News & Blog
Disputed Legacies and Compliance
With all the fundraising regulatory changes this year and the increased focus on compliance, charities are rightly thinking about the legal use of data, including how long they should keep donor’s details on file, especially in relation to “lapsed” donors.
The Information Commissioner suggests that you need a good reason to hold on to old data and that charities should review what they keep and for how long, to ensure it is not “excessive”.
Latest Legacy Stats – are you getting your share?
The latest figures on UK legacy income from Legacy Foresight show an encouraging picture, with a total income in 2015 of £2.56 billion, representing 13% of all voluntary income to charities. Average residuary legacies (shares of estates) are running at £42,500, with average cash sums now at £3,000.
Gill Wootton MInstF, 1948-2016
We are sorry to announce the death of one of our founders and former directors, Gill Wootton.
Brexit – Dealing with the Fallout
So it's goodbye to Brussels, but what are the implications for fundraising now? Impacts on charities will vary, depending on how they raise their money. However, if the Remain campaign's predictions are accurate, they will be dramatic and far reaching.
Are your accounts letting you down?
In recent weeks, we have seen several clients struggling to raise funds from grant makers because of issues in their accounts. These have included high reserves, high operating costs and deficits. These can be killer issues for many funders, who will scrutinise your accounts to make sure you are soundly run and are offering best value. If they spot issues they do not like, they will often reject your appeal out of hand, without asking for an explanation.
Hospice Online Legacy Fundraising - Could do Better
A recent review of the legacy pages of 25 hospices has not been an
inspiring experience. Hospices do well for legacies (as you might
expect) but visiting many of their websites makes you wonder if they
deserve to, given the uninspiring and frankly dull content to be found
on many of their sites.
Will the budget impact on legacy income?
In his budget statement, the Chancellor announced an increase in the level of inheritance tax allowance of £175,000 per person, to add to the current £325,000 allowance, both of which can be transferred to the surviving spouse.
Innovative Legacy Promotion
It is well known that many charities receive a large proportion of legacies from people they have no relationship with (often 50%). What drives this and how to reach these people are always key issues when developing a legacy strategy. It is after all easy to reach those on the database, but how do you take the legacy message out cost-effectively from the warm circle of supporters to the wider public?
The astonishing story of the Alan Barnes Fund has made the headlines this week, with over £329,000 raised online in just a few days. So what lessons can this teach us for fundraising in our organisations?
Legacies and Cultural Normalisation
In the British Library I recently saw the original will of Aethelstan the Atheling, son of Aethelred the Unready, who died in 1014. It is the oldest will I have seen and in remarkably good condition. Well worth a visit if you have a few minutes to spare in London.
National Lottery Inflexibility
The National Lottery has been a life-line for many charities in the last two decades and has contributed to many excellent projects around the country. However, its inflexibility still causes frustrations for some applicants.
Disability Fundraising Survey
All charities are equal, but some are more equal than others, right? In fundraising, this is certainly the case and we all know that some causes find it harder to raise funds than others, for a variety of reasons.
What’s in a name?
This week I learned an old lesson again about the difference a named contact can make. I was working on a feasibility study for a major appeal and had interviewed a range of people, including one very well known and wealthy lady.
National Lottery – Funds for (almost) Everyone
Heritage Funding for All
At a talk by the Heritage Lottery Fund recently, I was struck by how wide their funding portfolio is and by the range of charities that have succeeded in securing project funding.
Is your agency really listening?
This week I visited an old client of ours that has just had a poor experience of using consultants.
How can charity Trustees enable fundraising effectiveness?
A common complaint I hear from fundraisers is the lack of support from their Boards for fundraising, often combined with an assertion that Trustees do not understand what fundraising involves and do not even donate to their own charities. British Fundraisers will point to the US, where Trustees are expected to give (often generously) as a prerequisite for their involvement, as well as networking effectively on behalf of the charity to secure further gifts.
How to Thrive as a Sole Fundraiser
This week I visited a national charity we work for that only employs one fundraiser. She has her work cut out, juggling a wide range of activities and making her time and budget stretch very thinly. She has my sympathy and it got me thinking again about the challenges and success strategies for fundraisers in this position.
Do the DEC and CIN appeals show public confidence in giving is returning?
The timing of the typhoon that hit the Philippines this month and the subsequent DEC appeal looked like they would make a big dent in the public's support for this year's BBC's Children in Need appeal.
New Legacy Fundraising Training
We are delighted to announce that we have been asked by NCVO to develop the legacy fundraising element of its online Studyzone training programme.
Care & Repair are delighted to announce that we have been awarded £235,487 for the expansion of an existing project that aims to support older people in Manchester to live independently in their own homes for longer and improve their quality of life.
Richer Lives - Why Rich People Give
This new book by Beth Breeze and Theresa Lloyd, published by the DSC, examines what it is that drives the wealthy to make large donations to good causes. What are their motivations and what expectations do they have of the causes they support?
After 22 years of leadership, Catherine Arkley, CEO of Children’s Liver Disease Foundation is leaving her role for pastures new.
More clients renew their contracts
Recent weeks have seen a raft of clients renewing their contracts with us for 2013.
Funding Feasibility Studies
– Don’t raise big funds without one!
I recently came across a charity that has been running a £3 million appeal for new facilities that has now got stuck. It seems things started well, but the appeal has gradually faltered, with only £1 million raised to date and with long delays to the timetable. It is an embarrassing situation for the charity and its trustees.
The Power of Capital Appeals
It is amazing how a capital appeal can galvanise donors into action compared with ongoing revenue appeals.
I recently came across a church that is struggling to cover its monthly revenue needs of around £33,000. Despite regular updates and appeals to its members, monthly donations have remained flat for some time, as wages fail to keep up with inflation. A number of projects have been put on hold as a result.