Recommendations

Below are the top recommendations from the initial white paper, as well as the New Zealand and tele-fundraising addendums that the Irregular Giving Project members are working through.

F2F Recommendations

 

  1. Convening a forum of charity fundraising directors to act as a permanent forum for discussion of sector wide issues. (recommendation V6)

  2. IN PROGRESS Adoption by the sector of the manifesto for the values of face to face fundraising. (recommendation V2) 

  3. A review including a gap analysis of the training and professional development resources available to fundraisers working in regular giving and face to face fundraising. (recommendation V10)

  4. A research project to assess best practice in face to face fundraising in global markets and follow up to engage with Australian and New Zealand practitioners and share findings. (recommendation V14)

  5. Establishment of minimum benchmarks for the quality of outsourcing due diligence to be incorporated into charity and agency accreditation. A consistent standard of due diligence will create a more level playing field for suppliers doing the right thing. (recommendation B3)

  6. IN PROGRESS Sector-wide collaboration to develop a standard attrition reporting process and vocabulary. Noting the complexity of this task, this should be as simple as possible in providing a useful output for use by all members. (recommendation A2)

  7. Consideration should be given to the development of a sector-wide qualification for face to face fundraisers incorporating core skills and providing a nationally accredited and transportable qualification. (recommendation I3)

  8. IN PROGRESS All parties should review the traditional split of training between charities and agencies. Charities may wish to consider applying greater scrutiny to the “sales” training provided by suppliers to ensure that this is consistent with their value and goals. (recommendation I7)

  9. IN PROGRESS A sector-wide discussion process to discuss alternative business models and generate inspiration and promote innovation. (recommendation B10) 

  10. IN PROGRESS There should be a benchmarking process for reporting agency and potentially sub-contractor attrition levels to allow charities to make informed decisions about outsourcing face to face fundraising. (recommendation A7)

  11. A sector-wide discussion process to review the history of inhouse fundraising in Australia and assess its effectiveness given the current market environment. Subsequently, the results of this review to be shared with all organisations interested in this model. (recommendation B11)

NZ Recommendations

  1. Convening a forum of charity fundraising directors to act as a permanent forum for discussion and education on sector wide issues.

  2. IN PROGRESS Adoption by the sector of the manifesto for the values of regular giving fundraising.

  3. A review including a gap analysis of the training and professional development resources available to fundraisers working in regular giving and face to face fundraising.

  4. A research project to assess best practice in face to face fundraising in global markets and follow up to engage with Australian and New Zealand practitioners and share findings.

  5. Establishment of minimum benchmarks for the quality of outsourcing due diligence to be incorporated into charity and agency accreditation. A consistent standard of due diligence will create a more level playing field for suppliers doing the right thing.

  6. IN PROGRESS Sector-wide collaboration to develop a standard attrition reporting process and vocabulary. Noting the complexity of this task, this should be as simple as possible in providing a useful output for use by all members.

  7. IN PROGRESS There should be a benchmarking process for reporting agency and potentially sub-contractor attrition levels to allow charities to make informed decisions about outsourcing face to face fundraising.

Tele-fundraising Recommendations

  1. Convening a forum of charity fundraising directors to act as a permanent forum for discussion and education on sector wide issues.

  2. IN PROGRESS Adoption by the sector of the manifesto for the values of regular giving fundraising.

  3. A review including a gap analysis of the training and professional development resources available to fundraisers working in regular giving and telephone fundraising.

  4. A research project to assess best practice in telephone fundraising in global markets and follow up to engage with Australian and New Zealand practitioners and share findings.

  5. Establishment of minimum benchmarks for the quality of outsourcing due diligence to be incorporated into charity and agency accreditation to allow charities to make better outsourcing decisions in a changing market.

  6. IN PROGRESS Sector-wide collaboration to develop a standard attrition reporting process and vocabulary. Noting the complexity of this task, this should be as simple as possible in providing a useful output for use by all members.

  7. IN PROGRESS There should be a benchmarking process for reporting attrition rates in telephone RG fundraising to allow charities to better assess the role of difference providers in their supply chains.

  8. Development of a regular forum for fundraisers, agencies, and other suppliers to discuss issues and ideas in the channel.