Craigmyle Fundraising Consultants today announced that Gill Moody has decided to retire.
Since 1998, Gill has worked as a consultant, helping a range of churches, charities and third sector organisations build sustainable fundraising success.
Over her time, she served as a champion for nurturing new talent, developing partnerships and growing business, particularly in Craigmyle’s ecclesiastical sector.
“Gill has contributed 24 years of experience to Craigmyle and her achievements have been invaluable and will not be forgotten. Gill’s work ethic, command of complexity, commitment and client focus have been exemplary,” said Siân Newton, fellow Director. “Gill has been a mentor to many, including myself, and her influence has made an indelible impact. Everyone wants to thank Gill for all she’s done for the development of Craigmyle. She will be missed.
“For over 60 years, Craigmyle has enabled UK charitable causes to achieve their goals. We look forward to writing the next chapter of this story, and continuing to serve our clients as they respond to the demands of today’s fast-changing funding environment. “
Gill started life as a teacher, then worked for the Church Urban Fund as Campaign Director, as Faith In the City Officer for the Church of England and Charitable Appeals Manager at The Leicester Royal Infirmary NHS Trust.
Craigmyle Fundraising Consultants enables UK charities and not-for-profit organisations to realise their objectives through fundraising by providing expertise tailored to each client that draws upon our consultants’ hands-on experience of strategy and implementation, collective team knowledge and our 60-year track record.
Since its foundation by Lord Craigmyle in 1959, Craigmyle’s fundraising consultants have helped more than 2000 charities – encompassing the full breadth of the non-profit sector and including cathedrals, churches, hospitals, hospices, museums, heritage projects, schools, welfare, arts and conservation organisations – raise over a billion pounds for capital and revenue projects.
Yesterday’s spring economic and fiscal forecast came as the UK faces rising inflation which has been accelerated due to higher than usual uncertainty, following the invasion of Ukraine, and higher than expected global energy and goods prices that have already led to an increase in the cost of living in the UK.
Slightly better than expected UK economic recovery in 2021 (7.5% GDP growth) gave the Chancellor a little leeway to provide assistance. The resulting tax plan – with its focus on helping families with the cost of living, creating the conditions for private sector led growth, and sharing the proceeds of growth fairly with working people – was claimed as the biggest net cut to personal taxes in 25 years.
With the reduction in the basic rate of income tax due from April 2024, charities will be pleased to note the three-year transition period for Gift Aid relief to maintain the income tax basic rate relief at 20% until April 2027.
Despite some calls for a windfall tax, there was no further help with steeply rising energy costs, with the statement claiming that most households will be protected until the autumn by the OFGEM energy price cap.
Although the rising cost of living was a frequent reference, many of the measures focused on workers and homeowners, with limited assistance for those out of work, whether due to job loss, health or disability or retirement. The Resolution Foundation claims more than 1.3 million people will not be able to afford basic necessities next year.
Addressing the statement in detail, the announcements included:
Increasing National Insurance thresholds – The annual National Insurance Primary Threshold and Lower Profits Limit, for employees and the self-employed respectively, will increase from £9,880 to £12,570 from July 2022. (Paragraph 3.6) This aligns NI thresholds with the income tax personal allowance (and these thresholds will remain aligned). (Paragraph 2.11)
Reducing Class 2 NICs payments for low earners – From April, self-employed individuals with profits between the Small Profits Threshold and Lower Profits Limit will not pay class 2 NICs, meaning lower-earning self-employed people can keep more of what they earn while continuing to build up National Insurance credits. Over the year as a whole, the Lower Profits Limit, the threshold below which self-employed people do not pay National Insurance, is equivalent to an annualised threshold of £9,880 between April to June, and £12,570 from July. (Paragraph 3.7)
Increasing the Employment Allowance – The Employment Allowance will increase from April 2022, meaning eligible employers will be able to reduce their employer NIC bills by up to £5,000 per year – a tax cut worth up to £1,000 per employer. As a result, businesses will be able to employ four full-time employees on the National Living Wage without paying any employer NICs. This measure will benefit around 495,000 businesses, including around 50,000 businesses which will be taken out of paying NICs and the Health and Social Care Levy entirely. In total, this means that from April 2022, up to 670,000 businesses will not pay NICs or the Health and Social Care Levy due to the Employment Allowance. (Paragraph 3.8)
Reduction in basic rate of income tax – the basic rate of income tax will be cut to 19% from April 2024. This is a tax cut of over £5 billion a year and represents the first cut in the basic rate of income tax in 16 years. This will apply to the basic rate of non-savings, non-dividend income for taxpayers in England, Wales and Northern Ireland; the savings basic rate which applies to savings income for taxpayers across the UK; and the default basic rate which applies to a very limited category of income taxpayers made up primarily of trustees and non-residents.
The change will be implemented in a future Finance Bill. A three-year transition period for Gift Aid relief will apply, to maintain the income tax basic rate relief at 20% until April 2027. The reduction in the basic rate for non-savings-non-dividend income will not apply for Scottish taxpayers because the power to set these rates is devolved to the Scottish Government. Under the agreed Fiscal Framework, the Scottish Government will receive additional funding, worth around £350 million in 2024-25. It is for the Scottish Government to use this additional funding as they choose, including reductions in income tax or other taxes, or increased spending. (Paragraph 3.9)
Temporary cut to fuel duty – The government will cut the duty on petrol and diesel by 5p per litre for 12 months. This will take effect from 6pm on 23 March on a UK-wide basis. Where practical, a proportionate cut will also apply to fuel duty rates which are lower than the main rates for petrol and diesel, including red diesel. (Paragraph 3.10)
Extending the Household Support Fund – To help households with the cost of essentials such as food, clothing and utilities, the government is providing an additional £500 million for the Household Support Fund from April, on top of the £500 million already provided since October 2021, bringing total funding to £1 billion. In England, the Government says that local authorities are best placed to help those in their areas who need it most. They will receive an additional £421 million, whilst the devolved administrations will receive an additional £79 million in funding through the Barnett Formula. (Paragraph 3.11)
VAT relief for energy saving materials (ESMs) – The Government will reverse a Court of Justice of the European Union ruling that it says restricted the application of VAT relief on the installation of ESMs. This will mean wind and water turbines will be added to the list of ESMs and the complex eligibility conditions will be removed. The Government will also increase the relief further by introducing a time-limited zero rate for the installation of ESMs. The changes will take effect from April 2022. The Northern Ireland Executive will receive a Barnett share of the value of this relief until it can be introduced UK-wide. (Paragraph 3.12)
Green reliefs for Business Rates – At Autumn Budget 2021 the government announced the introduction (in England) of targeted business rate exemptions from 1 April 2023 until 31 March 2035 for eligible plant and machinery used in onsite renewable energy generation and storage, and a 100% relief for eligible low-carbon heat networks with their own rates bill, to support the decarbonisation of non-domestic buildings. The government is bringing forward the implementation of these measures and is announcing that they will now take effect from April 2022. (Paragraph 3.13)
R&D tax relief reform – Following consultation with stakeholders the Government has confirmed that from April 2023, all cloud computing costs associated with R&D, including storage, will qualify for relief. The government says it remains committed to refocus support towards innovation in the UK, ensuring that the UK more effectively captures the benefits of R&D funded by the reliefs. The Government recognises that there are some cases where it is necessary for the R&D to take place overseas. To support the growing volume of R&D underpinned by mathematical advances, the definition of R&D for tax reliefs will be expanded by clarifying that pure mathematics is a qualifying cost. (Paragraph 3.14)
Additional compliance resource for HMRC – The Government is investing £161 million over the next five years to increase compliance and debt management capacity in HMRC. This investment is forecast to bring in more than £3 billion of additional tax revenues over the next five years, by funding additional HMRC staff to provide greater support to taxpayers seeking to pay off accrued tax debts, and to tackle the most complex tax risks, ensuring large and mid-sized businesses pay the tax they owe. (Paragraph 3.15)
Tackling Fraud – The Government is providing £48.8 million of funding over three years to support the creation of a new Public Sector Fraud Authority and enhance counter-fraud work across the British Business Bank and the National Intelligence Service. The investment enables government and enforcement agencies to step up their efforts to reduce fraud and error, bring fraudsters to justice, and will recover millions of pounds. (Paragraph 3.18)
Second Round of Levelling Up Fund – The Government is launching the second round of the Levelling Up Fund and publishes a refreshed Prospectus, inviting bids to come forward from all eligible organisations across the UK. This Fund provides £4.8 billion for local infrastructure projects, with £1.7 billion already allocated to 105 successful projects from the first round. (Paragraph 3.19)
Additional funds for Changing Places Fund – The government previously made £30 million available to local authorities in England to install life-enhancing Changing Places toilets in existing buildings. The Spring Statement is allocating £25.3 million of the Fund to install over 500 life-enhancing Changing Places toilets, in public places and tourist attractions where users want them the most. This will dramatically increase accessibility for thousands of severely disabled people who need specialised facilities. An additional £6.5 million will be allocated to areas where there is little or no provision. (Paragraph 3.20)
Announcement of Tax Plan which contains three key priorities: helping families with the cost of living; cuts and reform of business taxes, to create a new culture of enterprise and the conditions for private sector-led growth; sharing the proceeds of higher growth fairly with working people, through further tax cuts. The government also intends to make the tax system simpler, fairer and more efficient through this plan. (Paragraph 4.5)
HM Treasury document can be seen at this link:
Please note: This bulletin is published as a general guide to the 2022 Spring Statement and not intended to replace specific professional advice from, for example, a solicitor or accountant. You should always refer to the official websites shown above for further information. Craigmyle consultants take no responsibility for the correctness or completeness of information or interpretation given here.
