What’s love got to do with it? Governing Fundraising
Trustees & Fundraising
Vs
9 Trustee Codes of Practice
• be committed to the purpose, objects and values of the
organisation
• be constructive about other trustees’ opinions in discussions,
and in response to staff members’ contributions at meetings
• be able to act reasonably and responsibly when undertaking
such duties and performing tasks
• be able to maintain confidentiality on sensitive and
confidential information
• be supportive of the values (and ethics) of the organisation
• understand the importance and purpose of meetings, and be
committed to preparing for them adequately and attending
them regularly
• be able to analyse information and, when
necessary, challenge constructively
• be able to make collective decisions and stand by them
• be able to respect boundaries between executive
and governance functions
© Institute of Fundraising
The Role
Governance
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HR Management
Policy Development
Resourcing
Networking
Monitoring & Evaluation
Caretaker
Strategic Direction
Risk Assessment
Champions
Board Development
Charitable objects
Fundraising
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Fundraisers
Ethics/Fundraising/Vols
Fundraising budgets
Major gift fundraising
Audit and Annual Return
Providing support
Fundraising strategy Fiscal
oversight
• Governing projects or core
services
• Skills development
• Connection to objects
Round 1 – Who leads?
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Treasurer
Chair
CEO
Professional
Board Member
Round 2 – What are you doing?
Activity
Events
Grants
Tenders/Contracts
Corporate
Collections
Major Donor
Management
Governance
Round 3 – How you do it
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Systems
Structures
Policies
Procedures
Quality
Round 4 – Where the magic happens
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Face to Face
Online
Events
At home
At work
At the charity
On the street
Round 5 – When?
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Time commitment
Paying trustees
Volunteer motivation
Realistic expectations
Role descriptions
And the winner is ……
It’s a draw !!!!