Appendix 1 FUNDRAISING POLICY
|
|
- Samantha Kelley
- 5 years ago
- Views:
Transcription
1 Appendix 1 FUNDRAISING POLICY
2 Policy Title: FUNDRAISING POLICY Executive Summary: This policy aims to give a general overview of how fundraising for East Cheshire NHS Trust s charity ECHO (East Cheshire Hospitals and Community Healthcare Charity) operates and help all trust staff understand their general duties and legal responsibilities in relation to any fundraising activities undertaken. It also provides guidance in relation to fundraising involving partner organisations and third parties. Fundraising Policy V3 Scheduled update Supersedes: Description of Amendment(s): This policy will impact on: All trust staff Supporters of trust fundraising Partner organisations involved with fundraising Financial Implications: Income for trust Charitable funds Policy Area: Trust-wide Document Reference: Version Number: Issued By: Author: APPROVAL RECORD ECT Effective Date: June 2017 Julie Green, Director of Corporate Affairs and Governance Fiona Doorey, Head of Communications, Engagement and Marketing Review Date: February 2020 Impact Assessment Date: December 2017 Committees / Group Date Consultation: Corporate Affairs and May 2017 Governance Managers Financial Accountant Deputy Director of Corporate Affairs and Governance Charitable Funds Committee Approved by Director: Director of Corporate Affairs and June 2017 (digitally) Governance Ratified by: Director of Corporate Affairs and Governance June 2017 Received for All trust staff June 2017 information:
3 Table of Contents 1.Introduction 2. Purpose 3. Roles and Responsibilities 4. Processes and Procedures 5. Monitoring Compliance with the Document 6. References 7. Communication Page 11 Page 12 Appendices
4 1. Introduction While the trust will always ensure its services are safe and meet relevant clinical and quality standards, financing of additional equipment and services from funds outside normal revenue budgets is an important option for NHS organisations. Such funds are normally known as charitable funds. The majority of these funds come from voluntary donations, fundraising initiatives or sponsorship. Fundraising is a legitimate means to enable the purchase of goods, equipment or services which are not currently available within capital or revenue budgets. For the public, donating cash or equipment or actively raising funds is seen as a positive way of supporting local NHS services and often as a way of expressing gratitude for treatment received, or as a way of remembering a loved one who was cared for by the organisation in question. The trustees of ECHO, who manage the charity in line with statutory and regulatory requirements, welcome the contribution that the charity makes to the delivery of services and the welfare of patients, and recognise and value the work of individuals and groups that participate in fundraising events and donate to ECHO. Governance arrangements Charities are governed by a range of legislation and staff are required to adhere to the principles below when organising and carrying out fundraising activities for East Cheshire NHS Trust. This includes but is not limited to: Data protection Charity Commission guidelines The Institute of Fundraising s Code of Fundraising Practice The Consumer Protection from Unfair Trading Regulations 2008 Street collection regulations/laws Regulations/laws relating to lotteries, raffles and sweepstakes If you have any queries, please contact ECHO on ECHO East Cheshire Hospitals and Community Healthcare Charity (Charitable Funds) Charitable funds consists of: Money donated to the trust in appreciation; Money left in a legacy for the benefit of the trust Money which has been raised through fundraising events; and Money which has been donated as a result of a fundraising appeal. East Cheshire NHS Trust Charitable Funds is a registered charity ( ) whose principle objective is: ANY CHARITABLE PURPOSE RELATING TO THE NATIONAL HEALTH SERVICE WHOLLY OR MAINLY FOR THE SERVICES PROVIDED BY EAST CHESHIRE NHS TRUST.
5 2. Purpose The fundraising policy aims to help all staff involved in fundraising to understand the legal responsibilities around fundraising, how the trust fundraises, how to register your fundraising activity to avoid conflicting with a similar activity being held at the same time, your responsibilities and who to contact for guidance. The policy highlights all fundraising activities undertaken by the trust to ensure that they meet all legal requirements. The wide range and scope of fundraising activities makes it difficult to incorporate specific advice on every event undertaken. Instead, the full policy which follows is designed to provide best practice-based guidance on the basic principles and acceptable practices of fundraising on behalf of ECHO. 3. Responsibilities Trustees The Trustees of ECHO have ultimate accountability for fundraising. The Trustees delegate this accountability to the Director of Corporate Affairs and Governance. The Trustees are responsible for ensuring that: Fundraising is carried out legitimately; Expenditure is properly validated; All funds raised are accurately accounted for; and The money is expended in accordance with the objectives of the charity. Director of Corporate Affairs and Governance The Director of Corporate Affairs and Governance has delegated accountability for leading on fundraising and ensuring that robust arrangements are in place to support the charitable funds in line with statutory requirements. Deputy Director of Corporate Affairs and Governance The Deputy Director of Corporate Affairs and Governance is responsible for leading the implementation of appropriate systems and processes that support fundraising and for the line management of the Head of Communications, Engagement and Marketing who has operational responsibility for this function. Finance Director of the Trust The Finance Director of the trust is responsible for overseeing the income for ECHO, and for the implementation of appropriate systems and processes to accurately record income and expenditure and monitor financial controls for the charity. The Corporate Trustee and Financial Accountant Charitable funds have to be accounted for in a different way from other mainstream funding and are subject to a different set of rules and guidance. The control and management of charitable
6 funds is the responsibility of the Corporate Trustee, managed by the Trust Board executive and non-executive members with authority to spend up to 5k per request delegated to heads of directorate to spend monies on items beneficial to their service area. Head of Communications, Engagement and Marketing The Head of Communications, Engagement and Marketing has operational management responsibility for the management of fundraising activity, ensuring that the systems and processes are implemented and that controls and assurances are in place for any identified risks in relation to this policy. The Head of Communications, Engagement and Marketing is also responsible for monitoring compliance as outlined in Section 5. Associate directors Associate Directors have operational responsibility for approving expenditure within their directorates. Line managers Line managers must ensure that they and their staff members: Adhere to this policy Operate any fundraising in accordance with this policy and Submit any requests for expenditure in line with the process detailed in Appendix 4. All trust staff, volunteers and contractors All trust staff, volunteers and contractors must adhere to this policy and operate any fundraising on trust premises or for trust charity ECHO in accordance with this policy. 4. Processes and Procedures Implementation This policy will be recommended by the Director of Corporate Affairs and Governance and approved by the Charitable Funds Committee of Trustees. Advice and support on the policy will be provided by the ECHO fundraising team. 4.1 Working principles Contact ECHO on prior to undertaking any fundraising for the charity so we can provide advice, guidance and support promoting your fundraising activity. We can also advise regarding donation routes so that the monies are spent as intended. Fundraising linked to a sponsored activity (eg running a marathon, skydiving, swimming) and/or linked to fundraising for a specific project or piece of equipment is usually much more effective than a general appeal for donations. It is also important to highlight if you are fundraising because of a personal link to trust/general NHS services as potential donors are likely to respond to this.
