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Charitable thoughts... After three-and-a-half years our regular look at the world of legacy giving, and the part it plays in enabling charitable work, has taken flight. So popular has the feature become – both as a way of keeping up to date with trends and legislation and as a vehicle for lawyers to learn what work is going on around us – that it has acquired its own manifestation as a supplement to Your Expert Witness. More and more charities are taking the opportunity to showcase the work they are doing – be it in rescuing animals, supporting medical research or enabling literacy and education for ‘lost’ generations of girls in Asia – and bringing home to the legal profession and the population at large the opportunities to leave a lasting legacy. It has been a busy three months in the legacy sector, with a number of conferences debating all
manner of subjects. To the fore have been the need for a strategic approach to legacy management and the spectre at every feast, it seems: GDPR. Hand-in-hand with the new regulation comes a renewed awareness of the need to respect people’s preferences on receiving calls. Fraud and cybercrime are threats to which charities are also particularly vulnerable, with a surprising amount of fraud being carried out ‘in-house’. Use of own devices also increases the risk of cybercrime. Despite the challenges, legacy giving continues to rise, with a change in demographics being mirrored by a shift in beneficiaries. What is certain, though, is that will-writing will continue to happen on paper for the foreseeable, with an acceptance of the idea of electronic wills among the general population not shared by lawyers.
In this issue...
CONTENTS 4
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Growth in legacy income slows, consortium reports: but it is still growth
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Number leaving legacies is still on the rise, tracking study finds
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Overseas and environmental causes benefit from generational change in legacy giving
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Legacies loom large at fundraisers’ annual meet
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Summit debates a strategy for legacy income generation
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Small charities get the chance to shine
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ILM conference debates will reform and names its award winners
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The debate rages over inheritance tax
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IHT receipts soar alongside property values
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Review of research reveals the ins and outs of legacy giving
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GDPR is an opportunity, not a threat
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Study reveals factors behind charity ‘insider’ fraud
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Cyber crime: all charities are at risk, but small charities are particularly vulnerable
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Campaign aims to help people express their preference
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Updated code reflects GDPR implementation and offers guidance on complaints
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Deal with your electronic legacy, but the world isn’t ready for e-wills yet
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Website grants are part of a programme to Transform charities’ digital presence
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RAISE a cheer for fundraising in the cultural sector
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What’s in store for annual awareness campaign? Watch this space!
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Growth in legacy income slows, consortium reports: but it is still growth [FIGURES FOR LEGACY INCOME received by UK charities showed year-on-year growth of 4.6% in the year to 31 March. The figures, from research consortium Legacy Monitor, reveal its 83 members received £1.5bn in legacy income. Although income is up from last March, the figures reflect a slowdown in the rate of growth year-on-year. According to the bulletin: “The most likely causes for the recent slowdown are twofold: a slight weakness in the macro economy (and hence the value of residual bequests) and a slowdown in bequest numbers since the latter part of last year.” The figures show that, in the year to March, the consortium received a total of 52,981 bequests, just over 1% down on the same period last year. In terms of the macro economy, the report quotes figures from the Office for National
Statistics which showed ‘rather disappointing’ growth figures for the first quarter of the year. In explanation, the report said: “While part of the slowdown was a result of the very cold weather due to the triple instalment of the ‘Beast from the East’, economists also identified underlying signs of weakness among households, stemming from the squeeze on incomes caused by the slump in sterling in 2016 and also the uncertainty from businesses ahead of Brexit next year.” It continued: “The subdued economy is likely to have a continued impact on both house prices and share prices, both of which are important drivers of average residual values. Over the past 12 months average residual values were £59,700, compared to the £60,600 reported three months ago.” Legacy Monitor is a consortium research programme to analyse, benchmark and debate
trends in the legacy market. Set up in 2008, it incorporates an annual review of trends in the legacy market, and a quarterly benchmarking service. This year’s programme benchmarks 83 of the UK’s leading charities who together account for 51% of the legacy market. It is a part of Legacy Foresight, the research organisation that works with not-for-profit organisations to map, model and predict the legacy and in-memory markets. q
Number leaving legacies is still on the rise, tracking study finds [LATEST FIGURES FROM an on-going
tracking study of legacy giving show a steady rise over the past decade in the proportion of charity donors making or preparing to make a charitable gift in their will. Over a quarter (27%) of donors are preparing to leave a charitable legacy or have already done so, according to the latest consumer tracking figures from umbrella group Remember A Charity. That has increased from 23% when the tracking study began in March 2009. Only 9% reject the prospect of making a legacy donation – down from 13% in 2009. The research also indicates that awareness of legacies is growing, with just 12% of those surveyed saying they are unaware of the option of donating to a charity through their will. The figure for 2009 was 17%. Remember A Charity’s director Rob Cope said: “Legacy behaviour and attitudes are really starting to change. While we are likely to see some fluctuation year-on-year, now with nine years of comparable data we can see a sustained shift in public attitudes towards legacies. This echoes findings from Legacy Foresight and Smee and Ford, showing longerterm growth in the number of gifts in wills and charities benefitting, as well as the amount given. “Bearing in mind that only 6% of people that die currently leave a legacy, even a small percentage increase can make a big difference in terms of charitable returns.” The research, carried out by nfpSynergy, looks at the attitude and awareness to legacy giving among 1,000 UK charity donors aged
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over 40 on a six-stage scale ranging from rejection to action. The six stages were: active rejection, pre-contemplation (unaware), precontemplation (aware), contemplation, preparation and action. One in six (16%) of those questioned in 2017 say they have written a charity into their will (the second highest figure on record behind a peak of 17% in 2015) and 11% say they are preparing to do so (up from 7% in 2015 and 9% in 2016). A further 13% say they are contemplating it. Rob Cope added: “It’s an exciting time for the sector, but with more and more charities coming into the marketplace there is even greater need for organisations to invest in this area of fundraising and ensure they can continue to rely on such a vital income stream.” q
Overseas and environmental causes benefit from generational change in legacy giving [EARLY EVIDENCE FROM Smee and
Ford’s five-year Legacy Trends report suggests that the emerging population of legators are leaving more gifts to environmental and overseas aid organisations than ever before. The report – launched at the Legacy Strategy Summit on 14 June – is the first ever of its kind and brings together the details of more than 180,000 charitable estates for every charity in the UK. It looks at the nature of gifts in wills over time, particularly the causal area for each legacy. The trends show how the pattern of giving is shifting over time as the proportion of legacies received from the ‘greatest’ generation (aged 92 plus) falls and the legacies left by the ‘silent’ generation (aged between 92 and 73) and ‘baby boomer’ generation (aged between 72 and 54) begin to emerge. Overseas aid and environment organisations have seen the most surprising growth in supporters, and now sit within the top five causal areas for gains in legacy supporters. But the cause with the highest increase in legacy supporters is medical welfare, followed by sport and recreation
and rescue services. The report reveals that religious organisations have seen the largest fall in legacy supporters over the past five years. Commenting on the findings, Smee and Ford data analyst Mark Pincher said: “Taking a macro look at legacy giving trends over the five years, the number of legacies has remained consistent, with between 35,000
and 38,000 charitable estates registered each year. Looking at the five-year trends, the most notable shift has been in the type of organisation that individuals are choosing to support. This is very early evidence of a change in donor behaviour over time – I’m looking forward to see how Smee and Ford’s data will illuminate further social trends in the coming years.” q
Surgery saves lives
[SURGEONS SAVE AND improve the quality of people’s lives
every day. Patient care and wellbeing is the heart and drive of the Royal College of Surgeons (RCS). They are a registered charity, independent of the NHS, and for more than 200 years have safeguarded the standards of clinical practice. There are many reasons why you may find yourself under the care of a surgeon – few people have not benefited, either directly or indirectly, from advances made in surgery. The charity’s work is not limited to specific illnesses or areas of disease but supports better care for all ages, from minor day surgery and the removal of cancer, to life-saving emergency procedures and trauma care. In every case, the patient places their trust in the hands of the surgeon. Although this trust is well founded, there is a need to invest continually in education, research and training to ensure that surgeons – and the care they provide is – the best in the world. While the medical world continue to strive for the cure to many diseases and cancers, in many cases surgery remains the most effective treatment. The RCS relies heavily on donations and legacies to develop and maintain its varied programme of clinical research, surgical education and heritage conservation. Operations are now safer, less invasive and more effective with better outcomes. Surgery saves lives and a gift will help those who put theirs in the hands of a surgeon. q
