[PPT] - Charity Matters IN THE PROVINCE OF BERKSHIRE Charity Stewards PowerPoint Presentation

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Jim Dance Provincial Grand Charity Steward

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

1. Introduction 2. Role of the Charity Steward 3. Charity Stewards Manual 4. Grand Charity and the Relief Chest Scheme 5. Central Masonic Charities 6. Freemasonry Cares 7. Amalgamation of the Central Masonic Charities 8. Berkshire Masonic Charity 9. BMC Appeal Update 10. The Grand Charity and Berkshire Provincial Members Websites 11. Q&A

Agenda

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

1. Raising and collecting money 2. Administering funds and keeping them safe 3. Donating funds as and when required and authorised 4. From time to time, organising Brethren to give of their time and efforts to charitable causes 5. Undertaking other duties as directed, particularly during a Festival

Role of the Charity Steward

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

1. Presenting compelling cases for giving 2. Encourage regular giving 3. Discussing legacies 4. Planning fundraising activities 5. Being proactive and listening to others ideas 6. Giving informative Charity Stewards reports 7. Ensuring your members know where their donations are going

Raising and Collecting Money

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

1. Regular Payment Forms 2. Smaller and more often payments are better than nothing at all 3. Gift Aid Donations 4. Maximising Donations 5. An extra 25p for every £1.00 collected! 6. Gift Aid Envelopes 7. Using Gift Aid for Raffles – NO!

Regular giving

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Regular Giving

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Gift Aid Envelope

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

1. Keeping monies collected safe 2. Maintaining accurate records 3. Rule 153 – Book of Constitutions – requires the preparation and presentation of the annual accounts to members, in respect of all charitable funds

Administering Charitable Funds

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

1. Cash, cheque and envelope donations from individual members. 2. Details of each member’s direct debit and/or standing order (particularly commencing and concluding dates). 3. Gift Aid declarations. 4. Members’ wishes as to the recipient(s) of personal donations. 5. Charitable alms collections. 6. Festive Board Raffles. 7. Fundraising from all social events. 8. Details of donations.

Information that should be Recorded

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

1. Obtaining authorisation from the Lodge 2. Ensuring that members fully understand the limitations of the charity accounts. 3. Recording donations.

Donating the funds

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Charity Steward’s Manual written for CHARITY STEWARDS by CHARITY STEWARDS

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Established in 1980
Charitable support for Vulnerable People
In it’s first 30 Years – given grants totalling over £120

million

Since 1984, 290 Hospices have received £11.5 Million
Nearly £10 Million to Medical Research
Manages the Relief Chest

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Introduced in 1986
Helps Lodges to maximise the value of the funds

they collect for charitable purposes

Claiming tax relief on eligible donations and
ffering a favourable rate of interest.

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Favourable interest rate - no tax is payable on

interest earned

Tax Relief - all eligible donations received through

Gift Aid are tax efficient

Ease of depositing
Ease of donating to charities
Free service
Annual statement

Benefits of the Relief Chest

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

The Relief Chest Fund in 2013

£6.540 million was deposited into the Fund
£0.705 million tax relief claimed under gift aid
£0.133 million was generated in interest
£5.609 million in donations to charities

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Central Masonic Charities

The Freemasons’ Grand Charity
Royal Masonic Trust for Girls and Boys
Royal Masonic Benevolent Institution
Masonic Samaritan Fund

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Royal Masonic Trust for Girls and Boys

Relieve poverty
Provide education
Provide preparation for life
for children of the family of a Freemason as their fathers

would have done had they been able so to do

Mission is to:

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Royal Masonic Trust for Girls and Boys

TalentAid

TalentAid, a scheme which supports talented young people, was established in response to a growing awareness that some families were unable to support their child’s ambition to develop a career in sport, music or the performing arts.

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Royal Masonic Trust for Girls and Boys

Lifelites provides fun and educational technology to the 7,100 children who stay, play and learn in all 44 of the children’s hospices throughout the UK.

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Royal Masonic Benevolent Institution

Caring for Freemasons

and dependents for over 160 years

Operates 17 homes in

England and Wales

Provides care for life

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Lord Harris Court Sindlesham

Caring for 90

Residents

Royal Masonic Benevolent Institution

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Royal Masonic Benevolent Institution

Highest Ever per Capita Sum Raised
£761 per Member
£2,276,000

Berkshire RMBI Festival 2011

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Freemasons
Wives, Partners and Dependents of

Freemasons

Widows, surviving Partners and Dependents
f deceased Freemasons

Provides support to:

Masonic Samaritan Fund

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Medical Care
Dental Care
Respite Care
Mobility care

Care provided:

Masonic Samaritan Fund

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Under the banner of “Freemasonry Cares”, Provinces are working in partnership with the central Masonic Charities

The Grand Charity
The Royal Masonic Trust for Girls and Boys
The Royal Masonic Benevolent Institution
The Masonic Samaritan Fund

To make sure more people know about the assistance available to them and make it easier to access it.

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

As As easy sy as s 1-2-3!

1 Is there a Masonic connection? 2 Is there a financial, healthcare or family need? 3

Make contact – Freemasonry Cares!

Contact the Lodge Almoner

r

0800 035 60 90

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

In the 12 months up to 31/3/14, the Central Masonic Charites granted donations nationally totalling £18,075,475 to 5,367 beneficiaries

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015 Charity Amount Beneficiaries Grand Charity £36,640 14 RMTGB £108,436 33 MSF £44,664 19 RMBI £130,895 22 Totals £320,635 88

Grants given in Berkshire

Year Ending November 2013

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

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Raising the Profile of Freemasonry in Berkshire

Berkshire Masonic Charity Initiative What have you done today to make you feel proud?

