

f it o

r to

app

ly fo

r gr

ants

bec

ause

they

are

com

ply

with

the

fund

ers’

crit

eria

.

Hav

ing

a go

od id

ea is

not

alw

ays

enou

gh, y

ou s

houl

d al

so a

ppea

r or

gani

sed

and

dem

onst

rate

that

you

ca

n de

liver

and

insp

ire c

onfid

ence

. The

follo

win

g fu

ndra

isin

g gu

idel

ines

may

hel

p.

Fun

dra

isin

g

Good

pra

ctic

e p

oin

t

2 We

run

our

activ

ities

acco

rdin

g to

ou

r m

embe

rs’

need

s, in

a c

lear

an

d ac

coun

tabl

e m

anne

r

Page 15: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

2524

Dev

elop

a f

un

dra

isin

g

stra

teg

y or

pla

n

This

will

enc

oura

ge p

eopl

e to

:

year

pla

n, r

evie

wed

ann

ually

, can

out

line

the

grou

p’s

need

s, a

ctio

n pl

an, c

osts

and

peo

ple

invo

lved

mon

ey fo

r, ho

w m

uch

you

requ

ire a

nd o

ver

wha

t pe

riod

The

stra

tegy

or

plan

cou

ld:

has

agre

ed to

hol

d du

ring

the

year

grou

p or

a s

ub-g

roup

3Th

ink

care

fully

bef

ore

em

bark

ing

on

fu

nd

rais

ing

You

coul

d as

k yo

urse

lves

:

need

s (o

ther

way

s m

ight

be

a fr

ee v

enue

or

a do

natio

n fr

om a

loca

l firm

).

Mac

mill

an.

Dec

ide

wh

o w

ill b

e re

spon

sib

le

You

coul

d:

not d

istr

act f

rom

sup

port

wor

k

rais

ing

mon

ey, a

s so

me

peop

le m

ay fi

nd it

too

dem

andi

ng.

1 2

Page 16: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

2627

Kee

p o

n g

ood

ter

ms

with

cu

rren

t an

d p

ote

ntia

l fu

nd

ers

You

coul

d:

effo

rts

to h

elp

your

selv

es

build

ing

rela

tions

hips

, and

you

may

wan

t to

appl

y ag

ain

6M

ake

su

re y

ou

com

ply

with

re

leva

nt

leg

isla

tion

This

cou

ld in

clud

e fu

ndra

isin

g by

:

Take

care

ove

r fu

nd

ing

req

ues

ts

an

d a

pp

licatio

ns

You

coul

d pr

epar

e by

:

ever

ywhe

re

help

in w

ritin

g an

d pr

epar

ing

fund

ing

prop

osal

s

inte

rest

s

it’s

a la

rge

sum

.

4 5

Page 17: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

2928

Key

res

ou

rces

Furt

her

read

ing

and

reso

urce

s ar

e lis

ted

belo

w.

Mac

mill

an c

an a

lso

prov

ide

info

rmat

ion,

pub

licat

ions

an

d tr

aini

ng.

Pub

licatio

ns

Avo

idin

g th

e w

aste

pape

r ba

sket

: a

prac

tica

l gu

ide

for

appl

yin

g to

gra

nt-

mak

ing

trus

ts (1

996)

Ti

m C

ook,

Ste

ve S

imps

on a

nd A

lan

Din

gle,

Lon

don

Jarg

on-f

ree

guid

e, w

ith ti

ps fo

r m

akin

g su

cces

sful

ap

plic

atio

ns, u

sing

rea

l-lif

e ex

ampl

es.

The

char

ity

shop

s h

andb

ook

(199

5) H

ilary

Blu

me,

D

irect

ory

of S

ocia

l Cha

nge

(ISBN

1 8

7386

0 77

3)

The

com

plet

e fu

ndr

aisi

ng

han

dboo

k (2

001)

Nin

a Bo

tting

and

Mic

hael

Nor

ton,

Dire

ctor

y of

Soc

ial

Cha

nge

(ISBN

1 9

0036

0 84

5)

The

dire

ctor

y of

gra

nt-

mak

ing

trus

ts 2

007/

8,D

irect

ory

of S

ocia

l Cha

nge

in a

ssoc

iatio

n w

ith C

AF

(ISBN

1 9

0399

1 79

4)

Fun

drai

sin

g fr

om c

ompa

nie

s (2

004)

Jill

Ritc

hie,

W

irem

ill P

ublis

hing

(ISB

N 1

905

053

00 2

)

Volu

nta

ry b

ut n

ot a

mat

eur:

a g

uide

to

the

law

fo

r vo

lun

tary

org

anis

atio

ns

(200

4) D

unca

n Fo

rbes

,

(ISBN

1 8

7258

2 32

X)

Incl

udes

a s

ectio

n on

legi

slat

ion

rela

ting

to fu

ndra

isin

g.

Pres

ent

you

rsel

ves

as

a

resp

on

sib

le g

rou

p

You

coul

d do

this

by:

appl

icab

le) f

or y

our

appl

icat

ion,

and

kee

ping

a

copy

acco

unts

, an

annu

al r

epor

t or

even

a b

usin

ess

plan

(inc

ludi

ng th

e ai

ms

and

obje

ctiv

es o

f the

gr

oup,

nam

es o

f com

mitt

ee m

embe

rs, a

nnua

l ac

coun

ts a

nd p

lans

for

the

com

ing

year

or

year

s)

requ

ire th

is) (

see

‘Cha

ritab

le s

tatu

s’ o

n pa

ge 6

4)

able

to a

ccep

t a g

rant

on

your

beh

alf.

7

Page 18: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

3031

Fun

der

fin

der

, 65

Ragl

an R

oad,

Lee

ds L

S2 9

DZ,

te

l: 01

13 2

43 3

008,

ww

w.fu

nder

finde

r.org

.uk

softw

are

pack

ages

(for

gro

ups

and

indi

vidu

als)

to

to h

elp

gran

t-se

eker

s pr

epar

e fu

ndin

g ap

plic

atio

ns

can

be d

ownl

oade

d fr

om th

e w

ebsi

te.

Inst

itute

of

Fun

dra

isin

g, P

ark

Plac

e, 1

2 La

wn

Lane

, Lo

ndon

SW

8 1U

D, t

el:

020

7840

100

0,

ww

w.in

stitu

te-o

f-fu

ndra

isin

g.or

g.uk

Nort

her

n I

rela

nd

Cou

nci

l for

Volu

nta

ry A

ctio

n,

61 D

unca

irn G

arde

ns, B

elfa

st B

T15

2GB,

te

l: 02

8 90

87 7

777,

ww

w.n

icva

.org

Scott

ish

Cou

nci

l for

Volu

nta

ry O

rgan

isatio

ns,

Man

sfiel

d Tr

aqua

ir C

entr

e, 1

5 M

ansfi

eld

Plac

e,

Edin

burg

h EH

3 6B

B, te

l: 01

31 5

56 3

882,

w

ww

.scv

o.or

g.uk

Wale

s C

ou

nci

l for

Volu

nta

ry A

ctio

n, B

altic

Hou

se,

Mou

nt S

tuar

t Squ

are,

Car

diff

Bay,

Car

diff

CF1

0 5F

H,

tel:

0800

288

832

9, w

ww

.wcv

a.or

g.uk

A g

uide

to

the

maj

or t

rust

s 20

07/0

8, v

olum

es 1

&

2, D

irect

ory

of S

ocia

l Cha

nge

(ISBN

s 1

9039

91 7

7 0

(vol

1),

1 90

3991

78

7 (v

ol 2

))

The

guid

e to

UK

com

pan

y gi

vin

g 20

07/0

8, J

ohn

Smyt

he, D

irect

ory

of S

ocia

l Cha

nge

(ISBN

1 9

0399

176

3)

Dir

ecto

ry o

f gr

ants

an

d fu

nds

for

Sco

tlan

d (2

004)

(ISBN

1 8

7090

4 98

2)

Org

an

isatio

ns

Ch

ari

ties

Aid

Fou

nd

atio

n, 2

5 Ki

ngs

Hill

Ave

nue,

Ki

ngs

Hill

, Wes

t Mal

ling,

Ken

t ME1

9 4T

A,

tel:

0173

2 52

0000

, ww

w.c

afon

line.

org

Ch

ari

ty C

om

mis

sion

for

Eng

lan

d a

nd

Wale

s,H

arm

swor

th H

ouse

, 13-

15 B

ouve

rie S

tree

t, Lo

ndon

EC

4Y 8

DP,

tel:

0845

300

021

8,

ww

w.c

harit

y-co

mm

issi

on.g

ov.u

k

Dir

ecto

ry o

f So

cial C

han

ge,

24

Step

hens

on W

ay,

Lond

on N

W1

2DP,

tel:

020

7391

480

0,

ww

w.d

sc.o

rg.u

k Pu

blis

hes

a la

rge

num

ber

of p

ublic

atio

ns a

nd r

uns

cour

ses

on fu

ndra

isin

g.

Page 19: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

32

Web

site

s

ww

w.c

om

pan

ygiv

ing.

org

.uk

Con

tain

s th

e sa

me

info

rmat

ion

liste

d in

The

gui

de to

U

Kco

mpa

ny g

ivin

g, a

nd is

reg

ular

ly u

pdat

ed.

ww

w.f

un

dra

isin

g.co

.uk

Info

rmat

ion

rela

ting

to a

ll fo

rms

of fu

ndra

isin

g,

incl

udin

g de

tails

of t

rain

ing

and

publ

icat

ions

.

ww

w.t

rust

fun

din

g.org

.uk

Con

tain

s al

l the

sam

e da

ta a

s Fu

nder

finde

r’s

Gra

nt-

Subs

crib

ers

are

sent

e-m

ails

ale

rtin

g th

em w

hen

upda

tes

are

mad

e.

ww

w.d

sc.o

rg.u

kTh

e D

irect

ory

of S

ocia

l Cha

nge

publ

ishe

s re

gion

al

fund

ing

guid

es. T

he w

ebsi

te a

lso

has

a gu

ide

to

char

itabl

e tr

usts

in N

orth

ern

Irel

and.

