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Dorothy Macnaughton
President, Friends of Canadian Libraries
Jami van Haaften
Treasurer, Friends of Canadian Libraries
Copyright © 2014 Friends of Canadian Libraries
FRIENDS OF THE LIBRARY
– Starting and Sustaining Your Friends Group -
 OLS-North survey
 Purpose & Role of the Friends
 Organizing your Friends group
 Sustaining & Revitalizing your Friends Group
 Resources
OUTLINE
Northern Ontario Statistics
 120 public libraries
 32 First Nations libraries
 37 Friends of the Library groups
Data from OLS-North Survey, FOCAL Directory and Canada Revenue
Agency charities database
OLS-North Survey
OLS-North Survey
36 Friends of the Library groups:
 Reported membership ranges from 4 to 16
 7 Friends are registered charities
 1 is incorporated
OLS-North Survey
Library service population:
OLS-North Survey
OLS-North
Survey 2014
SOLS Ontario
Survey 2003
Under 2,000 33% 14.1%
2001 – 5,000 36% 21.2%
5001 – 15,000 16% 23.5%
15,001 – 50,000 5% 23.5%
50,001 – 100,000 2% 4.7%
Over 100,000 5% 12.9%
Number of members:
OLS-North Survey
OLS-North
Survey 2014
SOLS Ontario
Survey 2003
10 or less 81% 31%
11 - 20 9% 18.4%
21 - 50 28.7%
51 – 100 8%
Over 100 9% 13.8%
How Friends group liaises with the
library
Member of the Library Board attends
Friends meetings 4
Member of the Friends group attends
Library Board meetings. 2
Member of the Library Board attends
Friends meetings and vice versa 2
OLS-North Survey
How Friends group liaises with the
library
Liaison is through library employee 4
Library director is ex-officio member
of Friends Board 4
OLS-North Survey
Support from the library?
 Use of office facilities/supplies, e.g., photocopier
 Meeting rooms
 Space on Library's web site
 Computer support
 Publishing assistance
 Permanent space for merchandise sales
OLS-North Survey
Top three barriers that most impact the
success of Friends group:
 Lack of membership
 Member burnout
 Lack of leadership
OLS-North Survey
Top 4 activities:
 Fundraising events
 Book sales
 Raffles, bingo, lottery tickets, etc.
 Sale of merchandise
OLS-North Survey
More activities:
 In-library volunteers
 Direct service programs (e.g., literacy programs),
program sponsorship (e.g., authors)
 Library is run by volunteers
 Homebound service
 Friends newsletter
OLS-North Survey
OLS-North Survey
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
Estimated revenue of the Friends group in the most recent fiscal
year:
Estimate Friends donation to (spending on) library in the most recent
fiscal year:
Friends' Revenue and Expenses 2013
OLS-North Survey
Under $1000 35%
$1000 - $1800 23%
$2500-$7026 17%
Over $13383 23%
Revenue
OLS-North Survey
Four Friends groups made over $10,000 in 2013
Population Revenue
Dwight 3,506 $21,026
Fort Frances 7,952 $13,383
Huntsville 26,083 $26,083
Thunder Bay 108,000 $50,000
OLS-North Survey
Expenditures:
 Library materials (e.g., books, videos)
 Library facilities/capital campaign
 Library programs
 Library furniture and equipment
 Computer equipment and software
Top five barriers that might have caused a
former Friends group to stop volunteering:
 Lack of membership
 Member burnout
 Government 'red tape'
 Lack of structure, purpose and goals
 Lack of leadership
OLS-North Survey
More barriers that might have caused a former
Friends group to stop volunteering:
 Really was a fund raising group and goal was
achieved
 Too formal and structured for members
 Unsure of how it works
 Volunteers are project oriented
 We couldn't get young people to join and the
others were getting too old
OLS-North Survey
Charities . . . Revenue and Expenses
Source: Canada Revenue Agency
Purpose:
 Advocate
 Increase awareness
 Raise funds for enhancements - over and
above the library’s operating budget
 Sponsor programming
 Provide support
 Establish a good volunteer base
ROLE OF THE FRIENDS
ROLE OF THE FRIENDS
 Support and align with the library’s
mandate and strategic plan
 Partner with the library, undertaking