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

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£10 100,00 0,000 0 for

r rhe

heuma umato toid id arthri thritis tis

Central Masonic Charities Medical Research

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£170,000 for Parkinson’s Disease Society

Central Masonic Charities Medical Research

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£1 £1,00 000,00 0,000 0 for r ca cancer cer res esea earch

Central Masonic Charities Medical Research

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£1 £112 12,000 000 for Youth th Oppo portunit tunities ies in 2013

Central Masonic Charities Youth Opportunities

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£3 £35, 5,00 000 0 for Do Down wns Sy Syndrom

me

e ed educa cation tion

Central Masonic Charities Vulnerable People

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£8 £80, 0,00 000 0 for Pr Prosta tate te Res esea earch h Ca Campai aign gn

Central Masonic Charities Vulnerable People

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£6 £60, 0,00 000 0 for Multip tiple e Scler erosis is Trus ust

Central Masonic Charities Vulnerable People

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£4 £450 50,000 000 for Brea east t Ca Cance cer r Haven en

Central Masonic Charities Vulnerable People

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£19 192, 2,000 000 for Air Ambul ulances ances in 20 2013 13

Central Masonic Charities Other Grants

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£8 £800 00,000 000 for Hospices ices

Central Masonic Charities Other Grants

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£2 £2,50 500,00 0,000 0 for r Var arious

us Tsunami

ami rel elief ef

Central Masonic Charities Other Grants for Disasters

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£1 £10, 0,00 000 0 for Wel ells Ca Cath thed edral al

Central Masonic Charities Other Grants

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£4 £4,16 162,24 2,242 2 in to tota tal l - 2013 2013

Central Masonic Charities 1,825 other Individual Grants

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Berksh shir ire e Free eemasons masons Lo Lord d Harris is Cou

urt

t at Sin indlesham lesham 90 resi sidents dents

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

We should all feel proud to be associated with Freemasonry

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Amalgamation

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Central Masonic Charities The Yellow Booklet

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

RWBro Tim Wilder launched an appeal

to set up a fund which we now know as the Berkshire Masonic Charity.

This appeal raised £503,000

Berkshire Masonic Charity

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Berkshire Masonic Charity

Specifically set up to support both

Masonic and Non Masonic causes, within the Berkshire Provincial area

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Berkshire Masonic Charity

Founded on 24th July 1991
First Trustees were Digby Woods,

Robert Faulkner and Lionel Greene

To relieve poverty among inhabitants

and visitors to Berkshire.

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Berkshire Masonic Charity

£2.3 Million already invested in the fund
It is managed in such a manner as to

maximise income and growth, whilst minimising risk

Currently we have available for distribution

in the region of £70k to £80k per year

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Berkshire Masonic Charity

So far in its 24th year donations totalling

£1,250,000 distributed to over 1,000 local charities and individuals within the Province

f Berkshire.
All worthy local causes that you would be

proud to be associated with

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Berkshire Masonic Charity

Apart from Local Organisations there

have also been many Individual Recipients.

Nearly £79,000 has been donated

through Lodge’s applications by the BMC between April 2013 to March 2014.

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Berkshire Masonic Charity Initiative

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

In 2011 the PGM RWBro Martin Peters set up a new appeal at his installation to raise £500,000 over the following 5 years appealing to all

f us to put the Berkshire Masonic

Charity at the heart of our thinking and charitable giving.

Berkshire Masonic Charity Initiative

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Today in the economic climate that we are experiencing, the return is not enough to generate capital for building up the main fund as well as for donating the larger sums that we would wish.

Berkshire Masonic Charity Initiative

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Where are we today?
Over £422,000 in just over 3½ years
We are well on our way!
It would be great if we could achieve the

target in 4 years!

Berkshire Masonic Charity Initiative

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Grand Charity Website

https://www.grandcharity.org

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Grand Charity Website

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Grand Charity Website

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Grand Charity Website

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Berkshire Provincial Website

http://www.berkspgl.org.uk/stag

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Berkshire Provincial Website

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Berkshire Provincial Website

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

BMC Appeal

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

The Lodge Care Team Concept

The health of a Lodge lies not at, or with the Province, but

the Lodge itself. The Lodge is the only place where change can effectively occur.

So, lodges need to develop and be focused on a pro-active

retention, recruitment, and growth mind set.

Set up a “Care Team” to anticipate problems and particularly

to identify and resolve difficulties where and however they surface prior to them escalating into resignations.

The Lodge Care Team Concept Sheet in the Information Pack

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015

Thank you for your attention. Any Questions

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015 Charity Stewards Seminar 17th March 2015

Name: Lodge:

Please circle the appropriate number 1 – not at all 2 – not very 3 – quite 4 – very 5 - totally

1. Do you feel more confident about fulfilling your duties as Charity Steward?

1 2 3 4 5

Evaluation Form

2. Did you find the style and delivery interesting and informative?

1 2 3 4 5

3. Was the information presented right for your level of experience and knowledge?

1 2 3 4 5

4. Do you feel more confident about explaining and discussing Masonic Charities with others?

1 2 3 4 5

Any other comments on the reverse - Thank you

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Raising the Profile of Freemasonry in Berkshire

Charity Matters

IN THE PROVINCE OF BERKSHIRE

Charity Stewards Seminar 17th March 2015