Blog

Insights for stronger charities and social enterprises

Our blog brings together practical advice, insights and updates from across the charity and social enterprise sector. Each post is written to help boards, leaders and fundraisers strengthen their organisations and increase impact – with clarity and good governance at the heart of it all.

Explore our latest posts below – or subscribe for new articles straight to your inbox.

Incorporating a charity
Julian Lomas Julian Lomas

Incorporating a charity

In our previous blog we explored the different types of charity merger, a process also usually involved in charity incorporations. Over the last few years more and more charities have incorporated. This blog explores why and what is involved in incorporation.

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How to merge charities
Julian Lomas Julian Lomas

How to merge charities

The recent trend towards consolidation in the charity sector appears to be continuing, even accelerating. Over the last decade or so we have supported many small (and medium-sized) charity mergers of a range of types. This blog briefly explores the types of merger and the importance of getting the merger process right.

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How to set up a charity consortium.
Julian Lomas Julian Lomas

How to set up a charity consortium.

Charity consortia have continued to be popular with funders and can offer a range of benefits. However, getting a consortium right takes time and money and success is not guaranteed. This article briefly sets out the benefits and disadvantages of consortia and some key issues to grapple with when setting one up.

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Is there a crisis in fundraising from individuals?
Julian Lomas Julian Lomas

Is there a crisis in fundraising from individuals?

Recent reports on trends in charitable giving by individuals paint a mixed, and at times worrying, picture that charities large and small need to understand and respond to. This blog highlights some of the key issues and what charities should be doing to respond.

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Trends in the charity sector
Julian Lomas Julian Lomas

Trends in the charity sector

The NCVO recently published its 2019 UK Civil Society Almanac and it has some interesting insights into trends in the charity sector (based on 2016/17 data). When you dig deeper into the Almanac some interesting trends and insights can be seen. We’ve highlighted just a few in this blog.

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Voice fundraising
Julian Lomas Julian Lomas

Voice fundraising

Fundraising using voice activated tools (such as smart speakers) seems to be the next “big thing”. But what is all the fuss about and is the optimism well-placed? Other recent fundraising innovations, while they have added to the mix, haven’t yet proven to be truly disruptive or paradigm shifting. This article briefly explores voice fundraising and reflects on what small and medium-sized charities should be doing to respond to yet another new fundraising technology.

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Finding your authentic fundraising voice
Julian Lomas Julian Lomas

Finding your authentic fundraising voice

Finding your organisation’s authentic voice in fundraising or any other form of communications essential if you are to be successful. But what do we mean by this and how do you find it? This article offers some short reflections on this elusive topic that we hope you find helpful in developing your pitches for funding.

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Income risk, sustainability and diversification
Julian Lomas Julian Lomas

Income risk, sustainability and diversification

I was delighted to co-host an in-depth workshop on income risk, sustainability and diversification at the Charity Finance Group (CFG) Annual Conference 2019, including a practical session for delegates to assess their own charity’s sustainability and income risk profile using a simple tool we have developed. This article briefly explains that tool and how it can benefit charities who use it (including a worked example).

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Why business continuity planning matters.
Julian Lomas Julian Lomas

Why business continuity planning matters.

Business continuity planning is not just about apocalyptic events such as terrorism, floods and so on. It’s about making sure that your organisation can continue to serve its beneficiaries (and fulfill its obligations to funders) when a major event occurs that might otherwise prevent you from doing so. How well prepared are you to cope in such situations?

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How ethical is your charity?
Julian Lomas Julian Lomas

How ethical is your charity?

In January 2019 the NCVO published Charity Ethical Principles, but how’s does this fit in with the myriad of other publications in recent years on what might broadly be categorised as charity ethics, behavioural governance and/or organisational culture? As well as outlining the principles in the NCVO publication, this short articles aims to give a few pointers on how to navigate this increasingly crowded field or guidance, frameworks and codes.

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Income risk, sustainability and diversification - CFG annual conference workshop
Julian Lomas Julian Lomas

Income risk, sustainability and diversification - CFG annual conference workshop

I am delighted to be co-hosting with Helena Wilkinson of Price Bailey Chartered Accountants, an in-depth workshop on income risk, sustainability and diversification at the Charity Finance Group (CFG) Annual Conference 2019 on Thursday 16 May 2019 at The Queen Elizabeth II Conference Centre, London. CFG19 is aimed at anyone working in a role that relates to charity finance. It has five streams of sessions covering technical updates, strategic insights, and practical workshops and is the perfect opportunity to develop your knowledge and skills in charity finance, meet with others in the sector and gain new insights.

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Brexit: How Could It Affect Your Charity?
Julian Lomas Julian Lomas

Brexit: How Could It Affect Your Charity?

Having tried to avoid it for months, we’ve finally caved in and penned a short article on the possible implications of Brexit for small to medium sized charities in the UK. In our view there is unlikely (in any future scenario) to be a major cliff edge of change affecting UK charities as a result of Brexit. The rest is really crystal ball gazing as the uncertainty surrounding the long-term EU/UK relationships continues; but sometimes we need to look into the crystal ball.

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Charity risk management: a mini-guide
Julian Lomas Julian Lomas

Charity risk management: a mini-guide

In almost every small and medium sized charity I have worked (and some big ones) with risk management has been, and seen to be, a chore; “something we have to do but which adds little value.” But it doesn’t need to be like that. This article provides a mini-guide to simple and effective risk management.

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Corporate Social Responsibility Matters
Julian Lomas Julian Lomas

Corporate Social Responsibility Matters

At Almond Tree Strategic Consulting we are passionate about public and voluntary service and we believe that all businesses, whatever their size or sector, should practice Corporate Social Responsibility (CSR). This blog outlines our view the key principles that make for effective CSR engagement and outlines our own CSR programme by way of example.

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Fundraising for Churches
Julian Lomas Julian Lomas

Fundraising for Churches

Over the years we’ve done quite a lot of fundraising for churches and other faith-inspired charities. While many of the same principles apply, there are some important differences to fundraising for purely secular causes. This short article explores some of these differences, offering hints and tips to help faith-based organisations navigate the fundraising world a little more easily.

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Gamification in fundraising
Julian Lomas Julian Lomas

Gamification in fundraising

Gamification is a horrible word that is used more and more in society and in fundraising. What does it mean? This short blog explores what impact this concept is having on fundraising, why it works, how you can apply it in your fundraising and what pitfalls to watch out for.

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