Page 20: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

3435

Plan

ah

ead

new

mem

bers

, rec

ruiti

ng v

olun

teer

s, fi

ndin

g pr

emis

es, f

undr

aisi

ng

plan

you

r pu

blic

ity w

ork

acco

rdin

gly

invi

te b

usy

peop

le s

uch

as y

our

loca

l may

or o

r M

P

to a

nsw

er p

hone

cal

ls o

r re

ply

to e

mai

ls?

Dec

ide

on

you

r ke

y m

essa

ges

Dra

w u

p a

list o

f thr

ee k

ey p

oint

s yo

u w

ant t

o ge

t ac

ross

eve

ry ti

me

your

gro

up is

pub

licis

ed, s

o th

at

you

build

up

a co

nsis

tent

iden

tity

in th

e pu

blic

min

d.

If yo

u ac

hiev

e th

is, p

eopl

e w

ill h

ave

a be

tter

chan

ce

of u

nder

stan

ding

wha

t you

are

abo

ut a

nd w

hat y

ou

offe

r. Fo

r ex

ampl

e:

to h

ome

for

peop

le w

ith c

ance

r an

d th

eir

fam

ilies

drop

-in

cent

re, h

ome

and

hosp

ital v

isiti

ng, a

nd

free

com

plem

enta

ry th

erap

ies

1 2

All

self

help

and

sup

port

gro

ups

or s

ervi

ces,

wha

teve

r th

eir

size

, nee

d pu

blic

ity to

sur

vive

. Peo

ple

will

onl

y jo

in, u

se y

our

serv

ices

, sup

port

you

and

giv

e yo

u m

oney

if th

ey h

ave

hear

d of

you

. Eve

ry le

tter,

emai

l,

to-f

ace

mee

ting

you

mak

e is

pub

licity

that

can

hel

p cr

eate

a g

ood

or a

bad

imag

e of

you

r w

ork.

Goo

d pu

blic

rel

atio

ns (P

R) is

abo

ut c

omm

unic

atin

g th

e be

nefit

s of

you

r w

ork

in a

cle

ar a

nd a

cces

sibl

e w

ay. Y

ou n

eed

to s

how

peo

ple

the

rele

vanc

e of

you

r se

rvic

es to

thei

r ow

n liv

es, a

nd d

emon

stra

te h

ow y

ou

can

and

do m

ake

a di

ffere

nce.

Gu

idel

ines

on

pu

blic

ity

1Pl

an a

head

2D

ecid

e on

you

r ke

y m

essa

ges

3D

efine

you

r ta

rget

aud

ienc

e

4En

sure

you

mak

e an

impa

ct

5ap

proa

ch to

equ

al o

ppor

tuni

ties

6A

sk fo

r as

sist

ance

7Sh

are

the

wor

kloa

d

8C

onsi

der

the

best

way

to r

each

you

r ta

rget

au

dien

ce

9M

onito

r an

d ev

alua

te

Pub

licis

ing

you

rsel

ves

Good

pra

ctic

e p

oin

t

2 We

run

our

activ

ities

acco

rdin

g to

ou

r m

embe

rs’

need

s, in

a c

lear

an

d ac

coun

tabl

e m

anne

r

Page 21: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

3736

stat

ions

, pos

ters

in y

our

loca

l hos

pita

ls a

nd

surg

erie

s fo

r a

larg

e m

eetin

g fo

r th

e pu

blic

and

pr

ofes

sion

als

in y

our

area

. (Th

is m

etho

d is

ver

y ef

fect

ive

for

rais

ing

inte

rest

in a

new

gro

up.)

Make

su

re y

ou

r p

ub

licity

refl

ects

th

e g

rou

p’s

ap

pro

ach

to e

qu

al

op

port

un

ities

This

cou

ld in

clud

e:

wel

com

ing

and

open

to a

ll

soci

ety

lang

uage

s if

thos

e la

ngua

ges

will

be

spok

en a

t the

gr

oup

mat

eria

l, m

akin

g su

re y

ou in

clud

e bl

ack

and

min

ority

eth

nic

pres

s, c

omm

unity

gro

ups,

gro

ups

for

peop

le w

ith d

isab

ilitie

s or

men

tal h

ealth

pr

oble

ms,

stu

dent

uni

ons,

etc

.

Ask

for

ass

ista

nce

Don

’t be

afr

aid

of a

skin

g fo

r su

ppor

t fro

m lo

cal

peop

le w

ho m

ay b

e ha

ppy

to d

onat

e th

eir

skill

s to

a

good

cau

se. T

hey

coul

d in

clud

e:

5 6

offe

r vi

tal s

ervi

ces

keep

it s

hort

and

sim

ple

(KIS

S).

Defi

ne

you

r ta

rget

au

die

nce

Wor

k ou

t who

you

wan

t to

reac

h m

ost w

ith y

our

publ

icity

. Thi

s co

uld

be:

supp

orte

rs

such

as

heal

th p

rofe

ssio

nals

, com

mun

ity w

orke

rs,

volu

ntar

y gr

oups

, loc

al h

ospi

ces

and

soci

al

wor

kers

.

Ensu

re y

ou

make

an

imp

act

and

wor

d of

mou

th

even

ts a

nd a

ctiv

ities

. For

exa

mpl

e:

in n

ewsp

aper

s fo

r a

smal

l fun

drai

sing

eve

nt

such

as

a co

ffee

mor

ning

incl

udin

g th

e lo

cal n

ewsp

aper

and

rad

io

3 4

Page 22: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

3839

Plan

nin

g a

nd

pre

para

tion

best

way

to d

o it

and

the

cost

s

Skill

s re

quire

d: r

esea

rch

skill

s, a

n at

tent

ion

to

deta

il, a

n ab

ility

to b

rief a

nd in

volv

e gr

oup

mem

bers

abo

ut k

ey d

ecis

ions

.

Ensu

rin

g t

he

gro

up’

s p

ub

licity

mate

rial i

s p

rod

uce

d w

ell

to h

elp

with

des

ign

erro

rs

mat

eria

ls

give

s yo

u a

clea

r id

entit

y.

Skill

s re

quire

d: c

lear

writ

ing

skill

s, g

ood

team

pl

ayer

, atte

ntio

n to

acc

urac

y of

text

and

layo

ut,

desi

gn s

kills

.

Giv

ing

inte

rvie

ws

an

d t

alk

s (s

ee b

ox o

n fo

llow

ing

page

s)

serv

ice

your

pub

licity

mat

eria

ls

mig

ht b

e ab

le to

sug

gest

prin

ters

)

give

you

som

e of

thei

r tim

e an

d ad

vice

.

Share

th

e w

ork

load

Ever

yone

has

a r

ole

to p

lay

in ‘t

alki

ng u

p’ th

e gr

oup.

H

owev

er, i

t is

a go

od id

ea:

For

exam

ple:

expe

rienc

e of

pub

licity

wor

k, o

r is

inte

rest

ed in

do

ing

such

wor

k

is a

ll ab

out n

etw

orki

ng, a

nd s

potti

ng g

ood

oppo

rtun

ities

even

ts a

yea

r, ha

ve o

ne p

erso

n re

spon

sibl

e fo

r pu

blic

ity

activ

ities

, avo

id o

ver-

burd

enin

g on

e pe

rson

by

divi

ding

jobs

up.

Exa

mpl

es o

f how

to d

o th

is

follo

w:

7

Page 23: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

4041

effe

ctiv

e w

ay o

f rea

chin

g sm

all n

umbe

rs o

f pe

ople

. It i

s al

so a

goo

d w

ay o

f fol

low

ing

up a

m

ailin

g to

con

firm

rec

eipt

and

get

feed

back

.

can

arra

nge

to m

eet k

ey p

eopl

e fr

om y

our

targ

et

audi

ence

and

intr

oduc

e yo

ur w

ork.

your

con

tact

det

ails

and

out

linin

g yo

ur s

ervi

ces

coul

d be

dis

play

ed in

pro

min

ent l

ocat

ions

in y

our

cent

res.

The

se n

eed

to b

e re

plac

ed a

nd r

efre

shed

re

gula

rly.

be d

istr

ibut

ed to

mem

bers

, hea

lth p

rofe

ssio

nals

an

d ot

her

inte

rest

ed in

divi

dual

s.

anno

unce

det

ails

of y

our

mee

tings

and

oth

er

even

ts a

t the

ir m

eetin

gs.

talk

s ab

out y

our

wor

k to

oth

er o

rgan

isat

ions

.

wha

t you

can

offe

r th

em.

No

one

way

is b

ette

r th

an a

noth

er. T

he b

est m

etho

d is

to u

se lo

ts o

f diff

eren

t way

s to

pub

licis

e yo

urse

lf.

thou

gh e

very

one

has

hear

d of

them

.

ensu

re y

ou a

re g

ivin

g ou

t the

rig

ht in

form

atio

n,

and

resp

ectin

g gr

oup

mem

bers

’ wis

hes

in e

very

talk

and

inte

rvie

w

Skill

s re

quire

d: s

tory

telli

ng s

kills

to g

et p

eopl

e’s

inte

rest

.

