Embed Size (px)
DESCRIPTION
Citation preview
Working effectively with your Trustee Board to
achieve fundraising success
Declaration
All information is given by the Institute of Fundraising as current best practice, or is existing research which is credited. However, this is not a substitute for professional legal or financial advice.
Trustee Development Cycle
Recruit / Review
Induct / Train
InspireInfiltrate
Acknowledge
Recruit / Review
Induct / Train
Legal Duties
Trustees have an overriding duty to act in the best interests of the charity. In doing so, they must act prudently, balancing issues of resourcing and potential risks to the charity. Trustees’ duty of care requires that they exercise reasonable care\and skill in carrying out their responsibilities.
8CC20 Charity Commission
DutiesIn general Trustees must: Ensure that the charity complies with charity
law Ensure that the charity complies with the
rules set out in its governing document Comply with the requirements of other
legislation and regulators Act with integrity and avois and conflicts of
interest
9CC20 Charity Commission
Trustees
Appoint, support and monitor the CEO
To be ‘guardians of the mission’
To take a long term view
Should govern not manage!
10CC20 Charity Commission
Sources
Grant-making Trusts and Foundations
Corporate Sector
Individuals
Groups
Earned Income
Public Sector
12
£4.43
£7.00
£25.50
£3.17
£1.73
£1.94
£1.67
£3.54
£1.75
£4.24
Corporate
Trusts
Legacies
Major Donor Programmes
Competitions/Lotteries
Special Events
Direct Marketing
Committed Giving/Membe…
Local fundraising
Total Voluntary income
Fundratios 2011Voluntary income per £1 invested
Code of Fundraising Practice
What does it do?
Provides a guide to the law and best practice in relation to fundraising activity throughout the United Kingdom
Covers a wide range of activities
Gives current guidance and thinking; the Code is reviewed and updated whenever a need is identified
Legal
Open
Honest
Respectful
The Spirit of the Code
Inspire
Vision Idealistic How the organisation can achieve its
ideals and the objects for which it was established
Example: “The NSPCC’s vision is of a society where all
children are loved, valued and able to fulfil their potential.”
Mission
All-embracing statement of what is to be achieved , in fulfilment of the mission
Example:
“The NSPCC’s mission is
to end cruelty to children.”
So ….
Be distinctive
Emphasise what is different
Be aspirational
Outline beneficiary group / nature of need
Outline how need will be met
Ansoff Matrix
Improve existing approachLeast risky
Try out new techniqueson existing supporters
Intermediate risk
Extend existing techniquesto new groupsIntermediate risk
New
Existing New
Exis
tin
g
Try out new techniqueswith new groups
Most risky
Fundraising, promotional and/or campaigning technique
Targ
et
gro
up
s o
r au
die
nces
Infiltrate
Maslow’s Hierarchy of Needs
SELF ACTUALISATION
EGO/ESTEEM
SOCIAL
SAFETY
PHYSIOLOGICAL
(Survival)
Morality, creativity, spontaneity, p
roblem solving, lack of
prejudice, acceptance of facts
Self-
esteem, confidence, achievemen
t, respect of others
Friendship, family, contact, love
, belonging
Security of
body, employment, resou
rces, morality, the
family, health, property
Breathing, air, foo
d, water, shelter, s
leep
Acknowledge
Contact DetailsInstitute of Fundraising Academy
Park Place, 12 Lawn lane, London, SW8 IUD
Tel: 020 7840 1020
Website: http://www.institute-of-fundraising.org.uk/events-and-training/help-for-small-charities/
E-mail:
Registered Charity No: (1079573) in England & Wales, (SC038971) in Scotland
Vat Registration No: 547 8930 96
Afternoon Break
