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Excellent fundraising for a better world CHAIR RECRUITMENT AND INFORMATION PACK January 2020

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Page 1: January 2020 - Institute of Fundraising...Over that time, the IoF has also merged with the PFRA to form one single membership organisation for the fundraising community, and our membership

Excellent fundraising for a better world

CHAIR RECRUITMENT AND

INFORMATION PACK

January 2020

Page 2: January 2020 - Institute of Fundraising...Over that time, the IoF has also merged with the PFRA to form one single membership organisation for the fundraising community, and our membership

Excellent fundraising for a better world

Contents

Welcome Letter

Our Strategic Framework

IoF Board of Trustees

The Role

How to Apply

Page 3: January 2020 - Institute of Fundraising...Over that time, the IoF has also merged with the PFRA to form one single membership organisation for the fundraising community, and our membership

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Welcome!

Thank you for expressing an interest in the role of Chair of the

Institute of Fundraising (IoF).

The Institute of Fundraising (IoF) was founded in 1983 by a committed

group of fundraisers getting together to tackle fundraising issues. A lot

has changed since then but this founding ethos remains at the heart of

what we do – coming together to face the challenges we meet as

fundraisers.

The last few years have seen considerable change within the

fundraising community, most notably with the launch of the

Fundraising Regulator and the introduction of the GDPR. Increased

public, political and media scrutiny of our work is the new normal for

the sector.

Over that time, the IoF has also merged with the PFRA to form one

single membership organisation for the fundraising community, and

our membership – individuals, organisations and corporate supporters

– is the biggest it has ever been.

We are now progressing our journey to become a Chartered body, and

pursuing important proactive initiatives, such as supporting the

profession to become more diverse and inclusive through our

#ChangeCollective campaign.

We are now looking to recruit a new Chair for the IoF to take over

from Amanda Bringans after our flagship Fundraising Convention in

July 2020.

The Chair will lead the Board in setting the new strategic approach for

the Institute, working with the CEO and executive team to deliver the

IoF’s strategy and vision. You will provide inclusive leadership for the

Board of Trustees, ensuring that each trustee fulfils their duties and

responsibilities for the effective governance of the charity. The Chair

will also work closely with the Chief Executive to ensure that the Board

functions as a unit and works closely with the entire Senior Leadership

Team to achieve agreed objectives. He or she will act as an

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Excellent fundraising for a better world

ambassador and the public face of the charity in partnership with the

Chief Executive.

This information pack contains more information about the role and

the work of the Institute of Fundraising.

If you think you have what it takes to lead the fundraising community

and help shape the Institute’s work, we look forward to hearing from

you.

Yours faithfully

Peter Lewis

Chief Executive, Institute of Fundraising

Page 5: January 2020 - Institute of Fundraising...Over that time, the IoF has also merged with the PFRA to form one single membership organisation for the fundraising community, and our membership

Excellent fundraising for a better world

Our Strategic Framework 2017-21

Our vision is Excellent Fundraising for a Better World

The Institute of Fundraising (IoF) is the professional membership body for fundraising in the UK. We support fundraisers through leadership

and representation; best practice and compliance; education and networking; and we champion and promote fundraising as a career

choice. We are also a charity and support charities and public benefit organisations to connect donors and supporters with the causes they care passionately about.

Excellent fundraising is the essential ingredient that enables us to

make the world a better place. What do we mean by excellent fundraising?

Excellent fundraising is fundraising that inspires people and

organisations to give, and provides the resources in order that those organisations fulfil their objectives. Excellent fundraising is values-driven, ethical and effective and treats donors fairly and with respect.

An excellent fundraising organisation is one that adopts a strategic

approach to achieving its objectives; embeds excellent fundraising throughout its organisation, including in its staff, volunteers and trustees; continually reviews its practices and makes improvements,

innovates through ideas and technology, and invests in staff, volunteers and systems.

Our strategic objectives

In order to deliver excellent fundraising, we have set ourselves the

following strategic objectives:

1. We will represent and serve the fundraising community. We will do this by:

• Raising the understanding of fundraising and its impact amongst supporters and donors, decision makers, the media,

funders and the general public

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• Representing and presenting the voices of fundraisers and

fundraising organisations to government, policy-makers and the media

• Growing our reach into the fundraising community, ensuring

we support and develop excellent fundraising in all types and sizes of organisation.

