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Mobilising Volunteers for Fundraising Success Stephen O’Brien, Chairman    Barts and London NHS Trust Lucy Blythe, Director    Philia International © 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Role of Volunteers in Fundraising ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Role of Volunteers in Fundraising ,[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Involving Board Members ,[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Energising the board ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
What you can ask of Trustees... ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Who are the leaders for fundraising? ,[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Steps in the fundraising process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Division of labour in FR process © 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Working with Trustees on an ASK ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
To help, what do Trustees need? ,[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
What are Trustees like?! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Board Motivations - personal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Board Motivations – career/public life ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
General Board Motivations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Recruiting to your board ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Observations from inside and out ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Ideas for identifying new Trustees N.B. Trustee recruitment is responsibility of the Board or  delegated to Nominations Committee of the Board ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Best practice recruitment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International  (OK to reproduce with prior permission and crediting Philia International)
Essential qualities for a new Chairman ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Special considerations for Chairman during Campaign or funding squeeze ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
Contact for questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)

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Lucy Blythe, Philia International & Stephen O'Brien, Barts and London NHS Trust

  • 1. Mobilising Volunteers for Fundraising Success Stephen O’Brien, Chairman Barts and London NHS Trust Lucy Blythe, Director Philia International © 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
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  • 10. Division of labour in FR process © 2011 Philia International (OK to reproduce with prior permission and crediting Philia International)
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Editor's Notes

  1. I set up Philia because I believe boards make a huge impact on charity success. I wanted to help improve the quality, diversity and effectiveness of NFP leadership, and in particular to see more boards with diverse talent and real impact providing constructive leadership for committed executive teams.
  2. In small charities, the Director often does more of the background work (research and planning) that would be the responsibility of Fundraising staff in a larger charity.
  3. In small charities, the Director often does more of the background work (research and planning) that would be the responsibility of Fundraising staff in a larger charity.
  4. Motivations will inform who contacts them, how, where, at what stage of the process. For example, some candidates will not take the role seriously unless they feel that they have been identified as the unanimous first choice.
  5. VISION What do you need, but more important, what WILL you need? The best boards are DIVERSE Skills, experience, age, attitude, geography, ethnicity, gender, community networks, spheres of influence, ‘representation’ (but beware, as this should be secondary role, and when they are in the board room, they need to be part of the team, not just lobbying for a section of stakeholders), personality Governance docs Check process for recruiting trustees Check special requirements for appointment of Chairman Info pack Brief overview & history of charity Outline of future activity, including fundraising campaigns, capital building plans, major programmes or initiatives, policy challenges Role description Outline of process (incl application form, or instructions how to apply or to be nominated) Contact person for candidates
  6. Treasure means ‘to contribute, within the limits of their financial means, to the organisation they govern.’ CONTROVERSIAL but I think essential.