Net

work

ing

and

arra

ngin

g to

mee

t key

figu

res

in y

our

com

mun

ity in

clud

ing

heal

th p

rofe

ssio

nals

, co

mm

unity

lead

ers,

soc

ial w

orke

rs a

nd lo

cal

volu

ntar

y or

gani

satio

ns.

with

you

at a

ll tim

es s

o yo

u ca

n ex

chan

ge

info

rmat

ion

with

peo

ple

you

mee

t.

Skill

s re

quire

d: a

bilit

y to

get

on

with

peo

ple

and

mak

e co

nnec

tions

.

Con

sid

er t

he

bes

t w

ay

to r

each

yo

ur

targ

et a

ud

ien

ce

The

met

hods

of p

ublic

ity y

ou u

se w

ill d

epen

d on

wha

t yo

u ar

e pu

blic

isin

g, a

nd w

ho y

ou w

ant t

o at

trac

t. Th

ey c

ould

incl

ude:

indi

vidu

als,

usi

ng h

eade

d pa

per

with

you

r co

ntac

t de

tails

.

8

Page 24: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

4342

Giv

ing

a t

alk

ab

ou

t yo

ur

gro

up

Ther

e ar

e m

any

way

s to

giv

e an

effe

ctiv

e pu

blic

talk

not s

ure

on th

e be

st w

ay to

pre

sent

you

r gr

oup

in

publ

ic, o

r yo

u fin

d it

hard

to o

rgan

ise

info

rmat

ion,

yo

u m

ight

wan

t to

use

the

follo

win

g as

a b

asic

gui

de.

Kn

ow

you

r au

die

nce

Befo

re y

ou m

ake

your

spe

ech,

res

earc

h w

ho y

ou w

ill

be s

peak

ing

to s

o th

at y

ou c

an r

efer

to th

eir

wor

k an

d in

tere

sts.

Thi

nk a

bout

why

you

r au

dien

ce w

ould

be

inte

rest

ed in

wha

t you

are

doi

ng a

nd h

ow y

our

serv

ices

can

ben

efit t

hem

.

Intr

od

uce

you

rsel

f

Expl

ain

how

you

got

invo

lved

in y

our

grou

p, h

ow it

he

lped

you

, and

(if r

elev

ant)

how

you

mov

ed fr

om

findi

ng to

giv

ing

supp

ort.

Make

it p

erso

nal

Thro

ugho

ut y

our

spee

ch, t

ry to

tell

a st

ory

that

you

r lis

tene

rs c

an r

elat

e to

. Don

’t be

afr

aid

to s

peak

from

th

e he

art.

It m

akes

mor

e im

pact

.*

Intr

od

uce

you

r g

rou

p

Talk

abo

ut h

ow y

our

grou

p st

arte

d an

d th

e ch

alle

nges

it

has

face

d.

*Rem

embe

r to

res

pect

th

e co

nfide

ntia

lity

of

your

gro

up a

t al

l tim

es

if yo

u us

e st

orie

s th

at

are

not

your

ow

n.

Mon

itor

an

d e

valu

ate

It is

use

ful t

o lo

ok a

t how

effe

ctiv

e yo

ur p

ublic

ity h

as

been

. You

cou

ld:

(see

‘Gu

idel

ines

to w

ork

ing

with

th

e m

edia

’,

pag

e 44)

valu

e of

you

r se

rvic

es

you

can

build

up

rela

tions

hips

and

bui

ld o

n an

y m

omen

tum

you

hav

e cr

eate

d

whe

ther

you

are

hap

py w

ith p

ublic

ity

9

Page 25: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

4445

Maki

ng

con

tact

s

If yo

u w

ant t

o us

e m

edia

out

lets

suc

h as

new

spap

ers,

lo

cal r

adio

or

loca

l tel

evis

ion

to p

ublic

ise

your

gro

up,

ther

e ar

e so

me

poin

ters

on

how

to m

ake

cont

act:

liste

ned

to th

eir

radi

o st

atio

n, o

r w

atch

ed th

eir

talk

. If n

ot, a

sk w

hen

to c

all b

ack

dead

lines

: w

hen

do th

ey li

ke to

be

cont

acte

d?

peop

le p

refe

r ne

ws

rele

ases

to b

e po

sted

, som

e pr

efer

faxe

s or

em

ails

inte

rest

ed in

othe

r ne

cess

ary

cont

act d

etai

ls

call:

ope

n a

file,

rec

ord

date

s, w

hat y

ou d

iscu

ssed

, an

d an

y co

vera

ge y

ou r

ecei

ved

talk

ed a

bout

bef

ore

med

ia in

futu

re.

1Br

ing

th

e au

die

nce

up

to d

ate

with

yo

ur

serv

ices

Expl

ain

wha

t you

r gr

oup

does

now

and

how

you

are

in

volv

ed. T

alk

abou

t the

ran

ge o

f ser

vice

s yo

u of

fer.

Emp

hasi

se y

ou

r ach

ieve

men

ts

have

a fe

w fa

cts

and

figur

es to

han

d, s

uch

as h

ow

man

y pe

ople

with

can

cer

you

have

hel

ped,

or

how

m

any

fam

ily m

embe

rs.

Hit

them

with

you

r co

ncl

usi

on

Win

d up

by

rem

indi

ng th

e au

dien

ce th

at y

ou a

re

a vo

lunt

ary

grou

p, r

elia

nt o

n fu

ndra

isin

g an

d do

natio

ns. T

ell t

hem

how

they

can

hel

p.

Gu

idel

ines

to w

ork

ing

with

th

e m

edia

1M

akin

g co

ntac

ts

2W

ritin

g a

pres

s re

leas

e

3Ta

lkin

g to

the

med

ia

Page 26: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

4647

and

how

to c

onta

ct it

afte

r ‘E

nds’

, und

er th

e he

adin

g ‘N

otes

for

edito

rs’.

Sam

ple

pre

ss

rele

ase

1 M

ay 2

005

For

imm

edia

te r

elea

sePr

ess

info

rmat

ion

Loca

l MP

back

s n

ew c

an

cer

gro

up

Loca

l MP

for

Blan

k, B

lank

Bla

nk, w

ill g

ive

her

back

ing

to th

e ca

use

of s

uppo

rtin

g pe

ople

with

can

cer

at th

e la

unch

of B

lank

Can

cer

Blan

k St

reet

.

The

grou

p’s

foun

der,

N B

lank

, com

men

ted:

‘W

e ar

e de

light

ed to

ha

ve th

is v

ote

of c

onfid

ence

from

our

loca

l MP.

We

will

nee

d al

l the

su

ppor

t we

can

get f

rom

bus

ines

s pe

ople

, ele

cted

rep

rese

ntat

ives

an

d co

mm

unity

lead

ers

to h

elp

us to

hel

p pe

ople

with

can

cer.

visi

ting,

com

plem

enta

ry th

erap

ies

and

coun

selli

ng. P

eopl

e ca

n fin

d ou

t mor

e by

con

tact

ing

our

help

line.

Ms

Blan

k, M

P ad

ded:

‘W

e ar

e al

l inc

reas

ingl

y af

fect

ed b

y ca

ncer

an

d it

is v

ital t

hat t

here

sho

uld

be s

uppo

rt fo

r pe

ople

clo

se to

hom

e w

hen

they

mos

t nee

d it.

I am

del

ight

ed to

be

pres

ent a

t the

ope

ning

of

this

gro

up a

nd w

ish

its fo

unde

rs e

very

suc

cess

.’

Ends

For

mor

e in

form

atio

n pl

ease

con

tact

B B

lank

, tel

: bl

ank

(eve

ning

s an

d w

eeke

nds)

or

blan

k (d

aytim

e)

Note

s fo

r ed

itors

Can

cer

Supp

ort G

roup

Bla

nk w

ill b

e ru

n by

peo

ple

with

can

cer

for

peop

le w

ith c

ance

r, pr

ovid

ing

emot

iona

l and

pra

ctic

al s

uppo

rt c

lose

to

hom

e.

It w

ill o

ffer

the

follo

win

g se

rvic

es:

hom

e an

d ho

spita

l vis

iting

, te

leph

one

supp

ort,

coun

selli

ng, a

nd c

ompl

emen

tary

ther

apie

s.

Peop

le w

ith c

ance

r, th

eir

fam

ily m

embe

rs, p

artn

ers

and

care

rs c

an

cont

act t

he g

roup

at b

lank

, tel

: bl

ank.

The

line

is o

pen

from

9am

to

5pm

, wee

kday

s.

Wri

ting

a p

ress

rel

ease

A p

ress

rel

ease

, sen

t to

the

right

peo

ple

at th

e rig

ht

time,

can

be

a ve

ry e

ffect

ive

way

of g

aini

ng p

ublic

ity.

Her

e ar

e so

me

tips

on h

ow to

pro

duce

a g

ood

one:

the

date

at t

he to

p

incl

ude

‘for

imm

edia

te r

elea

se’ a

t the

top

addr

ess,

pho

ne n

umbe

r, fa

x an

d em

ail a

t the

top

of th

e fir

st p

age

end

of th

e fir

st (a

nd s

ubse

quen

t) pa

ges

noth

ing

abou

t you

and

you

r w

ork

para

grap

h

whe

re, w

hen

and

why

(in

any

orde

r)

nam

e, te

leph

one

num

bers

(wor

k, h

ome,

mob

ile)

and

emai

l sho

uld

be c

lear

ly p

rinte

d at

the

end

2

Page 27: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

4849

Her

e ar

e so

me

othe

r tip

s yo

u m

ight

find

use

ful w

hen

talk

ing

to th

e pr

ess:

stor

y ac

cess

ible

poin

ters

bas

ed o

n yo

ur k

now

ledg

e: fo

r ex

ampl

e ‘I

wis

h I’d

foun

d su

ppor

t out

side

my

fam

ily e

arlie

r. I’d

adv

ise

othe

rs to

thin

k ab

out w

hat s

uppo

rt

mig

ht b

e he

lpfu

l to

them

at th

e en

d of

the

inte

rvie

w to

ens

ure

you

have

be

en fa

irly

repr

esen

ted.

will

be

quot

ed in

bef

ore

publ

icat

ion

to c

heck

for

accu

racy

(jou

rnal

ists

ofte

n do

n’t a

gree

to th

is)

Be a

war

e th

at h

avin

g yo

ur n

ame

and

phot

o in

the

med

ia m

ight

brin

g ab

out m

ore

atte

ntio

n th

an y

ou a

re

prep

ared

for.