7 It is vital to note that absolutely no funds can be claimed from ECHO to cover expenses (eg accommodation costs) incurred as part of fundraising activities for the charity without prior approval. Similarly, funds donated to ECHO via JustGiving and potentially other online donation methods can not normally be recovered or claimed back to cover expenses or share with other charities once transferred. Every care must be taken to set up pages appropriately. Where individual staff members are fundraising for the trust but the event is to be held offsite, prior notification must be given to ECHO on so members of the team can assist and support your event. We have resources including collection tins and buckets and can support you with press coverage, photography and certificates of thanks. Please also note that while we are grateful to all staff members who carry out fundraising activities for ECHO, activities off trust premises would never normally be covered by insurance held by ECHO or the trust so staff must ensure they source their own insurance as appropriate and adhere to relevant health and safety considerations. 4.2 Fundraising for ECHO, partner organisations and relevant causes Fundraising on trust premises should primarily be focused on ECHO but it is understood that we work closely with partner organisations and therefore fundraising on their behalf is permitted if all relevant rules are followed. Fundraising for the following organisations is permitted on trust premises: ECHO. This is the official trust charity and as such staff fundraising on trust premises should be primarily focussed around it. National and local health-related awareness campaigns, especially those which are linked to trust services and strategies. Examples include but are not limited to: Lung Cancer Awareness Month, Breast Cancer Awareness Month, National No Smoking Day, Movember and Dry January. Fundraising for these events should be shared as deemed appropriate between ECHO and the joint fundraising partner organisation. Where the funds will be split this should be made clear to donors. National charity events may be participated in by trust staff on trust premises but fundraising for these events should be shared as deemed appropriate between ECHO and the joint fundraising partner organisation. Where the funds will be split this should be made clear to donors. Funds received via this route will be directed to general funds. Examples of national charity events include but are not limited to: Red Nose Day, Children in Need, Sports Relief, Genes for Jeans Day, the Poppy Appeal. Charitable or non-profit making organisations which support or work closely with the trust and its services, including the Royal Voluntary Service, Macmillan Cancer Support, CVS Cheshire East and League of Friends of the Macclesfield and Congleton Hospitals. Fundraising for charities or appeals which do not fall into the categories listed above will not normally be permitted on trust premises, however in exceptional circumstances this may take place with the permission of a member of the trust s executive team. Please contact the fundraising team on to discuss. Please undertake fundraising activities that are aligned with general trust and NHS values, aims and objectives.
8 4.3 Further general guidance While raising money for general ECHO funds is welcomed, fundraising activities where money is raised for a trust ward, team or department should ideally be linked to a specific requirement, for example the purchase of a piece of equipment which will directly benefit patients or provide enhancements to trust services as donors/sponsors are more likely to respond to fundraising for a specific purpose. Money should be paid into the directorate of the ward or department. Please note - all monies raised for a specific purpose will be allocated accordingly however the trust reserves the right to redirect any surplus funding to general funds for expenditure in other areas of the trust where this may be deemed most needed if required. No collection tins should be displayed within the ward or department without prior permission from the Communications and Engagement Department. Refer enquiries from potential fundraisers who wish to raise funds directly for the trust or your ward or department to ECHO on Please state clearly in promotional materials such as posters and web pages who will benefit from the fundraising activity and what will be purchased with the money raised or where the money will go to (this must be a registered charity). Do also ensure that ECHO approves all the literature naming the trust as the beneficiary as failure to do this correctly may result in the illegitimate collection of funds. As a registered charity with a total income of more than 10,000 per year, every written or printed communication encouraging people to give to ECHO must state that the organisation is a registered charity and quote its charity number Do ensure you comply with the data protection regulations. Read more in Appendix 2. Do inform anyone intending on making a donation to ECHO East Cheshire Hospitals and Community Healthcare Charity that the money should be paid into the Cash Office or donated via the ECHO page on JustGiving: Alternatively cheques only (cash should not be posted) should be posted to: ECHO East Cheshire Hospitals and Community Healthcare Charity Cash Office Macclesfield District General Hospital Victoria Road Macclesfield SK10 3BL * Please make clear which directorate, ward or department the money is intended for. 4.4 Items and assets donated by third parties Items and equipment which may be funded by other organisations/charities (e.g. League of Friends) should ordinarily be purchased using the usual trust charitable funds procurement systems, with written confirmation from the other organisation that they are willing to reimburse the agreed cost. In this way ECHO is able to utilise the national NHS procurement contracts to obtain best value for money and ensure the purchases meet trust standards. If an organisation or individual wants to donate assets, before accepting them please ensure they adhere to trust standards by contacting the relevant department (e.g.risk management, fire safety etc.) Also, do ensure the Finance Department are aware of all potential donated assets (equipment, furnishings) by contacting them via on
9 4.5 Staff must not: Fundraise for other charitable organisations which do not meet the definitions outlined in 4.3 onsite. Staff members may wish to raise funds for charities linked to their own personal, political and/or religious beliefs off-site and in their own time, however any fundraising undertaken by staff on trust premises must be linked to the objectives of the trust and wider NHS/partner organisations. Undertake inappropriate fundraising activities which attract adverse publicity for the trust, potentially damaging its reputation and undermining public/patient confidence in our services. Please call ECHO via if you are at all unsure. Impose participation in fundraising activities on any individual. Carry out fundraising activities which interfere with your scheduled hours of work without the express permission of your line manager. Display any collection tins within wards or departments which are for charities other than ECHO East Cheshire Hospitals and Community Healthcare Charity. (this may be permissible on a short-term basis during joint fundraising activities). 4.6 Requesting funds Please see the form and guidance in appendix 3 for details of how to request funds from ECHO. 4.7 Fundraising offsite for other charities or organisations Employees participating in fundraising for other charities or organisations must do so in their own time and offsite. For your own safety we recommend you should check that the organisers of any such activities have carried out a suitable risk assessment and carry the requisite insurance. Such fundraising activities may be highlighted via the trust s staff newsletter and other communication channels but this must be at the discretion of the Communications Team and should avoid direct appeals for donations. Please call the Media and Communications Manager on for further guidance. Please see the appendices at the end of this policy for further information and guidance. 5. Monitoring Compliance with the Document 5.1 Measuring performance and audit Performance of fundraising activities at the trust will be monitored and reported to the Charitable Funds Committee on a quarterly basis. The key performance indicators include: Number of activities undertaken Amount of charitable funds raised Publicity, reputation and awareness creation - positive media coverage Cost of fundraising Website hit statistics Social media activity.
