This document provides guidance for trustees on effectively working with a board of trustees to achieve fundraising success. It outlines key aspects of trustee development including recruiting and reviewing trustees, inducting and training them, and clarifying their legal duties to act in the best interests of the charity. The document also discusses inspiring trustees by communicating a clear vision and mission, and infiltrating new networks by extending fundraising techniques to new audiences. Trustees are encouraged to govern rather than manage and focus on long term sustainability of the charity's mission. Contact details are provided for further information and resources.

1. Working effectively with
your Trustee Board to
achieve fundraising success

2. Declaration
 All information is given by the Institute of
Fundraising as current best practice, or is existing
research which is credited. However, this is not a
substitute for professional legal or financial advice.

3. Trustee Development Cycle
Recruit /
Review
Acknowledge Induct / Train
Infiltrate Inspire

4. Recruit / Review

6. Induct / Train

8. Legal Duties
 Trustees have an overriding duty to act in
the best interests of the charity. In doing
so, they must act prudently, balancing
issues of resourcing and potential risks to
the charity. Trustees’ duty of care
requires that they exercise reasonable
careand skill in carrying out their
responsibilities.
CC20 Charity Commission 8

9. Duties
In general Trustees must:
 Ensure that the charity complies with charity
law
 Ensure that the charity complies with the
rules set out in its governing document
 Comply with the requirements of other
legislation and regulators
 Act with integrity and avois and conflicts of
interest
CC20 Charity Commission 9

10. Trustees
 Appoint, support and monitor the CEO
 To be ‘guardians of the mission’
 To take a long term view
 Should govern not manage!
CC20 Charity Commission 10

12. Sources
 Grant-making Trusts and Foundations
 Corporate Sector
 Individuals
 Groups
 Earned Income
 Public Sector
12

13. Fundratios 2011
Voluntary income per £1 invested
Total Voluntary
£4.24
income
Local fundraising £1.75
Committed
£3.54
Giving/Membe…
Direct Marketing £1.67
Special Events £1.94
Competitions/Lot
£1.73
teries
Major Donor
£3.17
Programmes
Legacies £25.50
Trusts £7.00
Corporate £4.43

14. Code of Fundraising Practice
What does it do?
 Provides a guide to the law and best
practice in relation to fundraising activity
throughout the United Kingdom
 Covers a wide range of activities
 Gives current guidance and thinking; the
Code is reviewed and updated whenever a
need is identified

15. The Spirit of the Code
Legal
Open
Honest
Respectful

16. Inspire

17. Vision
 Idealistic
 How the organisation can achieve its
ideals and the objects for which it was
established
 Example:
“The NSPCC’s vision is of a society where all
children are loved, valued and able to fulfil
their potential.”

18. Mission
 All-embracing statement of what is to
be achieved , in fulfilment of the
mission
Example:
“The NSPCC’s mission is
to end cruelty to children.”

19. So ….
 Be distinctive
 Emphasise what is different
 Be aspirational
 Outline beneficiary group / nature of
need
 Outline how need will be met

20. Ansoff Matrix
Fundraising, promotional and/or campaigning technique
Existing New
Target groups or audiences
Existing
Try out new techniques
Improve existing approach
on existing supporters
Least risky
Intermediate risk
Extend existing techniques Try out new techniques
to new groups with new groups
New
Intermediate risk Most risky

21. Infiltrate

22. Maslow’s Hierarchy of Needs
Morality, creativity, spontaneity, p
roblem solving, lack of
SELF ACTUALISATION prejudice, acceptance of facts
Self-
esteem, confidence, achievemen
EGO/ESTEEM
t, respect of others
Friendship, family, contact, love
, belonging
SOCIAL
Security of
body, employment, resou
rces, morality, the
SAFETY family, health, property
Breathing, air, foo
d, water, shelter, s
PHYSIOLOGICAL leep
(Survival)

24. Acknowledge

26. Contact Details
Institute of Fundraising Academy
Park Place, 12 Lawn lane, London, SW8 IUD
Tel: 020 7840 1020
Website: http://www.institute-of-
fundraising.org.uk/events-and-training/help-for-
small-charities/
E-mail:
smallcharities@institute-of-fundraising.org.uk
Registered Charity No: (1079573) in England & Wales, (SC038971) in Scotland
Vat Registration No: 547 8930 96

27. Afternoon Break