Registered Charity Number: IFKF Tool Kit Charles Kernahan

Registered Charity Number: Summary A. Establishing Effective Foundations, Charities and NFP Organisation B. Operating Effective Foundations, Charities and NFP Organisation C. IFKF Resources D. IFKF Sponsors and Advisors E. Latest information on Kidney Disease Prevention, Treatment and Research 2

Registered Charity Number: A.Establishing Effective Foundations, Charities and NFP Organisation (1) The first 10 questions to be asked are: 1. Why are we starting a Foundation/Charity? 2. What ‘Gap’ are we trying to fill? 3. What type of activity does this then result in for the organisation? –Advocacy organisation –Campaigning organisation –Education and Awareness organisation –Funding organisation e.g. Research/Service delivery/Capital project –Service delivery organisation (healthcare and screening delivery) –Direct patient support organisation (social care) –Combination of any of the above 3

Registered Charity Number: A.Establishing Effective Foundations, Charities and NFP Organisation (2) 4. How will this activity be funded? –Patient membership –Government funded –Industry funded –Public donation funded –Volunteer or Philanthropic support –Combination of the above 5. Who else is providing my identified activities? –Charity or Foundation –Government –Private or Public Company –Combination 4

Registered Charity Number: A.Establishing Effective Foundations, Charities and NFP Organisation (3) 6. Who are the stakeholders in the organisation? –Trustees or Non Executive Directors –Key Professional and Government bodies –Employees –Volunteers. 7. What is the ‘Local’ legislation regarding Charity and or Foundation formation and operation: This can usually be found on Government and/or specific Charity legislation web sites. A Google search in any specific country will identify the process and regulations for registration. 8. What are the Governance structures that will be required and help support the objectives of the organisation? 5

Registered Charity Number: A.Establishing Effective Foundations, Charities and NFP Organisation (4) 9.What Controls do we need to effectively and efficiently manage the organisation and its activities? –Financial –Risk Management –Human Resource 10. What pro-bono resources are available to assist in the creation and or continued operation of the organisation. Therefore you are establishing your need in the market, understanding your competition and allowing you to establish some of the basic information needs required to register as a foundation such as: How you will register (Charity/Foundation or NFP Company). What your Charitable Objects or Activities will be. The creation of a vision and a mission for the effect leadership and operation of the organisation. 6

Registered Charity Number: A.Establishing Effective Foundations, Charities and NFP Organisation (5) Registration of Charity/Foundation/NFP or Limited Company Combined organisations The Constitution The Trust Deed [Dependant on Territory legislation] The Memorandum and Articles of Association [Dependant on Territory legislation] Alternative Vehicles to operate in a NFPO 7

Registered Charity Number: B. Operating Effective Foundations, Charities and NFP Organisation Governance and Regulatory Requirements Business Planning and Basic Business Plan headers Financial Management and Control (Internal and External Audit) Charitable/Not for Profit Activities Fundraising Developing Government Relations (Public Affairs) Developing Corporate Marketing and Public Relations 8

Registered Charity Number: C. IFKF Resources Database of Publications from member organisations – dResourcesJUNE07.dochttp:// dResourcesJUNE07.doc Register of members – chttp:// c Governance for Not for Profit Organisations – 9

Registered Charity Number: D. IFKF Sponsors and Advisors Governance Local legislation Fundraising Government relationships Celebrity support 10

Registered Charity Number: E. Latest information on Kidney Disease Prevention, Treatment and Research 11