complementary activities
 Pursue opportunities for advocacy and
fundraising
ROLE OF THE FRIENDS
 Communicate with Library Director/CEO
or staff liaison
 Operate as an independent, arms-length
organization, with their own Board,
Constitution and/or By Laws
 Collaborate with the Library Board
ROLE OF THE FRIENDS
 Planning the First Meeting
 The First Organizing Meeting
 Charitable Status
ORGANIZING YOUR FRIENDS GROUP
 Promote the meeting well in the library
 Book a meeting room
 Always have refreshments
 Ask Trustee or Library Director to speak
about need for Friends’ group
 Invite someone who is a member of a
local Friends group to provide information
PLANNING THE FIRST MEETING
 Keep the meeting on track by following a
simple agenda
 Determine projects and priorities
 Establish a Steering Committee to draft
Constitution and By Laws
 Purpose of your group
 Executive positions (job descriptions)
 Use of funds
 Relationship to the Library Board and
staff
THE FIRST ORGANIZING MEETING
 Checklist for people to record areas of
interest and skills
 Encourage those present to recruit
friends (“bring a Friend”)
 Keep volunteers engaged
 Make it easy for volunteers to work on a
simple project
 Let them know exactly how they can
help, how much time their task will take
(e.g., job descriptions)
THE FIRST ORGANIZING MEETING
In our survey -
 7 Friends groups are registered charities
 7 Libraries are registered charities
 7 libraries use the municipality’s
charitable status to issue receipts
 Two libraries have both the library and
the Friends group as a registered charity
CHARITABLE STATUS
A non-profit organization can exist without
having registered charitable tax status.
Advantages to having charitable status:
 Attract donations
 Issue tax receipts
 Exempt from income tax
Link Canada Revenue Charities directorate:
www.cra-arc.gc.ca/tx/chrts/menu-eng.html
CHARITABLE STATUS
Advantages to having charitable status:
 May result in more charitable gifts - individuals
and corporations use charitable donations to
reduce their income tax
 Can receive money from foundations and other
charities because the organization is officially
recognized as a “qualified donee” (e.g. Trillium)
 Apply for grants to charitable organizations
 Qualify for G.S.T. rebate
 Can get publicity on websites and listings of
charities in Canada (e.g. CanadaHelps)
CHARITABLE STATUS
Comments on charitable status:
 Gives us credibility
 Forces us to keep accurate records and look
professional
 Our full membership fee is tax deductible and
people appreciate that
 We can give receipts for gifts in kind as well
CHARITABLE STATUS
Disadvantages :
 Organization must devote all of its
resources to its charitable activities
 Must file annual income tax returns with
Canada Revenue Agency
 Must have constitution/bylaws to apply
for charitable status
 Governing documents must indicate how
assets are distributed at time of
dissolution
Charity Central - http://www.charitycentral.ca/site/
CHARITABLE STATUS
 Recruitment
 Increasing your volunteer base
 Retention
 Recognition
SUSTAINING YOUR FRIENDS GROUP
Recruitment
 Where to look
 Current membership
 Library users
 Community
 Just ask – one-on-one
SUSTAINING YOUR FRIENDS GROUP
Recruitment
Understand why Friends volunteer
 I care
 I use libraries
 I want to give back
 I felt coerced (but then stayed of my own free
will!)
 I have time/more time
 I love books
 I want to make a difference
Northern Ontario/Northern Michigan Friends of the Library Workshop,
held in Sault Ste. Marie, 2002.
SUSTAINING YOUR FRIENDS GROUP
Recruitment
Understand why Friends volunteer
 There is job to be done
 Decreased funding for something valuable
 I was raised with the library. It is part of my
life
 I am committed
 I was asked to join because of a need
 I like being a team player
 I have a skill to contribute
 I believe in the cause
Northern Ontario/Northern Michigan Friends of the Library Workshop,
held in Sault Ste. Marie, 2002.
