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Hi, in my role as Trustee for a local branch of a national charity, I’m looking for some advice on fundraising planning and legacy strategies . The charity has always been very reactive and dare I say it a little haphazard in our approach, but we are looking now to ’do it properly’! Any advice or tips would be most welcome.
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Thank you Alastair – all really good insights. I am slowly bringing in practices from my commercial experience, but keen not to alienate the volunteers. Your point about the Branch Director and leadership is very familiar, and I’ve been coaching him and his deputies for the past three months to ensure they lead and invite others to do! We are getting there, and I think a strategic approach to fundraising could highlight the value of a commercial approach still further. Thanks again.
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Yes, it’s a very fine line. Best of luck with the initiative
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Hi Arabella, really interesting – tagging some charity trustees and fundraisers who might be able to give you some advice – Amelie Chowna, Paul Vallois, Gill Hunter, Tatyana Popova, Caroline Marsh, David Semmens, Krissy Brooks, Claire Hodgson, David Southall, Greg Vartoukian, Chris Thornhill, Jemma, Hannah Musisi
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Hi Arabella,
I have done a fair bit of fundraising for a variety of charities, both local and international, would be happy to chat and share some of my experience?
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Thank you Krissy – I’d welcome that. I’ll drop you a note.
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I’ve been approached by a charity for whom I was formerly a NED. They’ve asked me to help them with a few areas of change such as values setting, culture building, organisational structure and progression, succession planning for a very ageing board of trustees (who are volunteers), and some assistance with their approach to recruitment at all levels – both paid and volunteer positions. They are in the heritage skills space which makes finding people with the right skills challenging for them. I would love to help them, but my books are full at the moment (lucky me) . Is there anyone who would be interested in speaking to me about this? They have a preference for in person meetings at least some of the time, and they are West Midlands based. While they are a charity, they do have some budget, so this would be paid work. I’d be open to either making the introductions and stepping back, or working on a sub-contracting basis through my limited company. They aren&#…
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Hello. I’m looking for some help with an outdoor team building event in the Portsmouth area. Is there anyone with any expertise in this area that I could talk to ? Or any recommendations? They are also looking for some ED&I training. Not necessarily on the same day or to be delivered by the same person! Ideally looking for someone to design and deliver this month… I know – short notice.
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Robina Sutch – I know you’re in that area, do you know of anyone? Nicola Twiston Davies would you be able to make any recommendations? Amy Chao Emma de Pfeiffer-Key Emma Buchan – would you know of anyone or is this in your remit?
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Hi Arabella and thanks for the shout out Fiona Chorlton-Voong! How many people and what’s the day for? I’ve run outdoor board games events before which might not fit your bill but happy to have a think if not 🙂
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Happy Monday. A good contact of mine is looking for a research/insights freelancer with tourism/leisure experience for just a couple of days work. If anyone would be interested in being connected, please let me know and I can put you in touch. Thanks.
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Thanks for posting this opportunity, Arabella!
Sarah Walkley, Jenefer Thoroughgood, John Chamberlain, Tshilidzi Siphuma, Zibah Nwako, Caryn Watson, stephanie geertman – this might be of interest to you?
Marcus van der Gaag would you know anyone in this field that might benefit from the introduction? Likewise Maria Evans PhD?
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Hi – I hate say it but my contact thinks he’s found someone – he decided to post on LinkedIn. If that falls through he’ll let me know. Apologies.
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Hi – I am looking for some advice. I have just been offered a piece of work to help with bid writing for a large international org. As often is the case there’s a need for an IR35 determination. However, I am being asked to pay for the determination assessment which is a new one on me. Does anyone know if this is accepted practice, and if it is, are there any implications for me if I’m the fee payer? I feel uncomfortable, but have only raised eyebrows so far, rather than pushing back, as I’d like to know t if there are any impacts except for an expense I wasn’t expecting. Any thoughts gratefully received. Thank you! Arabella
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Hi Arabella, great question, Dene Heywood, Vic Mistry, Zarir 'Zed' Vakil, Issam Abu-Aisheh, MBA (Oxon), Dimitris Protogirou, Kevin Withane, Vanessa Zampiga, Yasmin Gregory, Francesca Laursen, Ben Legg might be able to give you some advice
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I haven’t heard of this before if you are dealing directly with the big client. My thought is that you shouldn’t be asked to pay this fee as It is the client’s responsibility to determine the status and is the client’s liability if they get it wrong. So I am surprised that they ask for it as it looks quite bad on them.