10 5.2 Review This policy will be reviewed on a three-yearly basis by the Head of Communications Engagement and Marketing. 6. References Further guidance and information Institute of Fundraising The Charity Commission East Cheshire NHS Trust s Advertising and Sponsorship Policy: Trust/policies/A/Advertising%20and%20Sponsorship%20Policy%20ECT2199.pdf Information Commissioner s Office Appendices APPENDIX 1 - Data Protection Data protection legislation affects many areas of fundraising. Fundraisers need to ensure they comply with trust information governance policies available on the intranet. If staff are uncertain regarding information governance issues, they are advised to contact their line manager or the trust s Information Governance Department. The regulations may appear daunting at first but it is helpful to remember a few rules of thumb which are often centred on having the correct permissions for using the data ensure you have the necessary permissions to contact supporters; do not retain any information on a supporter or prospect that you would not be comfortable sharing with them; do not use information in a manner that the supporter would not wish; and do not share data in a manner that a supporter would not wish. Codes of Fundraising Practice The Institute for Fundraising s Code of Fundraising Practice identifies key regulatory and best practice standards.
11 APPENDIX 2 Security relating to donations Staff should inform anyone enquiring about making a donation to ECHO that the money should be paid into the Cash Office or given as a cheque if the donation is to be posted (cheques made payable to East Cheshire NHS Trust ) The donation should list the beneficiary department and be completed with the name and address of the donor where possible. Please note: Gift Aid should be indicated wherever possible as the donor pays no more but ECHO receives tax relief on the full amount of the donation. All staff receiving a donation or in receipt of money from fundraising should pay it in immediately to the cashier at the trust s Cash Office. Please use the donation envelopes available so that we can ensure the correct donations are allocated to the correct area, donors data can be collected for future use and so that we can thank them and Gift Aid can be claimed. This will then be receipted and banked. All charitable income either from donations or fundraising must be paid into official funds. Failure to do this is a disciplinary offence. Any collection tins and buckets will be provided with a specific security seal in place. This seal must be still in place and unbroken when the tin/bucket is returned to ECHO to show no monies have been removed. Receiving legacies Any member of staff receiving notification of a legacy that names East Cheshire NHS Trust as a beneficiary should contact the ECHO team on who will then bring this to the attention of the Finance Department. APPENDIX 3 Methods of fundraising and legal requirements Please ensure that you contact the fundraising department to ensure any legal considerations are taken into account before fundraising as there are many attached to charity law. Please do not let this put you off as the ECHO team will be able to assist. Monies can only be refunded in very specific circumstances once a fundraising initiative has been launched, such as cancellation of the event. Auctions Auctions, often held at one-off fundraising events, can be a great way to increase revenue. Unlike raffles and lotteries, auctions have the benefit of not falling under gambling law. However, you still need to be aware of consumer legislation such as those for unfair commercial practices. Find out more about the Consumer Protection from Unfair Trading Regulations. Auctions also come under the Trade Descriptions Act 1968 so make sure that you describe any items accurately Establishing terms and conditions in advance are important to help avoid problems later. Some of the issues to consider will be highlighted during a risk assessment of the activity.
