Transcript
Top 5 areas that can turn you upside down 1
© Ann Rosenfield MBA, CFRE 2017
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Board Governance
Financial Accountability & Transparency
Fundraising
Staff Management
Volunteer Management
Questions
Agenda
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3© Ann Rosenfield MBA, CFRE 2017
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BOARD GOVERNANCE 4© Ann Rosenfield MBA, CFRE 2017
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Independent Directors
Board Governance
Resources
Board Source
Hilborn Charity eNews
Imagine Canada Standards
Finance
Controls
Split receipting
Gifts In-kind
Donated services
FINANCIAL ACCOUNTABILITY & TRANSPARENCY 5© Ann Rosenfield MBA, CFRE 2017
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Resources
• Canada Revenue Agency
• Hilborn Charity eNews
• Imagine Canada Standards
FINANCIAL ACCOUNTABILITY & TRANSPARENCY 6© Ann Rosenfield MBA, CFRE 2017
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FUNDRAISING
Events
Cash Controls
Volunteer supervision
Funds in escrow if cancellation
Only do worthwhile events
One of these events will have attendees who convert to donors. The other will cost $0.50/$1 raised.
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
Only do worthwhile events
One of these events will have attendees who convert to donors. The other will cost $0.50/$1 raised.
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016 7© Ann Rosenfield MBA, CFRE 2017
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FUNDRAISING
Lotteries &
Raffles
Fundraising
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FUNDRAISING
Resources
Hilborn Charity eNews
Association of Fundraising Professionals
Imagine Canada Standards
Events
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
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Staff management
Do you know the difference between contract & full-time staff?
STAFF MANAGEMENT 10© Ann Rosenfield MBA, CFRE 2017
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ResourcesImagine Canada Standards
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VOLUNTEERS 12© Ann Rosenfield MBA, CFRE 2017
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Volunteers
Used as staff
Screened
Supervised
Appreciated
Evaluated
VOLUNTEERS
Resources
Volunteer Canada
PAVRO
Hilborn Charity eNews
Imagine Canada Standards
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Questions
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Appendices
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Audience Option #1 Option #2 Option #3
Mission, values
Board
Key volunteers
Service Users
Donors
Funders
Local Community
Newspaper
Personal values
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Fischer Ethics Screen
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Demographics of professional fundraisers
• Women in their 40s (80% of profession)
• University-educated
Boomer retirees
Part-time Help
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• Median salary in Ontario for fundraising is over $70,000
• 27% of leaders of charities raising under $1M are happy with their development director’s performance. Only 36% happy at the 1-5M range
• 25% of Executive Directors fired their last fundraiser
• 50% of fundraisers are planning to leave their jobs
• 40% are considering leaving the profession
• Median vacancy duration for fundraiser for charities who raise under $1M/year – 12months
• Only 18% Board members appropriately engaged in fundraising in charities under $1M (only 37% in high performing over 10M)
• 73,916 charities in Canada
Why hiring someone full time is not the fix-all solution
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100% Board Giving
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• Executive Director LOVES asking for gifts
• Executive Director skilled at securing major gifts
• Executive Director has previous experience in fundraising
• Executive Director maintains a strong relationship with Development Director
• Development Director has strong control over fundraising goals
Source:
http://www.compasspoint.org/sites/default/files/images/UnderDeveloped_CompassPoi
nt_HaasJrFund_January%202013.pdf
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Qualities of a high performing fundraising charity
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