If you are not dealing directly with the end client, I wouldn’t know how agencies usually handle it. But I can easier imagine that a small agency …
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Hi Arabella Nairne as far as I now, the IR35 is absolutely the engaging employers’ responsibility and I have never heard of the contractor/interim being charged. However, it might just be as is advised by the regulations that they deem IR35 to be the default position and you will then have to either accept or decline the fee rate unless of course you can neg. a gross up.
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Likewise – this is the client’s responsibility to ensure that the engagement doesnt stray to the wrongside of the IR35 line.
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Thanks to Kevin Withane Zarir 'Zed' Vakil Pete Domican Dimitris Protogirou Ella Bernie. I’ve taken expert advice. What’s absolutely clear, which you all pointed out, is that they are ultimately responsible in the event of an incorrect determination. What I’ve been advised is that they are not flouting any rules by asking the contractor to pay for the determination, but that it makes no difference to who is ultimately responsible . So now the decision is for me to make, whether I am willing …
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Hi Arabella Nairne it’s worth taking a look at https://www.gov.uk/guidance/check-employment-status-for-tax – which I used to good effect with a certain large and bureaucratic org. The online determination errs on the side of caution, according to my accountant, so you can be fairly confident if you get a pass here. Large org still required their CFO to sign off but it got done sans IR35.
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My interpretation is that it would sit outside of IR35 for the following reasons:
1. Its a piece of work with a set beginning and end
2. The interpretation is that they do not have an inhouse team / person to assist with that artefact creation
3. They aren’t asking you to sit in house and write multiple proposals, its 1 piece relating to a specific bid
Hope this assists.
Jonny Frostick
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Thank you. It’s not so much the determination itself that I am querying , but the fact that the client is passing on their costs to me to establish their determination – that’s the new one on me and I wanted to check it didn’t change any of the liabilities or responsibilities – which it doesn’t seem to. But rather cheeky of them to get me to foot their bill.
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Hi Arabella, that’s a new one on me also, sounds a bit cheeky if you ask me. Presumably you can increase your charge rate to compensate – else things like this tend to put me off a potential client.
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Yes – and I don’t buy into the line that everyone else has accepted it so therefore I should too. If no-one pushes back then it becomes the default. Am still contemplating – they’ve been a good client in the past but they’ve not responded well to the change in IR35 so it would seem!
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Hi Arabella, its very cheeky of them. I would be wary of other things that may not be professional.
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Hi Arabella,
I agree with several of the above comments- it isn’t for you to do and cheeky at the very least. I would push back.
If you do decide to push back I would be interested to know how the corporation reacted.
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Hi Arabella, pitching in as I’ve done a few IR35 assessments in the past and learned some lessons in the process. I hope I’m not too late to help you, just joined the Collective today.
The most important point here is liability. In summary, I don’t believe that you paying for your own IR35 assessment changes liability in any way. I’m reading this situation as the company being a bit cheeky on costs and misunderstanding how IR35 works. If they are indeed a large corporate, then…
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Thanks so much Carlos Silva. Lots of sense in here. The client is vert risk averse and has set up their own arrangements with regards to determination which carries a heavier price tag than the £40 you point to. (I’ve previously used my accountant to assess without cost). I concluded the same as you mentioned, that regardless of who pays for the assessment, where the liability sits does not change. Ceema Namazie, I did push back, and my choice was either to pay or walk away.I decided …
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Arabella
I have run a project similar to the one you have described and I do have a few suggestions. Clearly, without info on the nature of the project, there are many caveats, but the following points were central to my experience
1. Revenue mindset: charity staff are generally ideological and they often underestimate the influence they have in their local community both in identifying and recruiting future revenue streams
2. Relationships: your central organisation and/or intermediary…
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