1. What’s Fundraising got to do with Trustees?

2. Why is fundraising a core concern? It gives your organisation the means to: Deliver essential resources Plan for the future Communicate your cause effectively Promote your ‘brand’ Establish long term relationships with donors

3. A trustee’s role See the bigger picture Bring a fresh perspective Support your organisation’s fundraisers Ensure high standards Make fundraising a priority Assess the risks Protect your organisation’s reputation

4. How involved should you get? Depends on size of your organisation Actively raise funds/write bids? Share contacts, including business? Organise or host events? Make donations, including Gift Aid? In larger organisations, ensure that there is sufficient capacity to fundraise

5. In all cases, must ensure that All fundraising meets best practice criteria There are adequate staff and budgets All fundraisers are qualified and trained Fundraisers know about latest developments and techniques Realistic targets are set and met

6. Key questions to ask What are our plans for income generation over the next 12 months, 3 years and 5 years? What financial resources do we need to meet these plans? On which areas of fundraising are we relying to deliver these resources?

7. Additional questions What types of income do we receive? Do we get income from a range of sources? Do we rely on particular funders and how long can we depend on them? Who is responsible for maintaining relationships with donors? How much income is restricted and how much is available as core funding?

8. Are we making the most of tax-effective fundraising techniques? Do we monitor the cost-to-income ratios of our fundraising activities? What are our income and cost projections for different fundraising activities for the next one, three and five years? What are they based on?

9. Sustainable thinking A fundraising strategy needs to fit with your overall strategy and plan Having a robust fundraising strategy is a key element of financial governance Having a mix of funding streams reduces the risks Exploring what has been successful and looking at new techniques will improve sustainability

10. Fundraising Options From individuals: One-off donations Regular giving Major giving Legacies Build donor relationships

11. Other income streams Trusts and foundations Big Lottery Fund Corporate Community fundraising- local groups Government – local and national Earned income – shops, services

12. Fundraising techniques Collections Events Sponsored walks, runs, challenges Raffles and lotteries Appeals Direct marketing Social media

13. Tax-effective giving Gift Aid, including Small Donations Scheme from April 2013 Payroll Giving Share giving Giving land or buildings Legacies Giving by business

14. Is it legal and ethical? Codes of Fundraising Practice set out legal requirements and best practice guidelines ImpACT (Improving Accountability, Clarity & Transparency) Coalition promotes better understanding of how charities work and the benefits they bring to society

15. The Golden Rules ( with thanks to Institute of Fundraising) Everything begins with strategy Always think long term Diversify, but don’t over-reach Do the right thing Tax your taxman Play your part Be creative Never forget what your charity is about

16. Resources Institute of Fundraising www.institute-of- fundraising.org.uk/guidance/about- fundraising/trustees/www.institute-of- fundraising.org.uk/guidance/about- fundraising/trustees/ www.institute-of- fundraising.org.uk/guidance/code-of-fundraising- practice/ www.institute-of- fundraising.org.uk/guidance/code-of-fundraising- practice/ ImpACT www.acevo.org.uk/page.aspx?pid=2010 www.acevo.org.uk/page.aspx?pid=2010 HMRC- Gift Aid www.hmrc.gov.uk/charities/gasds/basics.htm www.hmrc.gov.uk/charities/gasds/basics.htm