1. The Finance & Fundraising Love Triangle How fundraisers can form a lasting (and meaningful) relationship with finance Tim Diggle – Head of Fundraising Leicester Hospitals Charity

2. What this session will cover: Why are we frightened of finance? The three (or four) key things you need to know about finance Finance Officers – the charm offensive Where to find more information on finance for fundraisers

3. Why are we frightened of finance?

4. Not good at maths? Can’t understand spreadsheets? They just don’t understand me!? I don’t understand what they mean I am afraid they will think I am stupid I am frightened they will say “no” I am not frightened, I am just not interested

5. Let’s turn this on its head Finance is not maths Most people think they can’t understand spreadsheets The reason we have finance officers is because no-one (but them) understands finance!!! Final thought: you don’t need to be a mechanic to drive a car

6. Let’s create a budget!

7. The Three (or four) things you need to know about finance Income Expenditure Balance

8. The fourth thing Return On Investment - ROI

9. Finance Officers – the Charm Offensive Talk to them (not when they are doing month-end reconciliation!) Talk to them in advance Ask their advice Involve them in your planning

10. Finance? Fundraiser!

11. It’s the difference between us! Financers are: Thinkers Analytical Detail conscious Cause & effect Introvert Structured Fundraisers are: Emotional Spontaneous Attracted by new ideas Intuitive Extrovert Creative

12. Where to find more information on finance for fundraisers Directory of Social Change www.dsc.org.uk/Training/Finance www.dsc.org.uk/Training/Finance Microsoft online tutorials http://office.microsoft.com/en- us/support/training-FX101782702.aspx http://office.microsoft.com/en- us/support/training-FX101782702.aspx

13. Conclusion

14. Any questions?