Last week I had a rare day out of the office to attend the 15th birthday party of client Make Some Noise, a charity using music for positive change.

I’ve worked with the Make Some Noise team long enough now to know what they do, where they work and who they work with. Over this time I’ve met most of their staff too, so while its always lovely to be invited to a party and catch up with familiar faces, I saw the day as an opportunity for me to fulfil our Fundraising Central pledge of volunteering for each client for one day each year. The day turned out to be so much more than that.

I returned from the party with a head full of memories and snapshots, like the sheer joy on the faces of toddlers taking part in a Soundpots music and movement session, and the heartbreaking lyrics of a song written by children in forces families as part of the Create Connect project.

I was lucky to have some time with sixth formers from Two Rivers Secondary Special School in Tamworth who had come to join the party and perform. While they wouldn’t disclose their song choices in advance (top secret, hints of Miley Cyrus and Ed Sheeran) they did tell me they were excited and a little bit nervous about their performance.

Half an hour later, I was in the audience watching them perform – a cover followed by a song they had written themselves. The lyrics of their own composition were all about their experience at Two Rivers and their hopes and dreams for the future as they go on into their adult lives. I was blown away – there was no evidence […]

Last year, we launched Client Voice, a new service offering consultation, research and evaluation support to third sector organisations. One of the questions we’re most frequently asked is: What’s the difference between monitoring and evaluation and why do we need to do it?

Monitoring involves the routine collection of data against specific criteria or outcomes. Most organisations record basic information such as numbers of referrals, demographics etc to help them profile their service users and beneficiaries.

Funders nearly always require reports and monitoring data forms the basis of these. In many cases the outcomes are agreed between you and the funder at the start of your grant and monitoring focuses on progress made towards achieving these outcomes. The various stages working towards achieving the outcomes are milestones, or indicators, and these usually have timescales attached.

Evaluation goes  more in depth than monitoring and explores the strengths and challenges of the project. It looks at the quality and worth of the project and, crucially, the significance of the project to beneficiaries and other stakeholders. An evaluation cannot only highlight where things have gone well, but must also address areas for development. It’s a great tool for:

• exploring why things are working well (or not!)
• identifying any unexpected outcomes
• sharing learning
• professional development
• building a culture of reflection and analysis within your organisation that helps individuals and teams to improve the quality of their work and your services
• reporting to funders (current and potential) about the impact of your project, what you’ve learned along the way and how you’ve adapted it to changing circumstances.

Funders (especially larger ones like Big Lottery) now require an evaluation at application stage, particularly for continuation funding or where funding is requested for an existing project.

If […]

We’ve recently undertaken an evaluation of a project which relies heavily on the support of volunteers. Every volunteer we spoke to without exception said that they thoroughly enjoyed their role and many of them had been with the charity for over 5 years.

As it’s Volunteers’ Week we thought it might be useful to share some of their feedback on what makes this organisation so great when it comes to volunteers!

1. Volunteers are clear on what the expectations are

We can’t emphasis this enough, it came up time and time again in conversation with volunteers. They were all clear what they were being asked to do and how much was expected of them. They said the volunteer co-ordinator was always on hand to answer any questions but gave them enough space to complete the tasks they were given.

2. Clarity on how their role supports the work of the organisation

We all know that some of the roles we ask volunteers to do are, frankly, boring! They acknowledged this too but said that if they could see how their work supported the bigger picture they were much more likely to feel important, valued and to take pride in their contribution.

3. Progression routes

If you have taken the time to understand the individual circumstances of your volunteers, including their strengths and what they hope to gain from the experience, then you are in a good position to be able to provide progression opportunities to help them achieve their goals.

For example, one volunteer we spoke to wanted to become a mentor on a particular project. They had mapped out with their volunteer co-ordinator the steps they would need to take to gain the relevant experience and were at […]

It’s often difficult to take a step back from the day-to-day grind and objectively assess any skills that might need brushing up within your organisation.

Perhaps it’s time to look at your fundraising skills with fresh eyes? Maybe you’re thinking of introducing digital communication and don’t know where to start? Or maybe your fundraising strategy needs an update and you’d like to learn how to sharpen your strategy-making skills?

