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Department of Health sponsored research supporting volunteer fundraising activities in health and social care

We are seeking your perspective on your organisation's capacity in volunteer fundraising, rather than your own personal skills and knowledge, and the 3 parts of the questionnaire are designed to do this
The questionnaire has less than 35 questions, all of which are "tick-box" answers
In section 3 there is the opportunity to also answer a number of optional, more detailed questions (again "tick-box" responses) however responses to these are not needed to receive 1 year's free individual membership of Attend or the entry to the draw.
 
We ask that you please answer all of the main questions even if you decide to skip the optional ones, as this will make sure you are eligible for the free individual membership of Attend and also entered for the draw for lunch for 2 members of your organisation at the House of Lords.
 
Thank you for your support.

Section 1 (of 3):  Your organisation and volunteer fundraising
Answering these questions will help us to pick up the issues relating to specific type of organisations.  As a result we will be able to ensure the proposed solutions are tailored to the needs of organisations, whether they are large or small, national or local and the type of fundraising is/can be relevant.
1.1  Which descriptions most accurately describe your organisation?
1.1.1 Please tick 1 of the following 3 choices
 
 
1.1.2 Please tick 1 of the following 3 choices
 
 
1.1.3 Please tick the most relevant option(s)
 
 
 
1.2 How are volunteers involved in fundraising within your organisation?
1.3 How many volunteers are involved with your organisation:
 
 
 
 
1.4 How many of these volunteers are involved in fundraising activities:
 
 
 
 
1.5 How much do other people (not your own volunteers) raise funds "in aid of" your organisation?
 
 
 
 
1.6 How much funds are raised in an average year?
 
 
 
 
1.7 What are the main types of fundraising your organisation is involved in?
       
  Community fundraising / fundraising events      
  Corporate fundraising      
  Charity Challenge events      
  House to house collections      
  Legacy fundraising      
  Raffles and lotteries      
  Collection boxes      
  Generating grant income      
  Major gift fundraising      
  Retail      

Section 2 (of 3) Management practices
Whilst fundraising skills and knowledge are important, frequently it is the organisation's management practices that enable fundraising to be effective by paving the way for volunteers to optimise their contribution to the organisation.
2.1 To what extent are management/Trustees aware of the role volunteer fundraising plays within the organisation and what constitutes good practice?
 
 
 
 
2.2 Is there a policy in place that covers volunteer fundraisers?
 
 
 
 
2.3 Does the organisation have different arrangements in place for its own volunteers acting "on behalf of" the organisation and "external" volunteers acting "in aid of" the organisation?
 
 
 
 
2.4 How clear are Trustees/senior management about being able to accept/refuse donations?
 
 
 
 
2.5 Has the organisation an up-to-date database in place for volunteer fundraisers?
2.6 Has the organisation any policies and/or practices in place to protect children or vulnerable adults who may be involved in volunteer fundraising?
 
 
2.7 To what extent are the skills, experience and credentials of volunteer fundraisers considered, prior to recruiting them?
2.8 To what extent are volunteer fundraisers given guidelines, training and ongoing support?
2.9 What does organisational insurance cover?
 
 

Section 3 (of 3):  Skills and knowledge
This final section explores the overall capability of people involved in volunteer fundraising.  The purpose is to obtain a broad picture of those involved rather than a detailed analysis of the skills and knowledge of the questionnaire respondent.
3.1 How well-placed is the organisation to review the fundraising environment?
 
 
 
3.1.1 Optional question
This question looks at the fundraising environment in more detail.
We would appreciate your giving us the benefit of your experience in this area, however please feel free to move on to the next questions.

How well-placed is the organisation to review the fundraising environment in these specific activities?
         