If yo

u ar

e a

very

priv

ate

pers

on, fi

nd

som

eone

who

doe

sn’t

min

d th

is.

3Ta

lkin

g t

o t

he

med

ia

If yo

ur p

ress

rel

ease

get

s th

e in

tere

st o

f the

med

ia,

you

will

hav

e be

aten

off

fierc

e co

mpe

titio

n, s

o w

ell

done

. It’s

pos

sibl

e th

ey w

ill n

ow w

ant t

o in

terv

iew

you

or

ano

ther

mem

ber

of y

our

grou

p:

wha

t the

jour

nalis

t will

wan

t to

ask,

how

long

the

inte

rvie

w w

ill b

e, a

nd h

ow it

will

be

used

be m

ore

in c

ontr

ol

pers

on y

ou w

ould

like

you

r co

mm

ents

to b

e ad

dres

sed

to, a

nd im

agin

e yo

u ar

e ta

lkin

g to

th

em. T

hat w

ay y

ou w

ill ta

lk o

n th

e rig

ht le

vel

subj

ect t

han

the

jour

nalis

t

anec

dote

s to

get

the

mes

sage

acr

oss

expe

rt o

n ev

eryt

hing

wha

teve

r ha

ppen

s (h

avin

g a

rem

inde

r ca

rd to

ha

nd c

an h

elp)

.

Page 28: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

5051

Dir

ecto

ry o

f So

cial C

han

ge,

24

Step

hens

on W

ay,

Lond

on N

W1

2DP,

tel:

0845

0 77

77

07,

ww

w.d

sc.o

rg.u

kRu

ns c

ours

es in

com

mun

icat

ions

ski

lls.

The

Med

ia T

rust

, Riv

erw

alk

Hou

se, 1

57-1

61

Mill

bank

, Lon

don

SW1P

4RR

, tel

: 02

0 72

17 3

717,

w

ww

.med

iatr

ust.o

rgH

elps

cha

ritie

s w

ith c

omm

unic

atio

ns a

nd d

ealin

g w

ith

the

med

ia.

Lon

don

Volu

nta

ry S

ervi

ce C

ou

nci

l, 35

6 H

ollo

way

Ro

ad, L

ondo

n N

7 6P

A, t

el:

020

7700

810

7,

ww

w.a

ctio

nlin

k.or

g.uk

Runs

cou

rses

in c

omm

unic

atio

ns s

kills

.

Key

res

ou

rces

Furt

her

read

ing

and

reso

urce

s ar

e lis

ted

belo

w.

Mac

mill

an c

an a

lso

prov

ide

info

rmat

ion,

pub

licat

ions

an

d tr

aini

ng.

Pub

licatio

ns

The

DIY

gui

de t

o pu

blic

rel

atio

ns:

for

ch

arit

ies,

vo

lun

tary

org

anis

atio

ns

and

com

mun

ity

grou

ps

(199

9) M

oi A

li, D

irect

ory

of S

ocia

l Cha

nge

(ISBN

1 9

0036

0 53

5)

Prom

otin

g yo

ur c

ause

: a

guid

e fo

r fu

ndr

asie

rs

and

cam

paig

ner

s (2

002)

Kar

en G

ilchr

ist,

Dire

ctor

y of

Soc

ial C

hang

e (IS

BN 1

900

360

95 0

)

Org

an

isatio

ns

Plea

se fe

el fr

ee to

con

tact

Mac

mill

an C

ance

r Su

ppor

tfo

r ad

vice

. We

offe

r tr

aini

ng in

pub

licis

ing

your

gro

up

and

pres

enta

tion

skill

s, te

l: 02

0 70

91 2

010,

ww

w.

mac

mill

an.o

rg.u

k

Ch

ari

ties

Aid

Fou

nd

atio

n, 2

5 Ki

ngs

Hill

Ave

nue,

Ki

ngs

Hill

, Wes

t Mal

ling,

Ken

t ME1

9 4T

A,

tel:

0173

2 52

0000

, ww

w.c

afon

line.

org

Natio

nal A

ssoci

atio

n f

or

Volu

nta

ry a

nd

C

om

mu

nity

Act

ion

may

be

able

to o

ffer

info

rmat

ion

ww

w.n

acvs

.org

.uk

Page 29: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

Nat

iona

l org

anis

atio

ns h

elpi

ng p

eopl

e w

ith c

ance

r va

ry e

norm

ousl

y in

siz

e an

d fo

cus.

Som

e, s

uch

as

Mac

mill

an C

ance

r Su

ppor

t and

Can

cerb

acku

p, o

ffer

a

such

as

the

Uni

ted

King

dom

Bra

in T

umou

r So

ciet

y

radi

othe

rapy

inju

ries)

, foc

us o

n a

parti

cula

r ty

pe o

f ca

ncer

or

them

e.

Link

s be

twee

n na

tiona

l pat

ient

-led

orga

nisa

tions

an

d lo

cal g

roup

s ca

n ha

ve b

enefi

ts, b

ut c

an a

lso

betw

een

natio

nal a

nd lo

cal p

riorit

ies.

The

ben

efits

of

natio

nal-

loca

l n

etw

ork

s

Loca

l gro

ups

can

be r

egar

ded

as b

ranc

hes,

au

tono

mou

s gr

oups

, loc

al c

omm

ittee

s w

ith d

eleg

ated

po

wer

s, o

r fr

anch

ises

of t

he n

atio

nal o

rgan

isat

ion

can

prov

ide

mor

e in

form

atio

n on

the

natu

re o

f the

se

diffe

rent

stru

ctur

es).

Ther

e ar

e st

rong

rea

sons

for

bein

g pa

rt of

suc

h a

netw

ork.

Her

e ar

e so

me

of th

e be

nefit

s:

Gain

ing a

natio

nal/

loca

l pro

file

Nat

iona

l and

loca

l gro

ups

can

com

plem

ent e

ach

othe

r’s

wor

k an

d pr

even

t dup

licat

ion.

A lo

cal g

roup

Lin

kin

g y

ou

rsel

f w

ith a

n

atio

nal o

rgan

isatio

n

53

Page 30: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

5455

of s

timul

atio

n an

d he

lp e

nsur

e th

at a

nat

iona

l or

gani

satio

n do

es n

ot g

et s

et in

its

way

s.

Adm

inis

tratio

nN

atio

nal b

odie

s ca

n of

ten

cove

r so

me

basi

c ad

min

istra

tive

task

s an

d he

lp w

ith e

stab

lishi

ng

char

itabl

e st

atus

. The

y m

ay b

e ab

le to

pro

vide

a

char

ity n

umbe

r to

thei

r af

filia

ted

grou

ps, a

nd a

re li

kely

to

hav

e a

mod

el c

onst

itutio

n th

at g

roup

s ca

n us

e.

Pote

ntia

l dif

ficu

lties

in

loca

l-n

atio

nal n

etw

ork

s

Ther

e m

ay b

e te

ethi

ng p

robl

ems

whe

n de

velo

ping

su

ch li

nks,

but

don

’t be

dis

hear

tene

d. C

once

ntra

te

on o

bser

ving

wha

t wor

ks a

nd w

hat d

oesn

’t so

that

m

ista

kes

can

be a

verte

d in

the

futu

re.

Are

as to

look

out

for

are:

Cri

teri

a f

or

affi

liatio

nA

lthou

gh lo

cal a

nd n

atio

nal o

rgan

isat

ions

may

cov

er

com

mon

gro

und,

the

way

in w

hich

they

wis

h to

wor

k m

ay b

e di

ffere

nt. L

ocal

gro

ups

have

to a

gree

to fu

lfil

certa

in c

riter

ia if

they

wis

h to

car

ry th

e na

me

of th

e na

tiona

l org

anis

atio

n, a

nd s

ome

find

this

pro

blem

atic

. Yo

u ha

ve to

dec

ide

whe

ther

it w

ould

be

mor

e be

nefic

ial t

o ad

apt a

nd b

e af

filia

ted,

or

to s

tay

the

sam

e an

d go

it a

lone

.

Adm

inis

tratio

nLo

cal g

roup

s so

met

imes

find

that

som

e of

the

wor

k th

at c

omes

with

bei

ng p

art o

f a n

atio

nal n

etw

ork,

can

bene

fit fr

om b

eing

atta

ched

to a

n or

gani

satio

n w

ith a

goo

d na

tiona

l pro

file

and

the

natio

nal b

ody

can

bene

fit fr

om g

ood

wor

k ca

rrie

d ou

t on

a lo

cal

leve

l. Fo

r in

stan

ce, a

nat

iona

l org

anis

atio

n m

ight

car

ry

out r

esea

rch

on c

ance

r po

licy

issu

es th

at lo

cal g

roup

s ca

n us

e as

the

basi

s fo

r a

loca

l cam

paig

n, a

nd lo

cal

grou

ps c

ould

pro

vide

exa

mpl

es a

nd c

ase

stud

ies

to

the

natio

nal b

ody.