SUSTAINING YOUR FRIENDS GROUP
Recruitment
 Promote your group often
 Explain how you will be supporting the
library
 Create a fact sheet, brochure and/or
bookmark about your group
 Use the library’s volunteer form or a
Friends volunteer form
SUSTAINING YOUR FRIENDS GROUP
Recruitment
 Speak about specific tasks a potential
volunteer could help out with
 Contact those interested in volunteering
quickly
SUSTAINING YOUR FRIENDS GROUP
Increasing your volunteer base . . .
 Leadership – need to attract Board
members with leadership abilities
 Take advantage of members’
involvement in other organizations
 Visibility in the community – promote
Friends at other community events
 Be willing to learn from what other
Friends groups have successfully done
(FOCAL website)
SUSTAINING YOUR FRIENDS GROUP
Increasing your volunteer base . . .
 High school students (40 hours)
 New Canadians
 Seniors/retirees
 Boy Scouts/Girl Guides
 Partnering with other community
organizations
 Exhibit at community events (Fall Fair,
summer festival)
SUSTAINING YOUR FRIENDS GROUP
Retention
 Volunteers feel the task they are doing is
important
 Culture of your group – welcoming and
inclusive
 Good organization – functions as a team
 A feeling of accomplishment
 People need to feel valued and appreciated
SUSTAINING YOUR FRIENDS GROUP
Recognition
 Thank your volunteers in the library’s
newsletter and at your Friends’ meetings
 Reception/Tea/Volunteer lunch
 Awards
 Plaques or appreciation certificates
 Saying “thank you”
SUSTAINING YOUR FRIENDS GROUP
RESOURCES
www.friendsoflibraries.ca
 FOCAL website - www.friendsoflibraries.ca
 “How to Form your Friends of the Library
Group”, by Dorothy Macnaughton and Jami
van Haaften
 FOCAL toolkits
 Why you need Friends
 Roles and relationships
 Recruiting and retaining volunteers
RESOURCES
 “Recruiting and Retaining Volunteers”, an
OLA conference session, 2007 by Reva
Cooper on the FOCAL web site
(www.friendsoflibraries.ca) under
Conferences, Archives
 “Ten Tips for Recruiting Volunteers”
RESOURCES
CONTACT US:
focal@accessola.com
Dorothy Macnaughton rmacnaug@bell.net
Jami van Haaften jami.vanhaaften@gmail.com

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How to start a friends of the library group sept. 2014 2

  • 1. Dorothy Macnaughton President, Friends of Canadian Libraries Jami van Haaften Treasurer, Friends of Canadian Libraries Copyright © 2014 Friends of Canadian Libraries FRIENDS OF THE LIBRARY – Starting and Sustaining Your Friends Group -
  • 2.  OLS-North survey  Purpose & Role of the Friends  Organizing your Friends group  Sustaining & Revitalizing your Friends Group  Resources OUTLINE
  • 3. Northern Ontario Statistics  120 public libraries  32 First Nations libraries  37 Friends of the Library groups Data from OLS-North Survey, FOCAL Directory and Canada Revenue Agency charities database OLS-North Survey
  • 5. 36 Friends of the Library groups:  Reported membership ranges from 4 to 16  7 Friends are registered charities  1 is incorporated OLS-North Survey
  • 6. Library service population: OLS-North Survey OLS-North Survey 2014 SOLS Ontario Survey 2003 Under 2,000 33% 14.1% 2001 – 5,000 36% 21.2% 5001 – 15,000 16% 23.5% 15,001 – 50,000 5% 23.5% 50,001 – 100,000 2% 4.7% Over 100,000 5% 12.9%
  • 7. Number of members: OLS-North Survey OLS-North Survey 2014 SOLS Ontario Survey 2003 10 or less 81% 31% 11 - 20 9% 18.4% 21 - 50 28.7% 51 – 100 8% Over 100 9% 13.8%
  • 8. How Friends group liaises with the library Member of the Library Board attends Friends meetings 4 Member of the Friends group attends Library Board meetings. 2 Member of the Library Board attends Friends meetings and vice versa 2 OLS-North Survey
  • 9. How Friends group liaises with the library Liaison is through library employee 4 Library director is ex-officio member of Friends Board 4 OLS-North Survey
  • 10. Support from the library?  Use of office facilities/supplies, e.g., photocopier  Meeting rooms  Space on Library's web site  Computer support  Publishing assistance  Permanent space for merchandise sales OLS-North Survey
  • 11. Top three barriers that most impact the success of Friends group:  Lack of membership  Member burnout  Lack of leadership OLS-North Survey
