Friday, 3 February 2017

Can the annual return reduce duplication?

When at Comic Relief this week I overheard one fundraiser say “if only there was one place that fundraisers could post their request for all funders to access”. I have heard this sentiment expressed many times over my years in grant making. I think we can all agree on the problem: that in order to get funding, charities have to complete lots of separate application forms that all ask for roughly the same information and then send them to lots of different funders. It is a process full of duplicated effort – on both sides.

The tricky bit is working out the right solution. There have been attempts at a common application form and examples of funders pooling funds so applicants are applying just once. In fact, this is what the Community Foundations seek to address with their model. But as funders have different decision timetables and criteria, it can be hard to get these approaches to work. Technology has offered promising solutions such as Localgiving and the Big Give, which both provide a platform for charities to promote their work and enable donors to search for those they want to support. And more recently The Good Exchange, created by the Greenham Common Trust, “makes it simple to connect those looking to make a difference in their local community with those who are able to provide the financial support”. And here’s the rub: these are all good answers to the problem, but in practice what they mean is that instead of writing lots of application forms, charities now have to write and manage lots of online profiles. So should you have an entry on the co-operative website, and on a crowdfunding platform, and on Charity Choice, and on JustGiving and on Remember a Charity and, and, and … ?

As soon as we have more than one solution, we are back to the original problem. Except we do have one place where all charities have to post their information and which all funders use to check that charities are registered and to access accounts: the Charity Commission. Wouldn’t it be great if the annual return required all charities to also give answers to the most common application questions: a summary of the organisation, a summary of activities, the numbers of staff and volunteers, how they listen to the voices of the people they serve, the outcomes of their work, a typical case study, their plans for the year ahead. That way they would just need to tell a potential funder what had changed since their last submission and the specifics of whatever they want funding for. And imagine if all this data was searchable? Then funders would be able to proactively seek out e.g. all those charities working with travellers in the South West, or take a look at the difference they are making, and decide which ones to approach. And what if charities could also upload content such as short films or appeals for particular projects? Perhaps this is a pipe dream – and I am sure you, like me, can think of all kinds of barriers to it working – but we do have an opportunity right now. The Charity Commission are consulting on the annual return:

“We are seeking your views on changes to the content and structure of the annual return for charities and how we target questions so that they only require the information which is needed for regulatory purposes.”

If you feel there is an opportunity here, now is your chance to tell the Charity Commission (even though they really want responses to their specific questions but hey, if you don’t ask…). You have until noon on 9th March 2017.



Emma Beeston Consultancy advises funders and philanthropists on giving strategies and processes; researching and scoping options; selecting causes and charities; assessments and impact monitoring. www.emmabeeston.co.uk ; emma@emmabeeston.co.uk; emmabeeston01

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