2. We will achieve higher levels of excellent fundraising

across the UK. We will do this by:

• Ensuring our members’ insight and knowledge of donor and supporter experiences contribute to the development of

fundraising standards which raise public trust in fundraising • Supporting our members to deliver truly excellent fundraising

which inspires people and organisations to give and makes

donors feel good about giving • Offering sector-leading training, qualifications, conferences

and networking opportunities for fundraisers at all stages of their careers.

3. We will champion fundraising and the fundraising profession. We will do this by:

• Championing and sharing excellent and innovative

fundraising, and fundraising thought leadership, across our

membership and to the wider fundraising community • Developing fundraising as a respected profession that

attracts and retains talent from diverse backgrounds • Working to become the Chartered Institute of Fundraising in

the UK.

You can download our Strategic Framework and read more about us from the IoF website at:

http://www.institute-of-fundraising.org.uk/about-us/governance/

Over the course of 2020 we will review progress against our current strategic plan and develop a new strategy for the organisation to take effect from January 2021.

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IoF Board of Trustees

The Trustees of the Institute of Fundraising meet four times a year. 8 of them are elected by the membership; 4 are co-opted onto the

Board. Trustees stand for three years and can be re-elected for a further three-year term.

The preferred candidate for Chair will be co-opted onto the Board if they are not already a member of the Board.

Current Trustees:

Amanda Bringans (Chair) Amanda has an impressive track record of experience having led

fundraising teams at some of the UK’s most loved and supported charities. Her previous roles include Director of Global Fundraising and Communications at VSO and 16 years working at Macmillan Cancer

Support where she became Director of Fundraising.

She has also held senior roles with Leonard Cheshire Disability and Battersea Dogs & Cats Home. Amanda joined the British Heart Foundation as its Director of Fundraising in December 2015

Claire Rowney (Vice Chair) Claire joined Macmillan Cancer Support in February 2019 as their

Executive Director of Fundraising, Marketing and Communications from Save the Children where she was Executive Director of Fundraising and

Marketing since early 2017. Prior to this, Claire spent 13 years at Cancer Research UK, leading Race for Life, the UK's largest fundraising event, Stand Up To Cancer, a televised fundraising campaign in

collaboration with Channel 4, Innovation and Corporate Partnerships. Claire has over 20 years of fundraising and marketing experience.

Rohan Hewavisenti (Hon. Treasurer and Chair of the Finance

and Resources Committee) Rohan is the director of finance and corporate services at the NHS Confederation, an independent charity. He is a chartered accountant

with over 20 years’ experience in fundraising charities. He was previously director of resources at British Red Cross, Royal National

Institute of Blind People (RNIB) and Breast Cancer Care. Rohan was also a trustee of the Charity Finance Directors' Group and on the governing body of an NHS Clinical Commissioning Group.

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Carol Akiwumi (Chair of Equality, Diversity and Inclusion

Committee) Carol was elected as a Trustee in July 2015 and is a Fellow of the Institute of Fundraising. Carol is the former Chair of Black Fundraisers

UK and works with funders like Comic Relief and Big Lottery, to support BAME Groups and Fundraisers. A regular contributor to

conferences and IoF courses, she also works with national and international agencies of different sizes to create and deliver resource mobilisation/capacity building programmes for their staff and

volunteers.

Sarah Bissell Sarah has almost 20 years of fundraising experience as a practitioner,

director and consultant at small and large charities. She is Director of Fundraising & Marketing at Thames Hospice, having previously worked at Autistica, the UK’s leading autism research charity. Sarah has

worked both in the UK and globally for organisations operating in the US, Europe, Asia and Africa managing fundraising at a regional and

global level. Sarah has worked globally with agencies such as WWF, the Red Cross

and Greenpeace, on market entry studies, creating fundraising strategies and budgets and fundraising training. In the UK, Sarah has

led big and small fundraising teams including roles at the British Red Cross as well as at smaller UK charities.

Emily Drayson

Emily was elected to the Board of Trustees in July 2014. She is an experienced fundraising researcher and provides freelance prospect research and analysis to charities, educational institutions and arts

organisations across the UK. Emily is a member of the Researchers in Fundraising Special Interest Group.