12 For example, what would you do if the auction prize was no longer available? What will you do if someone decides they no longer want to purchase the auction item? Event fundraising Organising events as a means of fundraising can be a great way to involve an array of different people and the community as a whole. It can raise awareness for your cause in a fun way, reaching new audiences and a wider potential new supporter base. Legal requirements: Venue - Must consider issues of equal access for all, even if an event is being targeted at a specific group of people. Must ensure the venue complies with all health and safety regulations. Literature You must ensure that materials adhere to copyright laws and that permission is obtained from the right holders for use of images, logos etc and are printed with all legally required information, for example, registered charity status or number, full company name and registered office and VAT number if applicable. Purpose If fundraising literature states that funds raised will be used for a particular purpose then funds must be used for that purpose and must be identified in the charity s accounts as restricted funds. Cancellation/postponement If the event is cancelled, or if it is postponed and a participant is then unable or chooses not to take part, or if they are unable to take part for any reason, the participant must contact donors and ask if they are still happy for monies to go the organisation and if not the donation must be refunded to them. Commercial partners - If the event is being staged by a person who is a commercial participator or professional fundraiser the charity and commercial participator must ensure compliance with section 59 of the Charities Act 1992 and the Charitable Institutions (Fund Raising) Regulations Data protection - Organisers must ensure compliance with data protection legislation. Disability discrimination - People with disabilities must not be unlawfully discriminated against in relation to the event. Unregistered charities - If the charity is a registered charity, that fact must be stated on all documents soliciting funds for the charity. ECHO is is a registered charity number ) Fundraising for specific purposes/fundraising appeals All monies raised for a specific purpose/appeal will be allocated to the relevant department or directorate, however the ECHO trustees reserve the right to redirect surplus funding to other areas of the trust according to organisational priorities. If the funds raised for a specific purpose do not meet the target amount required (eg to fund the purchase of a specific piece of equipment) then the funds will be held with the intention
13 of reaching the target amount through further fundraising activities. However if the target amount is not reached or if organisational priorities change and the purpose of the appeal is no longer relevant, the ECHO trustees reserve the right to redirect surplus funding to other areas of the trust according to organisational priorities. Collecting for ECHO Fundraising collections are a common method of raising money for charity. The trust has a range of ECHO collection tins which all must be monitored and security sealed. Please contact us if you intend to use collection tins. There are many different forms of charitable collections, and all have different rules associated with them. Some of the most common are: Street collections - If you are holding a collection in the street, you will need to obtain a licence from your local authority. Private collections - If your collection is still open to the public, but being held on private property such as within a shopping centre or rail station, you must obtain permission from the landowner or manager. Static collection boxes - Boxes must be secure and tamper proof. You do not need a licence to place these in a shop or business, just permission from the business owner. House-to-house collections - Licences must be obtained from the relevant local authority. Please do not let these requirements deter you as the ECHO team will be able to assist. Raffles and lotteries Under the Gambling Act raffles and lotteries held to raise funds for charity need to fit into one of three categories in order to not require a licence. Which of the three categories should be used depends on whether you plan to sell tickets for the raffle/lottery to patients, staff or both groups, and whether tickets for the raffle/lottery will be sold on or off trust premises, at an event or over a longer period of time. The full guidance from the Gambling Commission can be found here: Alternatively contact the ECHO team for advice. APPENDIX 4: CHARITABLE FUNDS REQUEST FORM AND STANDARD OPERATING PROCEDURE (links to form on trust intranet)
FUNDRAISING POLICY. Standards of Behaviour Policy. Manager
FUNDRAISING POLICY Reference No: UHB 238 Previous Trust / LHB Ref No: T/130 Documents to read alongside this Policy Standards of Behaviour Policy Classification of document: Area for Circulation: Author/Reviewee:
More informationHywel Dda Health Charities Fundraising Policy
Hywel Dda Health Charities Guidance to staff on managing fundraising activities Policy Number: Supercedes: Standards For Healthcare Services No/s Version No: Date Of Review: Reviewer Name: Completed Action:
More informationFundraising Guidelines. & Application
Fundraising Guidelines & Application Fundraising Guidelines & Application Thank you for your interest in raising funds for The Love Your Sister Foundation (LYS). These Fundraising Guidelines are designed
More informationNorthumbria Healthcare NHS Foundation Trust. Charitable Funds. Staff Lottery Scheme Procedure
Northumbria Healthcare NHS Foundation Trust Charitable Funds Staff Lottery Scheme Procedure Version 1 Name of Policy Author Alison Nell Date Issued 1 st March 2017 Review Date 1 st March 2018 Target Audience
More informationCOMMUNITY FUNDRAISING PROPOSAL
COMMUNITY FUNDRAISING PROPOSAL Please complete this form and your Fundraising Proposal attached and return to the Executive Director, Karen Williams. Your Letter of Authority to Fundraise and Fundraiser
More informationPowys Teaching Local Health Board Charitable Fund. Making a Difference: The Charitable Funds Strategy
Powys Teaching Local Health Board Charitable Fund Making a Difference: The Charitable Funds Strategy 2012-2013 Version 6: Approved October 2012 Review Date : October 2013 Charitable Funds Strategy Page
More informationRoyal Flying Doctor Service Tasmania Inc - Fundraising Guidelines,
Royal Flying Doctor Service Tasmania Inc - Fundraising Guidelines, 2015 1 Dear Fundraiser, On behalf of the Royal Flying Doctor Service (RFDS) Tasmania and the people we assist, thank you for your interest
More informationINIDIGENOUS LITERACY FOUNDATION COMMUNITY, COMPANY & INDIVIDUAL PARTNERSHIPS
INIDIGENOUS LITERACY FOUNDATION COMMUNITY, COMPANY & INDIVIDUAL PARTNERSHIPS Thank you for your support. Before you begin your fundraising activity, your proposal will need to be approved by ILF. Please
More informationCOMIC RELIEF AWARDS THE GRANT TO YOU, SUBJECT TO YOUR COMPLYING WITH THE FOLLOWING CONDITIONS:
Example conditions of grant Below are the standard conditions that we ask grant holders to sign up to when accepting a grant from Comic Relief. These conditions are provided here only as an example; we
More informationFundraising Guidelines For supporters fundraising for Peter Mac
Fundraising Guidelines For supporters fundraising for Peter Mac Support from fundraisers in our community assists Peter Mac deliver vital cancer research and develop more effective treatments for those
More informationFundraising Pack. A Guide to Successful Fundraising. Compassion Care Support
Fundraising Pack A Guide to Successful Fundraising Contents Organising events for the Injured Jockeys Fund How to get people to sponsor you Online Sponsorship (JustGiving and Virgin money giving) Legal
More informationFundraising Kit. Thank you for your generous offer to raise funds for Huntington s NSW.
Fundraising Kit Thank you for your generous offer to raise funds for Huntington s NSW www.huntingtonsnsw.org.au Thank you for choosing to help us Our Fundraising Process at a glance We are very grateful
More informationTHIRD PARTY FUNDRAISING GUIDE
THIRD PARTY FUNDRAISING GUIDE 888 Swift Blvd Richland, WA 99352 (509) 942-2661 foundation@kadlec.org www.kadlec.org/foundation HOST AN EVENT! Thank you for your interest in fundraising for community health
More informationPartners in Caring. Plan a special event for Royal Victoria Regional Health Centre
From garage sales to golf tournaments, hockey games to bake sales, fundraisers both large and small have been held on behalf of Royal Victoria Regional Health Centre. In 2004, the RVH Auxiliary kicked
More informationLiverpool Women s Charity.
