d5 - the philanthropy advising framework: assisting cfs in the donor marketplace
TRANSCRIPT
Philanthropy Advising: A New UK Framework
Session D5, 9 May 2015
Introductions
Session Leader:
Cathy Elliott, Chief Executive of Community Foundations for Lancashire & Merseyside, UK and Trustee of UK Community Foundations
Case Study Contributor:
Giles Ruck, Chief Executive of Foundation Scotland, UK
Format for Today’s Session
Introduction Welcome & Who’s Who
The Emerging UK Philanthropy Advising Framework
Group Discussions Essentials vs. Desirables
Key Advising Tools Training Opportunities
Summary Question & Answer Session
Next Steps
Share the emerging UK Philanthropy Advising Framework
Share results of UK consultations to inform & ‘spark’ thinking
Debate the Essentials vs. the Desirables in Philanthropy Advising
Discuss our competitors, ethics and any business-like approaches
required
Discuss essential tools and training opportunities
Share best practice and tools to collectively enhance our work
Aims for Today’s Session
Advising within our Community Foundation role of
philanthropy facilitation, alongside our roles as grant-
makers/social investors and community leaders;
Advice elements can include: Creating grant criteria;
social impact investment advice; providing evaluation,
monitoring and impact assessment; finding projects or
organisations for philanthropists to support and learn about;
developing & testing a Theory of Change; endowment
building guidance; information on tax implications of
donations, or the legal aspects.
Defining Philanthropy Advice
The Emerging UK Philanthropy Advising
Framework
Coming Soon
The Philanthropy Advice Journey
Review and
develop philanthro
py
Donor stewardship and
impact
Establish the advice relationshi
p
Pilot Implementation Examples
Foundation Scotland- Via Strategic Delivery, Staff Development &
Marketing
Community Foundations for Lancashire & Merseyside
- Via Staff Reviews and Development Plans
- 15 out of 48 Community Foundations will take part in the Pilot in 2015/16.
Group Discussions
Group Discussion: The Essentials vs.
Desirables in Philanthropy Advising
15 minute group discussion, then nominate someone to feedback
Developing Requirements in the UK movement
Abilities, Knowledge & Skills
Investment knowledge Knowledge of good community groups Ability to listen Training Passion & Enthusiasm Ability to meet the donor where they are and
take them on a journey Be non-judgemental
“The ability to be flexible whilst the relationship develops is crucial.”
Group Discussion: Key Tools in
Philanthropy Advising
10 minute group discussion, then nominate someone to feedback
Developing Requirements in the UK movement
Tools Time spent with philanthropists Strategic planning with them Monitoring social impact Project visits
“Knowing the groups and local issues is one thing. Knowing the most effective solutions is another...”
Group Discussion: Helpful Training &
Professional Development for Philanthropy Advising
10 minute group discussion, then nominate someone to feedback
CF Philanthropy Advising in the UK: The Challenges
Increasingly competitive market Inconsistency of advice/service across some
CFs Odd moments of lack of CF confidence No formal accreditation in any field/sector No in-house formal training – CF Futures only No benchmarking on customer service No benchmarking on charging
Question & Answer Session
What does success look like in advising?
Top Three Requirements: Demonstrating social impact Communicating effectively Measuring results
“Being recognised as a community focused organisation, where genuine philanthropic conscious people know our value.”
“CFs need to seek/gain the pole position in the market as 'the’ place to go for the latest thinking on social impact and social investment.”
“To complete the goal, CF staff need to gain more experience with the skills of working with ...donors, coaching, and introducing donors to developing their own giving strategy.”
Helpful Sources
Advisors in Philanthropy: www.advisorsinphilanthropy.org
Caroline Fiennes - http://carolinefiennes.com Institute for Philanthropy:
www.instituteforphilanthropy.org Philanthropy ca: www.philanthropic.ca Philanthropy News: www.
philanthropynews.alliancemagazine.org Philanthropy Works:
www.philanthropyworks.org
UK Contacts
Cathy Elliott, Chief Executive of Community Foundations for Lancashire & Merseyside, UK and Trustee of UK Community Foundations – [email protected]
Giles Ruck, Chief Executive of Foundation Scotland, UK – [email protected]
Rob Williamson, Chief Executive of Community Foundation for Tyne & Wear and Northumberland, UK and Trustee of UK Community Foundations – [email protected]
Thank You!