Heather Hill

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