Endeavour rosenfield 5 questions

Top 5 areas that can turn you upside down 1

© Ann Rosenfield MBA, CFRE 2017

charitablyspeaking.com

Board Governance

Financial Accountability & Transparency

Fundraising

Staff Management

Volunteer Management

Questions

Agenda

2© Ann Rosenfield MBA, CFRE 2017




BOARD GOVERNANCE 4© Ann Rosenfield MBA, CFRE 2017


Independent Directors

Board Governance

Resources

Board Source

Hilborn Charity eNews

Imagine Canada Standards

https://boardsource.org/

https://www.charityinfo.ca/

http://www.imaginecanada.ca/our-programs/standards-program/standards

Finance

Controls

Split receipting

Gifts In-kind

Donated services

FINANCIAL ACCOUNTABILITY & TRANSPARENCY 5© Ann Rosenfield MBA, CFRE 2017


Resources

• Canada Revenue Agency

• Hilborn Charity eNews

• Imagine Canada Standards

FINANCIAL ACCOUNTABILITY & TRANSPARENCY 6© Ann Rosenfield MBA, CFRE 2017


https://www.canada.ca/en/revenue-agency/services/charities-giving/charities.html



FUNDRAISING

Events

Cash Controls

Volunteer supervision

Funds in escrow if cancellation

Only do worthwhile events

One of these events will have attendees who convert to donors. The other will cost $0.50/$1 raised.

(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016

Only do worthwhile events

One of these events will have attendees who convert to donors. The other will cost $0.50/$1 raised.

(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016 7© Ann Rosenfield MBA, CFRE 2017


FUNDRAISING

Lotteries &

Raffles

Fundraising



FUNDRAISING

Resources


Association of Fundraising Professionals


Events

(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016




http://afptoronto.org/


Staff management

Do you know the difference between contract & full-time staff?

STAFF MANAGEMENT 10© Ann Rosenfield MBA, CFRE 2017


ResourcesImagine Canada Standards


charitablyspeaking.comSTAFF MANAGEMENT


VOLUNTEERS 12© Ann Rosenfield MBA, CFRE 2017


Volunteers

Used as staff

Screened

Supervised

Appreciated

Evaluated

VOLUNTEERS

Resources

Volunteer Canada

PAVRO





https://volunteer.ca/

http://www.pavro.on.ca/



Questions



15

Appendices



Audience Option #1 Option #2 Option #3

Mission, values

Board

Key volunteers

Service Users

Donors

Funders

Local Community

Newspaper

Personal values



Fischer Ethics Screen

17

Demographics of professional fundraisers

• Women in their 40s (80% of profession)

• University-educated

Boomer retirees

Part-time Help



18

• Median salary in Ontario for fundraising is over $70,000

• 27% of leaders of charities raising under $1M are happy with their development director’s performance. Only 36% happy at the 1-5M range

• 25% of Executive Directors fired their last fundraiser

• 50% of fundraisers are planning to leave their jobs

• 40% are considering leaving the profession

• Median vacancy duration for fundraiser for charities who raise under $1M/year – 12months

• Only 18% Board members appropriately engaged in fundraising in charities under $1M (only 37% in high performing over 10M)

• 73,916 charities in Canada

Why hiring someone full time is not the fix-all solution



19

100% Board Giving



• Executive Director LOVES asking for gifts

• Executive Director skilled at securing major gifts

• Executive Director has previous experience in fundraising

• Executive Director maintains a strong relationship with Development Director

• Development Director has strong control over fundraising goals

Source:

http://www.compasspoint.org/sites/default/files/images/UnderDeveloped_CompassPoi

nt_HaasJrFund_January%202013.pdf



Qualities of a high performing fundraising charity

http://www.compasspoint.org/sites/default/files/images/UnderDeveloped_CompassPoint_HaasJrFund_January 2013.pdf

http://www.compasspoint.org/sites/default/files/images/UnderDeveloped_CompassPoint_HaasJrFund_January 2013.pdf

Government & Nonprofit

Endeavour rosenfield 5 questions