Fundraising Regulations

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Insights
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Overview

• A quick overview of the activity called
  Fundraising. All fundraising can be reduced to
  a 3 part formula the rule of LPP, where L
  stands for the List of prospects who might make a
  donation, P stands for the Proposition which can
  be communicated to the prospect and P stands
  for Price  the amount of money being requested.
  The chapter covers building a prospect list,
  creating compelling propositions for company,
  trust, wealthy and individual donors.

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Chapter 1How Effective Fundraising works

• This chapter describes the difference between
  just collecting money and proper, organized fund
  raising as described by Sy Seymour, one of the
  early pioneers of structured fundraising the
  kind the big charities do so well nowadays.

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Chapter 2Clearpatht A fundraising optimisation
system.

• This chapter provides an auditing system template
  that will help members identify weak links in
  their charitys fundraising and opportunities for
  growth. Clearpath will help members create a
  stronger foundation for fundraising in the future.

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Chapter 3Online Fundraising and Social Media.

• Email fundraising (including building an email
  supporter list) , Social Media fundraising,
  Digital Fundraising, Facebook fundraising and
  Google Adwords fundraising, Online fundraising
  are all covered. GDPR and Data Privacy compliance
  electronic communications opt in, opt out,
  consent, are all spelled out.

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Chapter 4Individual Giving A strategy for
Individual Giving.

• This chapter proposes a new strategy for
  Individual Giving that small charities can adopt
  with minimum investment. It is based on tried and
  tested methods and is working now here in the UK.
  It involves harnessing all levels and types of
  individual giving cash gifts, regular commited
  gifts, major donors, legacy gifts, in memoriam
  gifts into one, integrated annual campaign for
  unrestricted funds.

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Chapter 5Individual Giving fundraising for
repeat cash gifts by sending polite letters
asking for money.

• There was time before Direct Mail and Direct
  Marketing exploded in the charity world in the
  period 1980 2000. In those early days charities
  wrote simple, sincere, polite letters to
  prospective donors asking for help. This chapter
  describes how asking politely for money by letter
  still has a place in a sustainable fundraising
  programme. Charity creative, copywriting, design,
  planning and implementation are all covered, as
  are GDPR and all data privacy regulations. New
  donor acquisition and donor renewal and
  development are dealt with in detail as are door
  drops and face to face door to door and on
  street. One key role for this form of fundraising
  is generating core or unrestricted funding.

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Chapter 6Individual Giving Major Gifts

• There was time before Direct Mail and Direct
  Marketing exploded in the charity world in the
  period 1980 2000. In those early days charities
  wrote simple, sincere, polite letters to
  prospective donors asking for help. This chapter
  describes how asking politely for money by letter
  still has a place in a sustainable fundraising
  programme. Charity creative, copywriting, design,
  planning and implementation are all covered, as
  are GDPR and all data privacy regulations. New
  donor acquisition and donor renewal and
  development are dealt with in detail as are door
  drops and face to face door to door and on
  street. One key role for this form of fundraising
  is generating core or unrestricted funding.

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Chapter 7Individual Giving Fundraising for
Capital projects

• How to apply the principles and methods for major
  gift fundraising to a specific campaign for a
  capital project a new building, facility,
  capital equipment are dealt with in this
  chapter.

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Chapter 8Individual Giving Legacy and In
Memoriam Fundraising.

• For some donors, their strongest desire is to
  help in creating something of permanent value
  that will go on doing good long after the donor
  has died. This is their legacy in both the
  financial and figurative sense. Small charities
  can align themselves with this desire every bit
  as closely as the larger charities. All it takes
  is an organized, methodically applied,
  relationship-building system. The same applies to
  In Memoriam giving. How to set this up is all
  explained in detail in this chapter.

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Chapter 9Fundraising from Grant Making Trusts.

• There are over 4000 bodies that exist solely to
  give away money generated from investments set
  up, often many years ago, for this purpose. How
  to apply to and land grants from such Grant
  Making Trusts is explained in this chapter.
  Especially important is a strong Case for Support
  and a template for a successful Case for Support
  is provided in this chapter.

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Chapter 10Fundraising from Companies

• Companies, especially local ones, support
  charities in many different ways gifts in kind,
  cash, sponsorship, secondment of staff, adoption
  of a project and more. All these are discussed
  and brought into a properly planned programme in
  this chapter. How to secure meetings with company
  funders, preparing for the meeting, conducting
  the meeting are all set out in detail.

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Chapter 11Events and Community Fundraising

• With Community Fundraising there is no limit to
  the imagination. Some popular and ever-successful
  types of event are listed.

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Chapter 12Fundraising Law and Regulation

• Laws that apply to specific types of fundraising
  are set out in the relevant chapter of Blueprint.
  Here we provide a Legal Compliance Checklist and
  set out the recently revised law on Data Privacy
  in the form of GDPR, the Data Protection Act
  2018, Privacy and Electronic Communications
  Regulations and others.

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Chapter 13Tax Efficient Giving

• This chapter sets out the present rules on Gift
  Aid and other forms of tax efficient giving.

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Chapter 14Risk Assessment

• Though the requirement to carry out robust risk
  assessments applies specifically to Trustees, we
  think the law here applies to all fundraisers.
  Have the risks inherent to a fundraising
  initiative been assessed properly so that, for
  example, the charitys reputation is not put at
  risk. The requirements relating to Risk
  Assessments are set out in this chapter.

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• www.fundraisingblueprint.co.uk