  • 12. Top 4 activities:  Fundraising events  Book sales  Raffles, bingo, lottery tickets, etc.  Sale of merchandise OLS-North Survey
  • 13. More activities:  In-library volunteers  Direct service programs (e.g., literacy programs), program sponsorship (e.g., authors)  Library is run by volunteers  Homebound service  Friends newsletter OLS-North Survey
  • 14. OLS-North Survey $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 Estimated revenue of the Friends group in the most recent fiscal year: Estimate Friends donation to (spending on) library in the most recent fiscal year: Friends' Revenue and Expenses 2013
  • 15. OLS-North Survey Under $1000 35% $1000 - $1800 23% $2500-$7026 17% Over $13383 23% Revenue
  • 16. OLS-North Survey Four Friends groups made over $10,000 in 2013 Population Revenue Dwight 3,506 $21,026 Fort Frances 7,952 $13,383 Huntsville 26,083 $26,083 Thunder Bay 108,000 $50,000
  • 17. OLS-North Survey Expenditures:  Library materials (e.g., books, videos)  Library facilities/capital campaign  Library programs  Library furniture and equipment  Computer equipment and software
  • 18. Top five barriers that might have caused a former Friends group to stop volunteering:  Lack of membership  Member burnout  Government 'red tape'  Lack of structure, purpose and goals  Lack of leadership OLS-North Survey
  • 19. More barriers that might have caused a former Friends group to stop volunteering:  Really was a fund raising group and goal was achieved  Too formal and structured for members  Unsure of how it works  Volunteers are project oriented  We couldn't get young people to join and the others were getting too old OLS-North Survey
  • 20. Charities . . . Revenue and Expenses Source: Canada Revenue Agency
  • 21. Purpose:  Advocate  Increase awareness  Raise funds for enhancements - over and above the library’s operating budget  Sponsor programming  Provide support  Establish a good volunteer base ROLE OF THE FRIENDS
  • 22. ROLE OF THE FRIENDS
  • 23.  Support and align with the library’s mandate and strategic plan  Partner with the library, undertaking complementary activities  Pursue opportunities for advocacy and fundraising ROLE OF THE FRIENDS
  • 24.  Communicate with Library Director/CEO or staff liaison  Operate as an independent, arms-length organization, with their own Board, Constitution and/or By Laws  Collaborate with the Library Board ROLE OF THE FRIENDS
  • 25.  Planning the First Meeting  The First Organizing Meeting  Charitable Status ORGANIZING YOUR FRIENDS GROUP
  • 26.  Promote the meeting well in the library  Book a meeting room  Always have refreshments  Ask Trustee or Library Director to speak about need for Friends’ group  Invite someone who is a member of a local Friends group to provide information PLANNING THE FIRST MEETING
  • 27.  Keep the meeting on track by following a simple agenda  Determine projects and priorities  Establish a Steering Committee to draft Constitution and By Laws  Purpose of your group  Executive positions (job descriptions)  Use of funds  Relationship to the Library Board and staff THE FIRST ORGANIZING MEETING
  • 28.  Checklist for people to record areas of interest and skills  Encourage those present to recruit friends (“bring a Friend”)  Keep volunteers engaged  Make it easy for volunteers to work on a simple project  Let them know exactly how they can help, how much time their task will take (e.g., job descriptions) THE FIRST ORGANIZING MEETING
  • 29. In our survey -  7 Friends groups are registered charities  7 Libraries are registered charities  7 libraries use the municipality’s charitable status to issue receipts  Two libraries have both the library and the Friends group as a registered charity CHARITABLE STATUS
  • 30. A non-profit organization can exist without having registered charitable tax status. Advantages to having charitable status:  Attract donations  Issue tax receipts  Exempt from income tax Link Canada Revenue Charities directorate: www.cra-arc.gc.ca/tx/chrts/menu-eng.html CHARITABLE STATUS
