Working effectively with  your Trustee Board toachieve fundraising success
Declaration All information is given by the Institute of  Fundraising as current best practice, or is existing  research ...
Trustee Development Cycle                   Recruit /                    Review     Acknowledge               Induct / Tra...
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 p...
DutiesIn general Trustees must: Ensure that the charity complies with charity  law Ensure that the charity complies with...
Trustees Appoint, support and monitor the CEO To be ‘guardians of the mission’ To take a long term view Should govern ...
Sources Grant-making Trusts and Foundations Corporate Sector Individuals Groups Earned Income Public Sector         ...
Fundratios 2011  Voluntary income per £1 invested  Total Voluntary                            £4.24      incomeLocal fundr...
Code of Fundraising Practice What does it do?  Provides a guide to the law and best   practice in relation to fundraising...
The Spirit of the Code         Legal         Open        Honest       Respectful
Inspire
Vision Idealistic How the organisation can achieve its  ideals and the objects for which it was  established Example: “...
Mission All-embracing statement of what is to  be achieved , in fulfilment of the  missionExample:          “The NSPCC’s ...
So …. Be distinctive Emphasise what is different Be aspirational Outline beneficiary group / nature of  need Outline ...
Ansoff Matrix                              Fundraising, promotional and/or campaigning technique                          ...
Infiltrate
Maslow’s Hierarchy of Needs                               Morality, creativity, spontaneity, p                            ...
Acknowledge
Contact DetailsInstitute of Fundraising AcademyPark Place, 12 Lawn lane, London, SW8 IUDTel:      020 7840 1020Website: ht...
Afternoon Break
Working with your trustee board
Working with your trustee board
Working with your trustee board
Working with your trustee board
Working with your trustee board
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Working with your trustee board

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Working with your trustee board

  1. 1. Working effectively with your Trustee Board toachieve fundraising success
  2. 2. 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.
  3. 3. Trustee Development Cycle Recruit / Review Acknowledge Induct / Train Infiltrate Inspire
  4. 4. Recruit / Review
  5. 5. Induct / Train
  6. 6. 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 careand skill in carrying out their responsibilities. CC20 Charity Commission 8
  7. 7. 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 CC20 Charity Commission 9
  8. 8. Trustees Appoint, support and monitor the CEO To be ‘guardians of the mission’ To take a long term view Should govern not manage! CC20 Charity Commission 10
  9. 9. Sources Grant-making Trusts and Foundations Corporate Sector Individuals Groups Earned Income Public Sector 12
  10. 10. Fundratios 2011 Voluntary income per £1 invested Total Voluntary £4.24 incomeLocal fundraising £1.75 Committed £3.54 Giving/Membe…Direct Marketing £1.67 Special Events £1.94Competitions/Lot £1.73 teries Major Donor £3.17 Programmes Legacies £25.50 Trusts £7.00 Corporate £4.43
  11. 11. 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
  12. 12. The Spirit of the Code Legal Open Honest Respectful
  13. 13. Inspire
  14. 14. 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.”
  15. 15. Mission All-embracing statement of what is to be achieved , in fulfilment of the missionExample: “The NSPCC’s mission is to end cruelty to children.”
  16. 16. So …. Be distinctive Emphasise what is different Be aspirational Outline beneficiary group / nature of need Outline how need will be met
  17. 17. Ansoff Matrix Fundraising, promotional and/or campaigning technique Existing New Target groups or audiences Existing Try out new techniques Improve existing approach on existing supporters Least risky Intermediate risk Extend existing techniques Try out new techniques to new groups with new groupsNew Intermediate risk Most risky
  18. 18. Infiltrate
  19. 19. Maslow’s Hierarchy of Needs Morality, creativity, spontaneity, p roblem solving, lack of SELF ACTUALISATION prejudice, acceptance of facts Self- esteem, confidence, achievemen EGO/ESTEEM t, respect of others Friendship, family, contact, love , belonging SOCIAL Security of body, employment, resou rces, morality, the SAFETY family, health, property Breathing, air, foo d, water, shelter, s PHYSIOLOGICAL leep (Survival)
  20. 20. Acknowledge
  21. 21. Contact DetailsInstitute of Fundraising AcademyPark Place, 12 Lawn lane, London, SW8 IUDTel: 020 7840 1020Website: http://www.institute-of-fundraising.org.uk/events-and-training/help-for-small-charities/E-mail:smallcharities@institute-of-fundraising.org.ukRegistered Charity No: (1079573) in England & Wales, (SC038971) in ScotlandVat Registration No: 547 8930 96
  22. 22. Afternoon Break

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