Fundraising Pack Liverpool Women s Charity. Putting patients first is at the heart of everything we do. Liverpool Women's Charity is registered with the Charity Commission for England and Wales registration
More informationSECTION 16: EXTERNAL RELATIONSHIPS AND FUNDING
SECTION 16: EXTERNAL RELATIONSHIPS AND FUNDING 16.1 Introduction 16.2 Principles 16.3 Mandatory Referrals 16.4 Practices Part A: Funding from BBC Commercial Services, the Open University and Co-Productions
More informationToronto District School Board
Toronto District School Board Title: FUNDRAISING Adopted: June 12, 2002 Revised: December 16, 2003 (Replaces H.019), September 25, 2006, November 19, 2007, May 14, 2008 Authorization: Operational Procedure
More informationDOBBIES CHARITY POLICY 2016/17. Dobbies Charity Policy 2016/17
DOBBIES CHARITY POLICY 2016/17 Local Charity Partners Each Dobbies store will nominate and appoint one Local Charity Partner at the start of each financial year (March). This charity is the first recipient
More information3 rd Party Fundraising
3 rd Party Fundraising Thank you for selecting the (RCF) as the beneficiary of your fundraising event or activity (mutually referred to as event ). The Foundation relies on the willingness of individuals
More informationTHIRD-PARTY FUNDRAISING TOOLKIT
THIRD-PARTY FUNDRAISING TOOLKIT CHILDREN S HOSPITAL CHILDREN S HOSPITAL 200 Henry Clay Avenue New Orleans, LA (504) 896-9375 www.chnola.org THIRD-PARTY FUNDRAISING TOOLKIT Welcome Thank you for your sincere
More informationFundraising Policy. Context and overview. Legal requirements
Fundraising Policy Context and overview Crohns and Colitis UK is committed to improving the lives of people with IBD and fundraises in order to increase the impact of its charitable work for as many people
More informationGo Red for Women. Coordinators Kit
Go Red for Women Coordinators Kit We ve got loads of information and ideas here to help you coordinate and run a red-hot Go Red for Women Fundraising Event. If you do have any questions, need some fundraising
More informationThird Party Event Manual
Third Party Event Manual Table of Contents Purpose of this Manual...2 Event Ideas List... 3 Third Party Event Agreement... 4 Resources from Us...... 9 Promoting your Event....10 Event Planning Checklist...
More informationA Guide to. Third Party Fundraising Events. in Support of. The BC Schizophrenia Society - Victoria
A Guide to Third Party Fundraising Events in Support of The BC Schizophrenia Society - Victoria BCSS Victoria 941 Kings Road, Victoria, B.C. V8T 1W7 Phone: (250) 384-4225 Fax: (250) 388-4391 Email: admin.bcss@shaw.ca
More informationThis policy will impact on: Clinical practices, administrative practices, employees, patients and visitors. ECT Reference: Version Number:
TAXI POLICY Policy Title: Executive Summary: Taxi Policy This policy provides guidance to staff to ensure the efficient and effective use of internal resources, and minimise costs to the Trust by the appropriate
More informationN/A. Yes. Signed on behalf of the Trust:.. Tracey Dowling, Chief Executive
Charity Policy Author: Sponsor/Executive: Responsible committee: Ratified by: Consultation & Approval: (Committee/Groups which signed off the policy, including date) This document replaces: Clare Jones,
More informationUnited Way Funding Application Guidelines
United Way Funding Application Guidelines 2016-2017 Submission Deadline: Friday, April 1,2016 Our Mission To build a better community by organizing the capacity of people to care for one another. Guiding
More informationFUNDRAISING PACK.
FUNDRAISING PACK www.gablesfarm.org.uk Who are we? Gables Farm Dogs & Cats Home is rescue and rehoming centre that has been helping the region s unwanted and abandoned dogs and cats since 1907. What do
More informationBe Santa this Christmas. just Be-Claus
Be Santa this Christmas. just Be-Claus 1 2 Event and Fundraising Kit Be a part of a century-old legacy has been raising money for more than a century to help provide underprivileged children with a gift
More informationSponsor a person or company who makes a donation to CAF of cash or goods & services in exchange for a form of marketing value.
CAF Fundraising Policies and Guidelines CAF s mission is to provide opportunities and support to people with physical disabilities so that they may pursue active lifestyles through physical fitness and
More informationHeritage Grants - Receiving a grant. Mentoring and monitoring; Permission to Start; and Grant payment
Heritage Grants - Receiving a grant Mentoring and monitoring; Permission to Start; and September 2017 1 Introduction... 2 Filling in forms... 2 Before Starting... 2 Reporting on progress... 3 Mentoring
More informationCompassion and Empathy We are caring and compassionate and respond with empathy to the needs and circumstances of the people we serve.
Fundraising is a fun and rewarding way for schools, clubs, community groups and individuals to support people and families living with Multiple Sclerosis (MS). You can do this by hosting your own event
More informationCommunity Fundraising Application & Guide
Community Fundraising Application & Guide About Alzheimer's WA Photo: Rhonda Parker CEO Alzheimer s WA As the dementia experts Alzheimer s WA works with those living with dementia and the organisations
More informationPHILANTHROPIC FUNDING AT KENT. Guidance notes 2016/17
PHILANTHROPIC FUNDING AT KENT Guidance notes 2016/17 1 Definition of philanthropic funds 2 2 Eligible sources of philanthropic funds 2 3 Ineligible sources of philanthropic funds 2 4 Definition of philanthropic
More informationBe a part of a century-old legacy
Be a part of a century-old legacy The Toronto Star Fresh Air Fund has been raising money for more than a century to help provide underprivileged and special needs children with a memorable summer camp
More informationCommunity Event Guidelines
Community Event Guidelines 1 Community Event Guidelines What is a Community Event? A Community Event is defined as one where: The event is initiated by an outside party and organized by an individual or
More informationDurham County Scouts is a Scout County operating in the North- East Region of England with over 6,000 youth members and 1,300 adult leaders.