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The dream continues to offer sanctuary to abandoned animals [THE YEAR IS 1983 and it is the coldest winter for 20 years. Many
stories about horses and ponies being abandoned by their owners on Rainham Marshes in Essex were hitting the headlines. Paula Clark, who was involved in raising money for a number of sanctuaries, was sitting at home in tears after reading the story of those poor horses. When her husband Ernie returned home from work, Paula showed him what was happening and they vowed to take action and help the animals that needed them. Some of the horses were already dead and others were starving when the couple got to the marshes. They weren’t having their basic needs met; they had no water or food. Paula and Ernie took tanks of water to them and bales of hay and feed. They even got a vet to examine some of them. No-one was looking after the horses’ basic needs – let alone enriching their lives. Paula and Ernie embarked on fulfilling their dream and the story of Hopefield Animal Sanctuary began. They began taking horses with the intention of fostering. They would bring them back to health and then find them nice homes. The first horse they fostered out was Pye. Soon after they heard that the fosterers were trying to sell him, so Ernie took them to court at a cost of £4,000. Ernie finally got Pye back in a terrible state, so both Paula and Ernie promised they would never rehome again – the animals had a home for life. As Paula and Ernie found fostering animals didn’t work out they decided to provide homes for life to their animals. One beneficiary is Juliette, a thoroughbred horse who arrived in a terrible condition. Because of her
home for life at Hopefield, and the daily care and attention she receives, she is now physically transformed. Paula and Ernie have both now sadly passed away. Since their passing the work has been taken over by new trustees and a dedicated team of staff and volunteers look after the resident animals, old and new. Many animals arrive in a terrible condition and are completely transformed by living at the sanctuary. The sanctuary has now been running for 35 years – it has over 50 regular volunteers, a huge amount of local and loyal support and over 20,000 followers on Facebook. Fundraising co-ordinator Ruth Bradshaw explained: “We have continued to rescue horses and farm animals, but have found that over the years the type of animals we are having to help has greatly changed, with people getting more and more into exotic species through the pet trade.” The sanctuary is now open the public from Friday to Monday each week. It has become a visitor attraction with a small tea room – offering organised tours, community outreach with primary schools, community groups and clubs as well as children’s parties. All activities generate funds that go directly to the animals, making the future more secure. Said Ruth: “You can support us by becoming a regular donor, visit us, sponsor an animal or leave us a legacy in your will, knowing that your donation goes towards providing a home for life for one of our animals.” q
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Legacies loom large at fundraisers’ annual meet [LEGACY FUNDRAISING will feature as one of the main
themes for Fundraising Convention 2018 – to be held by the Institute of Fundraising at the Barbican in early July and billed as the largest professional fundraising event in Europe. The first two days of the convention will see a series of papers and discussions centred on legacies, beginning on the morning of 2 July with a paper looking at how charities work with internal audiences to increase legacy giving. That paper will be delivered jointly by Claire Routley and Christine Reidy, who have been working with the National Trust, together with the NT’s Kate Jordan. The session is followed by a conversation on having the conversation – training staff to promote legacy giving – led by Michael Clark of the Cystic Fibrosis Trust. After lunch on the first day, Andrew Robertson and Liz McDonald of McClure Solicitors will address the issue of The lost legacies – lessons from a solicitor. Many people have a vague notion that they want to leave a legacy, but often fail to commit – whilst one in four wills that have been written are defective or of poor quality. Andrew and Liz will offer advice on who charities should target, the nudges they can give and the mistakes to avoid. The use of new technology in campaigns is the theme of a session by Dignity in Dying and online will provider Farewill, who will share the story of their innovative digital legacy campaign. The first day wraps up with the story of how Unicef used its gained insight to develop a single global legacy strategy that can
be adapted to suit the needs of different territories. Using insight to build a global legacy programme is presented by Unicef’s Stephanie Allen and Allan Freeman of Freestyle Marketing. Day two begins with an examination of the ways small charities can benefit from legacies. In Making legacies work for smaller charities representatives from the Brain Tumour Charity and St Luke’s Hospice in Sheffield will tell the stories of how they’ve risen to the challenge and created sustainable and successful legacy programmes that have delivered real results. The session is followed by What can smaller charities do about legacies? Peter Maple, Visiting Fellow at London South Bank and St Mary’s Universities, will examine what smaller charities can do to enhance their share of legacy income. Taking delegates up to lunch will be Good Leaders founder Stephen George, who offers Six critical building blocks to transform your legacy strategy. The session will provide the tools needed to build a transformational legacy strategy – from the bottom up and top down. The changing face of a legator is consultant Richard Radcliffe’s take on how the needs of a new generation of legators are changing and how to adapt communication and information strategies. The day ends with two heavyweights in the legacy sector, Macmillan and Cancer Research UK, presenting Smashing perceptions – why gifts in wills is the new cool kid on the fundraising block. In the session some myths will be busted (including the one that says legacy fundraising is dull) and delegates will learn why it is an exciting place to be. q
Helping the forgotten people of Zimbabwe [ZANE: ZIMBABWE A NATIONAL EMERGENCY is a UK registered
charity working to help the most destitute, vulnerable and impoverished people in Zimbabwe. It is the largest supplier of financial aid to elderly people in Zimbabwe who lost their life savings and pensions in the economic collapse and subsequent hyper-inflation. This includes over 600 frail veterans and their widows who fought for the Crown but have been left destitute and surviving on one meal a day. ZANE assists with rent, medical bills and food – and, crucially, also provides comfort, advice and support. In addition, ZANE funds a clubfoot correction programme, successfully treating over 2,800 children to date. It funds the provision of prosthetic limbs for victims of landmine explosions and assists people with hearing loss. ZANE also funds education programmes including the provision of pop-up classrooms in high-density townships for children who would otherwise not receive an education. It runs creative therapy workshops for women living in extreme poverty who are victims of political violence and trauma. Whilst a change in leadership brings hope of a brighter future, it will take years, if not decades, to recover from the economic and social devastation of the last 30 years. In the meantime, ZANE will continue to provide aid and comfort to those who need it most. q • To find out more about the work of ZANE visit www.zane.uk.com
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If you Will, we will [LEGACIES MEAN SO much to the team at Last Chance
Animal Rescue. These wonderful gifts have helped them to rescue, rehabilitate and re-home so many abandoned, abused and unwanted dogs, puppies, cats, kittens, rabbits and guinea pigs who otherwise would have had no future. The charity understand the wishes of its kind benefactors who have considered them in their Wills. A spokesperson said: “We know they want their generous gift to us to be used directly to save lives, provide the very best of care and to find loving homes. “Legacies really do provide the gift of life and Last Chance Animal Rescue can now, after much planning and prudent use of funds, offer our life saving services to so many more needy pets. We are delighted to announce we now have a second rescue and re-homing centre in Kent, giving hope and a true A new friend for Alan last chance to so many. “Sadly we cannot thank those who have enabled this wonderful achievement but are extremely grateful to all those who are currently considering helping us now and in the future to continue our work.” q
Giving sighthounds a second chance [FOREVER HOUNDS TRUST provides a lifeline for abused and
unwanted greyhounds, lurchers and other sighthounds. They are wonderful hounds that desperately need help, often having been abandoned, left at dog pounds or, in the case of racing greyhounds, retired from the tracks. The trust has homed over 9,000 of these marvellous dogs and relies on supporters, community fundraising, charitable trusts and – importantly – legacies to cover the substantial costs of rescuing, caring for, rehabilitating and homing. Said the trust’s Susan Kerry Bedell: “By leaving a gift to Forever Hounds Trust in your will, you will allow us to provide shelter and care to these special dogs in future years. “Legacies allow us to ensure shelter for dogs in kennels and foster homes while they await their forever homes. We can provide essential vet care, keep our vans on the road to rescue dogs in desperate situations and provide expert behavioural support.” By remembering Forever Hounds Trust in their will, legators can help give more dogs a second chance at a happy life. q • For more information visit the website at www.foreverhoundstrust.org, telephone 03000 125 125 or email legacy@foreverhoundstrust.org
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Summit debates a strategy for legacy income generation [LONDON WITNESSED a gathering of the leading figures in
legacy management on 14 June, for the first Legacy Strategy Summit. Bloomsbury’s Holiday Inn was the venue as legacy managers from leading charities and consultants offered advice on achieving maximum legacy income. While legacy giving continues to grow, the UK population and the profile of those who traditionally leave a legacy is changing fast, presenting legacy directors with some key challenges and opportunities. The Legacy Strategy Summit provided senior leaders with the unique opportunity to engage in high-level strategic conversations with like-minded individuals. The day was chaired by John Bines, director of fundraising at the RNLI. John praised high energy levels and strong spirit of collaboration from the ‘great speakers’. The scene was set by research experts Smee and Ford – part of conference organisers Wilmington Charities – who began proceedings with some statistics on trends in legacy giving. They included a run-down of the ‘top five’ causes: religious, cultural and heritage, community, animals and hospitals, although the picture is changing fast. Data analyst Mark Pincher confirmed that legacy income is estimated to be worth some £2.8bn this year. He also revealed that some 26,000 charities have been named in wills since 2013.