In March 2021, a team of three Craigmyle Consultants was appointed by Pembrokeshire County Council to work with them and other partners in developing a major bid application within Round 1 of the UK Government’s new Levelling Up Fund. The bid focused on the economic regeneration of the historic county town of Haverfordwest via imaginative investment in its heritage and cultural assets.
We were thrilled to learn this week in the Chancellor of the Exchequer’s autumn Budget announcement that this application has been completely successful in all its aspects, and that an award of £17.7m has been made to Pembrokeshire County Council in support of this worthy project. This grant represents the second largest Levelling Up Fund award made within Wales.
The £17.7m provided towards the regeneration of Haverfordwest will support ongoing improvement work at the town centre site of Haverfordwest’s 13th century castle, which has fallen into disuse and increasing dilapidation. The investment will fund the creation of a vibrant outdoor performance space, the renovation of the Victorian gaol within the castle walls in preparation for it housing a flagship visitor attraction, and the creation of a lovely castle walls perimeter walk with associated green infrastructure enhancements.
Additionally, the funding also supports the enhancement of the town centre through the creation of an architecturally stunning ‘signature bridge’ over the River Cleddau, linking key arrival points into the town to a vibrant quayside cultural quarter area, and creating much improved access from the town centre up to the castle’s visitor attractions.
The scheme sits within the Council’s wider regeneration strategy for Pembrokeshire. Cllr Paul Miller, Cabinet Member with responsibility for Economic Development, responded to the fantastic news of the award saying: “My thanks go to all those involved in putting together the formal bids. It’s a great example this, of working together, irrespective of political boundaries, for the benefit of Pembrokeshire… This is a really significant milestone on our regeneration journey.”
Dr Steven Jones, Director of Community Resources at Pembrokeshire County Council added: “The core investment in local landmarks and facilities contributes significantly to the place making, economic development, regeneration and transformation of Pembrokeshire. New town centre facilities are fundamental to increasing footfall in Pembrokeshire towns and promoting community confidence, new growth and prosperity in a post-Covid environment.”
Craigmyle consultant, Dr Joel Burden, said “Our dedicated team of Alison Giles, Siân Newton and I couldn’t be more delighted to hear this wonderful news from the UK Government. The bid was written on a very tight timetable, and being a Round 1 application, there was no existing template for success for us to follow. Drawing on Craigmyle’s long experience in fundraising and working closely with a fantastic set of expert partners at the Council and within the other project consultancy teams, we were able to craft a strong bid for a really worthwhile project. It is gratifying to see this great team effort bear fruit with an award that is going to be transformational for Haverfordwest. We are now looking forward to seeing the project develop on the ground over the next few years.”
Picture credit: © Wici Rhuthun 1
We are delighted that earlier in the year The National Lottery Heritage Fund awarded £10,000 to our client, the Church of the Ascension, Blackheath for a project to explore the church’s heritage and radical traditions through personal and biographical stories from the community, past and present.
From the days of its association with Greyladies College, hosting a pre-WW1 Church Lads Brigade to its pivotal role in the South Bank Religion movement of the 1970s, the Lesbian and Gay Christian Movement and the Movement for the Ordination of Women, alongside community-based initiatives such as the Wash House Youth Club, the con-temporary church continues to provide a focus for worship, prayer, inclusion, social jus-tice, human rights, debate and protest.
Under the title, ‘One roof, many stories: radical and inclusive histories’, the project will engage local volunteers in researching and interpreting a range of stories and images. These will be made accessible through web pages and audio-visual installation in the church itself.
“We are keen to capture this less recorded and comparatively recent history, some of which has been excluded or omitted from official recorded histories,” said Reverend Anne Bennett. “We are particularly keen to record the memories and material archive of individuals in the congregation and the community before they are lost and forgotten. We are inviting all members of the public that have memories linked to the Church of the Ascension and the various movements it has been involved with to kindly share with us their stories and help us to tell them more widely. We’d also like to hear from anyone who would like to become part of the volunteer research and interpretation team.”
Press contact: Bridget Knapper email@example.com 07876 367142
About The Church of the Ascension, Blackheath
The Church of the Ascension, Dartmouth Row, SE10 8AW is a grade II * listed building and one of the oldest churches in Blackheath. The church is both a local parish church hosting groups for young people, ESOL and food poverty. It is also a ‘destination church’ for people in the community, including LGBTQIA+ and others seeking an inclusive and socially aware outlook. It played a pivotal role in the South Bank Religion movement, which sought to reshape Christianity in the light of modern science and the challenges of an unjust world and its members were key figures in the Lesbian and Gay Christian Movement, Amnesty International, Anti-Apartheid and the Movement for the Ordination of Women. It hosts the Amnesty International booksale twice a year.
About The National Lottery Heritage Fund
Using money raised by the National Lottery, we Inspire, lead and resource the UK’s heritage to create positive and lasting change for people and communities, now and in the future. www.heritagefund.org.uk.
We often emphasise to our clients, large and small, the importance of taking time out from the busyness of everyday to take time to take a strategic approach, review activities and look at longer term planning. While accredited Craigmyle consultants regularly work together in pairs or in threes on projects bringing together the appropriate and different skills and experience required, and seek informal advice and input from all our colleagues, we rarely meet in person and even less during the pandemic.
All being well we will be in Ramsgate this week for our annual get together. All the Craigmyle consultants meet up to discuss the key issues in fundraising and how with over 60 years’ experience we can use current learning to meet today’s challenges. Getting together offers an opportunity to compare experiences and develop a collective picture from our work with clients from across the UK and with different sectors – arts & heritage, faith organisations, educational and charities. Sessions typically draw upon fundraising best practice and theory whilst ensuring a practical side as we explore case studies and how best to use when working with clients.