Durham County Scouts is a Scout County operating in the North- East Region of England with over 6,000 youth members and 1,300 adult leaders. We operate across County Durham, Gateshead, South Tyneside,
More informationAdvocacy building relationships and educating others about NSCC and its mission.
1.0 PURPOSE 1.1 To help advance the vision and mission of the Nova Scotia Community College, NSCC has established and incorporated a not-for-profit organization, the Nova Scotia Community College Foundation
More informationGREAT WESTERN HOSPITALS NHS FOUNDATION TRUST. Fundraising Strategy
Meeting: Trust Board 25 th November 2010 Title: Fundraising Strategy Executive Summary: Although there is a longstanding tradition of giving within Swindon and Wiltshire, the economic position is very
More informationAccounting Chair Handbook
Accounting Chair Handbook This handbook is to be used in conjunction with the Accounting Chair Financial Procedures Document. 1. Financial Overview Keeping a record and frequency of banking Keeping accurate
More informationNEWRY, MOURNE AND DOWN DISTRICT COUNCIL FINANCIAL ASSISTANCE 2016/2017 CALL
NEWRY, MOURNE AND DOWN DISTRICT COUNCIL FINANCIAL ASSISTANCE 2016/2017 CALL 1 2016-2017 Guidance notes on completing the Application for Funding Closing Date: Friday 11 March 2016 at 4pm Applications must
More informationdistinction as to race, religion, age or disability, and in compliance with relevant legislation.
People and Places - Standard terms and conditions of grant Definitions We and our refer to the organisation receiving the grant bound by these terms and conditions. You and your means the Big Lottery Fund
More informationPCYC Queensland Community Fundraising Guide. Community engagement. pcyc.org.au. years. working together QUEENSLAND
PCYC Queensland Community Fundraising Guide Youth development years working together QUEENSLAND Crime prevention Community engagement pcyc.org.au Thank you!...building safer, healthier communities through
More informationGRANT-MAKING POLICY. 2.2 The trustees ensure proper governance of the Foundation s grant-making in three ways.
GRANT-MAKING POLICY 1. Purpose 1.1 This purpose of this policy is to set out the principles, criteria and processes that govern how the Community Foundation makes grants. It complements the Gift Acceptance
More informationFundraising. Standards for PTA Fundraising
Fundraising The primary emphasis in PTA should be the promotion of the PTA Mission and Purposes of the PTA. The real working capital of a PTA lies in its members, not in its treasury. PTAs do not exist
More informationMental Health Promotion Fund Wave Guidance notes
Mental Health Promotion Fund Wave 8 2018-2019 Guidance notes Contents 1. Information on Lincolnshire s Community Support Networks...3 2. Who can apply?...4 3. How much money is available and how much can
More informationRACQ Foundation. Natural Disasters. Guidelines and Application Form. Page 1
Page 1 Table of Contents Introduction...2 Funding Priorities...2 Eligibility Criteria...2 Mitigation Works...3 Application Process...3 RACQ Foundation Application for Funding...4 Introduction The RACQ
More informationThe Furniture Makers Company the furnishing industry s charity SUPPORTER FUNDRAISING TOOLKIT
The Furniture Makers Company the furnishing industry s charity SUPPORTER FUNDRAISING TOOLKIT Thank you for choosing to support The Furniture Makers Company by holding an event in aid of our charity This
More informationEstablishing Scholarships, Bursaries, Prizes & Awards
Establishing Scholarships, Bursaries, Prizes & Awards Category: Governance Number: Audience: All University Personnel, Donors Issued: April 27, 2014 Owner: President Approved by: Board of Governors Contact:
More informationPolicies Superseded: 1834, STUD-134 Review/revision(s): August 2011
Policy Title: Fundraising-Student Organizations Policy Number: STUD-CLSE 308 Policy Approved: October 2011 Policies Superseded: 1834, STUD-134 Review/revision(s): August 2011 Policy Management Area: Campus
More informationThe YAS Charity exists to support the work of the Yorkshire Ambulance Service NHS Trust.
YAS Charity Fundraising Strategy 2018 2021 Introduction The purpose of this Fundraising Strategy is to guide the YAS Charity to carry out tasks in the most coordinated and effective way. It is to inform
More informationEasy ways to raise more money
FUNDRAISING TOOLKIT You don t need any special talents or skills to fundraise, only a desire to make a difference, so a huge thank you for getting involved! Chances are if you ve got this far you already
More informationHabitat for Humanity Greater Toronto Area Third Party Fundraising Agreement
Habitat for Humanity Greater Toronto Area Third Party Fundraising Agreement Thank you for supporting Habitat for Humanity Greater Toronto Area (HFHGTA). We want your fundraising activity to be successful
More informationAssociation of Voluntary Organisations in Wrexham Your local county voluntary council
Association of Voluntary Organisations in Wrexham Your local county voluntary council 7. Finding and getting money 7.6.1 Fundraising events Introduction Events are very public forms of fundraising and
More informationSouth Central Ambulance Charity: Policy on eligible expenditure and Procedure for disbursement of funds.