The first panel discussion addressed the changing demographics of will-making and legacy giving. Speakers from Ashgate Hospicecare, Marie Curie, Save the Children and Birmingham Museums Trust debated the ageing population, baby boomers, millennials and how to adapt. Embracing GDPR was the theme of an address by John Mitchison of the Direct Marketing Association. Conjuring up ‘the supporter in the room’, he stressed the importance of feeling comfortable debating a GDPR policy. Another highlight was a further panel discussion on defining a charity’s unique legacy proposition. Legacy consultant Richard Radcliffe moderated as heavyweights from Macmillan Cancer Support, the Kew Foundation and the International Fund for Animal Welfare debated how to stand out from the crowd. After lunch, case studies by Guide Dogs and Legacy Liverpool on how their different approaches have led to success were separated by a discussion on the future of will-making. The panel for that session again featured some big hitters in the field in Chris Millward, the CEO of the Institute of Legacy Management, Alex McDowell of Remember A Charity, Jane Hallahan of Mencap and Jonathan Brewer, the founder of Bequeathed. It is hoped that the exercise will be repeated next year. q
Small charities get the chance to shine
[ SMALL CHARITIES MADE the spotlight from 18-23 June
as the sector came together to celebrate Small Charity Week – highlighting the amazing work small charities do and everything they achieve. The campaign was established by the Foundation for Social Improvement in 2010 to celebrate and raise the profile of the small charity sector. It is organised as a series of activities and initiatives to support and raise awareness of the thousands of small charities that, every day, make a huge difference to vulnerable communities worldwide. The Institute of Legacy Management (ILM) paid tribute to the work of legacy managers within the sector. “Many of our members work for small charities,” the ILM said, “and for them the legacies they receive are crucial to the vital work they do. And of course working for smaller organisations can bring a range of unique challenges and opportunities. “In general, small charities can be more agile and build stronger, more personalised relationships with their supporters, which can be the perfect starting point for legacy fundraising. However, smaller organisations also often face the challenge of not having dedicated staff to undertake the administration of estates.” In a recent survey, 73% of ILM members stated they had a legacy team of fewer than five members, and nearly 40% are in a
legacy team of one. Often those staff members have to juggle a range of other roles, too. The ILM continued: “The effect of this is that, although the estate will be administered, it’s unlikely that the impact will be truly optimised, and opportunities to build longer-term relationships could be missed due to lack of time and/or resources. “Legacy administration is about so much more than ‘thanking and banking’, and without dedicated staff and strong internal teams, many smaller charities could be missing out on the wider opportunities legacy gifts present.” It can be a real struggle for smaller charities to access the support and information they need in order to understand their responsibilities when it comes to managing legacies. The ILM has recently revamped its training programme to make sure that the full spectrum of skills can be learnt, covering the emotional and personal as well as more technical aspects. And for those small charities for whom paid-for training or memberships is out of reach, its Good Practice Guidance is free to access from its website. The week kicked off with Small Charities Day on 18 June – an opportunity to raise the profile of smaller organisations. There followed Big Advice Day, with free advice sessions around the country, Policy Day – an opportunity to meet with policy makers – Fundraising Day and Big Impact Day. q
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Keeping parents together with their children is the aim of this charity
[KEEPING YOUNG PEOPLE safe from crime and exploitation:
that is the Herculean task set for itself by Partog – Parenting Together – a charity set up by former youth worker Gerry Hannah. Said Gerry: “At Partog we are changing attitudes and inspiring young people towards happy, safe and healthy lifestyles. We are one of the UK’s leading innovators of advanced community projects, engaging vulnerable young people in safe and sociable activities with positive role models, youth and community workers.” As he points out, criminals do not emerge overnight like butterflies. The process of criminalising and ruining a young life passes through many hands. Partog’s parenting network links parents with youth and skilled community workers. Partog are Ministry of Justice preferred suppliers and represent the best interests of young people in both Family and Youth Courts. They believe there is no such thing as unavoidable abuse and exploitation. They accept referrals from community police, teachers and the NHS, when young people display antisocial, disruptive behaviour – whether in their home, the classroom or community. They generally work with the parents to improve how they interact and resolve relationship issues and advocate on behalf of young people involved with the youth justice system. Gerry continued: “We engage the most reclusive, inaccessible young people, unable to socialise or engage in activities. We work with families living in areas of high crime and at high risk of exploitation. Many years working in the residential care of young people with emotional and behavioural problems, added to our award-winning research, allows us to specialise in helping young people disadvantaged by their social and family circumstances.” The founding of Parenting Together followed a career working with
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young people. Gerry explained: “For 15 years I challenged anyone and everyone who showed less than absolute kindness to the emotionally damaged and abused children in my care.” It was, he said: “The most rewarding job in the world without a doubt, but gradually their sadness overwhelmed me. I cried on almost every journey home from work and could not bear to read another child’s traumatic care history, wondering if I could ever make that child laugh again or convince them to trust another human being. “Caring for young people with behaviour and emotional problems, I witnessed the emotional devastation, the life-long anxiety and many disturbing psychological consequences caused by false rhetoric presented to Family Courts as factual. “Young people, losing the love and protection of their family for trivial irrelevant reasons, suffer appalling risks. Parenting Together is my given vow to defend the rights and emotional health of children deprived of the love and protection of both parents.” Partog offers parents and solicitors expert witness statements and risk assessments on young people’s emotional and behavioural problems. “No research ever showed that children are better off without parents,” declared Gerry. “I promise child-centred risk assessments and expert witness reports, morally and ethically guided towards the best possible outcomes for the youngest, most vulnerable members of your client’s family.” In 2014 Parenting Together submitted evidence to the Commons Joint Select Committee on Human Rights for its inquiry into violence against women and girls. Later that year then-Home Secretary Theresa May requested further details of the group’s research. The following year the NSPCC business chair described the work of Parenting Together as “…more than a good cause; it works.” q
ILM conference debates will reform and names its award winners [ THE ANNUAL CONFERENCE of the
Institute of Legacy Management (ILM) took place this year on 11 May at a new venue: 155 Bishopsgate, adjacent to Liverpool Street Station. The event was hosted by Tom Dumont of Radcliffe Chambers The agenda was, as usual, diverse and of interest to all those working within the sector. It was a packed house, with around 250 legacy officers, solicitors and others gathering for a day packed full of news, views and opinion. The ILM’s CEO Chris Millward began the day with a round-up of the institute’s achievements over the past three years. Another regular feature is the round-up of the state of the legacy ‘landscape’ by Meg Abdy of Legacy Foresight – this time using references to the popular music of the 60s and 70s. Headline sponsor Bates Wells Braithwaite (BWB) hosted two sessions on the day. One covered recent legal cases, as well as the Law Commission’s consultation on wills and GDPR, while the second focused on executors – costs and communication, property legacies and refusing a legacy.
The key session was the roundtable discussion focusing on the Law Commission’s consultation on wills. Discussion focused on key issues, such as whether a new suggested dispensing power should be introduced, how the law on undue influence could be updated to better protect testators, and whether there is a need for key areas of relevant law to be updated to make it fit for purpose in the 21st century. The roundtable event was full to capacity with representatives of eight of the country’s leading charities, as well as experts from BWB’s legacies, trusts and probate disputes team. BWB partner Leticia Jennings said: “We were delighted to host and chair this important event, which provided an opportunity for the charity sector to join the national discussion about wills and will making. “This roundtable produced a lively debate among attendees about the most effective way forward with respect to some of the ideas being proposed. However, whilst the Law Commission’s decision to consult on key reforms was welcomed, there was a general
consensus among delegates that there ought to be much more focus on electronic wills so as to ensure as many people as possible take the opportunity to make a will.” The event concluded with the ILM Awards, sponsored by Legacy Link. The two recipients of Legacy Link’s Crispin Ellison Bursary Award were announced: they were Mel Banham of Bransby Horses and Jenny Anne Dexter of the Rainbow Trust. The Student of the Year was Caroline Myers and the Legacy Professional of the Year – voted for by ILM members – was Pam Murdoch who is pictured receiving the award. q
Legacies – the gift of life [ANIMAL CHARITY Wild Futures rescues
and offers sanctuary to monkeys who have suffered abuse and neglect. They are dedicated to protecting primates and their habitats worldwide – they are endangered due to climate change, habitat destruction and the bush-meat and pet trades. For some species, it is too late. The future of all that remains lies in our hands, so leaving a legacy to Wild Futures is the gift of life and a future for primates and our wonderful planet. Wild Futures’ holistic approach makes them unique – providing sanctuary to rescued
monkeys, supporting projects overseas, campaigning for primate welfare, educating to protect primates worldwide and promoting a sustainability and ethical ethos. They receive no government funding, so the generosity of those that remember Wild Futures is essential to enable them to continue their work. A legacy can be the gift of a life worth living and a wild and safe future for all. q • For more information call 01503 262532, email giving@wildfutures.org or visit the webiste at www.wildfutures.org.
