Knowledge Peers

Click on the links to see more from this sequence:

Challenges and solutions Big Soci...

Susan Ringwood, CEO of eating disorder charity beat, discusses the difficulty of finding a corporate sponsor.

Beat's position, as a mid-tier charity addressing a sensitive issue, has complicated the business of securing corporate backing. Susan talks about the difficulties beat has encountered and how the charity has dealt with these issues.

Colin Crooks, Chief Executive of Green-Works, talks about the importance of partnerships for Green-Works, a social enterprise which facilitates the re-use of unwanted office furniture.

John May is Chief Executive of Career Academies. In this interview he looks at the challenges and benefits of schools and businesses working as partners in creating a better future for 16 to 18 year olds, covering:

• Background and purpose of Career Academies
• Benefits to schools and children
• Benefits to business
• Challenges

Daniela Barone Soares joined Impetus Trust as Chief Executive in June 2006. Most of her seventeen-year career has been in private equity and venture capital. Impetus Trust works to break the cycle of poverty by investing in ambitious charities and social enterprises that fight economic disadvantage. Daniela talks about how charities actually achieve the innovations they dream up. As the government puts more demand on the social sector to provide ‘Big Soci...

Click on the links to see more from this sequence:

Introduction The Big Society ...

Click on the links to see more from this sequence:

Introduction The Big Society ...

Click on the links to see more from this sequence:

Introduction The Big Society ...

Click on the links to see more from this sequence:

Challenges and solutions Big Soci...

Emma-Jane is the CEO of Beatbullying, a charity that works with children and young people across the UK to provide them with all important opportunities to make positive and lasting changes to their lives and outlook. Beatbullying achieves this through a range of programmes which utilise peer mentoring and peer activism.

Emma-Jane has seen plenty of collaborations go wrong, which she feels demonstrates the need for ethical agreement. She also wonders whether umbrella organisations' 'appro...

Emma-Jane is the CEO of Beatbullying, a charity that works with children and young people across the UK to provide them with all important opportunities to make positive and lasting changes to their lives and outlook. Beatbullying achieves this through a range of programmes which utilise peer mentoring and peer activism.

Organisations are very interested in being involved and contributing to a working party designed to aid co-operation across the sector. Emma-Jane feels that there is a fe...

Emma-Jane is the CEO of Beatbullying, a charity that works with children and young people across the UK to provide them with all important opportunities to make positive and lasting changes to their lives and outlook. Beatbullying achieves this through a range of programmes which utilise peer mentoring and peer activism.

Signing up to this agreement is a statement that you are intending to behave ethically, and sends out the message that the sector can regulate itself. This can be the fra...

Working with the support of the private sector <...

Background and origins of Alli...

Introduction

Introduction

An introduction to Social Investment business

An introduction to Social Investment business

An introduction to Social Investment business

An introduction to Social Investment business

An introduction to Social Investment business

Defining a collaboration <...

Defining a collaboration <...

Defining a collaboration <...

Defining a collaboration <...

Defining a collaboration <...

RAFT’s research company

RAFT’s research company

RAFT’s research company

RAFT’s research company

RAFT’s research company

Key points Collaboration does not have to mean losing the individual identity of any partners: In a group structure merger, separate brands can be retained with each of their boards reporting to the group’s board Service delivery can be improved by merging front office: in bringing together the services of its different charities in one local office, the ...

Key points Stephen feels that some charities overuse the term ‘independence’, often in a defensive way for not engaging with public and private bodies. Accountability to the beneficiaries, wider society and the Charities Commission is a far more important concern A merger may arrive because you can be more business-like and deliver a better service to you...

Key points If a charity is reconsidering its strategy, it can be worthwhile to agree on operating principles: for example, whether the charity will campaign, provide services, or both A collaborative attitude can be helpful in making significant progress: not only are politicians more likely to listen to an alliance speaking with a clear, unified voice, b...

Key points Charities that successfully collaborate often have an 'abundancy mentality', where they see the benefit of collaborating, rather than competing with similar organisations to improve their service It is important to think about why you are collaborating. It is about the beneficiaries, so all of the decisions should be taken with this in mind

Key points Merging charities with similar causes and shared trustees enables the new charity to represent their beneficiaries with a louder voice A huge number of things need to be taken into account when merging, such as donating accounts, staff teams and merchandising Vital tasks in the merging process include making sure everyone has a job titl...

In this clip, Richard Leaman, CEO of Guide Dogs, explains why he doesn't believe charity mergers and acquisitions are the best idea. Seeing more value in proper collaborations, he rejects the attitude of some charities that take-overs are necessary for the future of the sector.

Stephen Bell, CEO of Kent Children's Fund Network, has responded to the Government's Big Society agenda by researching the tried and tested cooperative formula as a way of getting the Big Society to work.He has kindly agreed to share it with us, so do have a look. You can comment here, and if you'd like to get in touch with Stephen, just send us an email and we'll introduce you.

Emma-Jane Cross, CEO of Beatbullying, talks about her experiences of speaking to fellow chief executives and hearing horror stories on partnership breakdowns. She floated the idea of having an ethical working agreement in the sector as it seemed unacceptable that organisations promoting equity and social justice wouldn't treat each other with these qualities.

Rosamund McCarthy, Partner at Bates Wells & Braithwaite talk about what you need in your collaboration 'pre-nup' and the importance of including exit strategies fr when your collaboration will end and who will get what.

Debra Allcock Tyler, CEO at Directory of Social Change and Chair of Small Charities Coalition covers the reasons why small charities might not be best advised to get taken over by a larger charity, or if this is happening, which aspects to keep in mind.

Livability is a £40m turnover charity that provides support for the disabled. Approximately 15% of income is derived from individual donations, often from “Friends Groups”. To attract new donors, Livability takes a targeted approach to door to door selling, and avoids the use of street based “Chugging”.