Support

Setti

ng u

p a

loca

l ven

ture

can

be

daun

ting

for

peop

le

with

lim

ited

expe

rienc

e in

the

field

, and

sup

port

from

pe

ople

with

the

know

-how

can

be

inva

luab

le. A

na

tiona

l bod

y m

ay a

lso

be th

e so

urce

of r

esou

rces

an

d fu

ndra

isin

g he

lp fo

r lo

cal g

roup

s.

Info

rmatio

nN

atio

nal o

rgan

isat

ions

can

be

a go

od c

entra

l sou

rce

of in

form

atio

n ab

out s

ervi

ces

for

loca

l gro

ups.

Conta

cts

Nat

iona

l and

loca

l org

anis

atio

ns c

an o

ften

prov

ide

each

oth

er w

ith s

peak

ers,

con

tact

s w

ith o

ther

gro

ups

and

orga

nisa

tions

, net

wor

king

opp

ortu

nitie

s an

d in

tern

atio

nal l

inks

.

Com

munic

atio

nIf

grou

ps w

ork

as p

art o

f a n

etw

ork,

info

rmat

ion

that

for

inst

ance

thro

ugh

a na

tiona

l new

slet

ter.

Kee

pin

g the

org

anis

atio

n d

ynam

icBe

caus

e th

ey r

epre

sent

the

loca

l nee

ds o

f peo

ple

affe

cted

by

canc

er, l

ocal

gro

ups

can

be a

sou

rce

Page 31: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

5657

can

feed

thei

r vi

ews

into

the

natio

nal n

etw

ork.

An

effe

ctiv

e na

tiona

l org

anis

atio

n w

ill b

e co

mm

itted

to

orga

nisa

tion.

Gro

up w

ork

ing

The

way

mem

bers

rel

ate

to e

ach

othe

r w

hen

runn

ing

loca

l gro

ups

can

be d

iffer

ent t

han

in n

atio

nal

orga

nisa

tions

. In

smal

l gro

ups,

the

mem

bers

invo

lved

ar

e of

ten

jugg

ling

this

wor

k w

ith o

ther

dem

ands

on

thei

r tim

e.

Perc

eptio

n o

f gro

ups

Gro

ups

that

are

par

t of a

nat

iona

l org

anis

atio

n fo

r sp

ecifi

c ca

ncer

will

be

seen

to b

e sp

ecia

lists

in

this

are

a. T

hey

will

be

expe

cted

to h

ave

up to

dat

e in

form

atio

n on

the

late

st r

esea

rch

and

treat

men

ts.

If th

e gr

oup/

serv

ice

cann

ot p

rovi

de th

is th

ey n

eed

to

thin

k ab

out w

here

they

can

ref

er th

e pe

rson

affe

cted

by

can

cer.

such

as

pape

rwor

k, ta

kes

mor

e tim

e th

an a

ntic

ipat

ed.

The

grou

p m

ay fe

el u

nder

pre

ssur

e fr

om th

e na

tiona

l or

gani

satio

n.

Kee

pin

g in

form

edC

omm

unic

atio

n ne

eds

to b

e a

two-

way

pro

cess

. Bo

th n

atio

nal a

nd lo

cal b

odie

s ne

ed to

ens

ure

that

ev

eryo

ne is

info

rmed

and

invo

lved

. Som

e ap

poin

t a

dedi

cate

d lia

ison

per

son

for

this

pur

pose

.

Lack

of

support

Som

etim

es a

gro

up h

as e

xpec

tatio

ns o

f the

sup

port

it w

ill r

ecei

ve fr

om th

e na

tiona

l bod

y th

at a

re im

poss

ible

to

fulfi

l.

Financi

al o

blig

atio

ns

A lo

cally

-affi

liate

d gr

oup

may

be

aske

d to

rai

se fu

nds

or p

ay a

sub

scrip

tion

to th

e na

tiona

l bod

y. W

hat

prop

ortio

n of

the

mon

ies

rais

ed g

o in

to th

e na

tiona

l po

t is

a co

mm

on c

ause

for

deba

te. G

roup

s sh

ould

en

sure

that

thei

r m

embe

rs a

re in

form

ed a

nd in

volv

ed

in fi

nanc

ial m

atte

rs fr

om th

e ea

rly s

tage

s.

Difficu

lties

work

ing toget

her

Ther

e ar

e bo

und

to b

e di

sagr

eem

ents

, but

thou

ght

and

atte

ntio

n to

det

ail i

n th

e ea

rly s

tage

s of

a

rela

tions

hip

can

save

tim

e an

d tro

uble

late

r. Fl

exib

ility,

go

od c

omm

unic

atio

n an

d de

moc

ratic

pra

ctic

e ar

e of

ten

the

key

to a

har

mon

ious

rel

atio

nshi

p.

Perc

eive

d top

-dow

n c

ontr

ol

Gro

ups

atta

chin

g th

emse

lves

form

ally

to n

atio

nal

orga

nisa

tions

nee

d to

be

awar

e of

the

way

s th

ey

Page 32: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

59

Earl

y st

ag

es

If yo

u in

tend

to m

ake

your

gro

up n

atio

nal,

don’

t try

to

set

up

too

muc

h to

o so

on, e

spec

ially

if th

ere

are

a lim

ited

num

ber

of m

embe

rs in

volv

ed.

Plan

nin

g a

s a g

rou

p

Som

e na

tiona

l org

anis

atio

ns s

tart

as

a re

sult

of o

ne

or m

ore

indi

vidu

als

wan

ting

to e

nsur

e be

tter

supp

ort

for

othe

rs w

ith s

imila

r ex

perie

nces

. The

re is

ofte

n a

high

deg

ree

of p

erso

nal i

nvol

vem

ent.

This

may

mea

n th

at a

s th

e or

gani

satio

n ev

olve

s, a

nd o

ther

peo

ple

com

e on

boa

rd w

ith th

eir

own

idea

s of

wha

t nee

ds

to b

e do

ne, d

ifficu

lties

can

aris

e. T

he e

arly

pla

nnin

g pr

oces

s m

ight

take

acc

ount

of t

his,

and

per

haps

pr

ovid

e fo

r so

me

key

play

ers

to s

tep

back

onc

e th

e na

tiona

l org

anis

atio

n is

est

ablis

hed.

As

man

y m

embe

rs a

s po

ssib

le s

houl

d be

invo

lved

ea

rly o

n in

the

plan

ning

. Agr

eein

g co

mm

on g

oals

an

d th

e pa

ce a

t whi

ch th

e or

gani

satio

n w

ishe

s to

w

ork

can

be d

ifficu

lt fo

r th

ose

who

sta

rted

out

with

sp

ecifi

c id

eas

of h

ow th

ings

sho

uld

go. I

t’s a

goo

d id

ea to

rev

iew

reg

ular

ly h

ow e

very

one

feel

s to

ens

ure

you’

re o

n tr

ack.

Beco

min

g a

natio

nal

org

an

isatio

n

Page 33: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

6061

Main

tain

ing

rel

atio

nsh

ips

with

lo

cal g

rou

ps

Nat

iona

l and

loca

l bod

ies

have

ver

y di

vers

e ne

eds,

and

mee

ting

thos

e ne

eds

take

s tim

e an

d co

mm

itmen

t. Tr

ust a

nd c

onfid

ence

can

be

lost

if th

e lo

cal g

roup

s fe

el o

ut o

f tou

ch w

ith w

hat t

he n

atio

nal

body

is d

oing

. Cre

atin

g go

od c

omm

unic

atio

n ch

anne

ls c

an th

eref

ore

help

ens

ure

that

you

con

tinue

to

mee

t the

nee

ds o

f you

r m

embe

rs.

New

slet

ters

, for

ums,

net

wor

king

opp

ortu

nitie

s an

d re

gion

al m

eetin

gs c

an a

ll he

lp y

ou w

ork

tow

ards

a

unite

d na

tiona

l str

uctu

re. L

et lo

cal g

roup

s kn

ow h

ow

you

can

be e

asily

acc

esse

d to

pro

vide

info

rmat

ion

and

supp

ort.

It m

ay b

e re

leva

nt to

pro

duce

a b

ranc

h m

anua

l tha

t offe

rs g

ood

prac

tice

guid

ance

on

how

th

ey c

an w

ork

with

the

natio

nal b

ody.

Sup

port

fro

m M

acm

illan

Can

cer

Sup

port

Mac

mill

an c

an p

rovi

de c

ontin

uing

sup

port

to p

eopl

e in

volv

ed in

evo

lvin

g na

tiona

l org

anis

atio

ns. T

his

is

offe

red

face

-to-

face

or

by te

leph

one,

or

via

besp

oke

trai

ning

and

lite

ratu

re. W

e al

so g

ive

finan

cial

sup

port

to

new

initi

ativ

es, a

nd c

an p

rovi

de o

ppor

tuni

ties

for

links

and

dia

logu

e w

ith o

ther

org

anis

atio

ns.

An

ap

pro

pri

ate

con

stitu

tion

the

resp

onsi

bilit

ies

of a

nat

iona

l org

anis

atio

n (w

hich

ne

eds

to r

epor

t to

all i

ts m

embe

rs) r

athe

r th

an th

e lo

cal o

utlo

ok o

f a lo

cal o

rgan

isat

ion.

Qu

alit

y is

sues

Nat

iona

l org

anis

atio

ns n

eed

to p

ay p

artic

ular

ly c

lose

at

tent

ion

to th

eir

repu

tatio

n, w

hich

will

als

o af

fect

th

e re

puta

tion

of lo

cally

affi

liate

d gr

oups

. By

wor

king

to

war

ds d

emon

stra

ble

qual

ity s

tand

ards

, nat

iona

l gr

oups

can

enc

oura

ge a

ttent

ion

and

invo

lvem

ent

from

bot

h th

e pu

blic

and

hea

lth p

rofe

ssio

nals

.