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The debate rages over [INHERITANCE TAX (IHT) should be
abolished and replaced with a new system that commands greater public support, by being fairer to families and harder to avoid. That is the conclusion of a report published in May by the Resolution Foundation for the Intergenerational Commission. The report, Passing On, highlights the growing importance of inheritances in shaping Britain over the coming decades. It notes that inheritances have doubled over the past 20 years – hitting over £100bn in 2015/16 – and are forecast to double again over the next two decades as Britain’s record levels of wealth are passed on through families. However, while the increase will benefit many millennials, the foundation warns that
inheritances will not be able to deal with the big economic challenges facing families or the country. The Resolution Foundation says that Inheritance Tax is not fit to deal with wealth in modern Britain because, despite its limited revenue raising ability, it is regarded as Britain’s least fair tax. This unpopularity is due in part to it being perceived as a tax on the dead, to it having a high marginal rate of 40%, and because it is often seen as merely a voluntary tax for the very rich and well advised. The report was met with a mixed response from the charities sector. While Remember A Charity welcomes a review of Inheritance Tax and the potential to introduce a more fair and level system, it highlights the need
IHT receipts soar alongside property values [INHERITANCE TAX receipts are rising at what has been
described as an ‘alarming rate’, touching £5.3bn over the year to the end of February. The record high represents a rise of 13% year-on-year. The record sums in tax receipts put pressure on chancellor Phillip Hammond to follow through on plans to reform the system. Despite Mr Hammond ordering the review of IHT by the Office of Budget Simplification, there was no mention of an increase in the IHT threshold, which has remained at £325,000 since 2009. That static IHT threshold and rising property prices have been the main factors behind an increasing number of individuals having to pay IHT. To address the latter issue, in April last year the government began the phasing in of a residence nil-rate band (RNRB) for family homes. Under the RNRB, married couples or those in civil
partnerships will eventually have an extra £350,000 worth of IHTfree allowance per couple. It will be fully phased in by the 2020/21 tax year and IHT receipts are expected to decrease thereafter. Torsten White, a partner at law firm Wilsons, commented: “Substantial portions of individuals’ wealth are now being taken by HMRC through IHT. The value of that IHT, somewhat worryingly, continues to rise at an alarming rate. “No one wants their children or other dependants to have to pick up hefty Inheritance Tax bills, so it is important to plan ahead as early as possible how to pass wealth on to children and grandchildren.” He reiterated the fact that, if part of an estate is left to charity in a will, it won’t count towards the total taxable value of the estate. The Inheritance Tax rate on the rest of an estate can also be cut from 40% to 36%, if at least 10% of the net estate is left to a charity. q
Supporting the maritime community [SEAFARERS UK has been helping people in the maritime
community for 100 years, providing vital support to seafarers in need and their families, as well as to those in education or training who are preparing to work or serve at sea. They do this this by giving grants to organisations and projects that make a real difference to people’s lives, across the Merchant Navy, Fishing Fleets, Royal Navy and Royal Marines. Last year they gave grants totalling £3.17 million to over 60 maritime welfare charities. Seafarers UK receives no government funding and is heavily dependent on public donations and legacies to maintain its grant-making. q • To support Seafarers UK or to find out more about their work, visit the website at www.seafarers.uk or email seafarers@seafarers.uk
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WKH ¿JKW WR VDYH SURORQJ DQG LPSURYH WKH OLYHV RI SDWLHQWV VXIIHULQJ IURP FKURQLF OXQJ GLVHDVH LV WKH %ULWLVK /XQJ )RXQGDWLRQ %/) ± WKH 8.¶V OHDGLQJ OXQJ FKDULW\ 7KH %/) RIIHUV KRSH KHOS DQG D YRLFH WKURXJK research, a help line, community QXUVHV DQG LWV QDWLRQZLGH µ%UHDWKH (DV\¶ VXSSRUW JURXSV ± VR WKDW QR RQH KDV WR IDFH D VHULRXV OXQJ FRQGLWLRQ DORQH 7KH %/) FDPSDLJQV IRU D SRVLWLYH FKDQJH WR WKH QDWLRQ¶V OXQJ KHDOWK DQG VHDUFKHV IRU QHZ WUHDWPHQWV DQG FXUHV E\ IXQGLQJ ZRUOG FODVV VWDWH RI WKH DUW UHVHDUFK ,Q \HDUV WKH\ KDYH VSHQW RYHU … P RQ KXQGUHGV RI ZLGH UDQJLQJ UHVHDUFK SURMHFWV EXW IXWXUH JHQHUDWLRQV VWLOO QHHG WKHLU KHOS WR PDNH VXUH WKDW RQH GD\ HYHU\RQH EUHDWKHV FOHDQ DLU ZLWK KHDOWK\ OXQJV 7KH\ FRXOGQ¶W GR DQ\ RI WKLV ZLWKRXW WKH JHQHURVLW\ RI WKHLU VXSSRUWHUV ± DQG OHJDFLHV SOD\ D FUXFLDO SDUW LQ WKH ¿JKW DJDLQVW OXQJ GLVHDVH ZLWK QHDUO\ D WKLUG RI WKHLU LQFRPH FRPLQJ IURP WKLV VSHFLDO IRUP RI JLYLQJ T ‡ $Q\RQH ZKR ZRXOG OLNH WR OHDUQ PRUH DERXW UHPHPEHULQJ WKH %/) LQ WKHLU ZLOO FDQ JHW LQ WRXFK LQ FRPSOHWH FRQ¿GHQFH 9LVLW WKH ZHEVLWH at www.blf.org.uk/legacies WHOHSKRQH RU HPDLO legacies@blf.org.uk for a free will guide
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Helping those whose lives are affected by mental illness By DAN WALSHE, Legacy Fundraising Manager at Rethink Mental Illness
[RECENT RESEARCH by the Behavioral Insights Team, in
partnership with the Cabinet Office, found that while over a third (35%) of people say that they would be happy to leave a gift in their will, only 6.3% actually do. The report shows how the will-making process can raise awareness of legacy giving and affect whether or not a charitable bequest is made. For your clients, visiting a solicitor might seem daunting so making people feel comfortable will be key to them being as relaxed as possible. You could easily do this by asking what interests they have,
and prompting them to think about the causes which matter to them. Whilst your clients will want to take care of their nearest and dearest, they might have other interests that matter to them greatly. Many people might think they don’t have enough assets to make a charitable bequest. If there is an issue they’d like to support, a good way to do so is for them to nominate a percentage – maybe 1% or 2% of their estate – to go to their chosen charity or charities. And it’s likely that the lives of your clients have been affected by mental illness. Mental illness affects more people every year than cancer or heart disease – each year, one in four of us in the UK is affected by a mental health problem. Severe mental illness can affect anyone, although it often emerges during adolescence or in your early 20s. Living with a mental health condition can affect many aspects of daily life, from physical health to managing money and securing work. Mental ill health is the biggest cause of lost days at work in the UK, and a significant factor in the majority of suicides. Only a quarter of people affected by depression or anxiety receive support, and a third of those experiencing psychosis miss out on treatment. Often the impact of a mental health condition can be reduced if you can access support quickly. But it’s still the case that you’re more likely to receive the kind of urgent support you need if you have broken your leg than if you experience a crisis because of a mental health problem. Rethink Mental Illness has over 45 years’ experience of supporting people severely affected by mental illness. Tens of thousands of people rely on us every year to help them get through crises, live independently and realise they are not alone. Our award-winning advice service offers practical information and support on any aspect of mental health. Last year our information was accessed over 7.3 million times. q • Information on any aspect of mental health is available from the Rethink Mental Illness advice service. Call 0300 5000 927 Mon-Fri 9.30am-4pm or email advice@rethink.org. 100 factsheets are downloadable for free at www.rethink.org/factsheets.
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Review of research reveals the ins and outs of legacy giving [FUNDRAISING CONSULTANCY Legacy
Voice has published a comprehensive literature review into legacy giving, which it says will help charities and fundraisers wanting to make the most of this growing source of voluntary income. The review encompasses fields as diverse as fundraising, psychology, psychiatry and behavioural economics, reviewing over 160 previously published research papers on why and how donors leave gifts to charity in their wills. Its authors are Professor Adrian Sargeant of the University of Plymouth – one of the world’s leading authorities on fundraising – and Dr Claire Routley, winner of Emerging Scholar of the Year in 2017 and published researcher in the field of legacy giving. Said Professor Sargeant: “Over the past decade, our knowledge about who gives gifts in wills and why has increased dramatically – and bringing this disparate information into a single, accessible resource will be extremely helpful for legacy fundraisers. Dr Routley added: “We’d encourage anyone with an interest in legacy fundraising to draw on this review. The more we can build our legacy fundraising around what we know about our supporters, the better we can meet their needs and aspirations, whilst ultimately raising more to help our beneficiaries.” The report examines the area of willmaking, the major motivations to leave a gift to charity in a will, the influence of charity communications and the importance of ongoing stewardship. It culminates in a legacy model, which seeks to summarise the decision making process that a donor goes through when deciding what and who to benefit in their will. The founder and director of Legacy Voice in Ashley Rowthorn. He explained the logic behind the review: “What we find is that legacy giving has little if nothing to do with
our own organisations, but instead is a reflection on the lives of our donors. The more we understand what drives legacy giving, the more we see that it is completely different to lifetime giving – which makes sense of the fact that the majority of legacy donors do not support or donate to those charities in their lifetime.
“What this research shows us is that legacy giving is driven primarily by a donor’s personal experience and values, and that leaving a gift in a will helps us find meaning in life, and a means to live on after our death. We see that legacy giving meets a real need for people, to find new meaning and purpose in later life. Legacy giving makes people happy.” q
GDPR is an opportunity, not a threat [THE NEW GDPR regulations will significantly change how charities interact with their
stakeholders for the better. That was the message from John Mitchison, director of policy and compliance at the Direct Marketing Association (DMA). Writing ahead of the Legacy Strategy Summit in June, he stressed that: “GDPR is a great opportunity to build new relationships, based on trust and transparency with your stakeholders. As highlighted by the DMA’s Code of Practice, organisations should be clear and transparent with their users and let them decide how their personal data will be used in the future – this is the perfect opportunity to implement such a culture within your charity.” He explained that the culture of trust should be deep rooted in an organisation’s culture. “GDPR should be infused into your culture to build trust, improve the customer experience and demonstrate to consumers that their personal information is valued and respected – data sharing should be mutually beneficial. Getting GDPR right from the start will provide a range of benefits to both marketers and their respective charities.” Getting it right from the start is key to avoiding consequences. He cited Robert Bond, a partner at law firm Bristows, who warned businesses at a DMA GDPR roundtable that, once the rules kick in, there will be a huge spike in consumers requesting access to their data. Privacy groups will use this right to find out if organisations, large or small, are taking the appropriate actions. “Clearly, it is best for you to proactively build consumer trust, rather than find yourselves recipients of a number of enquiries from concerned parties – which have to be responded to free of charge within one month,” said John Mitchison. He wasn’t in the business of scaremongering, however, and pointed out that the Information Commissioner’s Office isn’t the ogre some have perceived it to be. “At a recent GDPR roundtable hosted by the DMA,” he continued, “the ICO stated that they will be ‘pragmatic’ and wanted to assure people that hefty fines won’t be issued come 25 May.” He quoted Richard Sisson, senior policy officer at the ICO, who had emphasised that, if organisations can show they are working towards compliance, the ICO would take that into consideration. “He was keen to stress that, for those organisations and charities still working through compliance and worried about the impending deadline, the ICO would investigate on a case-by-case basis and take many factors into consideration before handing out penalties,” John concluded. q