Simon Blake, CEO of Brook, discuses management relationships at the charity.

Simon answers the questions:

• As CEO, who do you report to?
• How does the Board help you in your role?
• How do you make sure Board meetings are effective?

This video forms part of a series:

Governance Structur...

Click on the links to see more from this sequence:

IFDS' partnership with Centrepoint

Daniel Smith, Business Entrepreneur and individual donor, talks about engaging with Centrepoint at their annual ‘Sleep Out’ (a charity event aimed at raising awareness for young homeless aged between 16 -25).

In this interview Daniel covers:

• The importance of supporting Centrepoint, and why it is unique to other charities.
• The benefits of supporting a charity as a donor.
• How charities should engage with their donors.

Livability is a £40m turnover charity that provides support for the disabled. Approximately 15% of income is derived from individual donations, often from “Friends Groups”. In this part of the interview, John Chamberlain covers:

Background and aims of Livability
How the Charity is funded
The establishment of Friends Groups, linked to specific projects

Click on the links to see more from this sequence:

Background to fundraising at WWF ...

Click on the links to see more from this sequence:

Understanding Stonewall’s donor base

Click on the links to see more from this sequence:

About Best Beginnings Income stre...

Click on the links to see more from this sequence:

About Best Beginnings Income stre...

Click on the links to see more from this sequence:

About Best Beginnings Income stre...

Click on the links to see more from this sequence:

About Best Beginnings Income stre...

Click on the links to see more from this sequence:

Introduction to the Trust Telling...

Click on the links to see more from this sequence:

Introduction to the Trust Telling...

Click on the links to see more from this sequence:

Introduction to the Trust Telling...

Click on the links to see more from this sequence:

Introduction to the Trust Telling...

Click on the links to see more from this sequence:

Introduction to the Trust Telling...

Click on the links to see more from this sequence:

Introduction to the Trust Telling...

Click on the links to see more from this sequence:

Introduction to the Trust Telling...

Click on the links to see more from this sequence:

Introduction Paving the way ...

Click on the links to see more from this sequence:

Introduction Paving the way ...

Click on the links to see more from this sequence:

Introduction Paving the way ...

Click on the links to see more from this sequence:

Introduction Paving the way ...

Click on the links to see more from this sequence:

Introduction Paving the way ...

Click on the links to see more from this sequence:

Introduction Paving the way ...

Click on the links to see more from this sequence:

Introduction to the Institute of Fundraising

Click on the links to see more from this sequence:

Introduction to the Institute of Fundraising

Click on the links to see more from this sequence:

Introduction to the Institute of Fundraising

Click on the links to see more from this sequence:

Introduction to the Institute of Fundraising

Click on the links to see more from this sequence:

Introduction to the Institute of Fundraising

Click on the links to see more from this sequence:

Introduction to the Institute of Fundraising

Click on the links to see more from this sequence:

Introduction to the Institute of Fundraising

Champions scheme ...

Champions scheme ...

Click on the links to see more from this sequence:

Background to Victim Support's current position

Click on the links to see more from this sequence:

Background to Victim Support's current position

Click on the links to see more from this sequence:

Background to Victim Support's current position

Click on the links to see more from this sequence:

Background to Victim Support's current position

Click on the links to see more from this sequence:

Background to Victim Support's current position

Click on the links to see more from this sequence:

Introduction The cause as a produ...

Click on the links to see more from this sequence:

Introduction The cause as a produ...

Click on the links to see more from this sequence:

Introduction The cause as a produ...

Click on the links to see more from this sequence:

Introduction The cause as a produ...

Click on the links to see more from this sequence:

Introduction The cause as a produ...

Colin is the founder and CEO of Green-Works. They are an award-winning registered charity and social enterprise dedicated to radically changing the way society thinks about waste. Colin suggests that a lack of empathy from the general public to recognise those in distress is caused by poor marketing from charities. In his view, “The ‘black art’ of marketing can be harnessed by charities to change peoples’ behaviour, opinions, values and views”.

Click on the links to see more from this sequence:

Member interaction Strategy revie...

Tanya is the Director of Fundraising at Save the Children, the international development charity, and she is also a trustee of the Institute of Fundraising. Having previously worked in the commercial sector, Tanya discusses Save the Children's approach to productising their cause.

In this clip Tanya shares her thoughts and insights on whether a charity can and should fundraise for 'products', and why donor relationships are key.


Click on the links to see more from this seque...

Tanya is the Director of Fundraising at Save the Children, the international development charity, and she is also a trustee of the Institute of Fundraising. Having previously worked in the commercial sector, Tanya discusses Save the Children's approach to productising their cause.

Tanya here explains the complex relationship that a donor presents, and covers the different kinds of donor relationships they encounter at Save the Children.


Click on the links to see more from th...

Tanya is the Director of Fundraising at Save the Children, the international development charity, and she is also a trustee of the Institute of Fundraising. Having previously worked in the commercial sector, Tanya discusses Save the Children's approach to productising their cause.

Here we get an outline of the charity's current approach to fundraising with the different donor propositions. Tanya also shares the messages which they'll be focusing on in the future.


Click on th...

Tanya is the Director of Fundraising at Save the Children, the international development charity, and she is also a trustee of the Institute of Fundraising. Having previously worked in the commercial sector, Tanya discusses Save the Children's approach to productising their cause.

Tanya believes the challenges are less about defining the product and more about realizing it, and she also elaborates on why she thinks smaller and medium sized charities are very well placed to offer really fo...

Tanya is the Director of Fundraising at Save the Children, the international development charity, and she is also a trustee of the Institute of Fundraising. Having previously worked in the commercial sector, Tanya discusses Save the Children's approach to productising their cause.

We get a nuanced insight into how Tanya views the different strengths held by private vs charity sector sourced fundraisers, noting the complexity of fundraising for a charity.