Con

stan

tly e

valu

atin

g th

e w

ork

of th

e na

tiona

l or

gani

satio

n an

d en

surin

g th

at m

embe

rs’ n

eeds

ar

e be

ing

met

can

attr

act n

ew g

roup

s fo

r af

filia

tion,

pr

ovid

e a

mod

el o

f goo

d pr

actic

e fo

r lo

cal g

roup

s an

d at

trac

t fun

ding

and

spo

nsor

ship

. For

more

in

form

atio

n s

ee ‘Q

ualit

y st

an

dard

s’,

pag

e 74

.

Get

ting

su

pp

ort

Indi

vidu

als

wor

king

in n

atio

nal o

rgan

isat

ions

nee

d su

ppor

t jus

t as

muc

h as

thos

e in

loca

l gro

ups.

It’s

a

good

idea

to d

iscu

ss w

hat m

embe

rs w

ould

find

mos

t us

eful

, for

exa

mpl

e w

heth

er th

ey w

ould

pre

fer

peer

or

pro

fess

iona

l sup

port

(se

e ‘S

up

port

’ in

Bookl

et

3Su

ppor

tin

g ea

ch o

ther

). R

egul

ar r

evie

w o

r ev

alua

tion

of s

uppo

rt n

eeds

is r

ecom

men

ded.

Page 34: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

62

Key

res

ou

rces

Furt

her

read

ing

and

reso

urce

s ar

e lis

ted

belo

w.

Pub

licatio

ns

Self

-hel

p g

rou

ps:

get

ting

sta

rted

, ke

epin

g g

oin

g

(199

8) J

udy

Wils

on, R

A W

ilson

and

Jan

Mye

rs

(ISBN

0 8

7425

9 00

3)

Org

an

isatio

ns

Natio

nal C

ou

nci

l for

Volu

nta

ry O

rgan

isatio

ns,

Rege

nt’s

Wha

rf, 8

All

Sain

ts S

tree

t, Lo

ndon

N1

9RL,

te

l: 08

00 2

79 8

798,

ww

w.n

cvo-

vol.o

rg.u

k

Page 35: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

6465

Wh

at

are

th

e ad

van

tag

es a

nd

dis

ad

van

tag

es o

f h

avi

ng

ch

ari

tab

le s

tatu

s?

Ad

van

tag

es

Thes

e in

clud

e:

and

Gift

Aid

on

dona

tions

orga

nisa

tions

will

onl

y fu

ndra

ise

for,

or d

onat

e to

, re

gist

ered

cha

ritie

s

advi

ce o

n al

l asp

ects

of c

harit

y la

w.

Dis

ad

van

tag

es

Thes

e in

clud

e:

polit

ical

aim

s

trad

ing

activ

ities

user

s ar

e on

its

com

mitt

ee, i

t is

esse

ntia

l to

ensu

re

mem

bers

can

be

pers

onal

ly li

able

if a

ny lo

sses

re

sult

whe

re th

ey h

ave

acte

d in

bre

ach

of tr

ust

Ch

ari

tab

le s

tatu

s

This

is a

com

plex

sub

ject

, but

one

whi

ch s

ome

grou

ps

will

hav

e to

con

side

r. So

me

basi

c in

form

atio

n is

gi

ven

belo

w, f

or fu

rthe

r in

form

atio

n se

e Vo

lunt

ary

but n

ot a

mat

eur

or c

onta

ct th

e C

harit

y C

omm

issi

on,

reso

urce

s).

Ch

ari

tab

le p

urp

ose

s

Ther

e ar

e cu

rren

tly fo

ur b

road

hea

ding

s fo

r ch

arita

ble

purp

oses

:

com

mun

ity.

In a

dditi

on, a

ll pu

rpos

es m

ust b

e fo

r th

e be

nefit

of t

he

com

mun

ity o

r a

cert

ain

sect

ion

of it

.

Defi

nitio

n: A

cha

rity

is a

n or

gani

satio

n es

tabl

ishe

d

excl

usiv

ely

for

char

itabl

e pu

rpos

es. So

, if

your

gro

up h

as

excl

usiv

ely

char

itabl

e ai

ms,

it is

tec

hnic

ally

a c

hari

ty a

nd, if

in E

ngla

nd o

r W

ales

, m

ay h

ave

to r

egis

ter

with

the

Cha

rity

Com

mis

sion

.

Page 36: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

6667

SCV

O’s

gui

de t

o co

nst

itut

ion

s an

d ch

arit

able

st

atus

This

gui

de ta

kes

you

thro

ugh

the

proc

ess

of a

lterin

g yo

ur c

onst

itutio

n or

set

ting

up a

cha

rity

in S

cotla

nd.

It al

so o

utlin

es th

e be

st le

gal s

truc

ture

to a

dopt

, th

e pr

oced

ures

for

beco

min

g a

char

ity a

nd m

odel

co

nstit

utio

ns a

ppro

ved

by th

e In

land

Rev

enue

.

Org

an

isatio

ns

Ch

ari

ty C

om

mis

sion

for

Eng

lan

d a

nd

Wale

s,13

-15

Bouv

erie

Str

eet,

Lond

on E

C4Y

8D

P, te

l: 08

45 3

00 0

218,

ww

w.c

harit

y-co

mm

issi

on.g

ov.u

k

ther

e is

no

equi

vale

nt b

ody

in S

cotla

nd o

r N

orth

ern

Irel

and.

Ch

ari

ty A

dvi

ce S

ervi

ce, N

ort

her

n I

rela

nd

Cou

nci

l fo

r Volu

nta

ry A

ctio

n, 6

1 D

unca

irn G

arde

ns, B

elfa

st

BT15

2G

B, te

l: 02

8 90

87 7

777,

ww

w.n

icva

.org

Scott

ish

Cou

nci

l for

Volu

nta

ry O

rgan

isatio

ns,

Man

sfiel

d Tr

aqua

ir C

entr

e, 1

5 M

ansfi

eld

Plac

e,

Edin

burg

h EH

3 6B

B, te

l: 01

31 5

56 3

882,

w

ww

.scv

o.or

g.uk

Offi

ce o

f th

e Sc

ott

ish

Ch

ari

ty R

egu

lato

r, 2

nd F

loor

, Q

uadr

ant H

ouse

, 9 R

iver

side

Driv

e, D

unde

e D

D1

4NY,

te

l: 01

382

2240

46, w

ww

.osc

r.org

.uk

Engl

and

and

Wal

es

Scot

land

and

N

orth

ern

Irel

and

can

invo

lve

a lo

t of a

dmin

istr

atio

n. F

or e

xam

ple

as

char

ities

are

pub

licly

acc

ount

able

, acc

ount

s m

ust

be m

ade

avai

labl

e to

any

mem

ber

of th

e pu

blic

on

req

uest

.

Key

res

ou

rces

Furt

her

read

ing

and

reso

urce

s ar

e lis

ted

belo

w.

Mac

mill

an c

an a

lso

prov

ide

info

rmat

ion,

pub

licat

ions

an

d tr

aini

ng.

Pub

licatio

ns

Ch

arit

able

sta

tus:

adv

ice

not

e 1,

Nor

ther

n Ir

elan

d

ww

w.n

icva

.org

Look

s at

adv

anta

ges

and

disa

dvan

tage

s of

cha

ritab

le

stat

us fo

r gr

oups

in N

orth

ern

Irel

and

and

give

s st

ep

by s

tep

guid

ance

on

how

to o

btai

n it.

Ch

arit

able

sta

tus:

a p

ract

ical

han

dboo

k (2

003)

A

ndre

w P

hilli

ps, D

irect

ory

of S

ocia

l Cha

nge,

(IS

BN 1

900

360

83 7

)

Gui

dan

ce:

sett

ing

up a

ch

arit

y in

Sco

tlan

d,

ww

w.h

mrc

.gov

.uk/

guid

ance

/cha

rity-

scot

land

.htm

Page 37: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

68

Web

site

s

Inla

nd

Rev

enu

e: w

ww

.hm

rc.g

ov.u

k/ch

ariti

esIn

form

atio

n re

latin

g to

run

ning

cha

ritie

s.

Volu

nta

ry a

nd

Com

mu

nity

Un

it, N

orth

ern

Irel

and

Dep

artm

ent f

or S

ocia

l Dev

elop

men

t: w

ww

.dsd

ni.g

ov.u

k

Page 38: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

whe

re g

roup

s ca

n ac

cess

tem

plat

e co

nstit

utio

ns a

nd

crea

te th

eir

own

by s

tatin

g th

eir

obje

ctiv

es. H

owev

er,

it is

not

rec

omm

ende

d to

follo

w th

ese

tem

plat

es

stric

tly b

ecau

se g

roup

s ac

ross

the

UK

oper

ate

very

di

ffere

ntly

and

hav

e di

ffere

nt p

urpo

ses.

Mor

eove

r, th

ese

mod

els

cove

r al

l typ

es o

f cha

ritab

le a

ctiv

ities

. Yo

u m

ay fi

nd it

mos

t use

ful t

o lo

ok a

t con

stitu

tions

fr

om g

roup

s si

mila

r to

you

rs.

Key

res

ou

rces

Furt

her

read

ing

and

reso

urce

s ar

e lis

ted

belo

w.

Mac

mill

an c

an a

lso

prov

ide

info

rmat

ion,

pub

licat

ions

an

d tr

aini

ng.

