Activities

“An action done in the pursuit of an objective” The things you do which contribute towards the fulfilment of your overall vision.  Often, the thing you’re raising money for.

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Objectives / Activities

“a goal or aim” I define aims as one or two overall goals and objectives and activities as a further derivative of these.  Our aim is to provide high quality care for 6,000 local people living with life limiting illnesses and their families each year.” Our objectives are:

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Values

“principles or standards of behaviour” The rules you abide by and governing principles which direct both your vision, mission and purpose along with your daily decisions.

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Mission / Purpose / Aims

“a formal summary of the aims and values of an organisation” “a purpose or intention” I like to think of this as your why.  The reason you exist. E.g.

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Vision

“the ability to plan for the future with imagination or wisdom”  Your vision should be bold, positive and forward thinking (and therefore fabulous for use in legacy campaigns)

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Sustainability

“the degree to which an organisation is able to sustain its projects, products or services financially.” In trust fundraising terms, funders want to understand how reliant a charity is likely to be on their support and on other funders in the long term.   More and more, funders wish to help charities move away from a…

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Multi-year funding

“Funding which is given over more than one year (but where only one application is required).” e.g. a total gift of £60,000 given over three years in equal instalments of £20,000. 

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Spending out

“The decision by trustees to close the trust by spending the endowment alongside the annual interest payments”.  This can sometimes result in larger than average grants for beneficiaries.  Be sure to look after your trust donors, regardless of how much they’re giving. 

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Endowment

“A large sum of money placed into investments which generates annual funds each year.”  Most charitable trusts and foundations are set up this way.  It’s typical for interest earned from investments each year to be distributed in the form of grants.  Sometimes some or all of the capital will be added to the original investment,…

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