Last year, our focus was on helping clients adjust to the pandemic and offering immediate support and advice, including keeping supporters informed, thinking holistically and accessing emergency funding.
The focus this year is about looking ahead together and how we can best help our clients move forward. Many clients have had to focus on immediate and short term needs and campaigns and fundraising appeals have been delayed or stalled in the face of the pandemic. As we start to move forward perhaps now is the time to think about longer term planning and the next steps.
If you want to talk with us about how we can help your fundraising planning do get in touch.
We are delighted that the St Alfege Church Heart of Greenwich Place and People project funded by the National Lottery Heritage Fund has been shortlisted for the 2021 Museums and Heritage Show’s Restoration or Conservation Project of the Year Award.
Recognising the care of collections and objects throughout the pandemic has been as important as it ever was, this award highlights the quality of work undertaken on restoration and conservation projects within the UK. This year the Awards received the highest number of entries on record. In assessing projects, the Museum and Heritage Show judges consider how a project has been managed and implemented from conception to completion.
Congratulations to all involved at St Alfege and the Heart of Greenwich project – which aims to reinforce St Alfege’s position as a heritage asset at the heart of Greenwich, reveal and interpret the church’s hidden spaces and heritage for visitors, school children, their families and a diverse local community.
St Alfege Church by Richard BeckThe award ceremony takes place on 1 July.
Find out more about the Museums and Heritage Awards and other shortlisted projects here.
Yesterday, Rishi Sunak announced a budget to extend economic support and promote recovery, in the face of the COVID-19 pandemic, whilst warning of the need to repair the public finances.
There were items that are likely to be of particular interest to cultural organisations, including museums and heritage bodies, and to charities with staff and business premises. There was also a set of more general provisions, such as alterations to corporation tax, that all charities need to note. There was useful confirmation of the position with Inheritance Tax and Social Investment Tax Relief, and development of support for regions, especially as the withdrawal of EU funding takes effect.
Disappointingly, what wasn’t included in the budget was any expansion of the £750m charity support package. There was no temporary increase in Gift Aid, despite calls from the sector. There was also little investment in a green recovery.
Looking at the announcements in detail, firstly there was a raft of measures broadly aimed at protecting jobs and livelihoods. These included:
The Coronavirus Job Retention Scheme was extended by 5 months to September 2021 across the UK, providing employees with 80% of their current salary for hours not worked. Employer contributions will be required from July, initially at 10%, then at 20% from August. (Paragraph 2.14)
The UK wide, Self-Employment Income Support scheme was also extended to September 2021, with 600,000 more people who filed a tax return in 2019-20 now able to claim for the first time. A grant can be claimed from late April to cover February-April (up to a cap of £7,500, worth 80% of 3 months average trading profits); a final grant can be claimed from late July, covering May-Sept, with the grant determined by a turnover test. (Paragraph 2.15 and 2.16)
Income tax exemptions for COVID-19 tests and home office expenses -extended to the 2021-22 tax year. (Paragraph 2.17)
A number of welfare announcements were made (see paragraphs 2.18-2.24) including a six-month extension of the temporary £20 a week increase in Universal Credit allowance and a relaxation in working tax credit hours.
Investments in training and apprenticeships (see paragraphs 2.29-2.31).
Assistance in the form of the Recovery Loan Scheme, a new guarantee for lenders of 80% on eligible loans between £25k and £10m (paragraph 2.42) and Restart Grants offering funding in England for non-essential retail businesses, hospitality, accommodation, leisure, personal care and gym businesses. (Paragraph 2.43)
VAT reduction for the UK’s tourism and hospitality sector – the government will extend the temporary reduced rate of 5% VAT for goods and services supplied by the tourism and hospitality sector until 30 September 2021. A 12.5% rate will apply for the subsequent six months until 31 March 2022. (Paragraph 2.46)
Business rates – the government will continue to provide eligible retail, hospitality and leisure properties in England with 100% business rates relief from 1 April 2021 to 30 June 2021. This will be followed by 66% business rates relief for the period from 1 July 2021 to 31 March 2022, capped at £2 million per business for properties that were required to be closed on 5 January 2021, or £105,000 per business for other eligible properties. (Paragraph 2.47)
Contactless payment card limit – single contactless payments up to £100, and cumulative contactless payments up to £300, will be permitted without requiring the use of chip and pin. (Paragraph 2.54)
The Chancellor announced funding for a number of sectors:
- £475k funding for Armed Forces charities to support digital and data strategies (Paragraph 2.37)
- £10 million to support veterans’ mental health needs across the UK (Paragraph 2.38)
- £19 million to tackle domestic abuse in England and Wales, with funding for a network of ‘Respite Rooms’ to support homeless women and a programme to prevent reoffending. (Paragraph 2.39)
- The Zoo Animals Fund will be extended another 3 months, to end of June 2021.
- £300m extension to the Culture Recovery Fund to support key national and local cultural organisations. (Paragraph 2.56)
- £90 million funding to support government-sponsored national museums in England due to the financial impact of Covid-19. (Paragraph 2.57)
- £300 million for major spectator sports, supporting clubs and governing bodies in England as fans begin to return to stadia. (Paragraph 2.59)
Tax allowances and rates
Inheritance tax nil-rate bands will remain at existing levels until April 2026. The nil-rate band will continue at £325,000; the residence nil-rate band will continue at £175,000, and the residence nil-rate band taper will continue to start at £2 million. Qualifying estates can continue to pass on up to £500,000 and the qualifying estate of a surviving spouse or civil partner can continue to pass on up to £1 million without an inheritance tax liability. (Paragraph 2.73)
Income Tax and NICs – income tax Personal Allowance and income tax higher rate threshold will rise as planned (to £12,750 and £50,270 respectively) from April 2021 and will remain at this level until April 2026. (Paragraph 2.74) The same will apply to NICs thresholds. (Paragraph 2.75)
Corporation tax – to balance the need to raise revenue with the objective of having an internationally competitive tax system, the rate of corporation tax will increase from April 2023 to 25% on profits over £250,000. The rate for small profits under £50,000 will remain at 19% and there will be relief for businesses with profits under £250,000 so that they pay less than the main rate. The Diverted Profits Tax rate will rise to 31% from April 2023 so that it remains an effective deterrent against diverting profits out of the UK. (Paragraph 2.81)
VAT registration threshold: will remain at £85,000 until 2024. (Paragraph 2.91)
Review of tax administration for large businesses – discussions will be initiated with businesses, advisers and stakeholders over the coming months considering improvements as HMRC continues to progress its 10-year Tax Administration Strategy and wider Tax Administration Framework Review. (Paragraph 2.92)
Targeted funds were announced, to spread invest across every part of the UK including:
- £4.8m Levelling Up Fund prospectus launch (investing in infrastructure that improves everyday life across the UK, including town centre and high street regeneration, local transport projects, and cultural and heritage assets.) Priority places have been identified based on an index of local need. See paragraph 2.119.
- £220m UK Community Renewal Fund prospectus launch to support UK communities in 2021-22 to pilot programmes/new approaches as the government moves away from the EU Structural Funds model and towards the UK Shared Prosperity Fund. Funding will be allocated competitively. Priority places have been identified based on an index of local need. See paragraph 2.123
- £150m Community Ownership Fund – from the summer, community groups will be able to bid for up to £250,000 matched funding to help them to buy local assets (like pubs, sports clubs, theatres and post office buildings) to run as community-owned businesses. In exceptional cases up to £1 million of matched funding will be available to help establish a community-owned sports club or buy a sports ground at risk of loss from the community (Paragraph 2.124)
Social Investment Tax Relief extension – the government will continue to support social enterprises in the UK that are seeking growth investment by extending the scheme to April 2023. (Paragraph 2.148)
R&D tax reliefs – the government will carry out a review of R&D tax reliefs, with a consultation published alongside the Budget. (Paragraph 2.149)
HM Treasury document can be seen at this link:
Please note: This bulletin is published as a general guide to the 2021 Spring Budget and not intended to replace specific professional advice from, for example, a solicitor or accountant. You should always refer to the official websites shown above for further information. Craigmyle consultants take no responsibility for the correctness or completeness of information or interpretation given here.