Click on the links t...

Click on the links to see more from this sequence:

Why the customer matters for charities

Click on the links to see more from this sequence:

Why the customer matters for charities

Click on the links to see more from this sequence:

Why the customer matters for charities

Click on the links to see more from this sequence:

Why the customer matters for charities

Abstract
Click on the links to see more from this sequence:

Why the customer matters for charities

Click on the links to see more from this sequence:

Why the customer matters for charities

Click on the links to see more from this sequence:

Why the customer matters for charities

Emma-Jane is the CEO of Beatbullying, a charity that works with children and young people across the UK to provide them with all important opportunities to make positive and lasting changes to their lives and outlook. Beatbullying achieves this through a range of programmes which utilise peer mentoring and peer activism.

Here Emma-Jane explains the origins of Beatbullying, and tells us about Cybermentors, an online safe social networking site, populated by mentors, both young and old and ...

Emma-Jane is the CEO of Beatbullying, a charity that works with children and young people across the UK to provide them with all important opportunities to make positive and lasting changes to their lives and outlook. Beatbullying achieves this through a range of programmes which utilise peer mentoring and peer activism.

Emma-Jane passionately believes that Beat Bullying has to be a 'cool' charity, run "by young people, for young people". Emma-Jane wants young people to own Beatbullying, ...

What products do Beatbullying have? <...

What products do Beatbullying have? <...

What products do Beatbullying have? <...

What products do Beatbullying have? <...

Emma-Jane is the CEO of Beatbullying, a charity that works with children and young people across the UK to provide them with all important opportunities to make positive and lasting changes to their lives and outlook. Beatbullying achieves this through a range of programmes which utilise peer mentoring and peer activism.

Beatbullying is currently trialing many different ways of fundrasing. Part of this involves packaging the ask up which makes it easier to promote, and easier for a celebr...

Emma-Jane is the CEO of Beatbullying, a charity that works with children and young people across the UK to provide them with all important opportunities to make positive and lasting changes to their lives and outlook. Beatbullying achieves this through a range of programmes which utilise peer mentoring and peer activism.

Beatbullying is using the potential for pro-bono work from partners such as M&C Saatchi. They have managed this so well that they make three times their fundraising incom...

Tom is CEO of Raising IT, a company who help charities use technology to improve their marketing and fundraising. Tom was a speaker at our event on 'Developing your fundraising as products' in February 2011, explaining how IT can help charities to build relationships with their donors.

With 50% of UK trade happening online, Tom has found that corporates are developing a very good understanding of their customer's behaviour through real-time data analysis. He feel charities would benefit ...

Tom is CEO of Raising IT, a company who help charities use technology to improve their marketing and fundraising. Tom was a speaker at our event on 'Developing your fundraising as products' in February 2011, explaining how IT can help charities to build relationships with their donors.

Tom feels that charities should be looking to build relationships with their donors, to find new ways of engaging them. They should focus on what donors want, and what they can offer.


Click ...

Crisis & Andy's background and approach

Crisis & Andy's background and approach

Crisis & Andy's background and approach

Crisis & Andy's background and approach

Crisis & Andy's background and approach

Converting donors into social ...

Andy Page is the Director of Fundraising at Crisis. In this clip, he tells us how Crisis has set very ambitious growth targets, based on previous success. Andy is very proud of the fundraising team he has recruited, and the fact that all 24 of them have been in post for 3 years or more.

Andy tells us how Crisis increased its fundraising by 23% and how this success means that the Trustees are willing to talk about reserves policy with Andy and the fundraising team.


Click on...

Andy Page is the Director of Fundraising at Crisis. Here, Andy tells us how Crisis decided that because the reserves were not generating very strong returns in banks as compared to through direct marketing.

After some consideration, the Trustees agreed to invest 1 million pounds extra into direct marketing. Crisis managed to generate three times the return of bank invested reserves over two years by investing in direct marketing. Crisis is fortunate, says Andy, is to have Trustees who ar...

Dawn is the Chief Executive of Esmée Fairbairn Foundation, one of the largest grant-making organisations in the UK. They aim to improve the quality of life for people and communities in the UK both now and in the future. In this case study, Dawn talks about the projects that Esmée Fairbairn support, how they assess the success of their grants, the finance fund and how the recession has impacted on the fund.

The foundation has a number of ways of continuing their relationship with an organ...

Mike is Chief Executive of Lionheart, a benevolent fund for members of the Royal Institute of Chartered Surveyors and their families. In this sequence, Mike and his colleague Tim Lambert outline the key challenges that Lionheart face at the moment, how they are addressing the need to raise more through individual donations, and their new approach to marketing.

Lionheart have undertaken a review of their marketing. It is hoped that the use of faces of individuals and a story about their ci...

Mike is Chief Executive of Lionheart, a benevolent fund for members of the Royal Institute of Chartered Surveyors and their families. In this sequence, Mike and his colleague Tim Lambert outline the key challenges that Lionheart face at the moment, how they are addressing the need to raise more through individual donations, and their new approach to marketing.

While legacies remain a reliable source of funding, there are less fundraising events to attend and there is not a lot of corporat...

Kath is the Chief Executive of the Chartered Accountants' Benevolent Association (CABA). Speaking to us at an event organised by the Association of Charitable Officers, Kath discusses the challenges CABA and similar organisations face, a new campaign that they are launching to reduce stress related illness among chartered accountants and what she learned at this event about social media.

There is a good awareness among members that CABA exists, but few turn to them for help. This may be a...

Kath is the Chief Executive of the Chartered Accountants' Benevolent Association (CABA). Speaking to us at an event organised by the Association of Charitable Officers, Kath discusses the challenges CABA and similar organisations face, a new campaign that they are launching to reduce stress related illness among chartered accountants and what she learned at this event about social media.

CABA are addressing the wellbeing of their members by helping the to address their work-life balance, ...

