Grant Thornton Survey

The Grant Thornton Survey is conducted every two years, and from my take on the results non-profits are still facing the same issues as were indicated in the last survey results.

Smaller non-profits are still concerned about where they are at, where their money will come from.

And, again the issue of how organisations relate to their Board is also an ongoing concern (something I am concerned about – to me a Board should be more than a group of people who “”sign off” a Board should be active).

Read the full report here 

What are your concerns, issues … what needs to change? I’d be keen to know what your take is on where your organisation is now, and what you need to get it from where you are now to where you want it to be. Either leave a comment or email me charitymattersnz@gmail.com.

 

 

Problem Boards or Board Problem?

We’ve probably had that feeling that there’s an issue with the Board of an organisation, perhaps we’ve become frustrated that the Board just aren’t getting it …

The following paper from www.npqmag.org is well worth the time to read, it covers things like “underperforming boards are the norm, not the exception,” that sometimes the Board of an organisation sees itself as a legal need, making the role mundane, having a sense of a lack of purpose.

Rather than dissect the paper, click here and download and read it for yourself. I’m sure you will have a few light bulb moments about your Board, or a Board of an organisation you may have had some dealings with.

Charity Shakeup – A New Zealand Initiative Discussion Paper

If you haven’t seen “Giving Charities a Helping Hand”  by Jason Krupp at the New Zealand Initiative, take the time and have a read now.

Download Research Notes (PDF)

“These are significant privileges, which is why it is important that only groups with a genuine charitable purpose be entitled to receive them.

“Yet as Giving Charities a Helping Hand argues, the regulations governing the sector have set the test of charitable purpose so high that many small groups cannot attain, or struggle to maintain, registered charity status. At the same time, commercial firms owned by charities are allowed to retain profits without paying tax on these funds. Indeed, there is little oversight over how these funds are used, and the current regulations create the potential for unfair completion in the market.

“This report puts forward three policy proposals to remedy this situation, namely to:

  • re-examine the centuries-old definition of charitable purpose,
  • restore much needed procedural fairness to the legislation, and
  • Tax all for-profit firms equally, but make all donations to charity tax deductible.

“These reforms are aimed at helping the sector, with the benefits accruing to charities, and ultimately the communities and causes they serve.”

Giving Charities a Helping Hand

The report recently released by NZInitiative, is something anyone in the charity sector or supportive of charities should take the time to read.

“Charities play an important role in our society, delivering a range of social services to numerous communities and causes. Their good work is recognised by the government, which confers a range of privileges to them, such as an income tax exemption, and the state also provides a significant portion of the sector’s funding.

“These are significant privileges, which is why it is important that only groups with a genuine charitable purpose be entitled to receive them.

“Yet as Giving Charities a Helping Hand argues, the regulations governing the sector have set the test of charitable purpose so high that many small groups cannot attain, or struggle to maintain, registered charity status. At the same time, commercial firms owned by charities are allowed to retain profits without paying tax on these funds. Indeed, there is little oversight over how these funds are used, and the current regulations create the potential for unfair completion in the market.

“This report puts forward three policy proposals to remedy this situation, namely to:

  • re-examine the centuries-old definition of charitable purpose,
  • restore much needed procedural fairness to the legislation, and
  • Tax all for-profit firms equally, but make all donations to charity tax deductible.

These reforms are aimed at helping the sector, with the benefits accruing to charities, and ultimately the communities and causes they serve.”

Click to read more

Click to download the report

Public trust and confidence in charities – survey results

The following is from the Charities Commission

Earlier this year, the (former) Charities Commission asked an external research agency, UMR, to measure public trust and confidence in charities.  Similar surveys were run in 2008 and 2010.  You can read the full results (and earlier survey results) on our website, but here is a summary of what UMR found, and how they ran the survey:

·         Online “opt-in” survey

·         2,000 respondents

·         Run late March ̶early April 2012

·         Data weighted by age, gender and region

·         Margin of error 2.2%

FINDINGS

Trust and confidence in charities
The survey found that 44% of respondents had a high level of trust and confidence in charities, down by 11% since 2010, and 14% since 2008.

Publicity about charities’ fundraising and easier access to information about charities is likely to have influenced public perceptions about charities.  Views may also have been influenced by the economic climate, and a shift in support to organisations working to assist recovery in Christchurch. 

Personal experiences with charities a key driver of trust
Respondent’s personal experiences of charities were overwhelmingly positive. 

Ninety-two per cent of respondents who had received services from a charity in the previous twelve months said they would trust the charity again in the future, 90% said they had been treated fairly by the charity, and 88% said they would support it in the future.

Donation levels
The number of people reporting they donated more than $250 in the 12 months leading up to the survey increased to 34%, up from 32% in 2010, and 26% in 2008.

Respondents said that what most influenced them to donate to a charity was that:  “They work towards an end cause that is important to me.”

NOTE: Data from the Charities Register shows that over the past three calendar years, donations and koha given to the 25,500 registered charities have risen and fallen again, from $868m in 2009, to $1.03b in 2010, then to $885m in 2011.

Involvement with charities
Respondents said they were most commonly involved with “culture and recreation organisations such as arts, culture and sports clubs”, with 40% of saying they were involved with this type of organisation, up from 32% in 2010, and 35% in 2008.

The general type of organisation to which respondents were most likely to donate has shifted during the last 12 months to those providing services and support to Christchurch (47%).  Support for every other type of organisation has declined in favour of these charities. 

Street collections most favoured way of donating
The most common way of donating is still through street collections (51%), although this method also showed a decrease of 6% since the previous survey.

Awareness of the Charities Register as a source of info about charities
The survey showed a significant increase in public awareness of the former Charities Commission (up from 57% in 2008, to 80% in 2012), and that awareness of the Charities Registration Number had increased from 28% in 2008 to 41% in 2012.

 

How New Zealanders Give

After often being asked about how New Zealanders give I thought I’d start publishing the data on here. 

As we know New Zealanders are a generous lot, we support others in the community either through time, money or goods and services, the following report highlights some of these areas. 

Key Findings

Since the December 2009 quarter, the percentages of people volunteering, donating money or donating goods have generally trended upwards. Median dollars donated per month have remained stable. Similarly, median hours volunteered per month have remained stable, but there may be a slight downward trend emerging, which is not immediately obvious from the indicator.

Quarterly Generosity Indicators

 

Quarter ending

 

2009

2010

2011

 

Dec.

Mar.

Jun.

Sep.

Dec.

Mar.

Jun.

Sep.

Percentage of people who volunteered

28.3%

30.3%

27.8%

29.2%

29.4%

31.7%

32.3%

32.9%

Median hours volunteered per month 

8 hrs

10 hrs

10 hrs

10 hrs

10 hrs

8 hrs

10 hrs

11 hrs

Percentage of people who donated money

41.3%

40.1%

40.4%

38.1%

41.3%

44.6%

46.4%

42.7%

Median dollars donated per month

$40

$35

$36

$42

$40

$40

$40

$40

Percentage of people who donated goods

16.4%

15.7%

19.3%

16.5%

17.9%

21.5%

19.1%

19.4%

Note 1: Percentages are of the estimated population aged 10 years and older for each quarter.

Note 2: Respondents were asked to recall their behaviours in the previous three months.

Full report below:

Source: Office for the Community and Voluntary Sector