Here’s where Fundraising Central can step in to help you! We can work with you to help you identify the specific training needs of your organisation, advise on best-practice and develop a bespoke training package.

There’s no time-wasting – all our training is developed and adapted to suit your requirements. You’ll gain useful skills for specific tasks with relevant practical information. Our training sessions are tailored to cover as much ground as possible in a short time. We regularly deliver training in the following areas:

• Trust and foundation fundraising
• Defining Trustee roles and responsibilities
• Developing a fundraising strategy
• Supporter journeys
• Developing a Theory of Change
• Consultation and Evaluation
• Digital communication and fundraising
• How to write a compelling Case for Support
• How to involve service users and beneficiaries in Evaluation

We have an objective viewpoint and benefit from working with lots of organisations. We can advise on training areas that could be delivered to make a real positive impact in your organisation – no fuss, no time-wasting.

Get in touch to discuss – we’d love to hear from you!

The Institute of Fundraising, in partnership with law firm Bircham Dyson Bell, have published a new guide to the EU General Data Protection Regulation (GDPR) which will come into effect in May 2018. The Guide, GDPR: The Essentials for Fundraising Organisations, is available here

They have also announced a series of training courses ‘Be GDPR Ready’ which take place in locations across the UK this summer. Details of the courses are available here

Does your organisation hold an email list or a service-user contact list?

If you hold any data lists within your organisation then you need to be aware that data protection regulation is changing.

On 25 May 2018 new data protection guidelines are being introduced by the Information Commissioner’s Office (ICO) – the General Data Protection Regulation (GDPR) will replace the Data Protection Act. As these guidelines are rolled out, the public will be increasingly aware of how their data is being held and used by organisations, so charities large and small need to be prepared.

Understandably, smaller charities often have no data protection officer role within their organisation, so responsibility for monitoring data protection is not clearly defined and it is hard to stay up to date. A good place to start is to ensure that a staff member is trained in the latest data protection law and given responsibility for keeping abreast of any changes.

The ICO have released a report Preparing for the General Data Protection Regulation (GDPR): 12 steps to take now – here’s a brief overview of their checklist to get you started so you can plan your approach:

1. Awareness

Make sure that key people in your organisation are aware that data protection law is changing. Identify areas that could cause compliance problems. Avoid leaving this until the last minute, as these changes may take time to implement.

2. Information you hold

You need to document what personal data you hold, including where it came from and who you share it with. Organise an information audit. You’ll need to show how you comply with the data protection principles – what policies and procedures you have in place.

3. Communicating privacy information

Review your current privacy notices […]

It’s that time of year again! Charities Aid Foundation (CAF) have released their latest report ‘UK Giving’ which provides an overview of Charitable Giving during 2016. This year’s research is the most thorough and comprehensive yet as the sample size has been doubled – and there are plans to double the sample size again for the next report.

The report is a ‘must-read’ for fundraisers and offers detailed analysis, but the points highlighted below provide an overview for those who don’t have time to read the full report:

General points:

• Donating money remains the main way in which people engage with charity – 61% having done so in the last year.
• Donations peaked in November when 41% said they had donated in the last four weeks (coinciding with Children in Need, the Poppy Appeal, and Movember).
• A total amount of £9.7 billion was donated in 2016 – on a par with 2015
• 50% of Brits thought charities were trustworthy in 2016 – with women and young people most likely to trust them.

Who engages most?

• Older people and women are the most likely to engage in charitable or social activities.
• Geographically, those in Wales (92%), Ulster (91%), the South West (90%) and the East Midlands (90%) are the most likely to have done any of the charitable or social actions.

Frequency of giving

• The majority of people usually give to charity from time-to-time (51%), with a further quarter (25%) giving monthly. The number giving monthly has decreased since 2015, from 31%, whilst the number giving on a more ad hoc basis has increased from 41%.

How much do people give?