2020 has been challenging, to say the least. The pandemic was largely unforeseen and massively disruptive and we are in an economic recession that is rapidly gathering pace. Other events too have crystallized critical issues ranging from climate change to Black Lives Matter.
Like many businesses, many arts and heritage organisations and charities need to make major adjustments and have business development plans that require a major overhaul to meet the challenges 2020 has thrown up. In recognition of this, Craigmyle has launched a practical recovery service to help arts, cultural and heritage organisations review their strategic plans and fundraising issues effectively and efficiently.
Drawing upon decades of experience, as well as more recent multi-sector fundraising consultancy work, our new two-day service provides a dedicated consultant with sector experience to work with organisations grappling with crucial issues such as:
• How to deal with the gap in earned income, this year and as anticipated in the next few years?
• How to cope, if the audience numbers they can reach in person are smaller?
• How to build loyalty and support in an audience that may be meeting them digitally, rather than in their venue?
• How to remain relevant and address current issues.
Organisations may be focused on immediate survival. Others may have accessed the Government’s Culture Recovery Programme but also need to keep an eye on the bigger picture to achieve longer-term aspirations. We have developed our new service to specifically help organisations review and address these issues urgently and help organisations come up with a clear strategic plan along with recommendations for the future.
Siân Newton, Craigmyle director said:
“We provide a focused and time-limited strategic planning resource for organisations, involving staff and volunteers. Our written report includes an analysis of strategic opportunities, recommendations and an outline of priority actions required in the light of an organisation’s capacity to fulfil them. Now is the time to start working on the way forward.“
Our service is designed to be completed in only two days giving a clear strategic plan with a manageable price tag.
We are delighted to announce that Gijs Elsen has joined the Craigmyle team as of 1st August.
Gijs brings a wealth of experience in the Performing Arts sector having worked in different areas of the music industry for close to 30 years.
As General Manager of The Sixteen he was responsible for initiating the Choral Pilgrimage, a highly successful annual programme that survives to this day. During 10 years at The Barbican, Gijs brought the greatest international groups, orchestras, artists and ensembles to London and co-produced with major international venues and festivals in projects ranging from classical and contemporary music to opera, film and dance.
Most recently, as Chief Executive of The English Concert Gijs achieved considerable commercial and fundraising success through cross-artform collaborations with opera dance and theatre companies. Through a combination of Arts Council, Trusts & Foundations, corporate sponsorship and Individual Giving he raised more than £3 million in contributed income towards core business, artistic projects as well as education work.
As a Craigmyle Consultant, Gijs will contribute to supporting clients in the following areas:
- Strategic consultancy, including organisational restructuring post-Covid-19
- Fundraising strategy and implementation, including building resilience and project campaigns
- Leadership, Governance and mentoring.
With arts organisations facing unprecedented challenges at this time, Gijs is able to offer a valuable mix of practical advice, change management and expertise honed from decades of work with a broad range of stakeholders. He also brings a sympathetic and supportive ear – something all too often hard to find for arts leaders, especially in small-medium organisations.
I’m looking forward to working with my new colleagues at Craigmyle, adding my Performing Arts experience to the significant range of skills and disciplines already there. With Craigmyle’s impressive 60-year history I am proud to be part of the team and look forward to working for the benefit of our clients, especially at a time when our support is so very much needed.
To contact Gijs for an informal discussion of how he might support your organisation, telephone 07887 475190 or email firstname.lastname@example.org
St Peter and St Paul, Coleshill, Warwickshire have completed the third of four phases to transform their Grade 1 listed building.
Craigmyle Consultant Dr Joel Burden has been working with Reverend Nick Parker and the Coleshill team to support the church’s fundraising efforts.
Reverend Nick Parker said:
Craigmyle’s advice and support has been absolutely critical to us obtaining the necessary funding to transform our building. They’ve helped us tackle this fundraising in logical phases which has enabled the completion of £650,000 of works in four years. During that time our consultant has become an integral and trusted part of the project team, indeed we’ve felt from the outset that they are personally and professionally committed to the fulfilment of our vision.
Our Grade 1 listed building is duly transformed in terms of its new facilities and we are opening up our heritage to new audiences. Over time we expect local community usage of the church to grow considerably and we will be welcoming many more visitors to this special place. Having gained enormously in confidence, the church community is now looking forward to fundraising for the final phase of this worthwhile project. I heartily recommend Craigmyle’s services to other churches and organisations who are thinking of embarking on similar sorts of campaigns.
This video has recently been made by Coleshill, featuring Reverend Nick Parker, to introduce people to the church and its heritage.
Find out more about Craigmyle’s work with Churches
Craigmyle Consultants’ new client, St Andrew’s Club, is delivering an exciting new online service to meet the needs of young people during the Covid-19 lockdown.
#VirtualAndrews service is supporting Club members’ physical and mental wellbeing through virtual challenges, opportunities for online hangouts and staying in contact with members to help alleviate social isolation and encourage good mental health. St Andrew’s have built a wide range of content, including art, cookery and sport activities inspired by their normal services. To do so, they’ve had to train staff in new skills and develop social media monitoring to track engagement and impact, and enable reporting to donors.
During lockdown St Andrew’s has also provided physical activity packs to support members and their families/carers. The Club, which has been enriching the lives of young people in Westminster for 150 years, is also preparing to deliver their Summer Holiday Programme, adhering to distancing and hygiene guidelines.
For more information go to https://www.standrewsclub.com/index.php/being-club-member/virtual-andrews
At the Grade 1 listed parish church of St Peter and St Paul, Coleshill, contractors are on site for the latest and most complex phase of an ongoing programme of works.
A £1 million re-ordering and restoration campaign has already delivered vital weatherproofing and repair works to the exterior roofs and masonry of this large Warwickshire church, as well as funded the conservation of a nationally significant set of medieval and early modern church monuments.
The building’s facilities have also been significantly upgraded with the creation of disabled toilet provision and a kitchen, which in turn has ushered in the launch of a community café run on site in partnership with a local school. The latest works that are underway will introduce a new heating system in replacement of the church’s antiquated Victorian pipework system and create increased flexibility within the building through the partial removal of pews.
As churches increasingly broaden their community-focused provision, the ability to offer a warm welcome and flexible usage are common concerns within historic buildings that were not originally designed to hold heat efficiently. At Coleshill, a zoned-heating system is being installed which will allow the building to be warmed in relation to specific usages while reducing carbon imprint and running costs.
Campaign Director and Craigmyle Consultant, Dr Joel Burden, who has a background as an historian, commented,
One of the many fascinations of working with old buildings is discovering how earlier generations tackled issues which still confront their custodians today. At St Peter and St Paul, for example, it is still possible to see where coal would have been delivered to the boiler room for the solid fuel stoves of the past, while records still survive from the early 1900s that relate to fundraising for the heating of the chorister’s seats in the chancel.
Craigmyle Consultants have been working with the PCC since a capital campaign was first launched in 2016, with over 90% of the overall project funding has now been pledged.
Avoid hasty decisions and think holistically, across fundraising, marketing and communications. Develop a charity-wide response.
Look after your staff and volunteers. All decisions must have this as the primary consideration.
Keep funders informed and if you need to change/delay your plans for their grant, check it with them first. You’re likely to find them sympathetic and they’ll be pleased that you are being proactive.
