CO3 Leaders’ Guide to Financial Resilience Resources

Resources

CHAPTER ONE

Key Principles of Successful Income Generation

RESOURCES FROM CHAPTER ONE

Fundraising Benchmarks Report published by AAW Group in collaboration with Chartered Institute of Fundraising in June 2024.

Choosing a Fundraising Database
Civil Society Magazine article May 2023 – analysis of CRM
survey

Useful information on how to pick the right CRM system for your organisation here

Fundraising Regulator for England, Wales and Northern Ireland

Code of Fundraising Practice published by Fundraising Regulator
Standards which apply to specific fundraising methods | Fundraising Regulator

GDPR briefing published by Fundraising Regulator
GDPR briefing: Fundraising (2) | Fundraising Regulator

Charity Commission NI

NI specific fundraising information published by Charity Commission NI

CHAPTER TWO

Developing A Diversified income generation strategy

RESOURCES FROM CHAPTER TWO

SOFII, Showcase of Fundraising Inspiration and Innovation
Great source of global experience

Fundraising Benchmarks Report
Published by AAW Group in collaboration with Chartered Institute of
Fundraising in June 2024.

Essential Guidance for Trustees published by The Charity Commission
for NI

CHAPTER THREE

Key Principles of Successful Income Generation

RESOURCES FROM CHAPTER THREE

Benefacts Legacy Report on Trusts in the Republic of Ireland

Fundraising Benchmarks Report
Published by AAW Group in collaboration with Chartered Institute of
Fundraising in June 2024.

Funder Research Sources – ROI, UK, Europe, US

ROI Funding –paid subscription
service

UK Grants Online – free monthly
bulletin.

UK trust funders – paid subscription
service

Association of Charitable Foundations UK

European Funding
– free service

US Funding – paid
subscription service

Charity Commission NI and UK Charity Commission – Charity
Accounts

UK Charity Commission – free service

Charity Commission NI –
free service

Other Useful Resources for Fundraising from Trusts and Foundations Special Interest Group – Chartered Institute of Fundraising – Trusts and Statutory

Code of Fundraising Practice published by Fundraising Regulator:
https://www.fundraisingregulator.org.uk/code
Standards which apply to specific fundraising methods | Fundraising
Regulato

CHAPTER FOUR

Fundraising from Individuals 1 Individual Giving Programmes

RESOURCES FROM CHAPTER FOUR

Fundraising Benchmark Report Published by AAW Group in collaboration with Chartered Institute of Fundraising in June 2024.

Choosing a Fundraising Database (CRM)
Useful information on how to pick the right CRM system for your organisation here

GDPR briefing published by Fundraising Regulator
GDPR briefing: Fundraising (2) | Fundraising Regulator

Other useful resources for Individual Giving Programmes

Code of Fundraising Practice published by Fundraising Regulator:

Standards which apply to specific fundraising methods | Fundraising
Regulator

SOFII – showcase of fundraising inspiration and innovation

NFP SYNERGY – market research agency for the not-for- profit sector.

FUTURE FUNDRAISING NOW – blog on fact based, donor focused fundraising

DIGITAL CHARITY LAB – digital skills for progressive non profits. Free resources available

CHARITY DIGITAL– helping charities use digital resources more effectively

AGITATOR THE DONOR VOICE – donor trends in direct marketing

Books – all available on Amazon

-Commonsense Direct & Digital Marketing by Drayton Bird
– Relationship Fundraising by Ken Burnett
– Retention Fundraising by Roger Craver

CHAPTER FIVE

Fundraising from Individuals 2 - Legacy Fundraising

RESOURCES FROM CHAPTER FIVE

Fundraising Benchmarks Report
Published by AAW Group in collaboration with Chartered Institute of Fundraising in June 2024.

Will to Give – Coalition of NI charities promoting gifts in wills

https://willtogive.org/ – coalition of NI charities promoting gifts in wills

Will to Give Webinar – 2022 Overview from Legacy Foresight which was delivered in Dec 2023

Other useful resources for legacy fundraising

Code of Fundraising Practice published by Fundraising Regulator:

Standards which apply to specific fundraising methods | Fundraising
Regulator

Special Interest Group – Chartered Institute of Fundraising – Legacy and In Memory

Website of Legacy guru, Richard Radcliffe

Campaign from Institute of Legacy Fundraising celebrating the value of Legacy Managers and offering support and guidance

CHAPTER SIX

Fundraising from Individuals 3 - Major Donor Fundraising

RESOURCES FROM CHAPTER SIX

Fundraising Benchmarks Report
Published by AAW Group in collaboration with Chartered Institute of Fundraising in June 2024.