Kath is the Chief Executive of the Chartered Accountants' Benevolent Association (CABA). Speaking to us at an event organised by the Association of Charitable Officers, Kath discusses the challenges CABA and similar organisations face, a new campaign that they are launching to reduce stress related illness among chartered accountants and what she learned at this event about social media.

CABA are members of the ACO as they are a good support network for benevolent organisations. The event...

Mike Carter is CEO, and Timothy Lambert Special Projects Manager, of Lionheart, a benevolent fund for members of the Royal Institute of Chartered Surveyors and their families. In this sequence, Mike and Tim outline the key challenges that Lionheart face at the moment, how they are addressing the need to raise more through individual donations, and their new approach to marketing.

Tim feels that many charitable organisations have issues with governance, for example trustees moving too far ...

Fiona's background and experie...

Working with the support of the private sector <...

Leonor is CEO of RAFT, a medical research charity which looks to improve treatments of major skin traumas.Speaking at the Charity Leaders' Exchange event 'Paralysed by fear: Managing your board as they manage your reserves', Leonor tells us how RAFT anticipated financial difficulties and prepared itself to 'weather the storm'. Leonor tells us that the board have been 'generally very supportive' during this time.

RAFT decided that in order to survive the economic downturn, it needed to be ...

Background and origins of Alli...

Background and origins of Alli...

Background and origins of Alli...

The importance of a strong bus...

The importance of a strong bus...

The importance of a strong bus...

The importance of a strong bus...

The importance of a strong bus...

Why you should treat your donors with respect <...

Why you should treat your donors with respect <...

Why you should treat your donors with respect <...

Why you should treat your donors with respect <...

Why you should treat your donors with respect <...

Introduction

Introduction

Key points A rebrand can be vital if a charity’s model of services has changed significantly, making the current branding outdated and unsuitable Extensively researching the rebrand is important - presenting a market researched business case for different aspects of the rebrand such as a new logo to Trustees will make the brand demonstrably more appealing...

Key points When considering marketing, Action on Hearing Loss had to understand how to market itself to both individual customers and organisations, such as local authorities and shops A name change requires careful consultation, taking the opinions of the public, service users and staff, before narrowing the choices down through shortlists and checking w...

Key points Spending on marketing is a no-brainer: your services are only good if people know that they are there, which can only be done by good marketing. Marketing is also essential for fundraising It is crucial to be able to prove in figures how successful your marketing is to get support from your charity’s board, as well as monitoring public percepti...

Key points Customers of a charity organisation can be difficult to define: they can be both the people who benefit from or use your services and individuals or institutions that donate money Market orientation and a customer focus is vital in the third sector: understanding what creates value for your customers is critical in attracting support for your m...

Click on the links to see more from this sequence:

Understanding Stonewall’s donor base

Click on the links to see more from this sequence:

Background to fundraising at WWF ...

Click on the links to see more from this sequence:

Background to fundraising at WWF ...

Click on the links to see more from this sequence:

Understanding Stonewall’s donor base

Craig Deaden-Phillips, CEO of Speaking Up, talks about obtaining funding from venture philanthropy investors.

In this interview Craig explains:

● why charitable organisations turn to venture philanthropy
● why Speaking Up appealed to investors
● his strategy during the investment period
● what can lead to failure in VP funding.

Click on the links to see more from this sequence:

Understanding Stonewall’s donor base

Click on the links to see more from this sequence:

Background to fundraising at WWF ...

Jan Tallis, CEO of School-Home Support, talks about funding in the form of venture philanthropy.

In this interview Jan explains:

● her experiences with venture philanthropy
● the challenges she faced
● her key tips for others looking for VP funding.

Click on the links to see more from this sequence:

Introduction and scale Scale of e...

Click on the links to see more from this sequence:

Introduction and scale Scale of e...

Click on the links to see more from this sequence:

Introduction and scale Scale of e...

Click on the links to see more from this sequence:

Introduction and scale Scale of e...

Click on the links to see more from this sequence:

Including the donor Major stakeho...

Click on the links to see more from this sequence:

Including the donor Major stakeho...

Click on the links to see more from this sequence:

Including the donor Major stakeho...

Click on the links to see more from this sequence:

Including the donor Major stakeho...

Click on the links to see more from this sequence:

Including the donor Major stakeho...

Click on the links to see more from this sequence:

Including the donor Major stakeho...

Click on the links to see more from this sequence:

Keeping supporters onside Direct ...

Click on the links to see more from this sequence:

Keeping supporters onside Direct ...

Click on the links to see more from this sequence:

Keeping supporters onside Direct ...

Click on the links to see more from this sequence:

Keeping supporters onside Direct ...

Click on the links to see more from this sequence:

The Centrepoint Sleep Out Donor e...

Click on the links to see more from this sequence:

The Centrepoint Sleep Out Donor e...

Click on the links to see more from this sequence:

The Centrepoint Sleep Out Donor e...

Click on the links to see more from this sequence:

The Centrepoint Sleep Out Donor e...

Click on the links to see more from this sequence:

The Centrepoint Sleep Out Donor e...

Click on the links to see more from this sequence:

The Centrepoint Sleep Out Donor e...

Click on the links to see more from this sequence:

The Centrepoint Sleep Out Donor e...

Click on the links to see more from this sequence:

IFDS' partnership with Centrepoint

Click on the links to see more from this sequence:

IFDS' partnership with Centrepoint

Click on the links to see more from this sequence:

IFDS' partnership with Centrepoint

Click on the links to see more from this sequence:

IFDS' partnership with Centrepoint

Click on the links to see more from this sequence:

How is the Anna Freud Centre funded?

Click on the links to see more from this sequence:

How is the Anna Freud Centre funded?

Click on the links to see more from this sequence:

How is the Anna Freud Centre funded?

