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Fundraising Regulations

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A Blueprint for Fundraising – the small charities’ guide to fundraising and fundraising regulation. Its 250 pages are designed to provide Charity Trustees, Charity Directors and Fundraisers with the practical know-how they need to implement and manage the kind of modern, full spectrum, organised fundraising programmes operated by the big charities. Please check these s to get insights of all 14 chapters. – PowerPoint PPT presentation

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Date added: 20 May 2019
Slides: 18
Provided by: fundrasingblue

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Title: Fundraising Regulations


1
Insights
2
Overview
  • A quick overview of the activity called
    Fundraising. All fundraising can be reduced to
    a 3 part formula the rule of LPP, where L
    stands for the List of prospects who might make a
    donation, P stands for the Proposition which can
    be communicated to the prospect and P stands
    for Price  the amount of money being requested.
    The chapter covers building a prospect list,
    creating compelling propositions for company,
    trust, wealthy and individual donors.

3
Chapter 1How Effective Fundraising works
  • This chapter describes the difference between
    just collecting money and proper, organized fund
    raising as described by Sy Seymour, one of the
    early pioneers of structured fundraising the
    kind the big charities do so well nowadays.

4
Chapter 2Clearpatht A fundraising optimisation
system.
  • This chapter provides an auditing system template
    that will help members identify weak links in
    their charitys fundraising and opportunities for
    growth. Clearpath will help members create a
    stronger foundation for fundraising in the future.

5
Chapter 3Online Fundraising and Social Media.
  • Email fundraising (including building an email
    supporter list) , Social Media fundraising,
    Digital Fundraising, Facebook fundraising and
    Google Adwords fundraising, Online fundraising
    are all covered. GDPR and Data Privacy compliance
    electronic communications opt in, opt out,
    consent, are all spelled out.

6
Chapter 4Individual Giving A strategy for
Individual Giving.
  • This chapter proposes a new strategy for
    Individual Giving that small charities can adopt
    with minimum investment. It is based on tried and
    tested methods and is working now here in the UK.
    It involves harnessing all levels and types of
    individual giving cash gifts, regular commited
    gifts, major donors, legacy gifts, in memoriam
    gifts into one, integrated annual campaign for
    unrestricted funds.

7
Chapter 5Individual Giving fundraising for
repeat cash gifts by sending polite letters
asking for money.
  • There was time before Direct Mail and Direct
    Marketing exploded in the charity world in the
    period 1980 2000. In those early days charities
    wrote simple, sincere, polite letters to
    prospective donors asking for help. This chapter
    describes how asking politely for money by letter
    still has a place in a sustainable fundraising
    programme. Charity creative, copywriting, design,
    planning and implementation are all covered, as
    are GDPR and all data privacy regulations. New
    donor acquisition and donor renewal and
    development are dealt with in detail as are door
    drops and face to face door to door and on
    street. One key role for this form of fundraising
    is generating core or unrestricted funding.

8
Chapter 6Individual Giving Major Gifts
  • There was time before Direct Mail and Direct
    Marketing exploded in the charity world in the
    period 1980 2000. In those early days charities
    wrote simple, sincere, polite letters to
    prospective donors asking for help. This chapter
    describes how asking politely for money by letter
    still has a place in a sustainable fundraising
    programme. Charity creative, copywriting, design,
    planning and implementation are all covered, as
    are GDPR and all data privacy regulations. New
    donor acquisition and donor renewal and
    development are dealt with in detail as are door
    drops and face to face door to door and on
    street. One key role for this form of fundraising
    is generating core or unrestricted funding.

9
Chapter 7Individual Giving Fundraising for
Capital projects
  • How to apply the principles and methods for major
    gift fundraising to a specific campaign for a
    capital project a new building, facility,
    capital equipment are dealt with in this
    chapter.

10
Chapter 8Individual Giving Legacy and In
Memoriam Fundraising.
  • For some donors, their strongest desire is to
    help in creating something of permanent value
    that will go on doing good long after the donor
    has died. This is their legacy in both the
    financial and figurative sense. Small charities
    can align themselves with this desire every bit
    as closely as the larger charities. All it takes
    is an organized, methodically applied,
    relationship-building system. The same applies to
    In Memoriam giving. How to set this up is all
    explained in detail in this chapter.

11
Chapter 9Fundraising from Grant Making Trusts.
  • There are over 4000 bodies that exist solely to
    give away money generated from investments set
    up, often many years ago, for this purpose. How
    to apply to and land grants from such Grant
    Making Trusts is explained in this chapter.
    Especially important is a strong Case for Support
    and a template for a successful Case for Support
    is provided in this chapter.

12
Chapter 10Fundraising from Companies
  • Companies, especially local ones, support
    charities in many different ways gifts in kind,
    cash, sponsorship, secondment of staff, adoption
    of a project and more. All these are discussed
    and brought into a properly planned programme in
    this chapter. How to secure meetings with company
    funders, preparing for the meeting, conducting
    the meeting are all set out in detail.

13
Chapter 11Events and Community Fundraising
  • With Community Fundraising there is no limit to
    the imagination. Some popular and ever-successful
    types of event are listed.

14
Chapter 12Fundraising Law and Regulation
  • Laws that apply to specific types of fundraising
    are set out in the relevant chapter of Blueprint.
    Here we provide a Legal Compliance Checklist and
    set out the recently revised law on Data Privacy
    in the form of GDPR, the Data Protection Act
    2018, Privacy and Electronic Communications
    Regulations and others.

15
Chapter 13Tax Efficient Giving
  • This chapter sets out the present rules on Gift
    Aid and other forms of tax efficient giving.

16
Chapter 14Risk Assessment
  • Though the requirement to carry out robust risk
    assessments applies specifically to Trustees, we
    think the law here applies to all fundraisers.
    Have the risks inherent to a fundraising
    initiative been assessed properly so that, for
    example, the charitys reputation is not put at
    risk. The requirements relating to Risk
    Assessments are set out in this chapter.

17
  • Visit
  • www.fundraisingblueprint.co.uk
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