Provided by East Anglia's Children's Hospices (EACH) Library & Information Service
During the COVID-19 Pandemic, Probono Economics (PBE) have been working with the Charity Finance Group and the Institute of Fundraising to take the temperature of the charity sector and monitor the pressures being faced by charities and voluntary organisations across the UK. This October report highlights the unpredictability charities face with further lockdowns and continued restrictions on large Christmas fundraising events affecting income.
Read here
Published in November by the Chartered Institute of Fundraising (CIoF), the report contains 6 key principles which includes: starting with the needs of your supporters; changing your organisational mindset and investing in your fundraisers. The report is accompanied by a free webinar from the CIoF Supporter Experience Group on the 25th November 2pm - 4.30pm.
Download the report
See details on the webinar here
Published October 2020 from the Charity Aid Foundation, (CAF) the report summaries the key findings during 2020 relating to charity donations, charity income and the way people are giving.
Charity Aid Foundation, October 2020. UK Giving and Covid-19.
As many charities approach the difficult task of reducing their workforce to balance their books, this article looks at what trustees need to know about the process of restructuring and redundancy consultation.
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A very interesting overview from Charity Finance Directors from small, medium, large and very large charities (with income over £50m) during Covid-19. They describe the impact on income, reserves, feeling the strain, being "zoomed out", financial reporting, building back and investments. It also includes a number of case studies looking in more detail at a number of charities
Contact the library for a copy.
The law requires charities with more than £1million income to include a statement on fundraising in their annual report, providing details on six aspects of their approach to fundraising. In 2020 the Fundraising Regular analysed the annual reports from 187 organisations - a sample of 10% and found only 21% were compliant. The report aims to provide a benchmark for charities, highlighting good practice as well as areas where improvements can be made.
Fundraising Regular Report, September 2020 - An analysis of fundraising reporting.
Published at the beginning of November to coincide with Trustee Week, these new short 5 minute guides have been produced to summarise key areas and trustee responsibilities. 5 topics are covered:
While still waiting for a copy of the full Charity Retail Shop Survey report 2020, this article from Fundraising Magazine provides a snapshot of the key findings. It's a smaller survey from most years, with data from 30 charities and covers the period before COVID-19 but data was collected after the pandemic had started.
Contact the library for a copy
With approximately £180m of Gift Aid claimed each year wrongly, and £585m not claimed that could be, this article discusses how Covid-19 presents an opportunity to review and update Gift Aid. It describes the current situation and and the work done to date by the Charity Finance Group and HMRC regarding improvements to the system.
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This guidance from the Association of Chairs provides a detailed account of aspects to think about and do differently with online board meetings. It uses Zoom as the example but acknowledges most online platforms have similar functions to use. It includes designing the agenda differently, having a co-host and the use of voting tools
View article here
The article by John Williams, the Vice Chair of the Association of Chairs, offers 8 ideas for making a practical difference to the diversity of a Trustee board. These include: Don't over prioritise the skill mix, Don't hide behind the fact you can't find any diverse candidates, and Do consider some diversity training for yourself
Contact the library for a copy
A report on the 12,000 sets of accounts filed with the Charity Commission and the concerning picture for many charities regarding expenditure and reserves.
Available here
From Charity finance magazine, this article looks at charities who had business interruption provision in their insurance cover and the test case by the Financial Conduct Authority representing policy holders.
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An article on why charities should seize the opportunity to become digital and become more resilient.
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