Click on the links to see more from this sequence:

How is the Anna Freud Centre funded?

Click on the links to see more from this sequence:

What is Prime Initiative? How is ...

Click on the links to see more from this sequence:

What is Prime Initiative? How is ...

Click on the links to see more from this sequence:

What is Prime Initiative? How is ...

Click on the links to see more from this sequence:

What is Prime Initiative? How is ...

Click on the links to see more from this sequence:

What is Prime Initiative? How is ...

Click on the links to see more from this sequence:

What is Prime Initiative? How is ...

Click on the links to see more from this sequence:

What is Prime Initiative? How is ...

Click on the links to see more from this sequence:

Challenges Changing donor demogra...

Click on the links to see more from this sequence:

Challenges Changing donor demogra...

Click on the links to see more from this sequence:

Challenges Changing donor demogra...

Click on the links to see more from this sequence:

Challenges Changing donor demogra...

Click on the links to see more from this sequence:

Challenges Changing donor demogra...

Click on the links to see more from this sequence:

Introduction Why In Memoriam givi...

Click on the links to see more from this sequence:

Introduction Why In Memoriam givi...

Click on the links to see more from this sequence:

Introduction Why In Memoriam givi...

Click on the links to see more from this sequence:

Understanding the donor base Comm...

Click on the links to see more from this sequence:

Understanding the donor base Comm...

• James discusses the nature of charity trading, and that whilst there is no clear definition of trading, it can fall under the 'six badges' of trade.
• Where there is trading, there is also tax. Whilst charities are able to take advantage of significant tax benefits, this is only possible under specific and limited circumstances.
• Some charities may wish to consider the use of a subsidiary to undertake trading on behalf of the charity. Subsidiaries carry their own risks howe...

Please click on the link to see the attendee list for our Charity Leaders' Exchange event Marketing - a Controversial Spend? on 4th of October at Ping Pong Dim Sum.

Joe Saxton's, Driver of Ideas at nfpSynergy, presentation at Charity Leaders' Exchange event on Marketing - a Controversial Spend? on 4th October at Ping Pong Dim Sum.

John Pepin's (Aperio) presentation at the Charity Leaders' Exchange event on Marketing - a Controversial Spend? on 4th of October at Ping Pong Dim Sum.

Lynne Berry talks about the recruitment of trustees to age positive charity WRVS, answering the questions:

● How do you recruit the right trustees for WRVS?
● What advice would you give smaller charities when recruiting trustees?
● Should trustees be paid?

This video forms part of a series:

Cr...

Lynne Berry, chief executive of age positive charity WRVS, introduces herself and discusses the work which her charity does.

This video forms part of a series:

Creating the right Governance Structure at WRVS, part 2: key governance challenges

Click on the links to see more from this sequence:

About St Andrew's Healthcare The ...

Click on the links to see more from this sequence:

About St Andrew's Healthcare The ...

Simon Blake, CEO of Brook, considers the issue of trustees' pay, answering the question 'should trustees receive a wage for their services?'

This video forms part of a series:

Governance Structures at Brook, part 1: aims and structure

<...

Simon Blake, CEO of Brook, considers the role of his board, answering the question:


• Do Board members get involved outside of Board meetings?
• How do you make sure trustees stay engaged and clearly understand their roles?
• Do your trustees have pre-set periods of office?

This video forms part of a series:

Simon Blake is CEO of Brook, voluntary sector provider of free and confidential sexual health advice for young people.

In this video he introduces the charity and discuses Brook's 'umbrella structure'.

This video forms part of a series:

Governance Structures at Brook, part 2: management relationships...

Lynne Berry, Chief Executive of WRVS answers the question; what creates a good relationship between a CEO and Chairman?

This video forms part of a series:

Creating the right Governance Structure at WRVS, part 1: the charity's background

...

Lynne Berry, Chief Executive of WRVS, discusses getting the most from trustees.

In this interview Lynne answers the questions:

● What committment do you expect from trustees?
● How do trustees engage with senior management at WRVS?
● How do you ensure trustees always understand their roles an responsibilities?

This video forms part of a series:

Lynne Berry discusses joining WRVS, answering the questions:

● How did you identify the key challenges when joining WRVS?
● How did you go about creating the right governance structure?

This video forms part of a series:

Creating the right Governance Structure at WRVS, part 1: the charity's backgr...

Susan Ringwood discusses the direction of beat. Beginning by assessing the future direction of the company, Susan goes on to reflect on the changes in the charity during her tenure as CEO.

This video forms part of a series:

Transforming charity governance at beat, part 1: motivations for change

Susan Ringwood, CEO of beat, talks about engaging the right trustees.

Susan begins by offering her profile of the ideal beat trustee and goes on to answer the questions:

What are the challenges of working with unpaid trustees?
How do you ensure that board meetings are productive?
How do you engage trustees at an operational level?

Susan Ringwood, CEO of eating disorder charity beat, talks about joining the charity, and the changes she felt needed to be made to the governance structure.

This video forms part of a series:

Transforming charity governance at beat, part 2: engaging trustees

Peter Fonagy, Chief Executive of the Anna Freud Centre, advises on how to create an agenda in which you’ll raise contentious issues, and what to definitely not bring to your board table.

In this interview Peter Fonagy covers:
• Creating a constructive agenda
• What to bring up at board meetings
• What not to ask your board about

Peter Fonagy, Chief Executive of the Anna Freud Centre, reflects on how not paying the trustees might influence the work they do.

In this interview [Peter Fonagy] covers:

• Impacts of not paying board members
• Which sectors his trustees are drawn from

Peter Fonagy, Chief Executive of the Anna Freud Centre, talks about how much a CEO can interfere with a board, why boards are there, and what they help with, and when board or trustees aren’t helpful.