Joyce Fraser Joyce was elected to the Board of Trustee in July 2019. She grew up in

South London, and has lived and travelled the world, living in Jamaica for 5 years where she was Head of Human Resources Development &

Airline Procedures, for Air Jamaica, and set up the Computer Learning Centre in New Kingston. In the UK she headed up Human Resource Development for Europe for the Australian High Commission

Department of Immigration and Multi-Culture, Managed Technical Training for UK Power Networks, and provided consultancy for EDF

Energy, and Transport for London. Joyce currently lectures for the

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Open University Business School. She devotes her time to charity,

chairing the Black Heroes Foundation, in tribute to her late husband Flip Fraser. Issues of race, equality, opportunity, and empowerment are the DNA of Joyce’s modus operandi.

She incorporated the Black Heroes Foundation as a charity in October

2016. Its vision is “a world where Black Heroes are acknowledged, respected and celebrated”. Their event “The Black Heroes Soul Café” goes into communities engaging, educating, entertaining and

empowering, the young, old, homeless and sick. Working across communities, cultures and generations, impacting on people’s health &

wellbeing, sense of belonging and empowerment. Joyce was inspired by her late husband’s iconic show “Black Heroes in the Hall of Fame”

which re-opened the Hackney Empire 30 years ago, toured the UK, USA and Jamaica, with its last performance in 2007. The show’s strapline was “5,000 years of Black History in one night of theatre!”

The Prime Minister has honoured Joyce with the Points of Light Award for her inspiring voluntary work with the Black Heroes

Foundation. Isobel Michael

Isobel was elected as a Trustee in July 2017. She has over twenty-five years’ experience in fundraising in the UK and Australia, working within

charities and as a consultant specialising in philanthropic fundraising, capital projects, evaluation and capacity building for smaller organisations. She is also a trustee of First Steps (Bath).

Isobel was Secretary of the Institute of Fundraising South West

Regional Group for twenty years and became a Fellow of the IoF in 2009. She was also a member of the Victoria Executive for the Fundraising Institute of Australia for three years, managing the

Mentoring Programme.

Sofia Zeenat Sheikh Sofia was elected as a Trustee in July 2019 and has worked in fundraising both voluntarily and professionally for the last 15 years.

Currently she is Charity Director for Raise (West Hertfordshire Hospitals Charity). Prior to joining Raise, she was Fundraising Manager

for the Paul Strickland Scanner Centre, and has worked for other small-medium charities in the past. She is dedicated to initiating new ideas and helping to evolve fundraising to keep up with the wider

community.

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Sofia is a committee member of Parveen’s Annual Cancer Event (a

voluntary organisation that raises funds for cancer sufferers in the UK and abroad) and a member of the IoF Chilterns region Committee. Passionate about using her business degree and her IoF Diploma in

Fundraising, she aims to be innovative, achieve sustainable growth and bring about change through an enterprising attitude.

Emma-Louise Singh (Chair of Learning & Development Committee)

Emma-Louise is a fundraising consultant working with small charities and has over a decade’s worth of fundraising experience. Starting her

career as an Events fundraiser working for large charities, such as Christian Aid, she then went on to work for small charities, where she

has gained experience across a wide range of fundraising tactics. During her time as a sole-fundraiser, she has successfully implemented new fundraising programmes from scratch for local, national and

international organisations.

Emma-Louise was a committee member for the IoF special interest group- the Event Managers Forum until 2011 and currently sits on the committee for the IoF Chilterns region. Passionate about being the

best fundraiser she can be, Emma-Louise has achieved both the Diploma and the International Advanced Diploma in Fundraising.

Liz Tait (Chair of the Standards Advisory Board)

Liz has been a professional fundraiser for almost twenty years and is currently Director of Fundraising at Teenage Cancer Trust. Previous

roles have included Director of Fundraising at Battersea and Head of Direct marketing at British Red Cross. Liz is also proud to be a Fellow of the Institute of Fundraising, was chair of the Fundraising Convention

Board from 2015-2017 and chairs the Standards Advisory Board.

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Role Profile

Title:

Chair, Institute of Fundraising. Time commitment:

Currently four Board meetings per year, one of which comprises of an

Away Day and attendance at our Fundraising Convention. The Chair is also expected to have regular meetings with the Chief Executive, and represent the Institute at various events and meetings with key

internal and external stakeholders.

Remuneration:

The role of Chair is not accompanied by any financial remuneration, although expenses for travel may be claimed.

