Date post: | 14-Jan-2017 |
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Government & Nonprofit |
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The Governance & Management
of Fundraising: Responding to
Charity reform
Professor Stephen Lee, Cass Business School
Fundraising Hits Rock Bottom?
The Death of Olive Cook 2015
So…What About Fundraising
Regulation & Standards?• NCVO Report Into Malpractice in Fundraising 1986
• Charity Acts 1992, 1993, 2006 & 2011
• EC Data Protection Directive,1995, effective 1998
• Information Commissioner DM & PECR Guidance 2004
• Self regulation imposed FRSB, IOF, PRFA 2007- 2015
• Hodgson Review of 2006 Act 2012
• PWC Report on Self Regulation of Fundraising 2014
• Dispatches Programme Summer 2014
• Olive Cook May 2015
• Daily Mail, Telegraph and others…. Summer 2015
• Etherington Review Autumn 2015
• Revised Self Regulatory Structure – demise of FRSB, PFRA & IOF control of
code of practice. Fundraising Regulator created. FPS Reset Red Button?
• PACAC Select Committee Report, January 2016
• Charities(Protection & Social Investment) Act 2016
• Revised IFC Guidance on Direct Marketing 2016
• EC General Data Protection Regulation April 2016, effective May 2018
Consent: The State We’re In!
Refining Back To Basics
Private
Public
Efficient
Expensive
Acquisition
Development
Committed
Major
Fundraising Strategy
& Tactical Choices
Personal solicitation
Direct mail
Advertising
Face to face solicitation
Public collections
Telephone fundraising
Lotteries & competitions
Sponsored events
Challenge events
Internet fundraising
New media fundraising
Special events/ dinners
Trading
Legacies
Major gift fundraising
Personal solicitation
Peer to peer solicitation
Charity of the year
Company Foundations
Payroll giving
Employee giving
Customer giving schemes
Sponsorship
Special events/dinners
Joint promotions
Cause related marketing
Challenge events
Foundations
Central/Local Government
QUANGO’s
Individual Fundraising Institutional Fundraising
Community Fundraising
Methodologies
• cash appeals
• jumble sales
• charity balls
• lotteries
• dinner, lunch, etc.
• events
• fireworks
• exhibitions
• sponsored walks
• fetes
• public collections
• quiz night
• competitions
• Unsolicited donations
• Fact to face
• Advertising
• PR
• Direct mail
• Internet
• New media
• Telephone
• Tax efficient giving
• Committed giving schemes
• Social networking/membership
• Major gifts
• Legacies
Acquisition
Personal solicitation
* Public collections
* Face to face solicitation
* Local groups
Events
* Special events/ dinners
* Sponsored events
* Challenge events
* Community events
Direct marketing
* Off the page
* Direct mail
* Telephone*DRTV/Radio
* Text fundraising
Internet fundraising* Digital*New media*Social networkingAdvertising
Lotteries & competitions
Trading
* Retail shops
* Catalogues
* Social enterprises
Employee Fundraising
Retention
Receptions
Local Groups
Annual Events
Direct marketing
* Welcome packs
* Mailing cycle
* Annual Fund
* Upgrade campaigns
Membership
Retail events
Internet communities
Social networks
Development
Receptions
Annual Events
Warm direct marketing
Telephone upgrades
Text campaigns
Special campaigns
Special interest groups
Membership grades
Loyalty schemes
Committed Giving schemes
Stewardship schemes
Committed Giving
Major donor development
One – Off campaigns
Capital campaigns
Stewardship Schemes
Legacy campaigns
Development Board
Individual Donor Development
10
A Successful Fundraising
Strategy?
• Efficiency performance linked to strategy
• Effectiveness quality of outcomes linked to strategy
• Appropriateness conformity to appropriate ethical practice in
achieving strategy
Does Size Matter?
Playing On A Level
Playing Field!
Poor Communication
Lack of leadership:
A Sense of Purpose or Direction
Practical Guidance: Greater Clarity
Above All Else
Mission & Values – Good governance, effective management
Rights & Duties – The place and role of fundraising
Culture – From values to resonant behaviours
Competence – Fundraising & fundraising management
Compliance - Consistent application of good practice