In this interview Peter Fonagy covers:
• Issues with individual trustees
• Extent of CEO interference with board
• When the board has been really helpful
• What not to discuss with the board

Peter Fonagy, Chief Executive of the Anna Freud Centre, describes how the board and the CEO interact at the Anna Freud Centre, and advises on how one should recruit trustees.

In this interview Peter Fonagy covers:

• What the Anna Freud Centre does
• How the board and the executive team work together
• What the board realized when changing orientation
• How to go about choosing the right people to be trustees

Hari Iyer is the director of ERP Advisory services at Mazars. He has over 10 years ERP experience gained in Australia and the United Kingdom.

In this interview Hari covers:

• The risks of outsourcing
• Penalties if third parties make mistakes
• How to avoid third party companies making mistakes

John May is Chief Executive of Career Academies. In this interview he looks at the importance of creating and maintaining an excellent Governance structure, covering:

• Role of the Board and CEO
• Relationship between CEO and Chairperson
• Recruiting Board members
• Reviewing Board Performance
• Making changes to the Board

Alan Coates is Chairman of Park Royal Partnership Ltd, an urban regeneration partnership, committed to the promotion and economic development of Park Royal, Europe’s largest industrial area. In this interview Alan discusses how not-for-profit organizations should respond to the downturn.

In this interview Alan discusses:

● the problems facing the not for profit sector in terms of funding
● the impact the economic downturn is having on 2009 revenue streams
● key actions compa...

Click on the links to see more from this sequence:

About St Andrew's Healthcare The ...

Cliff Prior, Chief Executive of UnLtd, talks about establishing the right leadership team for a non-profit organisation.

● Cliff explains how the right leadership team should reflect the organisation’s needs relative to its stage of development

Tom Flood, Chief Executive of BTCV (British Trust for Conservation Volunteers), talks about the relationship between the CEO and the board at BTCV.

In this interview Tom explains:

● the roles of the CEO and board, and how they relate, how to keep them separate
● establishing a business-like relationship with board members and trustees
● how to get the right mix on the board
● key tips for governance issues.

Click on the links to see more from this sequence:

Catherine Johnstone's background ...

Click on the links to see more from this sequence:

Catherine Johnstone's background ...

Click on the links to see more from this sequence:

Catherine Johnstone's background ...

Click on the links to see more from this sequence:

Catherine Johnstone's background ...

Craig Dearden-Phillips, CEO of Speaking Up, talks about building up an effective board.

In this interview Craig explains:

● the key characteristics of an effective board
● how to attract the right trustees
● keeping the board fresh
● monitoring performance.

Jan Tallis, CEO of School-Home Support, talks about building up and effective board.

In this interview Jan explains:

● the key challenges in this area
● issues and changes to be addressed
● the role of the chair in the meeting process.

Click on the links to see more from this sequence:

Introduction Motivating factors

Click on the links to see more from this sequence:

Introduction Motivating factors

Click on the links to see more from this sequence:

Introduction Motivating factors

Click on the links to see more from this sequence:

Introduction Motivating factors

Click on the links to see more from this sequence:

Introduction Motivating factors

Click on the links to see more from this sequence:

Introduction Motivating factors

Click on the links to see more from this sequence:

Introduction Motivating factors

Click on the links to see more from this sequence:

Introduction The impetus behind t...

Click on the links to see more from this sequence:

Introduction The impetus behind t...

Click on the links to see more from this sequence:

Introduction The impetus behind t...

Click on the links to see more from this sequence:

Introduction The impetus behind t...

Click on the links to see more from this sequence:

Introduction Logistical problems<...

Click on the links to see more from this sequence:

Introduction Logistical problems<...

Click on the links to see more from this sequence:

Introduction Logistical problems<...

Click on the links to see more from this sequence:

Introduction Logistical problems<...

Click on the links to see more from this sequence:

Introduction Logistical problems<...

Click on the links to see more from this sequence:

Introduction Logistical problems<...

Click on the links to see more from this sequence:

Introduction Logistical problems<...

Craig Dearden-Phillips, CEO of Speaking Up, talks about the challenges his organisation faced during a period of rapid growth, to 8 times its former size.

In this interview Craig explains:

● the people-oriented challenges
● the financial challenges
● the challenges involving team development and growth.

Click on the links to see more from this sequence:

Becoming CEO of Build Africa Expl...

Click on the links to see more from this sequence:

Becoming CEO of Build Africa Expl...

Click on the links to see more from this sequence:

Introduction Lessons from the cor...

Click on the links to see more from this sequence:

Introduction Lessons from the cor...

Click on the links to see more from this sequence:

Introduction Lessons from the cor...

Click on the links to see more from this sequence:

Introduction Lessons from the cor...

Lynne is WRVS' third chief executive and was appointed in September 2007 having joined from the General Social Care Council. WRVS is one of the UK's largest charities and voluntary organisations, aiming to give older people an opportunity to get more out of life. According to Lynne, the main challenge facing WRVS is to ensure people know what they add, and that the voices of their users and volunteers are strong.

Click on the links to see more from this sequence:

Member interaction Strategy revie...

Click on the links to see more from this sequence:

Member interaction Strategy revie...

Click on the links to see more from this sequence:

Member interaction Strategy revie...

Click on the links to see more from this sequence:

Member interaction Strategy revie...

Click on the links to see more from this sequence:

Member interaction Strategy revie...

Click on the links to see more from this sequence:

When to invest your reserves Re...

Click on the links to see more from this sequence:

When to invest your reserves Re...

Dawn is the Chief Executive of Esmée Fairbairn Foundation, one of the largest grant-making organisations in the UK. They aim to improve the quality of life for people and communities in the UK both now and in the future. In this case study, Dawn talks about the projects that Esmée Fairbairn support, how they assess the success of their grants, the finance fund and how the recession has impacted on the fund.

Dawn feels that some grants should be unsuccessful, because it means that the foun...