Pub

licatio

ns

The

char

itie

s m

anua

l: a

com

plet

e gu

ide

to

volu

nta

ry o

rgan

isat

ion

man

agem

ent,

ed.

Jac

ki

Reas

on, I

nstit

ute

of C

hart

ered

Sec

reta

ries

and

Adm

inis

trat

ors

(ISBN

1 8

6720

1 12

5)

The

char

ity

trus

tee’

s h

andb

ook

(200

1) M

ike

East

woo

d, D

irect

ory

of S

ocia

l Cha

nge/

Cha

ritie

s A

id

Foun

datio

n (IS

BN 1

900

360

88 8

)

Just

abo

ut m

anag

ing?

Eff

ecti

ve m

anag

emen

t fo

r vo

lun

tary

org

anis

atio

ns

and

com

mun

ity

grou

ps

Cou

ncil

(ISBN

1 8

7258

2 86

3)

7071

Unl

ess

you

inte

nd to

em

ploy

sta

ff or

take

on

prop

erty

, it

is p

roba

ble

that

you

can

rem

ain

an u

ninc

orpo

rate

d as

soci

atio

n an

d yo

u ar

e no

t req

uire

d by

law

to s

eek

any

appr

oval

bef

ore

setti

ng u

p.

Det

ails

of o

ther

form

s of

str

uctu

re a

re g

iven

in

Volu

ntar

y bu

t not

am

ateu

r(s

ee K

ey r

esou

rces

).

Con

stitu

tion

s

It is

use

ful f

or a

ny o

rgan

isat

ion,

how

ever

info

rmal

,

rule

s ag

reed

by

the

team

that

des

crib

e ho

w y

ou w

ill

oper

ate.

Thi

s ca

n co

ver

who

the

mem

bers

are

, you

r ai

ms,

and

how

you

will

mak

e su

re th

at e

very

one

has

thei

r sa

y at

mee

tings

. The

rul

es c

an h

ave

vario

us

artic

les

(for

a co

mpa

ny) o

r tr

ust d

eed

(for

a ch

arita

ble

trus

t).

A fo

rmal

con

stitu

tion

(rat

her

than

a b

asic

set

of r

ules

) ne

eds

to b

e ca

refu

lly w

orde

d in

lega

l lan

guag

e. If

yo

u de

cide

to w

rite

your

ow

n, y

ou w

ill n

eed

lega

l ad

vice

. Alte

rnat

ivel

y, th

e C

harit

y C

omm

issi

on fo

r En

glan

d an

d W

ales

, the

Nor

ther

n Ir

elan

d C

ounc

il

cons

titut

ion.

The

y pu

blis

h a

book

let t

hat g

ives

det

ails

of

wha

t a c

onst

itutio

n/go

vern

ing

docu

men

t is

and

the

proc

ess

that

gro

ups

shou

ld fo

llow

whe

n pr

epar

ing

one,

incl

udin

g fin

anci

al c

ontr

ols.

It a

lso

has

a se

ctio

n

Leg

al s

tru

ctu

res

Page 39: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

72

Volu

nta

ry b

ut n

ot a

mat

eur:

a g

uide

to

the

law

fo

r vo

lun

tary

org

anis

atio

ns

(200

4) D

unca

n Fo

rbes

,

(ISBN

1 8

7258

2 32

X).

Ava

ilabl

e fr

om w

ww

.lvsc

.org

.uk

Ch

oosi

ng

an

d P

rep

ari

ng

a G

ove

rnin

g D

ocu

men

t (2

007)

Cha

rity

Com

mis

sion

. Can

be

dow

nloa

ded

at

ww

w.c

harit

y-co

mm

issi

on.g

ov.u

k/Li

brar

y/pu

blic

atio

ns/

pdfs

/cc2

2tex

t.pdf

Web

site

s

Ch

ari

ty C

om

mis

sion

for

Eng

lan

d a

nd

Wale

s w

ww

.cha

rity-

com

mis

sion

.gov

.uk

Inla

nd

Rev

enu

e w

ww

.hm

rc.g

ov.u

k/ch

ariti

esIn

form

atio

n re

latin

g to

run

ning

cha

ritie

s.

Nort

her

n I

rela

nd

Cou

nci

l for

Volu

nta

ry A

ctio

n

(NIC

VA

) w

ww

.nic

va.o

rg

Scott

ish

Cou

nci

l for

Volu

nta

ry O

rgan

isatio

ns

(SC

VO

) w

ww

.scv

o.or

g.uk

‘I w

ish

that

we

had

agre

ed u

pon

a fix

ed t

erm

for

the

cha

ir o

f

our

com

mitt

ee. H

e ha

s be

en in

the

pos

t fo

r fa

r to

o lo

ng a

nd

is s

tiflin

g an

y ne

w in

itiat

ives

.’ A

nony

mou

s pa

rtic

ipan

t fr

om a

Net

wor

king

Day

Page 40: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

For

exam

ple:

fund

ing?

agai

nst a

rec

ogni

sed

mod

el h

elp

you

gain

fu

ndin

g?

prof

essi

onal

s if

you

coul

d sh

ow th

at y

ou fo

llow

ce

rtai

n qu

ality

sta

ndar

ds?

Can

cer

self

help

and

sup

port

ser

vice

s th

at r

ecog

nise

th

e ne

ed fo

r qu

ality

sta

ndar

ds w

ill tr

y to

add

ress

and

m

aint

ain

good

pra

ctic

e. T

his

may

be

acco

rdin

g to

a

reco

gnis

ed m

odel

or

stan

dard

, whi

ch h

as b

een

disc

usse

d an

d ag

reed

to b

y m

embe

rs.

Get

ting

to g

rip

s w

ith

qu

alit

y st

an

dard

s

Gro

ups

som

etim

es fi

nd it

diffi

cult

to d

ecid

e ho

w to

ad

dres

s th

e is

sue

of q

ualit

y st

anda

rds

in th

e pr

ovis

ion

conc

erns

abo

ut u

nder

-per

form

ing

and

resi

stan

ce to

ch

ange

can

all

play

a p

art.

Ant

icip

atin

g th

ese

conc

erns

and

giv

ing

suffi

cien

t tim

e to

the

issu

e ca

n be

cen

tral

to a

gro

up’s

su

cces

s. It

may

be

usef

ul to

con

tact

oth

er g

roup

s th

at u

se e

xist

ing

syst

ems

to g

ain

the

bene

fit o

f the

ir ex

perie

nce.

7475

Qu

alit

y st

an

dard

s

Wh

at

are

qu

alit

y st

an

dard

s?

Qua

lity

stan

dard

s ar

e a

mea

ns o

f dem

onst

ratin

g to

an

yone

with

cur

rent

or

pote

ntia

l inv

olve

men

t with

th

e gr

oup

that

it is

wel

l run

and

acc

ount

able

to it

s m

embe

rs;

that

ther

e is

the

mea

ns to

ass

ess

and

impr

ove

the

wor

k ca

rrie

d ou

t and

that

this

is r

evie

wed

on

a r

egul

ar b

asis

.

Peop

le s

omet

imes

thin

k th

at fo

rmal

-sou

ndin

g te

rms

such

as

‘qua

lity

stan

dard

s’ c

ut a

cros

s va

lued

pr

inci

ples

abo

ut th

e in

form

ality

of s

uppo

rt. B

ut

this

is n

ot n

eces

saril

y th

e ca

se. P

eopl

e lo

okin

g fo

r su

ppor

t can

be

reas

sure

d if

you

can

dem

onst

rate

go

od p

ract

ice

and

qual

ity. H

avin

g qu

ality

sta

ndar

ds

enco

urag

es c

redi

bilit

y in

the

eyes

of t

he p

ublic

, hea

lth

prof

essi

onal

s an

d po

tent

ial f

unde

rs.

Add

ress

ing

issu

es o

f qua

lity

can

also

mot

ivat

e pe

ople

wan

t. It

is a

way

of b

eing

acc

ount

able

to a

ll th

ose

who

hav

e an

inte

rest

in th

e se

rvic

es th

at y

ou o

ffer.

Wh

at

do q

ualit

y st

an

dard

s m

ean

for

you

?

How

you

app

roac

h th

e is

sue

of q

ualit

y is

up

to y

ou,

and

will

larg

ely

depe

nd o

n yo

ur a

ims.

In s

ettin

g up

a

new

gro

up, o

r re

view

ing

the

wor

k of

an

exis

ting

one,

as

king

que

stio

ns a

bout

you

r ai

ms

and

obje

ctiv

es m

ay

help

set

the

qual

ity a

gend

a.

Page 41: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

1. M

acm

illan

Can

cer

Sup

port

’sG

ood

prac

tice

gu

idel

ines

A G

ood

Prac

tice

Reso

urce

Pac

k w

as o

rigin

ally

pr

oduc

ed in

199

7, a

s th

e re

sult

of li

aiso

n be

twee

n C

ance

rlink

and

rep

rese

ntat

ives

of t

he g

roup

s ne

twor

k. It

incl

uded

goo

d pa

ctic

e gu

idel

ines

for

self

help

and

sup

port

gro

ups.

Thes

e gu

idel

ines

hav

e si

nce

been

rev

iew

ed, u

pdat

ed

and

adde

d to

, with

the

aim

of h

elpi

ng g

roup

s fu

rthe

r ad

dres

s is

sues

aro

und

good

pra

ctic

e an

d ef

ficie

nt

wor

king

. The

res

ult i

s th

is s

erie

s of

four

Goo

d pr

actic

e gu

idel

ines

boo

klet

s, o

f whi

ch th

is is

the

last

. You

m

ay fi

nd it

rea

ssur

es p

oten

tial f

unde

rs a

nd h

ealth

pr

ofes

sion

als

that

you

wor

k us

ing

thes

e bo

okle

ts.