South Central Ambulance Charity: Policy on eligible expenditure and Procedure for disbursement of funds. Updated by the Charitable Funds Sub Committee, April 26 th 2017 1. Legal context The South Central
More informationCOMMUNITY EVENT FUNDRAISING TOOLKIT
COMMUNITY EVENT FUNDRAISING TOOLKIT PLANNING A SUCCESSFUL EVENT TO SEND KIDS WITH AND AFFECTED BY CHILDHOOD CANCER TO CAMP OOCH. OUR MISSION Camp Oochigeas is a privately funded, volunteer based organization
More informationSPONSORSHIP AND JOINT WORKING WITH THE PHARMACEUTICAL INDUSTRY
SPONSORSHIP AND JOINT WORKING WITH THE PHARMACEUTICAL INDUSTRY 1 SUMMARY This document sets out Haringey Clinical Commissioning Group policy and advice to employees on sponsorship and joint working with
More informationScouts Scotland Fundraising Charter
Scouts Scotland Fundraising Charter This acts as a summary statement of our fundraising principles and methods, will sit on the website and is available for any enquiries. Anyone who is kind enough to
More informationRanken Jordan Pediatric Bridge Hospital Third Party Event Packet
Thank you for considering supporting Ranken Jordan Pediatric Bridge Hospital. We are grateful for all third parties who wish to raise money to help kids and their family s transition from the acute care
More information3. Trustees and Governance 3.1 Charity and Clinical Governance
3. Trustees and Governance 3.1 Charity and Clinical Governance This section outlines the governance responsibilities for air ambulances. The governance responsibilities and accountabilities for the NHS
More informationThe Request for Proposal must be completed and submitted to CANAAF for its review and approval
February 21, 2017 Dear Event Coordinator, On behalf of the Board of Directors of the CANAAF, we thank you for your support of our fundraising efforts. CANAAF s mandate is CANAAF supports those affected
More informationDIY Fundraising Toolkit
DIY Fundraising Toolkit Contents Welcome... 3 Why breathing matters... 3 Lung Diseases... 4 The Right Fundraising Fit... 5 The Keys to Success... 6 Get others involved... 6 Set a goal... 6 Tools for you...
More informationCOMMUNITY PARTNER EVENTS
COMMUNITY PARTNER EVENTS Guidelines and Benefits 2018 Base 2 Space A snowboarder rides the Slayride Banked Slalom at Stevens Pass having fun while raising funds for Fred Hutch. Community Partner for Fred
More informationReady to start fundraising for Big Brothers Big Sisters?
GET STARTED Ready to start fundraising for Big Brothers Big Sisters? Step 1: Be sure to read the guidelines and tax receipting documents. Step 2: Complete and submit your application form for approval.
More informationCOMMUNITY GIVING. Strengthening patients and transforming our community.
COMMUNTY GVNG Strengthening patients and transforming our community. CAMC Foundation Attn: Community Giving 3414 Staunton Ave. SE Charleston, WV 25304 Thank you for your interest in hosting an event on
More informationCentral Alerting System (CAS) Policy
Document Title Reference Number Lead Officer Author(s) (name and designation) Ratified By Central Alerting System (CAS) Policy NTW(O)17 Gary O Hare Executive Director of Nursing and Operations Tony Gray
More informationFundraising Guide. Full of fundraising ideas, top tips and details of how to pay your money in once you re all done fundraising!
Fundraising Guide Full of fundraising ideas, top tips and details of how to pay your money in once you re all done fundraising! Welcome! Thank you for supporting the Luton and Dunstable Hospital Charitable
More informationDear Friends, Sincerely, Christen Benson Executive Director th Street Sarasota, FL
Dear Friends, Thank you for your interest in supporting the Humane Society of Sarasota County (HSSC). Friends like you make it possible for us to make a difference in the lives of homeless pets in our
More informationCambridge House s Ethical Fundraising Policy & Procedures
Contents Page A. Introduction 2 B. Policy Management and Implementation 2 C. Policy Aims 2 D. Context 3 E. Relationship with Supporters 4 F. Risk Assessment 4 G. Commercial Partners 4 H. Anonymous Donations
More informationTIPS FOR FUNDRAISING
TIPS FOR FUNDRAISING You ve signed up to fundraise for Red Cross Calling during March that s great! What comes next? Whether you are planning a doorknock, a public coin collection or an event of your own,
More informationFUNDRAISING EVENT ADMINISTRATION
PURPOSE/POLICY To provide procedures and guidance for conducting fundraising events in accordance with ICSUAM Policy 15701.00. The University shall accept fundraising proceeds for support of accepted programs
More informationHosting a Fundraiser. #KeepingFamiliesClose
501 E. Roanoke Avenue Phoenix, AZ 85004 Phone 602-798-5097 Fax 602-264-5670 events@rmhcphoenix.com www.rmhcphoenix.com Hosting a Fundraiser Thank you for your interest in hosting a fundraiser for Ronald
More informationFundraising Guidelines Australian Paralaympic Committee. December 20111
Fundraising Guidelines Australian Paralaympic Committee December 20111 Dear Fundraiser, Thank you for your interest in fundraising for the Australian Paralympic Committee (APC). The APC relies heavily
More informationWelcome. Third Party Standards 2017
Welcome Thank you for your interest in supporting Hospice of Southern Illinois in our mission to enhance the quality of life for individuals and their loved ones touched by a terminal illness. Hospice
More informationHabitat for Humanity Manitoba Fundraising for Habitat Agreement
Habitat for Humanity Manitoba Fundraising for Habitat Agreement Thank you for your interest in supporting Habitat for Humanity Manitoba (HFHM). We want your fundraising activity to be successful and we
More informationDo you need to raise money? It may sound like an odd question but think about it carefully.
Fundraising Do you need to raise money? It may sound like an odd question but think about it carefully. Think about what you need. Do you need a new place to meet? Do you need some new toys for the children
More informationBC Cancer Foundation Cause Related Marketing Policy
BC Cancer Foundation Cause Related Marketing Policy Thank you for considering supporting the work of the BC Cancer Foundation and the BC Cancer Agency through your Cause Related Marketing initiative. Our
More informationJeans for Genes Day Genetic Disorders UK. Guidance for Applicants JEANS FOR GENES DAY. Supporting families affected by genetic disorders
Jeans for Genes Day Genetic Disorders UK Guidance for Applicants JEANS FOR GENES DAY Supporting families affected by genetic disorders Contents 3 Jeans for Genes Day / Genetic Disorders UK 4 The 2015 Grant
More informationCOMMUNITY FUNDRAISING GUIDELINES & REGISTRATION FORM THE SALVATION ARMY I SALVOS.ORG.AU/OASIS
COMMUNITY FUNDRAISING GUIDELINES & REGISTRATION FORM THE SALVATION ARMY I SALVOS.ORG.AU/OASIS ESSENTIAL INFORMATION FOR COMMUNITY FUNDRAISERS TABLE OF CONTENTS Before you start 3 Oasis Youth Support Network
More informationFundraising for Sports Clubs
Fundraising for Sports Clubs Sports funding workshop agenda the fundraising game plan Who s asking? What are you asking for? In what ways are you asking? Some top tips for every club The fundraising game
More informationTHIRD PARTY EVENT HANDBOOK
THIRD PARTY EVENT HANDBOOK FondationCanadiens @CHCFondation ABOUT THE MONTREAL CANADIENS CHILDREN S FOUNDATION The Montreal Canadiens Children's Foundation provides help and support to children in need.