Fundraising events or collections are likely to be impacted by social distancing advice. For cancelled activities, be clear and proactive. Are you postponing or cancelling? For ticketed events, will you be returning ticket payments? If those coming are supporters, could you ask them to consider converting it into a donation? If so, then Gift Aid will apply. You may also find that some may give an extra donation on top. They will be sympathetic to your difficulties.
Keep communicating with supporters. They are your supporters and part of the team trying to get the charity through this difficult time. So many will respond to a sensitively worded appeal. If your charity is responding to meet new needs of those affected by coronavirus, then how best can you share this with supporters?
Share images or good news. If you really feel that with so much economic pressure, it isn’t appropriate to seek funds from individuals, there is an opportunity, in these uncertain times, to share images or good news about your organisation and its work with people who share your values.
Be pragmatic: some donors may shift their support in the short term to help projects they wouldn’t normally fund. In the longer term the amount of funding available from trusts and foundations is likely to be less, with the economic impact on investments.
Use the next few months for detailed planning. So often busy charities feel they don’t have time to reflect and plan. Income will be down, so readjust your forecasts and look for ways of minimising risk in the short term, and for new opportunities, medium and long term.
Be creative: you may not be able to meet in person, but you could arrange video calls to keep your project alive (but make sure you test the technology first).
Resist advice to ‘shelve’ projects entirely, wherever possible. You may need to move things onto the ‘slow burner’ but once a project or campaign gets pulled completely, it rarely gets off the ground again.
Readjust your focus: if your project has to go ahead, focus on laying the foundations for fundraising, including preparing your case for support and strategic development. Trust research and bid writing can also be done from home.
Presenting his first budget yesterday, Rishi Sunak, the new Chancellor of the Exchequer, announced a £30bn stimulus package to help the economy get through the coronavirus outbreak. Measures include:
- a £5bn emergency response fund to support the NHS;
- statutory sick pay (SSP) from the first day of absence for those advised to self-isolate or caring for someone who is in self-isolation;
- support through the welfare system for those who cannot claim SSP; through a “new style” Employment and Support Allowance; advance payments on Universal Credit, without having to attend a job centre, for those directly affected by Covid-19; temporary relaxation of the minimum income floor requirements for Universal Credit, for those affected by the virus;
- a £500m hardship fund “to support economically vulnerable people and households in their local area. The government expects most of this funding to be used to provide more council tax relief, either through existing Local Council Tax Support schemes, or through complementary reliefs.”
All these reliefs depend on the person affected following “Government Advice.” Further detail can be found in paragraphs 1.93-1.97 of the budget statement.
There was however no recognition of the potential financial impact on charities which may have to curtail fundraising events or face to face collections or face increased demand from vulnerable clients.
The NCVO has provided helpful guidance for charities in relation to Covid-19 here: https://www.ncvo.org.uk/practical-support/information/coronavirus
Further significant spending was announced with £175m on public infrastructure.
The roll out of Universal Credit has been pushed back to September 2024, along with a number of changes, including:
- extending the time to pay back advance payments to two years;
- reducing the level of debt that can be collected from awards – from 30 to 25 per cent;
- cutting the longest sanction, which is three years;
- delaying surplus earnings threshold reduction by one year;
- additional support for claimants transferring to pension credit;
- changes to severe disability premium regulations.
A range of other measures, including ending the benefit freeze and increasing working age benefits by 1.7% from April 2020, were announced to support to the most vulnerable – see paragraphs 1.180 -1.88.
Disappointingly, there was very little direct mention of charities in the budget at a time when they face financial uncertainty but are being asked to meet growing needs. The work of civil society, and its potential contribution to the government’s aims to ‘level up’ society, appear to have been only scantily recognised.
The Chancellor did, however, announce funding for veterans’, homelessness and environmental projects.
Armed Forces Covenant Fund Trust
The government will provide a £10 million increase in 2020-21 to the Armed Forces Covenant Fund Trust to fund activities that support veterans with mental health needs.
Funding for homelessness
£650m to help rough sleepers into permanent accommodation, with a new stamp duty surcharge for non-UK residents to help fund this.
Nature for climate fund
The government will provide £640m to protect natural habitats, including 30,000 hectares of new trees.
Other announcements, which will may be of interest to charities of various kinds, across different sectors, are summarised below.
Reading tax abolished
From December VAT will be abolished on digital publications which is welcome news since charities use such publications to tell the public and supporters about their work. The government will be consulting on the details of the legislation ahead of its implementation.
Abolition of tampon tax
5% VAT on women’s sanitary products to be abolished from January 2021. Campaigners have welcomed the tax’s removal, but have urged the government to continue to fund charities working with vulnerable women and girls once it has been abolished.
To support small businesses affected by the coronavirus the government is increasing the Business Rates Retail Discount further to 100% (up from 50%) for 2020-21. This will be expanded to the leisure and hospitality sectors. The extension of retail discount should help charity shops. At present, the relief is subject to State Aid de minimis thresholds however, so an increase in relief could lead to some charities to deplete their allowance.
Review of business rates
A fundamental review of business rates (in England) will take place later this year; some charities may benefit from support to be provided to reduce the overall burden on businesses.
Increased National Insurance threshold
From April, the thresholds at which employees and the self-employed start paying National Insurance contributions will rise from £8,632 to £9,500 – saving employees just over £100 a year
From April 2020, the Employment Allowance will be increased from £3,000 to £4,000, which will help many charities but is likely to exclude larger charity employers, only applying to employers with secondary Class 1 NIC liabilities of less than £100,000 in the previous tax year.
Capital Gains Tax Reduction in the Entrepreneurs’ Relief lifetime limit
From March, the lifetime limit on gains eligible for Entrepreneurs’ Relief (which offers a reduced 10% rate of Capital Gains Tax on qualifying disposals) will be reduced from £10 million to £1 million.
Corporation tax rate
The current tax rate of 19% will be retained.
UK Shared Prosperity Fund
Replacing the EU structural funds, the UKSPF will match domestic priorities, with a focus on investing in people. At a minimum, it will match current levels of funding. Further details will be announced in the Autumn Spending Review.
HM Treasury document can be seen at this link:
Please note: This bulletin is published as a general guide to the 2020 Spring Budget and not intended to replace specific professional advice from, for example, a solicitor or accountant. You should always refer to the official websites shown above for further information. Craigmyle consultants take no responsibility for the correctness or completeness of information or interpretation given here.
A new report – Missing Out: Understanding the female leadership gap in fundraising – has been published by the Institute of Fundraising.
It follows 2019 research that found that the majority of senior fundraising roles are held by men, despite the profession being predominantly made up of women.
70% of Institute of Fundraising membership is female.
This predominance of women in fundraising roles hasn’t always been the case. Over its 6 decades, Craigmyle has seen a shift from male fundraising consultants (with female secretaries) to the situation today where female consultants outnumber their male peers by a ratio of two to one, and Craigmyle Directors are 50:50 male and female.
The Missing Out report explores the experiences and challenges women face in achieving equal representation at senior levels in fundraising. In the research carried out by Dr. Beth Breeze, Director of the Centre for Philanthropy at the University of Kent, and Dr. Elizabeth J. Dale, Assistant Professor in Nonprofit Leadership at Seattle University, USA, 790 female and male fundraisers were surveyed, alongside focus groups.
The report identifies key factors that encourage women into leadership positions:
• support of a mentor
• training opportunities
• visible role models
• seeing a diverse leadership team.
There is an active role for fundraising consultants – mentoring, training and acting as role models, particularly in smaller charities without other fundraising staff.