2. M

acm

illan

Can

cer

Sup

port

’s C

an

cer

Sup

port

C

ertifi

cate

Mac

mill

an a

lso

offe

rs th

e C

ance

r Su

ppor

t Cer

tifica

te,

a qu

alifi

catio

n de

velo

ped

for

peop

le w

ho s

uppo

rt

Col

lege

Net

wor

k, w

hich

gra

nts

educ

atio

nal a

war

ds in

m

any

subj

ects

to a

dult

lear

ners

, esp

ecia

lly to

peo

ple

for

who

m tr

aditi

onal

qua

lifica

tions

are

inac

cess

ible

or

inap

prop

riate

. Thi

s qu

alifi

catio

n en

able

s gr

oups

to

impr

ove

som

e of

thei

r pr

actic

es, w

hich

in tu

rn

is a

mea

ns o

f est

ablis

hing

bet

ter

links

with

hea

lth

prof

essi

onal

s. C

onta

ct M

acm

illan

for

furt

her

deta

ils.

3. In

vest

ing

in V

olu

nte

ers

Base

d on

the

prin

cipl

es o

f Inv

esto

rs in

Peo

ple,

this

fo

cuse

s on

goo

d pr

actic

e in

man

agin

g vo

lunt

eers

(s

ee ‘K

ey r

esou

rces

’ fo

r fu

rth

er in

form

atio

n).

7677

As

a fir

st s

tep,

it m

ay b

e he

lpfu

l for

you

r gr

oup

to

wor

k th

roug

h th

e fo

llow

ing

ques

tions

:

affe

cted

by

canc

er?

itsel

f?

bein

g ac

hiev

ed?

serv

ices

furt

her?

Be c

lear

abo

ut w

hy y

ou w

ant f

orm

al s

tand

ards

and

w

hat y

ou h

ope

it w

ill a

chie

ve fo

r yo

ur g

roup

or

orga

nisa

tion.

Be

sim

ple

and

real

istic

abo

ut w

hat i

s ac

hiev

able

. If a

ddre

ssin

g is

sues

of q

ualit

y ta

kes

mor

e tim

e th

an p

rovi

ding

key

ser

vice

s yo

u’ll

need

to th

ink

agai

n to

est

ablis

h a

mor

e co

mfo

rtab

le b

alan

ce. A

co

mm

itmen

t to

achi

evin

g go

od s

tand

ards

of s

ervi

ce

is e

ssen

tial t

o en

surin

g a

succ

essf

ul g

roup

that

can

be

of b

enefi

t to

peop

le a

ffect

ed b

y ca

ncer

.

Qu

alit

y st

an

dard

s yo

u c

an

use

Ther

e ar

e a

num

ber

of w

ays

of w

orki

ng to

war

ds g

ood

prac

tice

or q

ualit

y st

anda

rds,

som

e m

ore

form

al th

an

othe

rs.

Page 42: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

Web

site

s

Ch

ari

ties

Evalu

atio

n S

ervi

ce

ww

w.c

es-v

ol.o

rg.u

k

Inve

stin

g in

Volu

nte

ers

ww

w.in

vest

ingi

nvol

unte

ers.

org.

uk

Inve

stors

in P

eop

le

ww

w.in

vest

orsi

npeo

ple.

co.u

k

Natio

nal C

ou

nci

l for

Volu

nta

ry O

rgan

isatio

ns

(NC

VO

) w

ww

.ncv

o-vo

l.org

.uk

Train

ing

The

Ch

ari

ties

Evalu

atio

n S

ervi

ce (

CES

),te

l: 02

0 77

13 5

722,

ww

w.c

es-v

ol.o

rg.u

k

prov

idin

g ad

vice

and

info

rmat

ion

rega

rdin

g ev

alua

tion

and

qual

ity s

yste

ms

in th

e vo

lunt

ary

sect

or.

7879

Key

res

ou

rces

Furt

her

read

ing

and

reso

urce

s ar

e lis

ted

belo

w. T

here

ar

e m

any

othe

r w

ays

of a

cqui

ring

qual

ity s

tand

ards

.

Pub

licatio

ns

The

adop

tion

an

d us

e of

qua

lity

syst

ems

in t

he

volu

nta

ry s

ecto

r: r

esea

rch

rep

ort

(200

4) Q

ualit

y

App

roac

hin

g qu

alit

y: a

gui

de t

o th

e ch

oice

s yo

u co

uld

mak

e (1

999)

Qua

lity

Stan

dard

s Ta

sk G

roup

,

Firs

t st

eps

in q

ualit

y (2

005)

Cha

ritie

s Ev

alua

tion

Serv

ice

(ISBN

1 8

9796

3 20

30)

, ww

w.c

es-v

ol.o

rg.u

k ‘E

ntry

leve

l’ in

form

atio

n on

qua

lity

assu

ranc

e. C

an b

e do

wnl

oade

d fr

om th

e w

ebsi

te.

Get

tin

g re

ady

for

qual

ity:

lear

nin

g fr

om

expe

rien

ce (2

004)

Qua

lity

Stan

dard

s Ta

sk G

roup

,

ww

w.n

cvo-

vol.o

rg.u

k/pu

blic

atio

ns

Page 43: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

Aud

iting

acc

ount

s9

Cha

ritab

le s

tatu

s64

Con

stitu

tion

70

Fina

ncia

l rec

ords

8

Fund

rais

ing

22

Lega

l str

uctu

res

70

Med

ia, t

alki

ng to

the

48

Mon

ey, M

anag

ing

4

Nat

iona

l-lo

cal n

etw

orks

, ben

efits

of

53

Nat

iona

l org

anis

atio

n, B

ecom

ing

a59

Nat

iona

l org

anis

atio

n, L

inki

ng y

ours

elf w

ith a

53

PR, p

ublic

rel

atio

ns34

Pres

s re

leas

e, w

ritin

g a

46

Publ

icis

ing

your

selv

es34

Qua

lity

stan

dard

s73

Talk

, giv

ing

one

abou

t you

r gr

oup

43

Trea

sure

rs, G

uide

lines

for

15

Ind

ex

81

Page 44: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

8283

Self

help

and

sup

port

gro

ups

are

for

peop

le

affe

cted

by

canc

er to

sha

re in

form

atio

n, g

ive

and

rece

ive

supp

ort,

and

to m

eet o

ther

s w

ith

sim

ilar

expe

rienc

es. T

heir

purp

ose

is to

hel

p

peop

le to

find

way

s to

cop

e w

ith th

eir

canc

er

expe

rienc

e.

Man

y of

the

good

pra

ctic

e gu

idel

ines

in

thes

e bo

okle

ts w

ill a

lso

be a

ppro

pria

te fo

r

user

gro

ups,

whi

ch a

re fo

r pe

ople

wan

ting

to u

se th

eir

expe

rienc

e of

can

cer

to m

ake

chan

ges

in th

e w

ay th

at h

ealth

ser

vice

s ar

e

deliv

ered

. The

ir pu

rpos

e is

to g

athe

r id

eas

and

info

rmat

ion

and

feed

them

bac

k to

heal

th p

rofe

ssio

nals

thro

ugh

the

appr

opria

te

chan

nels

.

Self

hel

p a

nd

su

pp

ort

or

use

r g

rou

p?

The

othe

r bo

okle

ts in

the

Good

pra

ctic

e g

uid

elin

esse

ries

cove

r th

e fo

llow

ing

subj

ects

:

Bookl

et 1

, G

etti

ng

star

ted,

is fo

r pe

ople

thin

king

of

set

ting

up a

new

gro

up o

r se

rvic

e, a

nd c

over

s pl

anni

ng, f

requ

ently

ask

ed q

uest

ions

, set

ting

aim

s an

d ob

ject

ives

, allo

catin

g ro

les

and

mak

ing

the

mos

t of

mee

tings

.

Bookl

et 2

, Ru

nn

ing

it w

ell,

offe

rs g

uida

nce

on

stan

dard

s su

ch a

s co

nfide

ntia

lity,

equ

al o

ppor

tuni

ties,

w

orki

ng w

ith p

rofe

ssio

nals

and

pro

vidi

ng

com

plem

enta

ry th

erap

ies,

as

wel

l as

a se

ctio

n on

‘tr

oubl

esho

otin

g’ p

robl

ems

that

may

aris

e in

you

r gr

oup.

Bookl

et 3

, Su

ppor

tin

g ea

ch o

ther

, is

for

thos

e gr

oups

who

pla

n to

offe

r a

stru

ctur

ed s

uppo

rt s

ervi

ce,

and

cove

rs is

sues

suc

h as

trai

ning

and

sup

ervi

sion

, as

wel

l as

deal

ing

with

loss

, ter

min

al il

lnes

s an

d be

reav

emen

t.

Page 45: dON iTrIH - Macmillan Cancer Support€¦ · London NW1 2DP, tel: 020 7209 5151, Provides publications and training in financial management. National Association for Voluntary and

For further copies, call us on 0800 500 800 or visit www.be.macmillan.org.uk

Macmillan Cancer Support89 Albert Embankment, London SE1 7UQTel 0800 500 800CancerLine 0808 808 2020www.macmillan.org.uk

© Macmillan Cancer Support, April 2008 MAC11214_DMacmillan Cancer Support, registered charity number 261017.Isle of Man charity number 604.Review date December 2010.

This paper is 100% recycled – please recycle

Macmillan Cancer Support improves the lives of people affected by cancer. We provide practical, medical, emotional and financial support and push for better cancer care. One in three of us will get cancer. 1.2 million of us are living with it. We are all affected by cancer. We can all help. We are Macmillan.