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Peter Lewis, Chief Executive

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Page 1: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Peter Lewis, Chief Executive

Page 2: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Where it all began

• Founded in 1983

• Committed volunteers from top charities

Page 3: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Our members…

• 350 organisations

• 5,300 individual members from

2,500 charities

• 20/20 Top UK Charities

• £4 billion worth of voluntary

income every year for good causes

Pictures featured: Action for Children, Mercy Corps, St John’s Hospital, Mayhew Animal home, Kidney Research UK

Page 4: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Member-led

• Trustee Board

• Elected by the membership at the AGM

• Sets strategic direction

• Ensures strategic objectives of the organisation are met

Page 5: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Members at core

• Standards Committee

• Policy Advisory Board

• Learning and Development Committee

• Convention Board

Page 6: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

IoF Strategy 2012-2017

• Create a better environment for

fundraisers to raise money

• Increase understanding of fundraising

• Enable fundraisers to become

the best they can be

Page 7: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Voluntary groups

• National, Regional and Special Interest Groups

• Range of support and services across the UK

• 350 volunteers

• over 100 networking events

Page 8: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Collaboration is key for IoF

•NAVCA, Voice for Change and Small Charities Coalition - training

•Acevo: CEOs and trustees and fundraising

•NCVO and CFG – policy and voice

•SCVO in Scotland

•WCVA in Wales

Page 9: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

A different kind of climate change…?

• Public spending cuts

• Continued recession

• More budget tightening to come

Page 10: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Fundraising more important and under scrutiny

• Charities Act Review

• Public Administration Select Committee

• Gift Aid Small Donations Scheme

• Face to face fundraising

Page 11: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Some key data…UK voluntary sector income 09/10:

£36.7 billion (£38bn in 07/08)

£14.3 bn from individuals

£13.2 bn statutory

£3.4 bn trusts; £1.6bn corporate

[thanks to ncvo!]

Page 12: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Some Face to Face data…

•8650,00O signed up to support a charity by Direct Debit as a result of FTF or DTD fundraising last year•This is worth £130 million per annum•There were only 1098 complaints about FTF fundraising (0.003% of people asked)•Average returns 2.5:1 over 5 years; 4:1 over 10 years

[thanks to pfra]

Page 13: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

A bit more data…•Gift Aid worth circa £1.2 billion

•65,000 organisations claim Gift Aid

•73% of organisations claim under 5k

•113 organisations claim over £1 million

•Business rate relief worth circa £1.3 billion

•IHT relief worth £400 million

•Higher rate gift aid relief worth £350 million

Page 14: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Managing in a Downturn (IoF with PWC and CFG)

• 80% charities concerned about more competition amongst charities

• 93% of fundraisers say the fundraising climate has got tougher in the past 12 months

• 66% plan to increase current activity

• 65% plan to expand fundraising into new areas

Page 15: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Our YouGov survey says…

• Charities need fundraisers

• Charities would lose billions without help of fundraisers

• Women prove more generous than men

Page 16: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Our survey says…

If you don’t ask you don’t get!

66%  reported that a fundraising ask for support had led them to stump up cash

Page 17: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Our survey says…

People rate it as highly important (over 7/10) for charities to employ fundraisers

Page 18: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Fundraising is key

Overall giving levels at best flat but charities who invest in fundraising are :

• continuing to grow their income; or

• successfully diversifying their income streams

Page 19: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

Support for small charities in England

• 6,700 individuals trained against a target of 2000 through :

• face to face training

• Online learning including our Five Minute Fundraiser videos

• Mentoring schemes and bursaries

.

Page 20: Peter Lewis, Chief Executive. Where it all began Founded in 1983 Committed volunteers from top charities

The future

• Major Donors

• Digital Giving

• Reform of Payroll Giving

• Improvements to Gift Aid

• Expansion of Legacy Giving