Reflecting on the report in the run up to International Women’s Day (8th March), Craigmyle consultant and Director, Siân Newton commented:
Thinking about my own career, I recognise that at a critical time I was fortunate enough to have the support of a mentor who also acted as a visible role model. Today, she’s one of my fellow Craigmyle consultants (and Directors).
Fundraising consultancies are integral to change, by promoting a flexible workplace culture, by supporting women into leadership positions, and by helping individual female fundraisers (as clients).
These are uncertain times. Who knows the short and longer term impact of Brexit for charities.
This context demands a more rigorous and flexible approach to fundraising, by charities, churches or heritage organisations.
Successful fundraising during politically or economically uncertain times depends on setting firm objectives and making a clear case for support.
“Many organisations fail to make the most of their fundraising. When belts are being tightened, it’s vital to define your goals, present your case well and make sure you meet funders’ criteria.” Craigmyle Director, Gill Moody.
Too many charities and churches use economic uncertainty as an excuse for failures in fundraising or as a reason not to embark on appeals in the first place. The needs don’t go away, however, and careful and realistic planning can reduce the impact of lean times.
Craigmyle offers a few useful tips:
- Many of those who might be approached for major gifts will have protected themselves against a downturn
- Offering a range of options for giving may reassure those who are nervous about job security, so the more personal approach to potential donors, the better
- Companies may better be approached for gifts in kind and employee fundraising.
For more than six decades – in both good times and uncertain times – Craigmyle has offered strategic advice and practical support to charities and organisations.
If you’d like to discuss how we can help you in 2020, please get in touch.
Craigmyle is the longest established fundraising consultancy company in the UK and to mark its 60th anniversary this year, Craigmyle has published Craigmyle – The First 60 Years, which charts its remarkable story and, alongside it, of post-war fundraising in Britain.
Written by Joel Burden, Craigmyle Consultant, The First 60 Years details just how much has been achieved, with Craigmyle working with a huge number and variety of clients, including charities, schools, churches, hospitals and heritage organisations. Since 1959 Craigmyle consultants have helped nearly 2,000 charities raise some £1 billion for capital and revenue project.
Gill Moody, director, said:
“We are delighted to celebrate our 60th anniversary. Over six decades, supporting a wide variety of clients, we have adapted to a changing fundraising environment whilst pursuing excellence and retaining our commitment to values in everything that we do. We now look forward to continuing to provide strategic fundraising advice and support to meet the needs of our clients in the future.”
Current and past consultants from Craigmyle gathered together in September to celebrate the company’s continued success and contribution to British fundraising. Guests heard from Lord Craigmyle, 4th Baron, whose father, Donald Shaw, 3rd Baron (1923-1998) co-founded the company in 1959.
“Craigmyle proved to be one of my father’s greatest and longest-lived achievements and I’m so pleased to be with you today, continuing my family’s connection, as you celebrate Craigmyle anniversary, and look ahead to the next 60 years.” Lord Craigmyle, 4th Baron.
To order copies of the leaflet, The First 60 Years, contact us.
The Mayor of London’s Skills for Londoners Capital Fund has awarded £5.6m to the Mary Ward Settlement Group to help move its specialist adult educational centre from Camden to Stratford, East London.
The move is part of the Settlement’s plans to expand its Pan-London impact by a third – increasing its reach from 9,000 to 12,500 people, drawn from every London borough.
Craigmyle consultant, Siân Newton, has been working with the Settlement Group to raise funds to fund the relocation and integration of services across its locations – the Blackfriars Settlement Community hub, Southwark and the new Mary Ward East, Stratford.
“This is a really exciting opportunity for the Settlement and securing this support from the Mayor’s Skills for Londoners Capital Fund is a vital part for the projects. Siân has been an immense support to us.“ Suzanna Jackson, Warden, Mary Ward Settlement Group
The Settlement has outgrown its current building, which will be unaffordable when the lease ends in 2022.
Moving to East London will help create a fairer balance of specialist adult education. The Centre is one of three specialist London Institutes of Adult Learning in Camden, none are in East London. It will also help meet learning needs and build community cohesion in an area of London facing significant population growth, poverty and inequalities, and with the challenges/opportunities associated with gentrification.
A building has been bought on Stratford High Street, which now needs to be expanded and renovated. The new Centre will be fully accessible, have greater community spaces (such as a café and open access IT) and subject specialist spaces such as sculpture studio and language laboratories.
The Settlement works alongside Londoners, supporting and enabling them to reach their potential and build new futures. As well as providing broad adult education, it provides: free specialist legal advice on housing, debt and welfare benefits; local community projects helping the most disadvantaged; and a community hub, which brings people together, promoting cohesion and engagement.
Fundraising continues, to raise the further £1.5m needed to complete the building project.
We are pleased to announce that Wendy Foreman has joined the Craigmyle team, adding a new dimension as she brings over 30 years’ communications experience in the private and public sectors. With the energy and drive to deliver excellence in strategic communications based on clear objectives, careful planning and implementation, Wendy has a strong track record of creative and effective award winning multi-channel communication campaigns.
Based in Greenwich, South East London, Wendy started her marketing career with 3i Group plc where she was publicity manager and was more recently Head of Campaigns at Southwark Council. Wendy is a member of the project steering group and communications lead on St Alfege Church Heart of Greenwich Place and People, a project awarded £1.8m by the Heritage Lottery Fund in December 2017.
Wendy works closely with her Craigmyle colleagues contributing in three key areas:
- feasibility studies and strategic planning;
- working with the National Lottery Heritage Fund;
- discrete projects eg developing an overarching campaign strategy, building a social media plan or project managing a branding refresh or website review.
All of which can significantly contribute to the success of fundraising initiatives.
Wendy says ‘Craigmyle is celebrating its 60th anniversary this year and I am delighted to join a consultancy firm with such a long and impressive history. I am looking forward to working with my highly-skilled colleagues and bringing together fundraising and communications in an integrated way to benefit existing and new clients.”
To contact Wendy, telephone 07773 521 906 or email her at Wendy@craigmyle.org.uk
The Heritage Lottery Fund has a new name and brand – National Lottery Heritage Fund. This is clearly aimed at raising the profile of the National Lottery as a mechanism for funding good causes, in the ambition that this will help sell more lottery tickets.
As expected, the focus of the new lottery programmes is on outcomes for people (a mandatory requirement) with outcomes for heritage, which encompasses repairs and conservation, as a lower priority. For churches with a pressing need for repairs or conservation this could have a significant impact, as they will need to prove even more clearly than before how this benefits local people. Heritage being at risk is still a significant factor but it is not yet clear how this is dealt with in the application process.
There is a major geographical re-organisation with a more devolved structure (Scotland; Wales; Northern Ireland; and three areas of England: London and the South, Midlands and the East, and North) and focus on 13 priority areas. Also encompassed is
- a greater emphasis on landscape and nature heritage
- a focus on building organisational resilience
There will be a streamlined portfolio with almost all projects encouraged to apply for the National Lottery Grants for Heritage rather than a funding strand tailored towards a particular purpose. In general terms these will be
- National Lottery Grants for Heritage: £3,000 to £10,000
- National Lottery Grants for Heritage: £10,000 to £250,000
- National Lottery Grants for Heritage: £250,000 to £5million
New points to note are expressed in the revised outcomes
- “We will ask every project to achieve our new inclusion outcome: a wider range of people will be involved in heritage” – this is to be a mandatory requirement. Specific groups are listed.
- “People will have greater wellbeing.” This is an additional requirement. The strategy recognises that many applicants will be ill-equipped to plan and deliver this and there are plans for a UK wide funding stream to encourage development in this area. “However, our consultation revealed a lack of confidence that heritage bodies were equipped to deliver wellbeing effectively. We will therefore focus one of our first UK-wide heritage campaigns on wellbeing. Alongside this funding from 2020–21 we will deliver a programme of thought leadership, sharing practice and collaboration to build heritage organisations’ capacity and confidence.”
