Heather Hill - A sessão terá como foco os mais de dois anos de experiência da Conexão Captadoras, rede que reúne 250 mulheres a frente da captação de recursos no Brasil para trocas seguras e para celebrar, inspirar e promover a liderança feminina. A sessão trará algumas dessas mulheres para compartilhar como a oportunidade de captação colaborativa pode impulsionar os processos institucionais da captação de recursos. Além disso, teremos participação internacional da Heather Hill para contar um pouco das perspectivas das mulheres captadoras nos EUA.

1. Diálogos para
a retomada
Para além das fronteiras: captação
internacional independente do seu
orçamento
Heather R. Hill, CNM, CFRE

2. International Fundraising, Pre-COVID
#FestivalABCR
This Photo by Unknown Author is licensed under CC BY-NC

3. International Fundraising Today
#FestivalABCR
This Photo by Unknown Author is licensed under CC BY-NC
This Photo by Unknown Author is
licensed under CC BY-NC

4. International Fundraising Today
#FestivalABCR

5. R$$$ - Large budget
R$$ - Mid-size budget
R$ - Limited budget
What are the options?
#FestivalABCR

6. Create a separate legal entity in the country where you wish to fundraise
Often called ‘Friends of…’
Functionally independent from your organization, in operations and governance
R$$$ - Legal Entity
#FestivalABCR

7. What is needed?
ü Filing for incorporation in the country where you will be fundraising
ü Legal registration
ü Filings with any required national, regional and local regulatory bodies
ü Any additional required documents, such as by-laws
ü A governing board, consisting of members in the country where you will be fundraising
ü Physical address for receiving donations and mail
ü Bank account
ü In-country administrative support
ü Gift and mail processing, donor relations, annual filings or reports required
R$$$ - Legal Entity
#FestivalABCR

8. How does it work?
ü The separate legal entity can receive donations for you (the intended beneficiary)
ü Donors in that country may receive tax benefits
ü The board of the entity meets to review and approve any grants to you
ü The grants would typically be the sum of donations received
ü Approved grants are awarded to you
R$$$ - Legal Entity
#FestivalABCR

9. Your own dedicated entity You have all risk and responsibility
Tax benefits for donors Time and labor intensive
In-country presence Expensive (initial & annual filing
fees, legal fees, administrative
support costs, bank & office fees)
Savings tip: There are specialized firms who will handle initial set up, administration or both
for your separate legal entity. This is often less expensive than paying multiple professionals
for different services
R$$$ - Legal Entity
#FestivalABCR

10. Partner with a charitable entity in the country where you wish to fundraise
These are typically foundations specializing in international philanthropy
i.e. CAF, Chapel & York, King Baudouin Foundation, etc
Fully independent
R$$ - Intermediary
#FestivalABCR

11. What is needed?
ü Documentation of your charitable status
ü Description of your mission/charitable purpose
ü Bank account
ü Details for your current trustees (typically 3 are needed)
R$$ - Intermediary
#FestivalABCR

12. How does it work?
ü The intermediary can receive donations for you (the intended beneficiary)
ü Donors in that country may receive tax benefits
ü The board of the intermediary meets to review and approve any grants to you
ü The grants would typically be the sum of donations received
ü Approved grants are awarded to you
R$$ - Intermediary
#FestivalABCR

13. R$$ - Intermediary
#FestivalABCR
All legal, regulatory and admin is handled Less control
by the intermediary
Tax benefits for donors Granting subject to intermediary’s
timing
Intermediary provides in-country expertise Additional layer of coordination
Savings tip: Different options and fee structures may be available. Compare pricing and
consider what you need to get started.

14. Set up a charity account with an online giving portal, such as PayPal
Donors make gifts that are processed through the portal May be through a button on your
website or through the portal’s site
Vendor relationship
R$ - Online Portal
#FestivalABCR

15. What is needed?
ü Documentation of your charitable status
ü Description of your mission/charitable purpose
ü Bank account
ü Address confirmation
R$ - Online Portal
#FestivalABCR

16. How does it work?
ü The portal can receive donations for you (the intended beneficiary)
ü You receive payments at intervals the portal determines
ü Typically monthly or quarterly
ü Donors may not receive tax benefits – it depends on the portal
R$ - Online Portal
#FestivalABCR

17. R$ - Online Portal
#FestivalABCR
All legal, regulatory and admin is handled Ability for donors to receive tax
benefits varies by vendor
Often no up-front costs and fees are minimal Granting subject to intermediary’s
timing
Quick and simple to set-up No in-country expertise or counsel

18. R$$$ - Separate Legal Entity
Greatest control but greatest risk and expense
R$$ - Intermediary
Low risk but additional layer
R$ - Online Portal
Fast and easy but tax benefits to donors vary
Summary
#FestivalABCR

19. ORGANIZAÇÃO E PROMOÇÃO
REALIZAÇÃO
Obrigad@!
Contatos:
Heather.Hill@chapel-york.com
@HeatherRHill1