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GETTING THERE…
 Moving towards
  sustainability
in a small charity

                 Reg Charity Number 1136915
Aims

• To understand what is meant by
  sustainability.
• To understand the importance of change
  and identify method of mitigating or
  maximising the impact of change.
• Practical step to take when we move
  towards sustainability.


                                 Reg Charity Number 1136915
What is Sustainability

• “Sustainability is the capacity to endure”
- Wikipedia

• “Business sustainability represents resiliency
  over time – businesses that can survive
  shocks because they are intimately
  connected to healthy economic, social and
  environmental systems.”
- Financial Times Lexicon.

                                     Reg Charity Number 1136915
Charity Sustainability
• “For non profits, financial sustainability and
  programmatic sustainability can not be
  separated. It is not enough to have a high
  impact programme if there is no effective
  strategy for sustaining the organsiation
  financially. And neither is it enough to be
  financially stable; we build our
  organisations for impact, not stability.”

Non Profit Sustainability

                                      Reg Charity Number 1136915
Reg Charity Number 1136915
Getting There…


“Sustainability is an
 orientation, not a
 destination.”
 Non Profit Sustainability

                              Reg Charity Number 1136915
REFLECTION

        Reg Charity Number 1136915
MISSION IMPOSSIBLE??

                 WHY
        DO YOU DO WHAT YOU DO?
• What are your aims?
• Do you fit the funding or does the funding fit
  you?
• Are all of your activities necessary to meeting
  your aims?



                                          Reg Charity Number 1136915
Mission Impact vs. Profitability




                                     impact
            High mission impact                High mission impact
                 Low profitability               High profitability
profitability




           Low mission impact                 Low mission impact
                Low profitability              High profitability




                                                                      Reg Charity Number 1136915
Income Streams

       • Limited resources =
     multi-discipline fundraisers

• Jack of all trades…master of none?




                                  Reg Charity Number 1136915
Gimme, Gimme, Gimme! – Joe Saxton


                                    Reg Charity Number 1136915
Income Sources
Committed    Statutory        Corporate
  Giving




 Events      Legacies         Trusts and
                                Grants




            Community
 Major
                and
 Donors
             Individual



                          Reg Charity Number 1136915
Data

• Data management is essential to creating
  a Sustainable organisation.

• Effective CRM moves donors up the
  pyramid and will enable other income
  sources to be developed over time.



                                  Reg Charity Number 1136915
Profile

• Every strategy undertaken has to be
  supported by a effective and well thought
  out PR strategy.
• If the skills to deliver this do not exist
  within your organisation it is essential to
  invest in getting them.




                                     Reg Charity Number 1136915
Gift aid


• Charities are currently missing out on over
  £740 million each year in Gift Aid income
  alone. (IOF Tax Effective Giving Website)




                                    Reg Charity Number 1136915
Resources




            Reg Charity Number 1136915
Reg Charity Number 1136915

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Getting there

  • 1. GETTING THERE… Moving towards sustainability in a small charity Reg Charity Number 1136915
  • 2. Aims • To understand what is meant by sustainability. • To understand the importance of change and identify method of mitigating or maximising the impact of change. • Practical step to take when we move towards sustainability. Reg Charity Number 1136915
  • 3. What is Sustainability • “Sustainability is the capacity to endure” - Wikipedia • “Business sustainability represents resiliency over time – businesses that can survive shocks because they are intimately connected to healthy economic, social and environmental systems.” - Financial Times Lexicon. Reg Charity Number 1136915
  • 4. Charity Sustainability • “For non profits, financial sustainability and programmatic sustainability can not be separated. It is not enough to have a high impact programme if there is no effective strategy for sustaining the organsiation financially. And neither is it enough to be financially stable; we build our organisations for impact, not stability.” Non Profit Sustainability Reg Charity Number 1136915
  • 6. Getting There… “Sustainability is an orientation, not a destination.” Non Profit Sustainability Reg Charity Number 1136915
  • 7. REFLECTION Reg Charity Number 1136915
  • 8. MISSION IMPOSSIBLE?? WHY DO YOU DO WHAT YOU DO? • What are your aims? • Do you fit the funding or does the funding fit you? • Are all of your activities necessary to meeting your aims? Reg Charity Number 1136915
  • 9. Mission Impact vs. Profitability impact High mission impact High mission impact Low profitability High profitability profitability Low mission impact Low mission impact Low profitability High profitability Reg Charity Number 1136915
  • 10. Income Streams • Limited resources = multi-discipline fundraisers • Jack of all trades…master of none? Reg Charity Number 1136915
  • 11. Gimme, Gimme, Gimme! – Joe Saxton Reg Charity Number 1136915
  • 12. Income Sources Committed Statutory Corporate Giving Events Legacies Trusts and Grants Community Major and Donors Individual Reg Charity Number 1136915
  • 13. Data • Data management is essential to creating a Sustainable organisation. • Effective CRM moves donors up the pyramid and will enable other income sources to be developed over time. Reg Charity Number 1136915
  • 14. Profile • Every strategy undertaken has to be supported by a effective and well thought out PR strategy. • If the skills to deliver this do not exist within your organisation it is essential to invest in getting them. Reg Charity Number 1136915
  • 15. Gift aid • Charities are currently missing out on over £740 million each year in Gift Aid income alone. (IOF Tax Effective Giving Website) Reg Charity Number 1136915
  • 16. Resources Reg Charity Number 1136915