Charity Trustee Network is a support network for the 800,000 trustees registered in England and Wales. In this sequence, Rodney discusses the benefits of being a trustee, what is appropriate risk, different ways to encourage trustees to take appropriate risks and the regulation of those trustees.

Here Rodney explains the role of the Charity Trustee Network, and discusses how being a trustee can be a part of your professional development in moving towards senior management roles. .

Charity Trustee Networks was a support network for the 800,000 trustees registered in England and Wales. They've just merged with Small Charities Coalition, and will now offer greater benefits and a more coherent offering to existing and potential members. In this sequence, Rodney discusses the benefits of being a trustee, what is appropriate risk, different ways to encourage trustees to take appropriate risks and the regulation of those trustees.

If you are putting beneficiaries first, y...

Charity Trustee Network is a support network for the 800,000 trustees registered in England and Wales. In this sequence, Rodney discusses the benefits of being a trustee, what is appropriate risk, different ways to encourage trustees to take appropriate risks and the regulation of those trustees.

Venturesome has money available from philanthropists who see investing their money as a better use of it than making donations. For charities to receive this finance, they must demonstrate a stro...

Charity Trustee Network is a support network for the 800,000 trustees registered in England and Wales. In this sequence, Rodney discusses the benefits of being a trustee, what is appropriate risk, different ways to encourage trustees to take appropriate risks and the regulation of those trustees.

Rodney talks about the difficulty the Charity Commission has with differentiating between trustees who deliberately set out to commit fraud, those who make mistakes, and those who make mistakes b...

Mike is Chief Executive of Lionheart, a benevolent fund for members of the Royal Institute of Chartered Surveyors and their families. In this sequence, Mike and his colleague Tim Lambert outline the key challenges that Lionheart face at the moment, how they are addressing the need to raise more through individual donations, and their new approach to marketing.

As the property sector has been hit hard by the recession, there has been an increase in redundancies, a reduction in incomes and ...

Mike Carter is CEO, and Timothy Lambert Special Projects Manager, of Lionheart, a benevolent fund for members of the Royal Institute of Chartered Surveyors and their families. In this sequence, Mike and Tim outline the key challenges that Lionheart face at the moment, how they are addressing the need to raise more through individual donations, and their new approach to marketing.

Tim's role at Lionheart to address awareness and understanding issues for members of Lionheart. Tim is also w...

Fiona is Head of Resources at Tudor Trust, a grant making organisation with an expendible endowment currently valued in the region of £250million. She is responsible for overseeing the day to day functions of Tudor, such as IT and HR, but also bringing her accounting background to the management of the fund and to grant making decisions.

Here, Fiona introduces herself and Tudor Trust, describes her previous roles and how her accounting background helped her to fill this role.


...

Fiona is Head of Resources at Tudor Trust, a grant making organisation with an expendible endowment currently valued in the region of £250million. She is responsible for overseeing the day to day functions of Tudor, such as IT and HR, but also bringing her accounting background to the management of the fund and to grant making decisions.

With the recession and cuts, more applications were expected, but as yet there has been no increase in the number of applications. At board level, Tudor ...

Fiona is Head of Resources at Tudor Trust, a grant making organisation with an expendable endowment currently valued in the region of £250million. She is responsible for overseeing the day to day functions of Tudor, such as IT and HR, but also bringing her accounting background to the management of the fund and to grant making decisions.

Tudor Trust has not increased or decreased its funding levels. Tudor's income has fallen over the last few years because of investment income and interes...

Fiona is Head of Resources at Tudor Trust, a grant making organisation with an expendible endowment currently valued in the region of £250million. She is responsible for overseeing the day to day functions of Tudor, such as IT and HR, but also bringing her accounting background to the management of the fund and to grant making decisions.

Here, Fiona explains the financial position of Tudor's fund. As an expendable endowment, the trustees are able to spend capital if investment income decr...

Fiona's background and experie...

Fiona's background and experie...

Fiona's background and experie...

Fiona's background and experie...

Working with the support of the private sector <...

Working with the support of the private sector <...

Leonor is CEO of RAFT, a medical research charity which looks to improve treatments of major skin traumas.Speaking at the Charity Leaders' Exchange event 'Paralysed by fear: Managing your board as they manage your reserves', Leonor tells us how RAFT anticipated financial difficulties and prepared itself to 'weather the storm'. Leonor tells us that the board have been 'generally very supportive' during this time.

Leonor had to pursuade the board that some of the ideas put forward would ben...

Click on the links to see more from this sequence:

The importance of not panicking

Click on the links to see more from this sequence:

The importance of not panicking

Click on the links to see more from this sequence:

Working with Trustees

Click on the links to see more from this sequence:

Working with Trustees

Wendy is the Finance Director at BTCV, a social enterprise group that works with hundreds of thousands of volunteers each year on conservation projects.

Wendy points out that the make up of reserves assets is dependent on the type of organisation, appetite for risk, liquidity requirements and portfolio of returns. Income streams should obviously be linked to liquidity requirements. BTVC has mainly cash and property assets, rather than equities. BTCV is currently funding activity through i...

Key points The make up of reserves assets is dependent on the type of organisation, appetite for risk, liquidity requirements and portfolio of returns. Income streams should therefore be linked to liquidity requirements. "Reserves are there to spend in exceptional times to meet liabilities of the future" How much you require depends on the organisation, ...

Wendy is the Finance Director at BTCV, a social enterprise group that works with hundreds of thousands of volunteers each year on conservation projects.

"Reserves are there to spend in exceptional times to meet liabilities of the future" Wendy says. How much you require depends on the organisation, and in particular how many contractual liabilities it has, which is why there is no statutory requirement. BTCV has a minimum of 6 weeks reserves, a target of 12 weeks and a current level of 15...

Wendy is the Finance Director at BTCV, a social enterprise group that works with hundreds of thousands of volunteers each year on conservation projects.