Education through the power of play
[ACTION FOR SICK CHILDREN is currently focusing on its two main
projects – Dental Playbox and Magical Power of Play Appeal. The Dental Playbox project is a preventative programme to educate the under fives, through the powerful medium of play, in the importance of good oral hygiene, sensible eating and drinking – along with visiting the dentist on a regular basis. In 2017, the scheme reached almost 7,000 children! The Magical Power of Play Appeal supports the invaluable work of health play specialists by providing play resources for hospitals across the UK. These resources help to improve the hospital journey for sick children through distraction and recovery. In 2018, Action for Sick Children hopes to provide a Magical Power of Play Appeal box to ten children’s wards across the UK. q
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Molly’s legacy is support for sick children [SUPPORTING CHILDREN up
to age 18 with any terminal or life threatening illness is the work of children’s charity Molly Olly’s Wishes. Named after Molly Ollerenshaw, who died aged eight, the charity was founded by Molly’s parents Rachel and Tim Ollerenshaw. Molly was diagnosed at age three with a Wilms tumour and despite a long, brave fiveyear fight, died in 2011. The support they offer is achieved through granting ‘wishes’. The wishes have an average value of £500 and can be for anything and everything – from medical aids or funding to help with such things as transport costs, toys, days out, shopping vouchers and electronic devices. Some wishes, such as P-Pod chairs (specialist, made-to-measure orthopaedic chairs for children with cerebral palsy), cost in the region of £1,200; and if a family wants a holiday, that will obviously cost more for a family of seven than a family of three. A wish for an item such as an iPad would be more in the region of £300. Molly’s mum Rachel explained: “Where possible we try to get some items or experiences donated. We have contacts at the hospitals – such as Clic Sargent social workers and play specialists – who may recommend families to us, as they work closely with families in need of support. “Some hear of us through social networking sites and others through their fellow patients. Currently, we do not have to turn any wish requests away other than those that do not fit the criteria.” Molly Olly’s grant around 250 wishes per year. They have also designed a therapeutic toy – Olly The Brave – and written two books that help children understand their treatment journey and thereby
support their emotional well-being. The toy and book packs are donated to hospitals across the UK. The aim is to write more books in the future. With any additional funds the charity supports projects above and beyond the work of the NHS. Said Rachel: “We are a small charity based from home. We raise our funds through various activities, such as an annual ball with an auction, a golf day and corporate sponsorship, to name a few. We work with a host of different individuals, organisations and companies who help raise valuable funds. “Those partners include large corporates such as Thomson Airways, Virgin Media, JLR, SCC and also local Brownie groups and schools. “We are very passionate about our work, and while we may work on a national scale we are small enough to be personal and able to react very quickly when the situation arises.” Rachel stressed how keen they are to build relationships with new supporters and to meet with new corporate partners in their work to bring a little light into the life of a child with a serious illness. “Whether it is supporting their journey or making memories, with your help we can make those dark days brighter.” q
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Study reveals factors behind charity ‘insider’ fraud [THE CHARITY COMMISSION has published the findings of a
study into so-called insider fraud in charities. It found that cultural factors – such as placing excessive trust or responsibility in individuals, or the lack of internal challenge and oversight – contributed to 70% of insider frauds within a sample of charities analysed. The research follows a number of high-profile cases of insider fraud in charities uncovered recently. They include the case of Birmingham Dogs Home, where the former chief executive stole £900,000 from the charity. The head of finance at Port Talbot-based NSA Afan was jailed for spending almost £54,000 of the charity’s money for her own personal gain. The commission responded to the findings by urging all charities to foster a culture where staff, trustees and volunteers are reminded of the need to challenge any concerning behaviour and not turn a blind eye when internal processes aren’t followed. Its director of investigations, monitoring and enforcement, Michelle Russell (pictured), said: “The report has confirmed what we already suspected from our casework in this area. The crucial lesson for charities isn’t about introducing lengthy counter-fraud policies. It’s about
changing people’s behaviours and encouraging staff and all those involved in charities to be vigilant and speak out when things don’t seem right. This must be demonstrated by everyone in an organisation to be truly effective. “The vast majority of charity workers do incredible work, but – as we’ve seen in some troubling cases recently – sadly, charities aren’t immune to fraud. A dangerous combination of a lack of accountability and controls not being consistently applied can make any charity vulnerable, and create opportunities for fraudsters that will have devastating effects. “Everybody has a part to play in the fight against charity fraud to ensure the public’s generous donations reach those who need them most.” The commission issued a six-week-long call for information to help charities better understand the risks and causes of insider fraud, and therefore how better to protect their valuable assets. It received over 50 responses, with a third of responding charities having an income of over £1m. The study also identified that 19% of frauds reported to the authorities resulted in a prosecution – 38% recovered part or all of the money/ assets taken and 76% of the frauds prompted media coverage. Alongside the report the Charity Commission has published advice for charities on improving their resilience to fraud, as well as a number of anonymised case studies. These demonstrate cases of poor or nonapplication of financial controls, low fraud awareness and excessive trust or lack of challenge. Previous analysis by the commission found that a third of frauds committed at charities and reported to the commission were suspected to have been committed by charity staff, trustees or volunteers. q
Help for those with failing sight
[FAILING EYESIGHT is nothing short of a personal catastrophe. Do you have a family member, friend or neighbour who is gradually losing their sight? Reading, recognising friends and living skills are all affected as your sight is going – and it’s much harder if you live alone. The National Federation of the Blind of the UK (NFBUK) keeps its members in touch with general information, help and updates on what’s going on. The charity produces bi-monthly news magazines and circulars in audio, braille or electronically, which members can read independently. It also encourages blind and partially sighted people to play a fuller part in society. q • For further information contact NFBUK on 01924 291313, email admin@nfbuk.org or vist www.nfbuk.org.
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Dedicated to cancer prevention and survival [ WORLD CANCER RESEARCH FUND is the leading
authority on the links between diet, weight, physical activity, cancer prevention and survival. It’s estimated that one in two of us in the UK will develop cancer in our lifetimes. Yet around 40% of cancer cases could be prevented – that’s 144,000 cases each year in the UK alone. Eating a healthy diet, being more active each day and maintaining a healthy weight are, after not smoking, the most important ways you can reduce your cancer risk. For over 25 years World Cancer Research Fund has been a pioneer in scientific research on the link between food, nutrition, physical activity and preventing and surviving cancer. We translate the findings into practical, easy-to-use information to help everyone reduce the risk of cancer for themselves and their families. World Cancer Research Fund founder Marilyn Gentry is passionate about preventing cancer. She explained: “Almost all of us are affected one way or another by cancer, yet we are not powerless. Around 40% of cancer cases could be prevented through simple, healthy lifestyle choices, and we hope that by spreading this good news, along with our cancer prevention information, many thousands of lives will be saved. “But there is so much more we need to do if we want to live in a world where no one develops a preventable cancer. A gift left to us in your will would ensure we can continue our research into cancer prevention and survival, so that we can help even more people live happier, healthier, cancer-free lives in the years to come.” q
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www.yourexpertwitness.co.uk
www.yourexpertwitness.co.uk
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Charity carries on the work of its founder [FOR OVER 30 YEARS the famous animal hospital known as
Tiggywinkles has been working to rescue, treat and rehabilitate sick, injured and orphaned British wildlife. Over that time they have proved beyond doubt that most wild animal and bird casualties can be saved and returned to the wild. Although they specialise in hedgehogs – indeed, they derive their name from St Tiggywinkles, the name of their specialist hedgehog ward, inspired by the animal character created by Beatrix Potter – their wealth of expertise in the care of a wide range of species can now be passed on to others. In addition, their commitment to practical education plays a vital part in the conservation of wildlife. As an accredited centre, opportunities are available for students aged 16 and over to gain a City and Guildsapproved qualification via their Apprenticeship in Animal Care scheme. Tiggywinkles was founded by Les Stocker, who sadly passed away in July 2016. In a tribute, Les was described as ‘…a steadfast ambassador, achieving his goal to turn wildlife rehabilitation into a profession’. In another he was referred to as the ‘the spiritual heart of Britain’. He was awarded an MBE by The Queen and given the title Laureate in the 1990 International Rolex Awards for Enterprise, for his work in wildlife conservation and establishing Europe’s first wildlife teaching hospital. More recently, he gained the prestigious Honorary Associateship of the Royal College of Veterinary Surgeons. The charity is happy to commemorate all who generously remember the Wildlife Hospital Trust in their will by inscribing their name on a plaque in its Remembrance Garden. Gifts are also welcome in the form of a donation or by becoming a Friend of Tiggywinkles. q
Vegfam – feeding the hungry without exploiting animals [VEGFAM ‘Feeds The Hungry Without Exploiting Animals’ by funding
sustainable, self-supporting, overseas projects – such as seeds and tools for vegetable growing, fruit/nut tree planting, irrigation and water supplies (some solar/wind powered). They also provide emergency relief in times of crisis and disaster. Such vital projects have been supported since 1963. Vegfam is professionally operated entirely by volunteers and all funding comes entirely from supporters’ donations.
Why donations are needed
Vegfam funded projects provide food security for children and adults worldwide, improving their livelihoods and alleviating hunger, malnutrition, starvation and thirst. These people are often out of reach of the major charities. As little as £5 enables a family in India to be self-sufficient in fruit, nuts and vegetables or a family in Africa to have access to safe water.
Where donations are spent
The beneficiaries are people suffering from disease, disabilities, disasters (including flood, earthquake and drought), HIV/AIDS, homelessness, hunger, thirst and war. They include marginalised communities, orphanages, refugees, schools/colleges, trafficked women and children, villagers and tribal people. Vegfam is often their only hope of help. In the past 10 years alone, Vegfam funding has helped more than 500,000 people in over 20 countries. Vegfam helps people to help themselves. All donations and legacies are gratefully received and make a real difference to people's lives. q • You can support this life saving work by donating online at https://www.charitychoice.co.uk/vegfam or call 01550 721197.