More informationGST MANUAL 1. GST AND CHS P&C Why is Chatswood P&C Registered for GST? What things do we need to charge GST on? 2
GST MANUAL Contents 1. GST AND CHS P&C 2 1.1. Why is Chatswood P&C Registered for GST? 2 1.2. What things do we need to charge GST on? 2 1.3. How does charging GST and claiming back GST on purchases (input
More informationUCSF Community Fundraising Event Tool Kit
UCSF Community Fundraising Event Tool Kit Be a Community Fundraiser Thank you for your interest in supporting UCSF by hosting an event! UCSF is dedicated to promoting health worldwide through advanced
More informationPENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION FUNDRAISING POLICIES AND GUIDELINES. Adopted: September 21, 2005
PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION FUNDRAISING POLICIES AND GUIDELINES Adopted: September 21, 2005 FUNDRAISING POLICIES I. Background The Pennsylvania Historical and Museum Commission (PHMC)
More informationFundraising Toolkit. Before you start fundraising... Introduction. Consider the key elements for successful delivery of a fundraising event.
Fundraising Toolkit Introduction This fundraising toolkit is designed to support and provide guidance for students interested in raising money for charity. Raising money for charities is extremely rewarding
More informationRegistration Guidelines
Registration Guidelines 2 Registration Guidelines Charities Regulator These Guidelines are issued by the Charities Regulator pursuant to section 14(1) of the Charities Act 2009, to encourage and facilitate
More informationFundraising Guidelines
Fundraising Guidelines Fundraising Guidelines Thank you for your interest in fundraising for the Black Dog Institute. We value all enquiries from individuals, community groups and businesses that will
More informationAurizon Community Giving Fund
Aurizon Community Giving Fund QLD Cyclone Debbie Appeal 2017 Criteria and Guidelines, Terms & Conditions April 2017 The Aurizon Community Giving Fund QLD Cyclone Debbie Appeal Criteria and Guidelines Aurizon,
More informationGuide to registration for providers of social work services
Guide to registration for providers of social work services This guidance provides you with information about the registration of providers of social work services. It will help you decide whether you
More informationyes Optus Community Grants Program 2015: Application Process, Guidelines and Terms and Conditions [ ]
yes Optus Community Grants Program 2015: Application Process, Guidelines and Terms and Conditions [23-09-2014] Grants Application Form & T&Cs Page 2 Application Process The yes Optus community grants program
More informationFundholder Workbook for 2018/19: For use by fundholders of Special Purpose Funds (SPFs)
Fundholder Workbook for 2018/19: For use by fundholders of Special Purpose Funds (SPFs) Fundholder workbook for 2018/19 The purpose of this document is help fundholders develop spending plans and complete
More informationDelegation to Band 3 and 4 Nursing Unregistered Support Workers Guidance for Staff and Managers. Version No.1 Review: November 2019
Livewell Southwest Delegation to Band 3 and 4 Nursing Unregistered Support Workers Guidance for Staff and Managers Version No.1 Review: November 2019 Notice to staff using a paper copy of this guidance
More informationHosting Events: A toolkit for planning events to benefit University of Iowa Children s Hospital through Children s Miracle Network.
Hosting Events: A toolkit for planning events to benefit University of Iowa Children s Hospital through Children s Miracle Network. Thank you! Thank you for your interest in hosting an event to benefit
More informationMEMORANDUM OF UNDERSTANDING THE CHARITY COMMISSION FOR NORTHERN IRELAND AND THE FUNDRAISING REGULATOR
MEMORANDUM OF UNDERSTANDING THE CHARITY COMMISSION FOR NORTHERN IRELAND AND THE FUNDRAISING REGULATOR 1 Contents 1. Introduction 2. Objectives of the memorandum 3. Functions of the Commission 4. Functions
More informationClinical Audit Strategy 2015/ /18
Audit Strategy 2015/16 2017/18 Audit Strategy v8 Head of Integrated Governance Oct 2014 1 CLINICAL AUDIT STRATEGY, 2015/16 to 2017/18 Executive East Cheshire NHS Trust sees clinical audit as a cornerstone
More informationExternal communication
Type: Policy Name: External communication Purpose This policy aims to ensure that CCDHB s external communication activity is fit for purpose and supports its organisational vision and objectives. Scope
More informationFundraising Event Application Pack. Enable Ireland - Registered Charity No CHY No
Enable Ireland - Registered Charity No. 20006617 CHY No. 4908 Fundraising Event Application Pack www.enableireland.ie www.twitter.com/enableireland www.facebook.com/actionondisability Fundraising for Enable
More informationLicensing application guidance. For NHS-controlled providers
Licensing application guidance For NHS-controlled providers February 2018 We support providers to give patients safe, high quality, compassionate care within local health systems that are financially sustainable.
More informationDATA PROTECTION POLICY
DATA PROTECTION POLICY Document Number 2010/35/V1 Document Title Data Protection Policy Author Nic McCullagh Author s Job Title Information Governance Manager Department IM&T Ratifying Committee Capacity
More informationPolicy and Responsibility
MURRAY CITY SCHOOL DISTRICT NUMBER: PS 409 EFFECTIVE: 06/27/1990 REVISION: 11/10/2016 PAGES: 7 Statement of... Policy and Responsibility SUBJECT: FUNDRAISING POLICY A. PURPOSE The purpose of this policy
More information