Keeping it simple! Finance and Fundraising

Who are we? We are both members of the Regional Fund Committee Itunu Ajeigbe – Finance Manager (maternity cover) Itunu.Ajeigbe@clapa.com Vicky Hotchkiss – Community Fundraising Manager Vicky.Hotchkiss@clapa.com We are both members of the Regional Fund Committee

2017-18 what will it look like? Branch budgets form will be distributed in early January and need to be returned by the end the month Budget review by the committee, final budget will be send out by the end of February 6 months budget overview This is the schedule that we are hoping to meet for 2017-18

Branch Budgets Simple to complete Relevant information Please send to Itunu at Itunu.Ajeigbe@clapa.com

Expenses Payments will be made weekly on Wednesdays All expenses sheet/invoices should be send to Itunu 3 working days should be allowed for remittance Please send to Itunu at Itunu.Ajeigbe@clapa.com

Regional Fund - Grants We will be releasing a new Regional Fund Grants Application along with the branch budget Please send to Vicky at Vicky.Hotchkiss@clapa.com They will be reviewed and responded to within 10 working days

Reporting Six monthly reports to highlight: Income & Expenses State of budget Celebration of achievement! If you would like an overview outside of this contact Vicky on Vicky.Hotchkiss@clapa.com

Income We can start using this form straight away to record income – it provides much more detail. Please send to Vicky at vicky.hotchkiss@clapa.com

Collection Cans We want to use cans out in the community to raise more money and awareness Branch member – can collector An average £41 per can per year New processes in place

Merchandise National stock Expanding selection – we want your ideas Won’t come out of regional fund Easy way to fundraise Speak to Vicky

Over to you! Questions to think about: What difficulties have you had with forms in the past? How can we make these processes easier? What information would you like us to include in your six monthly report?

In Summary Itunu Ajeigbe – Vicky Hotchkiss – Finance Manager (maternity cover) Itunu.Ajeigbe@clapa.com Vicky Hotchkiss – Community Fundraising Manager Vicky.Hotchkiss@clapa.com Annual Branch Budgets All budget and grant related EXPENSE forms All INCOME: Income form Merchandise log Collection Can forms Regional fund grant applications