Additional points to note:
- There is to be a greater emphasis on social investment so that lottery funds can be recycled. While the Framework doesn’t give a huge amount of detail the move to loans, impact investments and other non-grant products is significant. This, coupled with support for enterprises and for-profit/non-profit partnerships, means that the Fund recognises that a range of operational models – and associated support – is needed to strengthen the sustainability of the sector.
- While the emphasis on proper financial planning is to be welcomed many churches have good financial controls but no “formal“ business plan.
- An emphasis on involving “the community” both by applicants and in decision making.
- A greater focus on how the Grants for Heritage awards are recognised.
- In the applications for grants above £250,000 there will be a new requirement to submit the organisation’s “existing business plan” at stage 1 of the application, against which any new project related business plan might be measured.
For an informal discussion on how these changes may affect your plans, contact our heritage project planning and funding team: email@example.com 01582 762441
The National Lottery Heritage Fund Strategic Funding Framework 2019-2024 can be read in full at: https://www.heritagefund.org.uk
Full details of application procedures and funding guidelines are also to be found on this website.
We are happy to announce that Christine Buccella has joined the Craigmyle Consultant team. She has an impressive breadth of experience across the non-profit sector, including five Director-level fundraising positions and many years of experience as a self-employed fundraising consultant and project manager.
Christine started her career 25 years ago in the US office for the University of Oxford’s first major fundraising campaign. She has also worked as a Director at the University of Massachusetts (Boston) and the University of Auckland, as well as the Royal Society for Arts and the human rights organisation, Liberty. Her consultancy work has covered schools, charities, arts and heritage organisations.
Her particular areas of expertise are major gift fundraising and strategic planning, but she also has significant experience in charitable trusts fundraising, individual giving, statutory funding, membership programmes, legacies and corporate sponsorship. She has experience in training sessions for staff and volunteers, developing prospect pipelines, identifying, recruiting, and managing Board members, and recruiting and mentoring staff.
Currently based in North Essex, near Cambridge, Christine has experience of fundraising in a number of countries, including the US, UK, Europe and New Zealand. She is happy to travel to wherever her clients need her.
Christine says ‘Craigmyle is celebrating its 60-year anniversary in 2019 and I am thrilled to join a consultancy firm with such a long and impressive history. I am looking forward to working with and learning from my highly-skilled colleagues and using my experience to assist some exciting new clients.’
Austerity is nearly over, according to the Chancellor’s Budget speech yesterday. He made a number of welcome announcements aimed at alleviating the administrative burden on charities, summarised below. There are also measures of more indirect interest to charities of various kinds, across the heritage and arts sectors.
The Budget included some significant spending, notably £2 billion more for departmental spending on Brexit, taking the total now committed to over £4 billion. The Chief Secretary to the Treasury will announce allocations for departments. This could have a significant impact on the charity and creative sectors, but details are yet to be announced.
Reducing administrative burdens on charities
From April 2019, the government will increase the upper limit for trading that charities can carry out without incurring tax from £5K to £8K where turnover is under £20K, and from £50K to £80K where turnover is over £200K. This should reduce the pressure for many charities to set up trading subsidiaries, and reduce the risk of unexpected tax liabilities.
The government will also allow charity shops to send Retail Gift Aid Scheme letters to donors every 3 years instead of each year when their goods raise under £20.
In addition, the government will increase the individual donation limit under the Gift Aid Small Donations Scheme (GASDS) to £30, which applies to small collections where it is impractical to obtain a GA declaration. [All under 3.16]
Business rates and charities
To provide support for small retailers, the government is cutting rate bills by one-third for retail properties with a rateable value below £51K. Charity premises are often refused the full business rate relief theoretically due to them, so this may benefit a good number – at least until the full revaluations due in 2021. [3.33]
A new initiative named ‘Our Plan for the High Street’ is to receive £675 million investment in England. This is expected to have a heritage impact as it seeks to support local areas to develop and fund plansto bring town centres back to life, including a £55 million pot for heritage-based regeneration. The aim is to restore historic high streets to boost retail and bring properties back into use as homes, offices and cultural venues. The Fund will also establish a new High Streets Taskforce to disseminate best practice amongst local leaders. [3.33 to 3.34]
Local government and social care
The chancellor announced additional funding for local government on social care of £650 million for English local authorities, and a further £84 million over the next four years to expand children’s services. This will no doubt be welcome, but charities and voluntary organisations are warning that massive problems will remain, a legacy of austerity. [5.15 to 5.18]
National Living Wage
This will rise to £8.21 from April 2019 which is welcome. However, it will impact on many charities’ resources and may make it difficult for some to deliver their services. [5.44]
Personal allowance tax threshold
This is being raised a year early. From April 2019 the personal allowance will be £12,500 (currently £11,850) with the higher rate threshold £50,000 (currently £46,350). [3.2 and 3.7]
Of interest particularly to arts organisations may be the timing for the introduction of reform of off-payroll working rules (IR35), now set for April 2020. It was announced that ‘small organisations’ will be exempt. It remains to be seen how they are defined. [3.8]
Military charities and memorials
The chancellor states he can’t give a VAT exemption on the costs of memorials, but that the Treasury will make a donation of £10 million for an armed forces trust for mental health of veterans.
Associated with the military charity announcements, the Chancellor announced additional spending on village hall refurbishments and £1.7 million for school education projects associated with the Holocaust, and marking the liberation of the Bergen-Belsen concentration camp. [5.67 to 5.67]
There will be an additional £1 billion package of measures over five years for Universal Credit, with work allowances increased by £1,000 per annum. The message is, ‘Universal Credit is here to stay’. [5.31 to 5.38]
Coventry, UK City of Culture
Heritage and the arts will be at the forefront as the government invests £8.5 million in Coventry’s plans for hosting the UK City of Culture in 2021. The funding will support Belgrade Theatre to refurbish the auditorium and establish a new creative talent hub. It will also invest in Coventry’s Cathedral Quarter, including the refurbishment of historic venues, the creation of additional exhibition space and a centre for music education and concerts. [4.84]
Air Ambulance Services
The government is making available £10 million of capital funding in England to support Air Ambulance Services. Traditionally, the government has not supported AAS, so this is a departure from the status quo. [5.11]
HM Treasury document can be seen at this link:
Please note: This bulletin is published as a general guide to the 2018 Autumn Statement and not intended to replace specific professional advice from, for example, a solicitor or accountant. You should always refer to the official websites shown above for further information. Craigmyle consultants take no responsibility for the correctness orcompleteness of information or interpretation given here.
New facilities for the local community and congregation are being used for the first time at Coleshill Parish Church as phase one of a £1.05 million remodelling and restoration project is completed.
The large Grade I listed parish church is an active focal point for community life in the North Warwickshire town, but the church’s capacity to grow its community engagement work has long been constrained by its lack of basic modern facilities.
Craigmyle consultant Joel Burden has been working with the Parochial Church Council and a volunteer team at Coleshill for the past couple of years to develop and lead an effective fundraising campaign aimed at enabling ambitious plans to be carried out on a phased basis. The first phase of work has seen the installation of a disabled user toilet with baby changing facilities, the installation of conservation compliant ‘pod’ kitchen facilities, the complete refurbishment of the church’s only existing private room space in the upper area of the tower, and the creation of dedicated disabled badge holder parking bays within the churchyard.