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Cyber crime: all charities are at
risk, but small charities are particularly vulnerable [THE GOVERNMENT HAS released official statistics on the cost and
impact of cyber breaches and attacks for UK charities. The Cyber Security Breaches Survey 2018 is carried out by IPSOS MORI in collaboration with the University of Portsmouth and published by the Department for Digital, Culture, Media and Sport. The survey helps organisations understand better the nature and significance of the cyber security threats they face and includes charities for the first time in its latest report. According to the report, the most common cyber attacks against charities were receiving fraudulent emails, being directed to fraudulent websites, attempts by scammers to impersonate a charity online and malicious software being found on their system. The average cost of a breach to a charity was calculated at £1,030. Charities are exposed to additional risks when compared to businesses, with significant numbers of charities allowing the public to donate online or enabling beneficiaries to access services online. Losing access to these services has the potential not only to cause reputational damage, but in some cases could also cause an existential threat to a charity’s survival if it were prevented from generating income or delivering its services. The survey also found that breaches were more often identified among the organisations that hold personal data, where staff use personal devices for work – known as bringing your own device, or BYOD – or that use cloud computing. Over two-fifths of charities (44%) hold personal data on customers, beneficiaries or donors electronically. More significantly, 65% of charities have a BYOD policy. Cyber security is becoming an increasing concern for charities, with half of all charities saying that cyber security is a high priority for their organisation’s senior management. However, two fifths of charities never update senior managers/trustees about cyber security issues. If senior awareness of cyber security issues is not yet the norm, it is likely to have a negative impact on a charity’s GDPR compliance. The findings follow publication of the National Cyber Security Centre’s Cyber Threat Assessment: UK Charity Sector in March. That, too, found that
virtually all charities are reliant on online services and many are falling victim to cyber attacks. It found that smaller charities have less awareness of the risks they face from cyber attacks. The report by the NCSC, which is a part of GCHQ, will give the sector more help than ever before to defend itself from the most common cyber attacks. Alongside the assessment, the NCSC published a Small Charity Guide to outline easy and low-cost steps for such charities to follow to protect themselves from attacks. It includes expert advice that is particularly useful for small organisations on backing-up data, using strong passwords, protecting against malware, keeping devices safe and avoiding phishing attacks. Alison Whitney, director for engagement at the NCSC, said: “The National Cyber Security Centre is committed to supporting charities and we strongly encourage the sector to implement the advice outlined in our guide. Cyber attacks can be devastating, both financially and reputationally, but many charities may not realise how vulnerable they are to the threat. That’s why we have created these quick and easy steps that will help charities protect themselves, their data, assets and reputation.” The report finds that cyber criminals motivated by financial gain are likely to pose the most serious threat, which could have a paralysing effect on a small charity’s ability to deliver their services. One example listed details of how a UK charity lost £13,000 after its CEO’s emails were hacked, sending a fraudulent message instructing their financial manager to release the funds. Helen Stephenson, chief executive of the Charity Commission for England and Wales, added: “Charities play a vital role in our society and so the diversion of charitable funds or assets via cyber crime for criminal purposes or personal gain is particularly damaging and shocking. “The threat assessment confirms what we often see in our casework. Unfortunately charities are not immune to fraud and cyber crime and there are factors that can sometimes increase their vulnerability, such as a lack of digital expertise, limited resources and a culture of trust.” q
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Education is changing lives across India [AN EDUCATION and literacy movement has changed millions of
lives in India. Pratham was formed in 1994, as a partnership between UNICEF, the Municipal Corporation of Greater Mumbai, ICICI bank and prominent Mumbai citizens. Its aim was to improve children’s learning in Mumbai’s slums. Since its humble beginnings Pratham has changed the lives of more than 50 million children and young people across 20 states in India – becoming the country’s largest education movement. In 2017 alone its programmes reached more than 5.7 million learners, including more than 4,500 young women who had previously dropped out of school. Executive director Vinati Sukhdev explained: “We implement programmes targeting the achievement of age-appropriate reading levels, encouraging female dropouts to continue their education, providing vocational skills to young people and advocating more effective teaching and learning techniques. “We also focus on building the capacity of teaching and administrative staff. This is achieved through workshops for staff and intensive 30-day learning camps for children.” In 2017 Pratham launched a hybrid digital learning platform, to help children of all ages improve their reading and math skills through learning games on tablets. Every Pratham programme runs in collaboration with local governments to maximise community engagement and ownership. Programmes are also customised to the region in which they are implemented, accounting for language, social and economic factors. “Putting monitoring and evaluation at the forefront of our work, our programmes have evolved over the years,” said Vinati Sukhdev. “That
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has been demonstrated by the results of randomised control trials conducted by the Jameel Abdul Lateef Poverty Action Lab (J-PAL) team at the Massachusetts Institute of Technology. Our work has also been lauded as effective by both The Economist and the Brookings Institution.” Based on that evidence, Pratham’s teaching-learning models and assessment tools are being replicated across the world in countries as diverse as Kenya, Mexico, Tanzania, Pakistan, Uganda, Mali, Senegal and Nigeria. Pratham’s work has also been recognised internationally, winning the BBVA Foundation Frontiers of Knowledge Award in 2014 and the Skoll Award for Social Entrepreneurship in 2011. Dr Madhav Chavan, Pratham’s founder, was awarded the WISE Prize for Education in 2012, widely hailed as the ‘Nobel Prize for Education’. He has also been recognised by Columbia University, New York, with their highest honour, the Medal for Distinguished Service 2017, and by the Asia Society as an Asia Game Changer in 2014. Pratham’s low administrative costs mean that 93% of every donation goes to programmes on the ground. Legacy donations have helped them reach places where communities didn’t even realise the potential of education in changing lives, inspiring a whole generation of first-time learners to enrol and attend school. q • Pratham UK is a charity registered with the Charity Commission for England and Wales (Charity No 1099386), set up in 2003 to support Pratham’s programmes in India. All donations made to Pratham UK are tax deductible.
Campaign aims to help people express their preference [THE FUNDRAISING REGULATOR
has embarked on a leafletting campaign to promote its Fundraising Preference Service. The 12-week campaign, which began in May, involved the distribution of 76,000 leaflets to doctors’ surgeries across England, Wales and Northern Ireland. The campaign forms part of the regulator’s efforts to ensure that people who want more control over the communications they receive from charities – particularly those in vulnerable circumstances or their families – are aware of how to use the Fundraising Preference Service (FPS) to deal with them. The leaflet includes information about how the Fundraising Preference Service
works, as well as more detail about the Fundraising Regulator. It also provides an update on FPS sign ups, confirming that over 5,000 people have already used the service to prevent one or more charities from getting in touch with them by phone, mail, email or text. The regulator’s chief executive Stephen Dunmore said: “We are excited to announce our first public campaign to promote the Fundraising Preference Service. This is a really important initiative to make sure that those who need our service have all the tools in place to manage communications from charities.
“We are looking forward to working with GP surgeries across the UK over the course of the next few months to promote the Fundraising Preference Service.” q
Updated code reflects GDPR implementation and offers guidance on complaints [THE REGULATOR has updated the Code of Fundraising
Practice to incorporate the changes in UK law brought about by the implementation of the General Data Protection Regulations (GDPR) on 25 May. Developed in consultation with the Information Commissioner’s Office (ICO), the code’s updates include expanded definitions for key data activities – including ‘processing’, ‘consent’ and ‘legitimate interest’. The code also features links to the Data Protection Act 2018, which brought GDPR into law. The regulator stresses that any charity with concerns about GDPR should consult its bitesize guidance, developed in partnership with the Institute of Fundraising. Gerald Oppenheim, head of policy and communications at the Fundraising Regulator, said: “GDPR will clearly have an impact on how charities conduct fundraising. We have been impressed by the proactive, progressive approach taken by most of the sector. “Implemented correctly, GDPR is an opportunity for charities to understand how important the correct use of data is for their fundraising. This is essential for maintaining public trust and confidence.”
