Webinar

Fundraising in the US: how to work effectively with a 501(c)(3)

Thursday, 13 June 2019 2:00 PM - 3:00 PM GST

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Thursday, 13 June 2019 2:00 PM - 3:00 PM GST

If your organisation is serious about fundraising, chances are you’ve looked at engaging donors in the US. With private contributions to the charitable sector amounting to $410 billion p.a., the potential is huge, and Americans are famously philanthropic. 

To make it easier for US-taxpayers to contribute, your supporters may have set up a dedicated 501(c)(3) – a “Friends” group – which has been up and running for a while. Or they may be making donations to other 501(c)(3) organisations that support a range of non-US charities.

But it turns out the streets aren’t quite paved with gold after all. Working with the Friends group has been more challenging than expected. Its independence has led to a complex collaboration, and relationships with your prospects have not progressed much. Compliance requirements and recent GDPR rules are a constant worry. And so US fundraising can come at a higher cost than imagined.

No wonder. Building a fundraising operation thousands of miles away and growing an effective relationship with a Friends group can be hugely rewarding; but it requires expertise and discipline. How can you create strong links with a legally independent group and maintain control of your fundraising operations? What role should the board members play? How do you choose and engage them carefully? Which are the common pitfalls of the regulatory landscape of Friends groups and how can you avoid them? Can data be shared between the Friends group and its home institution? Overall, what expectations should the Friends group and home institution have of each other?

During our decades of work with clients in the UK and across the globe, we have helped many organisations to navigate the regulations and their relationship with associated 501(c)(3)s, to realise US fundraising potential.

On Thursday 13th of June, 2pm-3pm (BST) / 9am-10am (EDT), join our webinar and learn about the specific steps you can take to address these most common and pressing challenges when raising funds in the US.


The Programme

Three expert More partners will present major aspects of effective fundraising in the US: 

  • Joanna Storrar on relationships: understanding the US context and keys to growing a healthy relationship with your supporters and the 501(c)(3) groups you work with.
  • Ken Hoffman on structure and regulation: ensuring regulatory compliance and fitness for purpose in American Friends groups.
  • Adrian Beney on data protection: sharing and using data lawfully outside the UK/EU in the GDPR era.

There will also be time for a Q&A session, so we can cover in more detail issues of particular concern to you.

Cancellation policy

Full refund available up to 7 days before the event. Please contact us as soon as possible if you cannot attend so that we can make your place available to other people.

At More Partnership, we advance great ambitions. It’s why we exist. We challenge organisations to achieve their goals, at every stage of their philanthropic journey. We offer a depth and breadth of global expertise, with clients across five continents and a team of specialists spanning education, the arts, health, science, international development and more. We believe great partnerships lead to life-changing outcomes, and we’ll work with you to understand your opportunity, set your direction, evaluate your performance and much more. We’ll always use evidence to provide the practical training and advice you need to make change happen. When it matters most, we’ll go out on a limb to give you confidence, momentum and a clear way forward. We are fundraising consultants – and more.

Contact the Organizer

Joanna is based in Princeton, USA, working for multiple international organisations wishing to strengthen their ties with, and gain support from, their US based communities. She has been a fundraiser for the past 30 years and is particularly talented in developing philanthropy across continents and building and mentoring fundraising teams. She joined More in 2017 and is a frequent speaker at and previous track chair at CASE Europe.

https://www.morepartnership.com/people-js.html

About Joanna Storrar

Partner

Ken has helped organisations raise funds from US sources for the past 40 years. A US lawyer in charitable law and a fundraiser, he ensures his clients have the right legal and administrative structures in place to be successful. Ken works across sectors and borders with charities big and small, recently with The Royal College of Surgeons in Ireland, UCL, Welthungerhilfe, and Westminster Abbey.

https://www.morepartnership.com/people-kh.html

About Ken Hoffman

Partner

Adrian has been a fundraiser for nearly 35 years. For most of that time, he has been involved with the interpretation of data protection in the context of fundraising. He was involved in early discussions with the regulator about the implementation of the 1998 Data Protection Act, commented extensively on the introduction of GDPR and the ICO’s regulatory action against a number of charities, and is now delivering training and expert advice on GDPR in the UK and internationally.

https://www.morepartnership.com/people-ab.html

About Adrian Beney

Partner