  • 31. Advantages to having charitable status:  May result in more charitable gifts - individuals and corporations use charitable donations to reduce their income tax  Can receive money from foundations and other charities because the organization is officially recognized as a “qualified donee” (e.g. Trillium)  Apply for grants to charitable organizations  Qualify for G.S.T. rebate  Can get publicity on websites and listings of charities in Canada (e.g. CanadaHelps) CHARITABLE STATUS
  • 32. Comments on charitable status:  Gives us credibility  Forces us to keep accurate records and look professional  Our full membership fee is tax deductible and people appreciate that  We can give receipts for gifts in kind as well CHARITABLE STATUS
  • 33. Disadvantages :  Organization must devote all of its resources to its charitable activities  Must file annual income tax returns with Canada Revenue Agency  Must have constitution/bylaws to apply for charitable status  Governing documents must indicate how assets are distributed at time of dissolution Charity Central - http://www.charitycentral.ca/site/ CHARITABLE STATUS
  • 34.  Recruitment  Increasing your volunteer base  Retention  Recognition SUSTAINING YOUR FRIENDS GROUP
  • 35. Recruitment  Where to look  Current membership  Library users  Community  Just ask – one-on-one SUSTAINING YOUR FRIENDS GROUP
  • 36. Recruitment Understand why Friends volunteer  I care  I use libraries  I want to give back  I felt coerced (but then stayed of my own free will!)  I have time/more time  I love books  I want to make a difference Northern Ontario/Northern Michigan Friends of the Library Workshop, held in Sault Ste. Marie, 2002. SUSTAINING YOUR FRIENDS GROUP
  • 37. Recruitment Understand why Friends volunteer  There is job to be done  Decreased funding for something valuable  I was raised with the library. It is part of my life  I am committed  I was asked to join because of a need  I like being a team player  I have a skill to contribute  I believe in the cause Northern Ontario/Northern Michigan Friends of the Library Workshop, held in Sault Ste. Marie, 2002. SUSTAINING YOUR FRIENDS GROUP
  • 38. Recruitment  Promote your group often  Explain how you will be supporting the library  Create a fact sheet, brochure and/or bookmark about your group  Use the library’s volunteer form or a Friends volunteer form SUSTAINING YOUR FRIENDS GROUP
  • 39. Recruitment  Speak about specific tasks a potential volunteer could help out with  Contact those interested in volunteering quickly SUSTAINING YOUR FRIENDS GROUP
  • 40. Increasing your volunteer base . . .  Leadership – need to attract Board members with leadership abilities  Take advantage of members’ involvement in other organizations  Visibility in the community – promote Friends at other community events  Be willing to learn from what other Friends groups have successfully done (FOCAL website) SUSTAINING YOUR FRIENDS GROUP
  • 41. Increasing your volunteer base . . .  High school students (40 hours)  New Canadians  Seniors/retirees  Boy Scouts/Girl Guides  Partnering with other community organizations  Exhibit at community events (Fall Fair, summer festival) SUSTAINING YOUR FRIENDS GROUP
  • 42. Retention  Volunteers feel the task they are doing is important  Culture of your group – welcoming and inclusive  Good organization – functions as a team  A feeling of accomplishment  People need to feel valued and appreciated SUSTAINING YOUR FRIENDS GROUP
  • 43. Recognition  Thank your volunteers in the library’s newsletter and at your Friends’ meetings  Reception/Tea/Volunteer lunch  Awards  Plaques or appreciation certificates  Saying “thank you” SUSTAINING YOUR FRIENDS GROUP
  • 45.  FOCAL website - www.friendsoflibraries.ca  “How to Form your Friends of the Library Group”, by Dorothy Macnaughton and Jami van Haaften  FOCAL toolkits  Why you need Friends  Roles and relationships  Recruiting and retaining volunteers RESOURCES
  • 46.  “Recruiting and Retaining Volunteers”, an OLA conference session, 2007 by Reva Cooper on the FOCAL web site (www.friendsoflibraries.ca) under Conferences, Archives  “Ten Tips for Recruiting Volunteers” RESOURCES
  • 47. CONTACT US: focal@accessola.com Dorothy Macnaughton rmacnaug@bell.net Jami van Haaften jami.vanhaaften@gmail.com