The Fundraising Regulator has been committed to helping charities understand how GDPR impacts their fundraising, which included holding a joint conference in Manchester last year with the ICO. Earlier in May the regulator published guidance to help organisations deal with complaints about fundraising, coinciding with the change to the Code of Fundraising Practice. It follows a consultation earlier this year. The guidance also offers help in defining what a complaint is and outlines what is expected of organisations when handling complaints. The corresponding change to the code requires that organisations have a clear and publicly available complaints procedure and that they investigate the complaint fairly, proportionately and without undue delay. Michael Smyth, chair of the Fundraising Regulator’s complaints and investigations committee, said: “It’s become clear from some of the cases we have investigated that some organisations need to improve the way they deal with complaints from the public about their fundraising practices. This guidance has been designed to help charities put in place an effective procedure to ensure any future complainant can settle their dispute with the charity directly.” q
Re-homing is their mission [THE MISSION of Three Counties Dog Rescue is to accept, care
for and find homes for unwanted, lost and stray dogs and cats of all breeds – and to ensure their wellbeing afterwards. The charity was founded in 1972 and since then nearly 7,000 dogs and cats have been successfully re-homed. Before re-homing, all animals are vet checked, neutered, vaccinated and microchipped. Rehabilitation costs are therefore a major part of the charity’s annual expenditure of over £200,000 Healthy animals are never put down. As part of that non-destruction policy, several elderly dogs are kept in long-term foster care. Every penny raised goes to improving the lives of dogs and cats. Three Counties Dog Rescue is run entirely by voluntary and unpaid helpers, who also meet their own expenses. q
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Funding helps enhance quality of life
[FUNDING AN ever-changing variety of projects which enhance
and enrich the lives of vulnerable people with learning disabilities is the function of Camphill Foundation UK and Ireland. The foundation provides the financial support that can enable new initiatives to start-up, help to create or improve facilities, or provide vital opportunities for creative and fulfilling work. It often provides that extra bit of help needed to enhance quality of life. Independence and freedom of choice are fine ideals, but they can only become a reality with the right level of support, both financial and personal. True quality of life means combining individual choice and fulfilment with social belonging and responsibility. The projects supported by Camphill Foundation improve and enrich that quality of life for people with learning disabilities by providing new work or social and cultural opportunities which enhance the development and wellbeing of both the individual and the community. For further information on leaving a legacy, enabling that work to continue, visit www.camphillfoundation.net q
Chronic pain is a silent epidemic crippling the country [MOST PEOPLE do not think of pain until it affects them
personally, or those close to them – yet an astonishing 43% of the population experience chronic pain, according to figures from the Pain Relief Foundation. A staggering 28 million adults in the UK are currently living with ongoing discomfort, including nearly one in three people of working age. Around one in ten people suffer from such extreme levels of pain that it is either moderately or severely disabling. Their pain becomes so consuming they are able to think of almost nothing else. In an ageing population those figures are set to rise. The terrible scourge of chronic pain remains one of the last unconquered frontiers of medicine. It is defined as pain that lasts for three months or longer. It can include conditions such as arthritis, cancer pain, neuralgia, shingles, diabetic neuropathy, painful strokes, pain following limb amputation (phantom limb), complex regional pain syndrome (CRPS), back pain and headaches. It is the silent epidemic because it isn't as visible or as measurable as other conditions – despite the fact that it can have a devastating impact on quality of life. Chronic pain is costly at an individual and societal level. It is only through the research and educational work carried out by the foundation’s Pain Research Institute that progress can be made in improving knowledge of chronic pain and its relief – and in training the specialists who will carry that work out. But that depends entirely on the support of the public. q
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Deal with your electronic legacy, but the world isn’t ready for e-wills yet >THERE HAS BEEN D JUHDW GHDO RI GLVFXVVLRQ UHFHQWO\ RQ WKH WZLQ
VXEMHFWV RI GLJLWDO ZLOOV DQG HOHFWURQLF ZLOOV $V IDU EDFN DV WKH /DZ 6RFLHW\ ZDV DOHUWLQJ WKH SXEOLF WR WKH JURZLQJ DPRXQW RI GLJLWDO µOHJDF\¶ EHLQJ DPDVVHG E\ WKH SRSXODWLRQ XUJLQJ WKDW SHRSOH VKRXOG µOHDYH FOHDU LQVWUXFWLRQV DERXW ZKDW VKRXOG happen to their social media, computer games and other online accounts DIWHU WKHLU GHDWK¶ 7KDW ZDUQLQJ KDV EHHQ KHHGHG LQ D ORW RI FDVHV DFFRUGLQJ WR PDQ\ VRXUFHV $QG DV SURIHVVLRQDO ZLOO ZULWHU $GULDQ 7UDKHU RI &LYLO :LOOV SRLQWV out, sometimes there is actual monetary value held behind a password in a JDPH RU D VSUHDG EHWWLQJ DFFRXQW Says Adrian: “More web users are recording their login details, passwords and detailed instructions to online executors, who use the SHUVRQDO GDWD WR FOHDU XQZDQWHG RQOLQH OHJDFLHV 'LJLWDO H[HFXWRUV FDQ DFFHVV WKH SHUVRQDO GDWD IURP D VHFXUH VHUYHU WR IRU H[DPSOH FORVH VXEVFULSWLRQV WR ZHEVLWHV HUDVH VHFUHW HPDLO IROGHUV RU UHPRYH SKRWRV IURP )DFHERRN SDJHV ´ 5HVHDUFK KDV VKRZQ WKDW WKH DYHUDJH SHUVRQ LQ WKH 8. KDV LQWHUQHW DFFRXQWV DQG DV PDQ\ DV D TXDUWHU RI SHRSOH KDYH PRUH WKDQ … ZRUWK RI PDWHULDO VWRUHG LQ µFORXGV¶ 7R DGGUHVV WKH SUREOHP RI ZKDW WR GR ZLWK WKLV PDWHULDO ± WRJHWKHU ZLWK KRZ WR DFFHVV DFFRXQWV WKDW QHHG FORVLQJ GRZQ ± D QXPEHU RI ZHEVLWHV RIIHU D VHUYLFH ZKHUHE\ WKH\ ZLOO VHFXUHO\ VWRUH LQIRUPDWLRQ WR EH DFFHVVHG E\ D QRPLQDWHG µH[HFXWRU¶ DIWHU GHDWK ,Q 6FRWODQG WKH LVVXH KDV EHHQ DGGUHVVHG E\ (GLQEXUJK EDVHG VROLFLWRUV %R\G /HJDO *UDHPH 7KRPVRQ VHQLRU DVVRFLDWH VROLFLWRU ZLWK WKH ¿UP¶V private client team, explained: “We still see an imbalance between the YDOXH SODFHG RQ SK\VLFDO DVVHWV DQG GLJLWDO DVVHWV ,W FDQ VWLOO EH GLI¿FXOW to get people to consider online activity in their wills, especially accounts UDQJLQJ IURP 3D\SDO WR )DFHERRN SOXV ZH DUH WROG RQ D UHJXODU EDVLV WR NHHS DOO SDVVZRUGV DQG GHWDLOV XQGHU VWULFW ORFN DQG NH\ ´ $ VWXPEOLQJ EORFN LGHQWL¿HG E\ *UDHPH LV WKDW DOWKRXJK LW LV HDV\ WR LPDJLQH WKH IDOO RXW IURP D GLVSXWH RYHU D SUL]HG LWHP RI IXUQLWXUH LI LW LV QRW UHFRUGHG SURSHUO\ LQ WKH ZLOO LW LV MXVW DV HDV\ WR IRUJHW RU XQGHUHVWLPDWH WKH LVVXHV VXUURXQGLQJ DFFHVVLQJ DQ ROG H ED\ DFFRXQW ± RU HYHQ WKH FRPSOLFDWLRQV DULVLQJ VKRXOG DFFRXQWV EH KDFNHG RU LGHQWLWLHV VWROHQ ³:KDW LV LPSRUWDQW ´ VDLG *UDHPH ³LV WKDW WKH GHWDLOV DUH XOWLPDWHO\ shared with an executor, and a trusted password manager can allow the GHWDLOV WR UHPDLQ VHFXUH ± DQG DFFHVVLEOH RQO\ ZKHQ QHHGHG ´
$V RQOLQH IXQHUDO SODQQLQJ VLWH )XQHUDO ,QVSLUDWLRQV SRLQWV RXW ³6RPH SHRSOH ZLOO ¿QG WKH WKRXJKW RI VHQGLQJ SUH SURJUDPPHG µPHVVDJHV IURP WKH JUDYH¶ D ELW PDFDEUH EXW WKH XQGHUO\LQJ FRQFHSW RI UHOHDVLQJ LPSRUWDQW LQIRUPDWLRQ WR WKH ULJKW SHRSOH DIWHU \RXU GHDWK LV YHU\ SUDFWLFDO ´ 7KH VLWH¶V DXWKRUV SRLQW RXW WKDW VXFK D µGLJLWDO ZLOO¶ GRHV QRW UHSODFH D /DVW :LOO DQG 7HVWDPHQW VWDWLQJ ³,Q WKH 8. RQO\ D /DVW :LOO DQG 7HVWDPHQW RQ SDSHU VLJQHG LQ LQN E\ DSSURSULDWH ZLWQHVVHV ZLOO EH OHJDOO\ UHFRJQLVHG Your digital will might mention where your Last Will and Testament is VWRUHG DQG FRXOG HYHQ FRQWDLQ D FRS\ RI LW EXW LW ZRXOGQ¶W VWDQG XS LQ D FRXUW RI ODZ ´ Naturally, a written will should not contain any passwords or access LQIRUPDWLRQ LWVHOI DV LW EHFRPHV D SXEOLF GRFXPHQW DIWHU GHDWK 7KH VHSDUDWH EXW FRQQHFWHG LVVXH RI HOHFWURQLF ZLOOV ZKLFK FRXOG LQ theory replace written wills, has been raised by the Law Commission in LWV FRQVXOWDWLRQ RQ PRGHUQLVLQJ ZLOOV 7KH FRQVXOWDWLRQ ZKLFK HQGHG LQ 1RYHPEHU LQFOXGHG WKH SRVVLELOLW\ RI GLVFXVVLRQV JRLQJ IRUZDUG 7KHUH KDV been some movement on the issue in the United States, but solicitors in WKH 8. DSSHDU OXNHZDUP DW PRVW RQ WKH VXEMHFW 2QH SUDFWLFH /HQQRQ¶V 6ROLFLWRUV EORJJHG LQ )HEUXDU\ ³$V DUFKDLF DV LW PD\ VHHP RQH H[SODQDWLRQ DV WR ZK\ WKH FXUUHQW ODZ KDV VXUYLYHG IRU VR ORQJ LV WKDW LW IXQGDPHQWDOO\ ZRUNV $W WKH IRUHIURQW LV WKH QHHG WR HQVXUH WKDW LI HOHFWURQLF ZLOOV EHFRPH D UHDOLW\ WKH\ RSHUDWH DV IUHHO\ IURP WKH GDQJHUV RI IUDXG DQG VHFXULW\ DV WKH FXUUHQW V\VWHP ,Q WKH IDVW PRYLQJ ZRUOG RI WHFKQRORJ\ WKLV SUHVHQWV D QHYHU HQGLQJ EDWWOH DQG GHHS WKRXJKW ZLOO EH UHTXLUHG DV WR KRZ WR DGGUHVV WKLV IXQGDPHQWDO FRQXQGUXP ´ 5HVHDUFK FDUULHG RXW IRU ODZ ¿UP /XSWRQ )DZFHWW VHHPV WR EHDU RXW WKDW UHVHUYDWLRQ $OWKRXJK LW VKRZHG WKDW RQO\ RI SHRSOH GLVDJUHHG ZLWK GLJLWDO ZLOOV SHU VH RI WKRVH RYHU KDOI VDLG LW LVQ¶W VHFXUH 7KH ¿UP¶V KHDG RI SULYDWH FOLHQW +XJK 7KRPSVRQ FRPPHQWHG ³$OWKRXJK D WUDGLWLRQDO ZLOO LV QRW LQIDOOLEOH LW LV DUJXDEO\ PRUH VHFXUH WKDQ D GLJLWDO ZLOO ZRXOG EH $Q HOHFWURQLFDOO\ VWRUHG ZLOO LV SRWHQWLDOO\ PRUH susceptible to leaking, loss or unauthorised alteration, unless adequate VDIHW\ PHDVXUHV DUH LQ SODFH :LWKRXW VWDQGDUGLVHG HOHFWURQLF VLJQDWXUHV LW FDQQRW EH IRUPDOO\ H[HFXWHG RU ZLWQHVVHG “We do not believe it is appropriate to relax the law related to will writing to allow notes, emails, recordings or other electronic messaging to be used LQ SODFH RI D ZULWWHQ ZLOO 7KH WUDGLWLRQDO IRUPDO GRFXPHQW LV DSSURSULDWH EHFDXVH RI WKH IRUPDO QDWXUH RI PDNLQJ D ZLOO 7KHVH HOHFWURQLF GRFXPHQWV DUH QRW IRUPDO DQG DUH PRUH OLNHO\ WR EH PLVLQWHUSUHWHG ´ T
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This sanctuary rescues donkeys from across Europe and beyond [ESTABLISHED IN 1990, NEDDI offers care and safety to donkeys –
