Showing posts with label Trustees & Directors. Show all posts
Showing posts with label Trustees & Directors. Show all posts

Thursday, 12 November 2020

Charity Tracker Survey - October - Feeling the Chill

During the COVID-19 Pandemic, Probono Economics (PBE) have been working with the Charity Finance Group and the Institute of Fundraising to take the temperature of the charity sector and monitor the pressures being faced by charities and voluntary organisations across the UK.   This October report highlights the unpredictability charities face with further lockdowns and continued restrictions on large Christmas fundraising events affecting income.

Read here

Wednesday, 11 November 2020

Report: Fundraising in a time of Covid-19: how the supporter experience can help you navigate the pandemic

Published in November by the Chartered Institute of Fundraising (CIoF), the report contains 6 key principles which includes: starting with the needs of your supporters; changing your organisational mindset and investing in your fundraisers.   The report is accompanied by a free webinar from the CIoF Supporter Experience Group on the 25th November 2pm - 4.30pm.

Download the report 

See details on the webinar here

Report: UK Giving and Covid-19

Published October 2020 from the Charity Aid Foundation, (CAF) the report summaries the key findings during 2020 relating to charity donations, charity income and the way people are giving.

Charity Aid Foundation, October 2020.  UK Giving and Covid-19.  

Read online or request a PDF from the library

Article: Hard decisions: hard times: what charity Trustees need to know about making people redundant

As many charities approach the difficult task of reducing their workforce to balance their books, this article looks at what trustees need to know about the process of restructuring and redundancy consultation.

Contact the library for a copy

Article: Whirlwind of change: charity finance professionals share their experience of the pandemic

A very interesting overview from Charity Finance Directors from small, medium, large and very large charities (with income over £50m) during Covid-19.  They describe the impact on income, reserves, feeling the strain, being "zoomed out", financial reporting, building back and investments.  It also includes a number of case studies looking in more detail at a number of charities

Contact the library for a copy.

Report: Just one in 5 charities fully comply with rules on fundraising reporting

The law requires charities with more than £1million income to include a statement on fundraising in their annual report, providing details on six aspects of their approach to fundraising.  In 2020 the Fundraising Regular analysed the annual reports from 187 organisations - a sample of 10% and found only 21% were compliant.  The report aims to provide a benchmark for charities, highlighting good practice as well as areas where improvements can be made. 

Fundraising Regular Report, September 2020 - An analysis of fundraising reporting.

Charity Commission - New 5 minute guides for Trustees

Published at the beginning of November to coincide with Trustee Week, these new short 5 minute guides have been produced to summarise key areas and trustee responsibilities.  5 topics are covered: 

Charity purposes and rules

Managing a charity finances

Making decisions at a charity

Managing conflicts of interest in a charity

What to send to the Charity Commission and how to get help

Snapshot of Charity Shop Survey 2020

While still waiting for a copy of the full Charity Retail Shop Survey report 2020, this article from Fundraising Magazine provides a snapshot of the key findings.  It's a smaller survey from most years, with data from 30 charities and covers the period before COVID-19 but data was collected after the pandemic had started. 

Contact the library for a copy

Article - The future of gift aid

With approximately £180m of Gift Aid claimed each year wrongly, and £585m not claimed that could be, this article discusses how Covid-19 presents an opportunity to review and update Gift Aid.  It describes the current situation and and the work done to date by the Charity Finance Group and HMRC regarding improvements to the system.  

Contact the library for a copy


Online article: Beyond the basics: how Chairs can make online meetings work for their board

This guidance from the Association of Chairs provides a detailed account of aspects to think about and do differently with online board meetings.  It uses Zoom as the example but acknowledges most online platforms have similar functions to use.   It includes designing the agenda differently, having a co-host and the use of voting tools

View article here

Article: We are all at risk of being led by our unconscious bias

The article by John Williams, the Vice Chair of the Association of Chairs, offers 8 ideas for making a practical difference to the diversity of a Trustee board.  These include: Don't over prioritise the skill mix, Don't hide behind the fact you can't find any diverse candidates, and Do consider some diversity training for yourself 

Contact the library for a copy

Article - Digital has to be at the heart of rebuilding a more resilient sector

An article on why charities should seize the opportunity to become digital and become more resilient.  

Contact the library for a copy

Tuesday, 15 September 2020

Report: Hospice and Care Benchmarking report 2019/2020

The Hospice and Care Benchmarking Survey Report is the third study from Haysmacintyre Solicitors, sharing best practice in the care and hospice sector, enabling management and trustees to assess their own structure, governance and monitoring procedures.  The data was collated prior to the Covid pandemic but makes several references to it in the report with regard to the findings. 

Contact the library for a copy

Article: Summary of Hospice Benchmarking Survey 2019/20

Written by the authors of the report, a one page summary of recommendations.

Finance Magazine, May 2020

Contact the library for a copy



Article: How well are your charity’s fundraisers?

This article reports on the findings of a 2019 survey on the wellbeing and mental health of charity fundraisers.  It makes a number of recommendations to improve support, retention, management and leadership.    

Fundraising Magazine June 2020

Contact the library for a copy

Article: Sharing the load: ideas for how trustees can better support fundraising

Following on from the survey on the wellbeing of charity fundraisers, an article looking at the role of Trustees in supporting fundraising teams.

Governance Magazine Sept 2020

Contact the library for a copy

Article: Facing up to difficult decisions on what not to provide

This article acknowledges that deciding which services or support to stop is a particularly difficult decision for charities. It recommends the use of the MacMillan Matrix, a tool specifically set up for the Not for Profit sector to help make the best decisions.

Charity Finance Magazine, June 2020

Contact the library for a copy

Article: Staying in touch while keeping your distance – fundraising customer systems during and post Covid

The article reports on the survey of 300 charities Customer Relationship Systems – CRM’s.  While Blackbaud’s Raiser’s Edge continues to dominate the big organisations in the £10m income, it reports on newer systems enjoying considerable success and high levels of satisfaction for organisations with smaller budgets.

Charity Finance Magazine, June 2020

Contact the library for a copy

Article: Terry the Terrible and Beryl the Brilliant: 10 things terrible trustees do, and brilliant trustees don’t

A very good overview of what makes a great trustee.   It also includes 5 useful things to remember about your Executive Team.   Originally published 2015 and reprinted on Directory of Social Change (DSC) 2020 as reminder for Trustees.

Contact the library for a copy

Report: Charities and coronavirus – weathering the storm

A report published by Third Sector Magazine and GoodBox – “A tech-for-Good” company.  It explores how charities coped in previous economic crises, considers a post-covid fundraising landscape and looks at how technology can aid recovery in the third sector.

Third Sector Magazine, 24 June 2020

Contact the library for a copy