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The charity trustee: useful or beautiful?
| Date post: | 18-Aug-2015 |
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Government & Nonprofit |
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The charity trustee:useful or beautiful?
Useful or beautiful?
“Have nothing in your houses that you do not know to be useful or believe to be beautiful.”- William Morris
What will we cover?
• The benefits and importance ofbeing a trustee (who knows aboutfundraising)• How can fundraisers work
effectively with trustees?• What's it like being a fundraising
trustee?
Who's in the room?
• Who here is a trustee?• Who's thinking about it?• Who would like to maximise their
relationship with their trustees?• What are the key issues you would like us to
address?
The Trustee as a fundraising leader
• When does it workwell?• Understands fundraising• Persuades and educates fellow
board members about its importance• ‘Gives and gets’• Providing relevance to
executive staff
The Trustee as a fundraising leader
• Not about status, not top down• It’s about your understanding of how to
fundraise• Why do fundraising discussions move so
easily from strategic to operational?Your job is to stop that!• Raising is as important as spending, and
the two need to be linked
The Trustee as afundraising leader• Use tools• This is the NCVO’s Sun tool
The Sun tool
A. Strategic approachB. Income diversityC. Financial managementD. Communicating successE. External positioning and
marketingF. Relationships
The Sun tool
A. Strategic approachB. Income diversityC. Financial managementD. Communicating successE. External positioning and
marketingF. Relationships
The Trustee as a fundraising leaderWhen are they useful?
• Strategic understanding• Support and contacts• Helping avoid the ‘scattergun’• Educating peers
The Trustee as a fundraising leaderHow can they be beautiful?
• Setting an example by donating, and leading their peers to do the same• Identifying prospects• Facilitating introductions• Inspiring and bringing ‘spark’ to
personal connections• Passion and mission – not just
‘legalistic’
Working effectively with trustees as a charity fundraiser• See trustees as indispensible
partners• They can:• reach parts you can’t reach• champion your strategy• win you resources• help you to be bigger and
better
Engaging your biggest prospects as trustees…• 34% only gave money to the organisation they volunteered for• 51% said they are more likely to give if they are involvedNatCen, Cabinet office Research Bulletin – Valuing time and money (2007)
• 8% of the population are responsible for 49% of all volunteering and 40% of all giving
Mohan & Bullock 2012 The idea of a ‘civic core’
Engaging your biggest prospects as trustees…• High net worth donors are more likely to donate their money there they donate
their time.• 62% of wealthy donors cited volunteering as a factor in their giving choices2010 Bank of America Merrill Lynch Study of High Net Work Philanthropy
• Individuals who were asked first for their time gave twice as much money as those who were first asked to make a financial donation.• Those who were asked about giving money first gave less than those who were
first asked about giving their time. Stanford School of Business, Centre for Social Innovation 2008
Case study: Being a young Trustee for Sense
Our Vision: A new, positive relationship between people and the environment.
Case study from both sides of the fence• Motivation for getting involved• When I feel useful • When my contribution is beautiful• What charities can do to encourage a more diverse board• Benefits to me
Checklist for the new Trustee
• Make sure you care• Ask silly questions• Paraphrase arguments – “Can I just check I understand…?”• Read everything• Clarify what is needed – decision? Discussion? For
information?• Be useful, but don’t interfere• Emphasise and educate on the importance of
fundraising• Inspire people
Discussion and conclusion
• Do you have any questions?• Did we address all of the issues you wanted
us to cover?• Thoughts for future sessions!