and to a lesser degree, ponies – in Britain and Europe who have suffered neglect, cruelty or maltreatment or who are at risk of such treatment. In addition to rescuing such animals from undesirable situations, within the financial and practical constraints prevailing at the time, they work to try to change attitudes and to educate donkey owners into better practices. For example, since 2016 they have been assisting associates in Kenya to achieve those aims for the working animals there. Since its establishment in Cornwall, NEDDI has operated a sanctuary specifically for distressed donkeys. In 2001 the sanctuary moved to just the other side of the channel, where the resident donkeys enjoy more space and pasture than would otherwise have been possible. Its policy is to try to offer actual, hands-on help to the animals in need, and to restore them to the maximum possible degree of fitness. Once brought back to full health, new homes are sometimes sought for the fit animals. Where full health cannot be achieved a safe home is offered to the donkey for the duration of its life. NEDDI is a comparatively small organisation with limited resources, and relies heavily on support from animal-lovers. A bequest will enable more donkeys to be freed from pain and misery. q
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Website grants are part of a programme to Transform charities’ digital presence [APPLICATIONS ARE NOW being
accepted on a rolling basis for the Transform Foundation’s Charity Website Grant Programme. The programme offers charities a grant of up to £18,000 to enable them to redevelop their website, to ramp up their online income and increase their charitable impact. It has so far helped charities raise more than £9.5m in donations. Any not-for-profit organisation interested in a Charity Website Grant should apply via the Transform Foundation’s website at www.transformfoundation.org.uk. Successful applicants typically have an annual income of between £350,000 and £30m, but charities of any size with the ambition to grow – or with a single project in mind – are warmly encouraged to get involved. The grant covers the bespoke strategy, design, build, training and launch of a new, mobile-optimised website and winners must cover on-going support fees for a minimum of 12 months. The websites will be built by Raising IT, who are the technology partner for the programme. The Transform Foundation believes notfor-profit projects should be able to make a difference to the greatest number of people. The Charity Website Grant Programme is one of a number of programmes the foundation is running. Others include Facebook Advertising Grants, a Charity Incubator and a Digital Skills Timebank. The programme forms part of a wider effort to help the charity sector transition from traditional fundraising techniques to the digital world. The foundation also runs a number of training events. Recent webinars have included Legacy Fundraising – Overview and Practical Tips with Rob Cope of Remember A Charity and a learning session on Google and Facebook advertising with freelance digital marketing consultant Graeme Crossley.
In September the foundation will be hosting a roundtable discussion in London on Digital and Big Gifts – Two Worlds Coming Together. Research by the Pew Research Centre shows that higher income households are more likely to be more active on the internet and have higher usage of social media. Yet with most charities focusing their digital
fundraising efforts on crowdfunding, few have a well-developed strategy for securing major gifts through digital outreach. The roundtable discussion will help provide insight into how to effectively secure major gifts via digital channels, focusing on the intersection between digital and major gift fundraising. q
RAISE a cheer for fundraising in the cultural sector [ THE INSTITUTE OF FUNDRAISING (IoF) has launched a new programme to
support fundraisers and development professionals working in the arts, culture and heritage sector throughout England. RAISE: Arts, Culture & Heritage aims to raise the profile of cultural sector fundraising, enhance the expertise of sector fundraisers and share that knowledge, and enable fundraisers to engage with other charitable sectors to develop best practice. Working on the premise that a strong and financially sustainable cultural sector creates a society in which all can flourish, the IoF have put supporting cultural sector fundraising in the arts as a key part of its strategy. To mark the launch of the RAISE programme the IoF has awarded a number of bursaries to its Fundraising Convention 2018 at the Barbican in July. By making funding available to attend the event, RAISE hopes to help encourage diversity in the sector. Announcing the launch of the programme at the end of May, the chair of the institute's Cultural Sector Network Martin Kaufman, said: “I’m delighted to announce the launch of RAISE, which has been made possible with the support of Arts Council England. This will make a huge difference to cultural organisations across England, many of which are struggling to find the funds they need. By greatly expanding the IoF's Cultural Sector Network's support to build fundraising skills and capacity, it will mean we will be able to help a highly-diverse range of cultural organisations to raise the funds they need to continue and to grow their wonderful work across the country.” q
Caring for chelonia [THE BRITISH CHELONIA GROUP publishes six newsletters
a year containing details of meetings, short articles, news items and veterinary notes. Their journal Testudo is published annually and contains original articles and reviews on all aspects of turtles, terrapins and tortoises – their biology, conservation, welfare, veterinary care and husbandry. The group also organises symposia. As well as the yearly appeals in aid of specific international causes in chelonia research and survival, the BCG assists other worthy causes in support of its aims with grants. They invite grant applications from organisations and individuals engaged on the work of chelonia conservation – such as zoos, universities, zoologists and students in this country and overseas. q
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What’s in store for annual awareness campaign? Watch this space! [THE NEXT LEGACY giving supplement
of Your Expert Witness will have details of this year’s Remember A Charity Week – the annual awareness-raising campaign mounted by the umbrella body for charities. The organisers have acquired something of a reputation for spectacular, eye-catching stunts to launch the event. In 2015 we saw skydivers in their 70s – Living Legends – writing their wills while airborne, before leaping from the plane. The whole event was posted online for all to see. The following year a promotional film from Oscar-winning animators Aardman Animations won an award for the team in the Marketing Agencies Association’s
#DoDifferent Awards. The film spearheaded the campaign and urged us to ‘Pass on Something Legendary’. While last year saw the resurrection of pirate
radio ship Caroline – complete with a starstudded cast of 60s pop personalities. DJ Emperor Roscoe manned the decks (record decks, that is) with stars such as Ringo Starr, Mike McCartney and Twiggy sharing their own memories. What this year’s tagline will be is anybody’s guess, but it will be sure to catch the imagination and bring the issue of legacy giving to the fore. One of the major successes of Remember A Charity’s campaigning has been to persuade solicitors and will-writers to raise the possibility of leaving a legacy with clients. That has gone hand-in-hand with successes in recruiting ministers in Westminster and the devolved governments to write to lawyers’ practices urging them to do the same – as happened during the 2015 Living Legends campaign. In the next issue we will also be reporting on how the legacy sector is adapting to the new world of data controls, and reporting on events that have taken place over the summer. q
Charity that helps kids with kidney problems [FOUNDED IN 2000, Kidney Kids Scotland supports children
with renal illness and their families and is the only Scottish charity specifically set up to do so. The main aim of the charity is to enable children to receive treatment as close to home as possible, thus minimising disruption to the family unit. To do that Kidney Kids Scotland works closely with
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consultants and other medical and welfare personnel, relying on their expertise to identify where help is most needed. In addition, the trustees believe that no family should have to worry unduly over financial problems while also worrying about a sick child, and they do their utmost to support those families in any way they can. The charity principally supports the Royal Hospital for Children in Glasgow, which is the only centre in Scotland where children with endstage renal failure can be treated with haemodialysis or receive a transplant. Kidney Kids Scotland has also been instrumental in setting up the first-ever home haemodialysis service in Scotland, also based at the Glasgow centre, and is funding a nurse to set up the new service. A pilot is underway and the first family is currently undergoing the training needed to carry out the treatment at home. Haemodialysis provides greatly improved health and quality of life. Children can participate fully in family life and have flexibility as to when and how often to dialyse. They can also partake of a more enjoyable diet. Patients feel better both physically and emotionally, and achieve better clinical outcomes such as reduced medication and improved blood pressure. q
The range of charities which depend on legacies to carry out their valuable work is a broad one. Those that are represented in this publication are listed below, grouped according to the area of activity in which they operate.
ANIMAL WELFARE
INDEX
MEDICAL RESEARCH
Seeing Dogs 2
Royal College of Surgeons 5
Hopfield Animal Sanctuary 6
British Lung Foundation 13
Last Chance Animal Rescue 8
World Cancer Research Fund 19
Forever Hounds Trust 8
Pain Relief Foundation 26
Wild Futures 11 Jim Cronin Memorial Fund 20 Tiggywinkles 22 Heartbeat Home for Horses 18 Three Counties Dog Rescue 25 The New European Distressed Donkey Initiative Ltd 28 British Chelonia Group 29
HEALTH & DISABILITY Rethink Mental Illness 14 National Federation of the Blind of the United Kingdom 18 Camphill Foundation UK and Ireland 26 Kidney Care UK 32
CHILDREN & YOUNG PEOPLE Parenting Together 10 Action for Sick Children 15 Molly Olly’s Wishes 16 Kidney Kids Scotland 30
SUPPORT & ADVICE Seafarers UK 12 Victim Support 28
OVERSEAS AID ZANE: Zimbabwe A National Emergency 7 Vegfam 22 Pratham UK 24
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