Charity Matters IN THE PROVINCE OF BERKSHIRE Charity Stewards Seminar 17 th March 2015 Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Jim Dance Provincial Grand Charity Steward Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Agenda 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 Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Role of the Charity Steward 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 Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Raising and Collecting Money 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 Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Regular giving 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! Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Regular Giving Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Gift Aid Envelope Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Administering Charitable Funds 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 Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Information that should be Recorded 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. Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Donating the funds 1. Obtaining authorisation from the Lodge 2. Ensuring that members fully understand the limitations of the charity accounts. 3. Recording donations. Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Charity Steward’s Manual written for CHARITY STEWARDS by CHARITY STEWARDS Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE • 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 Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE • Introduced in 1986 • Helps Lodges to maximise the value of the funds they collect for charitable purposes • Claiming tax relief on eligible donations and offering a favourable rate of interest. Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Benefits of the Relief Chest • 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 Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE 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 • Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Central Masonic Charities The Freemasons’ Grand Charity • Royal Masonic Trust for Girls and Boys • Royal Masonic Benevolent Institution • Masonic Samaritan Fund • Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Royal Masonic Trust for Girls and Boys Mission is to: 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 Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE 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. Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE 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. Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Royal Masonic Benevolent Institution Caring for Freemasons • and dependents for over 160 years Operates 17 homes in • England and Wales Provides care for life • Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Royal Masonic Benevolent Institution Lord Harris Court Sindlesham ------------ Caring for 90 Residents Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Royal Masonic Benevolent Institution Berkshire RMBI Festival 2011 Highest Ever per Capita Sum Raised • £761 per Member • £2,276,000 • Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Masonic Samaritan Fund Provides support to: Freemasons • Wives, Partners and Dependents of • Freemasons Widows, surviving Partners and Dependents • of deceased Freemasons Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE Masonic Samaritan Fund Care provided: Medical Care • Dental Care • Respite Care • Mobility care • Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
Charity Matters IN THE PROVINCE OF BERKSHIRE 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. Charity Stewards Seminar 17 th March 2015 Raising the Profile of Freemasonry in Berkshire
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