  Community Fundraising:  Review of local community fundraising environment and opportunities        
  Fundraising Events:  Review event activity of others in geographical area and/or with the same category of cause        
  Legacy Fundraising: Review the legacy gift environment, identifying critical issues & giving patterns        
  Corporate Fundraising: Review the corporate fundraising environment, competitor activity & giving patterns        
  Generating Grant Income: Identify areas of work that might attract grant support & identify potential grant makers        
  Major Gift Fundraising:  Review the major fundraising environment, identifying critical issues & giving patterns        
  Direct Marketing:  Review the current direct marketing environment identifying critical issues & giving patterns        
3.2 How well-placed is the organisation to communicate to potential funders or partners?
 
 
 
3.2.1 Optional question
We would appreciate your giving us the benefit of your experience in this area, however please feel free to move on to the next question.

How well-placed is the organisation to communicate to potential funders or partners in these specific activities?
         
  Community Fundraising:  Awareness of motives of individuals or organisations for offering local support        
  Fundraising Events:  Using techniques & processes to gain support of colleagues and other stakeholders        
  Legacy Fundraising: Selection of appropriate communication and solicitation strategies        
  Corporate Fundraising: Negotiating mutually beneficial relationships with corporate supporters        
  Generating Grant Income: Establishing the nature of grant makers, and their funding criteria for evaluating proposals        
  Major Gift Fundraising:  Understanding what motivates major donors to offer general support and project support        
  Direct Marketing:  Develop fundraising "message" for each audience, and organise technical support        
3.3 How well-placed is the organisation to manage the funder/partner relationships?
 
 
 
3.3.1 Optional question
We would appreciate your giving us the benefit of your experience in this area, however please feel free to move on to the next question.

How well-placed is the organisation to manage the funder/partnership relationshipsin these specific activities?
         
  Community Fundraising:  Developing current and future connections and local relationships        
  Fundraising Events:  Consulting suppliers, contributors and other partners during the development of event        
  Legacy Fundraising: Role of professional intermediaries, and soliciting legacies from all stakeholder groups        
  Corporate Fundraising: Developing trust with corporate supporters, and monitor the ongoing relationship        
  Generating Grant Income: Preparing evaluation documentation for grant makers, inviting them to events, etc.        
  Major Gift Fundraising:  Maintain relationships and fostering potential overlap with other fundraising disciplines        
  Direct Marketing:  Analysing responses and tailoring follow-up strategies to enhance involvement of donors        
3.4 How much preparation goes into the request to ask donors/supporters for help?
 
 
 
   
3.4.1 Optional question
We would appreciate your giving us the benefit of your experience in this area, however please feel free to move on to the next question.

How much do you do the following when asking donors/ supporters for help?
         
  Researching the need to be addressed/met        
  Communicating what will happen if the need is not met        
  Developing specific outcomes, supported by fundraising activities        
  Specifying how donors & supporters can help        
3.5 What sort of grasp do you feel your organisation has on the legal framework or fundraising?
 
 
 
3.5.1 Optional question
We would appreciate your giving us the benefit of your experience in this area, however please feel free to move on to the next question.  

What sort of grasp do you feel your organisation has in the following areas?
         
  Liability for actions of fundraisers        
  Health & safety / risk assessments        
  Data protection issues        
  Volunteer rewards        
  Intellectual property        
  Trusteeship of funds        
3.6 What sort of grasp do you feel your organisation has on the legal framework of tax and VAT for corporate and individual giving?
 
 
 
3.6.1 Optional Question  
We would appreciate your giving us the benefit of your experience in this area, however please feel free to move on to the next question.

What sort of grasp do you feel your organisation has on tax and VAT in the following areas?
         
  Cash donations        
  Gifts in kind        
  Gifts of stocks/shares        
  Sponsorship        
  Payroll-giving        
  Cause-related marketing        
3.7 To what extent does your organisation utilise electronic media best suited to communicating to target donor groups
3.8 To what extent do you consider your organisation has the capacity (knowledge, skills, systems and processes) to manage income, expenditure and return on investment for volunteer fundraising activities?
3.9 How would you rate your organisation's ability to optimise fundraising success by collating and analysing donor/supporter data?
3.10 To what extent is your organisation able to review the effectiveness of volunteer fundraising activities and produce relevant reports?
Thank you for your time and support in completing this survey

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