BTCV financially plan every three months. The plan looks three years ahead, and incorporates the strategic plan, to show the aspirations and goals for the organisation, to help the board decide if they can spend reserves or not. The 12 month budget is no longer feasible, as contacts usually run for longer than that, which is why BTCV uses...

Wendy is the Finance Director at BTCV, a social enterprise group that works with hundreds of thousands of volunteers each year on conservation projects.

Marrying the financial plan to the strategic plan can produce some scary numbers, but there is scope to build in speculative income for future years which could be achieved, to show whether BTCV's aspirations are achievable in the coming three years. There is also a development plan, which looks at new markets and how secure BTCV is in cu...

Wendy is the Finance Director at BTCV, a social enterprise group that works with hundreds of thousands of volunteers each year on conservation projects.

Many of charitable organisations are deciding whether to spend their reserves. They should ask themselves what they are looking to spend their reserves on, and what results they expect. If it is just to maintain spending levels then they are not likely to move forward or be fit-for-purpose. It is important to find a balance between mainte...

Background and origins of Alli...

Click on the links to see more from this sequence:

What to do with high levels of reserves

Click on the links to see more from this sequence:

What to do with high levels of reserves

Sources of financial advice

Sources of financial advice

Sources of financial advice

Sources of financial advice

Introduction

Key points Oxfam currently works on a traditional policy, assuming that a proportion of income will cease or that unexpected liabilities will have to be satisfied; these probabilities are then added together, producing a reserve range Many reserves policies do not take into account management’s actions - expenditure can be cut, programmes can be modified ...

Key points Employers should encourage team members to have responsibilities outside work - being a trustee is one way to do this, and it is beneficial to employers and employees Sometimes it is tough for employers to see the broader benefits of encouraging employees to take time out to volunteer, particularly in difficult economic times. Employers should...

Key points After a merger, it may be a good idea to evaluate all back office functions; for example, Shooting Star CHASE assessed which of the two charities’ databases would be most beneficial to the merged organisation The integration of various systems - fundraising, care, payrolls and HR - can be made easier by bringing both support offices together in...

Key points Trustees have three main roles: they set the charity’s direction and strategy; they are responsible for monitoring whether the charity is achieving its mission; and they have a legal and fiduciary duty of care Boards take decisions as a group, but it is important that individual trustees act as ambassadors or spokespeople for the charity and p...

Jacqueline Davis, Chief Executive of Community Connections, talks about her experience of implementing redundancies during a downturn.

In this interview Jacqueline explains:

● why her company needed to downsize
● her concerns of the process
● the problems that arose, and what went right
● what she's learnt from the experience.

Cliff Prior, Chief Executive of UnLtd, talks about getting the right legal structure for a non-profit organisation.

In this interview Cliff explains:

● the legal issues you should be thinking about
● the different legal structures you could consider
● their different merits and uses

Tom Flood, Chief Executive of BTCV (British Trust for Conservation Volunteers), talks about his approach in responding to the downturn.

In this interview Tom explains:

● the problems charities are currently facing
● the approach he is taking to these problems
● the difference between commercial and not-for-profit organisations in a downturn
● the key actions he is taking in the current climate.

Craig Dearden-Philips, CEO of Speaking Up, talks about how to respond to downturn in the medium term.

In this interview Craig explains:

● the near future for charitable organisations
● specific things to look out for
● how the future can impact strategies.

Click on the links to see more from this sequence:

About St Andrew's Healthcare The ...

Click on the links to see more from this sequence:

About St Andrew's Healthcare The ...

Click on the links to see more from this sequence:

The desirable relationship How to...

Click on the links to see more from this sequence:

The desirable relationship How to...

Fiona is Head of Resources at Tudor Trust, a grant making organisation with an expendible endowment currently valued in the region of £250million. She is responsible for overseeing the day to day functions of Tudor, such as IT and HR, but also bringing her accounting background to the management of the fund and to grant making decisions.

Tudor's trustees meet every three weeks, which is more frequent that most boards. This allows more conversation between trustees and senior staff, and ge...

Click on the links to see more from this sequence:

The impact of the recession M...

Click on the links to see more from this sequence:

The impact of the recession Ma...

Colin Crooks, Chief Executive of Green-Works, talks about how he went about setting up Green-Works, a social enterprise which facilitates the re-use of unwanted office furniture.

Cliff Prior, Chief Executive of UnLtd, talks about social investment as a source of funding.

In this interview Cliff explains:

● what social investment is and who will make social investments
● what return the investors are looking for
● the future for social investment.

Click on the links to see more from this sequence:

How things have changed Bringing ...

Click on the links to see more from this sequence:

How things have changed Bringing ...

Click on the links to see more from this sequence:

How things have changed Bringing ...

Click on the links to see more from this sequence:

How things have changed Bringing ...

Click on the links to see more from this sequence:

How things have changed Bringing ...

Click on the links to see more from this sequence:

Becoming CEO of Build Africa Expl...

Click on the links to see more from this sequence:

Becoming CEO of Build Africa Expl...

Click on the links to see more from this sequence:

When to invest your reserves Re...

Converting donors into social ...

Converting donors into social ...

Converting donors into social ...

Converting donors into social ...

Key points Costing-in the evaluation of a project, which is often quite significant, can be an early investment in ensuring the success and longevity of an effective campaign Best Beginnings adopted a ‘proportionate universalism’ approach for their campaign: create resources for everybody, but with a particular effort on making sure they engage the more d...

Key points Intelligent funding, or ‘funder plus’, a more strategic approach than open grant programmes, is now favoured more widely: funders can be more focussed on helping the recipients in delivering their outcomes and measuring their success Strategic funding can operate using particular policy themes - a number of appropriate funders can then work tog...

Working with the support of the private sector <...

Click on the links to see more from this sequence:

Comic Relief & Sport Relief Four ...