Location:

UK with Board meetings in London with some UK-wide travel. Length of term:

A maximum term of three consecutive years.

Reporting to:

Board of Trustees.

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Principal responsibilities

1. Strategic leadership

• Ensure that the Institute has a clear vision, mission and

strategic plan, and that there is a common understanding of

these by the Chief Executive and the Trustees.

• Provide leadership to the Institute and its Board, ensuring that

the Institute has maximum impact for its members and the

wider fundraising community.

• Ensure that Trustees fulfil their duties and responsibilities for the

effective governance of the Institute.

• Ensure that the Board operates within its charitable objectives,

and provides a clear strategic direction for the Institute.

• Ensure that the Board is able to regularly review major risks and

associated opportunities, and satisfy itself that systems are in

place to take advantage of opportunities, and manage and

mitigate the risks.

• Ensure that the Board fulfils its duties to ensure sound financial

health of the charity, with systems in place to ensure financial

accountability.

2. Governance

• Ensure that the governance structure of the Institute is

appropriate to enable it to best take forward its charitable

objects.

• Regularly meet with representatives of the Institute’s regional,

national and special interest groups and ensure strong

communications with grassroots members.

• Appropriately develop the knowledge and capability of the Board

of Trustees.

• Appraise the performance of the Trustees and the Board on an

annual basis.

• Ensure that the Board of Trustees is regularly refreshed and

incorporates the right balance of skills, knowledge and

experience needed to govern and lead the charity effectively.

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3. External Relations

• Act as an ambassador for the Institute.

• Develop and maintain good relationships with key members of

the Government and with key partner organisations.

• Act as a spokesperson as appropriate.

• Represent the Institute at external functions, meetings and

events.

4. Efficiency and effectiveness

• Chair meetings of the Board of Trustees effectively and

efficiently, bringing impartiality and objectivity to the decision-

making process.

• Ensure that Trustees are fully engaged and that decisions are

taken in the best, long-term interests of the Institute and that

the Board takes collective ownership.

• Foster, maintain and ensure that constructive relationships exist

with and between the Trustees.

• Work closely with the Chief Executive to give direction to Board

policy-making and to ensure that meetings are well planned,

meaningful and reflect the responsibilities of Trustees.

• Monitor that decisions taken at meetings are implemented.

5. Relationship with the Chief Executive and the wider

management team

• Establish and build a strong, effective and a constructive

working relationship with the Chief Executive, ensuring s/he is

held to account for achieving agreed strategic objectives.

• Ensure regular contact with the Chief Executive and develop and

maintain an open and supportive relationship within which each

can speak openly about concerns, worries and challenges.

• Liaise with the Chief Executive to maintain an overview of the

Institute’s work, providing support as necessary.

• Conduct an annual appraisal for the Chief Executive in

consultation with other Trustees.

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• Ensure that the Chief Executive has the opportunity for

professional development and has appropriate external

professional support.

Page 15: January 2020 - Institute of Fundraising...Over that time, the IoF has also merged with the PFRA to form one single membership organisation for the fundraising community, and our membership

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Person Specification

The Chair must meet the following requirements: -

Essential

• A strong and visible passion and commitment to fundraising, the

Institute and its strategic objectives.

• Experience of operating successfully at a senior strategic

leadership level within the fundraising community.

• Strong inter-personal, networking and relationship building

abilities so as to be comfortable in a senior ambassadorial role

with government and external stakeholders

• Ability to represent the Institute in the media

• Broad knowledge and understanding of fundraising, the wider

charitable sector and current issues affecting it.

• Commitment to the role, including travel and attending events

out of office hours.

• Experience and understanding of charity governance and

working with or as part of a Board of Trustees.

• Significant experience of chairing meetings and events.

Desirable

• Strong leadership skills, ability to motivate staff and volunteers

and bring people together.

• Experience of senior external representation and influence.

• Financial and business management expertise and a broad

understanding of charity finance.

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How to Apply

If you are interested in being considered for this role please complete

the application form and send to ChairRecruitment@institute-of-

fundraising.org.uk by midday on 12 February 2020.

Short-listed candidates are welcome to have a face to face or

telephone call with the Chief Executive to discuss the role.

The successful candidate will be invited to observe the next Board

meeting to be held on Thursday 26 March 2020, 13:00 to 17:00 at the

IoF’s offices in SW1.