GDPR and Data Protection requirements
GDPR briefing: Fundraising (2) | Fundraising Regulator

Other Useful Resources for Major Donor Fundraising
Special Interest Group – Chartered Institute of Fundraising – Major
Donor

Code of Fundraising Practice published by Fundraising Regulator:

Standards which apply to specific fundraising methods | Fundraising
Regulator Community Foundation for NI research 2019 on major gifts in Northern Ireland

The Ireland Funds – a global philanthropic
network supporting peace, culture, education and community development throughout the island of Ireland.

Books – all available on Amazon
– Major Donor Fundraising – Margaret Holman and Lucy Sargent, Published by Directory of Social Change
– Richer Lives – Why Rich People Give by Beth Breeze and Theresa Lloyd
– The Tiny Essentials of Major Gift Fundraising by Neil Sloggie published by White Lion Press

CHAPTER SEVEN

Corporate Partnerships

RESOURCES FROM CHAPTER SEVEN

Key legal points on Corporate Fundraising

Public Sector Tendering/Social Value

For more information about how to partner with business in public sector tendering, visit the Strategic Investment Board link Procurement – Social Value NI

To find out more about Government tenders, go to https://etendersni.gov.uk/epps/home.do.

Fundraising Benchmarks Report
Published by AAW Group in collaboration with Chartered Institute of Fundraising in June 2024.

Other Useful Resources for Corporate Partnerships Special Interest Group

– Chartered Institute of Fundraising –
Corporate Fundraisers

Special Interest Group – Chartered Institute of Fundraising – Payroll
Giving (ciof.org.uk)

For more information on payroll giving, go to
https://www.payrollgivingmonth.com

Code of Fundraising Practice published by Fundraising Regulator:

– Standards which apply to specific fundraising methods | Fundraising Regulator

CHAPTER EIGHT

Fundraising from Individuals 3 - Major Donor Fundraising

RESOURCES FROM CHAPTER EIGHT

Fundraising Regulator Codes of Practice relating to Community
Fundraising
https://www.fundraisingregulator.org.uk/code/specific-fundraising-methods

https://www.fundraisingregulator.org.uk/guidance/topics/community-undraising-and-events

Volunteers | Fundraising Regulator
Processing donations | Fundraising Regulator
Guidance for online fundraising platforms | Fundraising Regulator
Events | Fundraising Regulator

https://www.fundraisingregulator.org.uk/code/specific-fundraising-methods/collecting-money-or-other-property

Fundraising Benchmarks Report
Published by AAW Group in collaboration with Chartered Institute of Fundraising in June 2024.

Online Platforms and Social Media Using Digital Tools to Promote Fundraising

https://charitydigital.org.uk/digital-fundraising

Other Useful Resources for Community Fundraising
Special Interest Group – Chartered Institute of Fundraising – Community Fundraising
https://thinkcs.org/specialist-forums-fundraising-compliance-digital-
community-philanthropy-charity/
Book – Community Fundraising

CHAPTER NINE

Fundraising Events

RESOURCES FROM CHAPTER NINE

Fundraising Benchmarks Report
Published by AAW Group in collaboration with Chartered Institute of
Fundraising in June 2024.

GDPR
GDPR briefing: Fundraising (2) | Fundraising Regulator

Fundraising Regulator Codes of Practice relating to Fundraising Events

https://www.fundraisingregulator.org.uk/code/specific-fundraising- methods

https://www.fundraisingregulator.org.uk/guidance/topics/community-fundraising-and-events

If you are working with a third party fundraiser on an event you should read the standards in Part 2 of the code Behaviour when fundraising | Fundraising Regulator

Corporate Sponsorship of Events Advice on corporate sponsorship – https://ciof.org.uk/events-and-training/resources/corporate-fundraising

Ensuring compliance with HMRC guidance about whether or not a
planned fundraising event qualifies for VAT exemption –see https://www.gov.uk/government/publications/charity- fundraising-events-exemptions

PDF Using Digital Tools to Promote Events by Nadine Campbell

https://charitydigital.org.uk/digital-fundraising

Other Useful Resources for Event Fundraising Special Interest Group – Chartered Institute of Fundraising – Event Fundraising (ciof.org.uk)

CHAPTER TEN