• The typical (median) monthly amount given by a donor in 2016, either donating or sponsoring in the last four […]
  

Yesterday the House of Lords Select Committee on Charities published a report, “Stronger Charities for a Stronger Society” which brings together their findings from over a year of detailed evidence gathering. Over 150 pages, the report recognises the contribution of charities and makes a series of recommendations and conclusions around a number of key themes. There are a hundred of these in total but in summary these include:

Improved Governance

• Regular skills audits for trustee boards
• Training and development for charity trustees
• Induction processes for new trustees
• More diversity on trustee boards to better reflect a range of skills, experience, age and background
• Maximum terms of office for trustees

Increased Transparency

• All charities (except the very smallest) should have a simple website or public social media page
• Funders and donors should evaluate the transparency of charities when considering requests for funding
• Charities should seek independent evaluation of their impact on their beneficiaries

Commissioning Reform

• Commissioners should embed a partnership approach to service design and provision
• Social Value should become an integral part of commissioning
• Realistic and justifiable core costs should be include in core costs
• Long term contracts should be the norm to allow effective delivery

The role of volunteers

• Funders need to be more receptive to requests for resources for volunteer managers and co-ordinators, especially where charities are able to demonstrate a strong potential volunteer base
• Greater flexibility should be in place for employees to take time off for charitable work

Charities and digital technology

• The capacity of the sector to embrace digital varies and for those who are not embracing it there is a risk of ‘organisational stagnation and decay’.
• Charities should actively consider including a digital trustee on their board

The report also looks at local funding […]

Earlier this month the Lloyds Bank Foundation published ‘Facing Forward: How small to medium sized charities can adapt to survive’. In his introduction, Lloyds CEO, Paul Street, outlines the intention of the report, which is to;

“acknowledge the seismic shifts we’re witnessing politically, economically, socially and technologically. But use this as a means to provoke conversations about what charities can do to respond, adapt and get on the front foot for the years to come”

The report outlines ten key trends to watch:

1. The road to Brexit

Some charities will experience direct impact, such as loss of EU funding streams or difficulty retaining EU staff. Others are likely to be affected by changes to UK regulation and economic consequences.

2. Political showdowns and slowdowns

With Brexit consuming policy attention, other issues may be harder to campaign on. Ensuring their issues are on the agenda will be a key concern for smaller charities – effective relationships with local MPs and councillors will be vital.

3. Unpredictable economy

The economy may be subject to significant change, depending on whether the UK secures a new (permanent or interim) trade deal with the EU. Smaller charities need a Plan B in case of worsening economic outlook.

4. Local government at a tipping point

Smaller charities will need to fight hard to have a seat at the table and be involved in discussions about the future of local services if those they serve are not to be left behind.

5. Reshaping of public services

Facing further cuts, many public services will be put under significant additional pressure. Smaller charities will have a key role to play in raising the voices of communities to ensure support for the services they need.

[…]

Is legacy fundraising right for your organisation?

We undertake extensive research before recommending whether or not legacy fundraising should be a priority focus for your organisation as its success is highly dependent on a number of factors, such as your cause, your location and your donor pool.

For large charities, legacies are one of the most cost-effective fundraising techniques and raise millions of pounds year on year. When done properly, legacies can build and maintain financial reserves. However, they should never be relied upon as a source of income – this has been the downfall of a number of small to medium charities over the years.

How do legacies work?
There are two kinds of legacies:

• Pecuniary legacies – where someone, in a will, specifies that, say, £2,000 should be left to a person or organisation.
• Residuary legacies – where, after all the pecuniary legacies have been paid out, the remainder of the dead persons’ estate goes to a person of organisation.

Residuary tend to be more valuable but pecuniary are easier to achieve.

Behind the myths of legacy fundraising

• We can’t afford it

It doesn’t have to be expensive, especially if you integrate the legacy message across your fundraising channels and drip feed your message into existing communications. If you already use social media and digital then there will be minimal associated costs. For print documents, just wait until your next print runs and add a brief legacy message.

• We’re too small

The number of people leaving a gift to charities is growing and each charitable will benefits an average of three charities, so there is room for everyone! In many ways, the potential for small charities is huge, one gift could make a massive difference.

• People don’t like to talk about death

So, […]