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SETTING UP
A CHARITY
ROSS YOUNG
CO-FOUNDER
THE ZURI PROJECT UGANDA
www.zuriprojectuganda.org
SECTION
ONE
SETTING UP A CHARITY: 15 PRACTICAL STEPS
www.zuriprojectuganda.org
Research the need for your charity and consult your beneficiaries
1. RESEARCH
www.zuriprojectuganda.org
Understand which legal structure is appropriate for your organisation
2. DECIDE YOUR STRUCTURE
www.zuriprojectuganda.org
Identify at least two other people who are willing to be trustees
3. RECRUIT TRUSTEES
www.zuriprojectuganda.org
Write your governing document & any relevant policies and procedures
4. GOVERNING DOCUMENT
www.zuriprojectuganda.org
Co-create your strategy with trustees, beneficiaries & other stakeholders
5. STRATEGIC PLAN
www.zuriprojectuganda.org
Complete application through Charity Commission website
6. START APPLICATION PROCESS
www.zuriprojectuganda.org
Apply for a UK based bank account
7. APPLY FOR BANK ACCOUNT
www.zuriprojectuganda.org
Register with HMRC to qualify for tax benefits & Gift Aid
8. REGISTER WITH HMRC
www.zuriprojectuganda.org
Identify risks & apply for insurance
9. RISK MANAGEMENT
www.zuriprojectuganda.org
Create website, social media & marketing materials
10. COMMUNICATION STRATEGY
www.zuriprojectuganda.org
Recruit volunteers and/or staff to support certain areas of your work
11. RECRUIT VOLUNTEERS
www.zuriprojectuganda.org
Events, CSR, community groups, partnerships
12. START FUNDRAISING
www.zuriprojectuganda.org
Decide what impact you will measure as an organisation
13. MEASURE YOUR IMPACT
www.zuriprojectuganda.org
Develop a project selection framework and identify first project
14. SELECT YOUR PROJECTS
www.zuriprojectuganda.org
Deliver your first project!
15. DELIVER YOUR WORK
www.zuriprojectuganda.org
SECTION
TWO
THE STORY OF THE ZURI PROJECT
UGANDA
www.zuriprojectuganda.org
Volunteer project in Uganda in 2012, initial conversations with Martin
WHERE DID IT ALL BEGIN?
www.zuriprojectuganda.org
We employ a basic model of co-production based upon community need
and participatory principles
WHAT DO WE DO?
www.zuriprojectuganda.org
Five ways to wellbeing, agriculture, education, HIV
WHAT PROJECTS DO WE DELIVER?
www.zuriprojectuganda.org
We work in rural villages in the district of Kanungu, SW Uganda
WHERE DO WE WORK?
www.zuriprojectuganda.org
Businesses, community groups, NGOs, schools
WHO DO WE WORK WITH?
www.zuriprojectuganda.org
Corporate social responsibility, grants, events, school partnerships
HOW DO WE FUNDRAISE?
www.zuriprojectuganda.org
Social media, blog site, local media coverage, networking events
HOW DO WE COMMUNICATE?
www.zuriprojectuganda.org
Wellbeing, Goal attainment, project delivery, qualitative stories
HOW DO WE MEASURE IMPACT?
www.zuriprojectuganda.org
Incremental growth, impact analysis, new partnerships
THE FUTURE?
www.zuriprojectuganda.org
@ZuriProject
info@zuriprojectuganda.org
THANK YOU!
www.zuriprojectuganda.org

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Zuri presentation

Editor's Notes

  1. Presentation to be split into three sections: Setting up a charity: Practical steps The story behind The Zuri Project Uganda CharityWorks
  2. Trustees should have personal or professional qualities that will benefit the charity.
  3. Experiences from programme that led led to desire to set up own charity...
  4. What is the problem we are trying to solve? What model do we use to operate?
  5. Describe how each partnership was formed and what we get out of them Why did they choose to work with us?
  6. Graph?
  7. Summary of key points of presentation