An important aspect of the plans is to harness the opportunity created by the remodelling project also to address a series of heritage conservation issues within the church, including the need to reverse some decisions taken in the past that no longer meet with modern conservation standards. Accordingly, the works in the tower have included the removal of an unsightly ceiling which obscured the splendid west window, a number of important Victorian glazed windows have been cleaned, and the removal of carpeting in the chancel has created an opportunity to uncover and conserve a quite magnificent Victorian tiled floor inset with medieval floor brasses.
Funding for the phase one works has been raised from a combination of local individual and corporate giving, grants from charitable trusts and support from local statutory bodies. Fundraising for the second phase of works – which will focus primarily on urgent repairs and heritage conservation issues – is now highly advanced and subject to final confirmation of an award from the Heritage Lottery Fund it is planned for phase two work to commence on site in late autumn 2018.
We’re delighted to welcome Siân Newton to the Craigmyle Consultant team. She brings a wide range of skills and experience, most recently as Appeal Director of the £6.9 million campaign at Guildford Cathedral.
Over 20 years Siân has worked in local and national fundraising, including for British Red Cross, Parkinson’s Disease Society, Lord Mayor’s Appeal for Save the Children and Womankind Worldwide. Specialising in trusts and major gifts, Siân also has experience of statutory bids, strategic development, integrating fundraising and communications, and crowdfunding campaigns. As Appeal Director at Guildford Cathedral, Siân raised £6.9m from Heritage Lottery Fund and private sources. She is a member of the Institute of Fundraising.
Siân is currently providing interim fundraising management as well as mentoring for fundraising staff.
Sophie, the Countess of Wessex, has officially opened the new Breast Cancer Haven at the Worcestershire Royal Hospital’s state of the art Breast Unit. Craigmyle consultant Geoff Howard worked for several years on the campaign to build and equip the unit which opened in 2016. Now the Haven can complement the work of the medical and surgical teams there.
The Haven service, which operates one day a week, provides support to help relieve the physical and emotional side effects of a worrying diagnosis. Counsellors and therapists are able to work alongside the medical team in the unit’s pleasant environment to provide emotional and practical support for people undergoing the stress and anxiety of a breast cancer diagnosis.
Speaking at the unveiling, the Countess, who is the President of Breast Cancer Haven’s guardian programme, said: ‘It really just helps any individual feel more confident about where they are and what has happened……for us to become more agile and to be actually providing this service here is really a dream for us.’
Photo with kind permission of Worcester News
The Budget, Autumn 2017
Perhaps it would have been fair to anticipate that Chancellor Philip Hammond would not have a great deal of time or energy to devote to the concerns of the charity sector. Nonetheless, there has been some movement on the vexed issue of the complexity of Gift Aid, especially relating to donor benefits, and an announcement of additional funding to tackle homelessness.
As previously promised, a simplification of donor benefit rules has been formulated. The current three thresholds are to be replaced from April 6th 2019, with just two.
- The benefit threshold for the first £100 of the donation will remain at 25% of the amount of the donation.
- For larger donations, charities will be able to offer an additional benefit to donors up to 5% of the amount of the donation that exceeds £100.
The total value of the benefit that a donor will be able to receive remains at £2,500. Four extra statutory concessions that currently operate in relation to the donor benefit rules will also be brought into legislation.
Social media and other comment from the charity and finance sector is mixed. A summary of responses to a consultation on simplifying the Gift Aid donor benefit rules will be published on December 1st. (para 3.20)
Personal Tax Allowances
The Budget announces that in 2018-19 the Personal Tax Allowance will increase to £11,850. Perhaps whilst contacting donors about GDPR, charities might want to consider taking the opportunity to flag this increase up to donors to check the eligibility of their gifts. The Higher Rate Tax Threshold will rise to £46,350. (para 3.5)
As part of its commitment to halve rough sleeping by 2022, and to eliminate it by 2027, the government is tasking the Homelessness Reduction Taskforce with development of a cross-government strategy to tackle the problem (para 5.33). It is to be hoped this will recognise and use the expertise and work many charities have put into this growing crisis.
To support the role culture can play in regeneration and local growth, the government will provide £2 million funding to the Department for Digital, Culture, Media and Sport for place-based cultural development. (para 4.83)
Landfill Communities Fund
The government will set the Landfill Communities Fund for 2018-19 at £33.9 million, in accordance with the announcement at Spring Budget 2017 that the cap on contributions by landfill operators would be set at 5.3%. (para 3.52)
An Accident Rescue Charities Grant Scheme will be established to meet the cost of normally irrecoverable VAT. (para 3.63)
In December, a green paper will be published setting out the government’s plans to transform mental health services for children and young people. (para 6.10)
Land Value Uplift
In this year’s Housing White Paper, the government committed to respond to the CIL Review. DCLG will launch a consultation with detailed proposals on the following measures: removing restriction of Section 106 pooling towards a single piece of infrastructure where the local authority has adopted CIL, in certain circumstances such as where the authority is in a low viability area or where significant development is planned on several large strategic sites. This will avoid the unnecessary complexity that pooling restrictions can generate. (para 5.14)
Credit Union Membership
Credit Unions will be allowed to increase their numbers of members from the current limit of 2 million to 3 million. This is intended to increase access to reputable sources of credit for those who may not qualify for mainstream banking services (para 4.39)
The last tranche of the LIBOR Charity Funding Scheme was also announced, with a further £36 million of banking fines to be shared out over the next 3 years among armed forces, emergency services and other charities. (para 4.40)
There will be widespread relief amongst charities and others that there are measures to address the crisis around Universal Credit. (paras 6.13 to 6.16)
All paragraph references above relate to the Budget Statement
Please note: This bulletin is published as a general guide to the 2017 Autumn Statement and not intended to replace specific professional advice from, for example, a solicitor or accountant. You should always refer to the official websites shown above for further information. Craigmyle consultants take no responsibility for the correctness or completeness of information or interpretation given here.
Following the conclusion of Beaulieu Convent School Foundation’s first capital appeal, which has already delivered highly valued improvements to the School’s campus, a legacy programme has recently been inaugurated.
Future legators who declare their provision for the School in their wills automatically become members of the Sine Macula Society and among other forms of acknowledgement a rose is planted in the school’s grounds.
Pictured is the founder member the Society, Sheila Baker, planting her celebratory rose, a beautiful floribunda called Sweet Memories.
After a major development project, Rowans Hospice will be able to help new categories of patients at a new Living Well Centre.
From the moment of diagnosis, people with a life-limiting illness in Portsmouth and South East Hampshire and their families and carers will now be able to get advice, support and help at Rowans Living Well Centre, which opened at the end of October 2016 at Rowans Hospice.
Craigmyle Fundraising Consultants managed a campaign of applications to grant-making trusts that helped to raise over a quarter of the Centre’s £1.7 million cost, completing a funding package that also included a government grant, major gifts, fundraising events and investment from reserves. The campaign was so successful that the Hospice has since added a trusts fundraiser to its fundraising team.
Rowans Living Well Centre is open Monday to Friday, 10am to 4pm, and anyone needing support can just drop in, no medical referral is needed to access the services. It offers a relaxed and safe environment where people can spend time, make new friendships and participate in a variety of activities, including art and craft, a horticultural programme, carers’ support group, complementary therapies, formalised exercise groups, and many more.
In contrast to the seismic political events that 2016 will forever be remembered for, Philip Hammond’s first Autumn Statement was something of a sedate affair, and probably none the worse for that.
Most of the key measures, such as the investment in infrastructure and the abandoning of the aim to reach a fiscal surplus by the end of this Parliament, had been trailed in advance. While the ‘Northern Powerhouse’ was joined by the ‘Midlands Engine’, there was little relating to charities and certainly nothing about reducing the burden of VAT or tackling the apprenticeship levy, key concerns expressed in advance within the sector, while the LIBOR fines money continues to go to a small number of charities selected by the government.
Tax Rates, thresholds and allowances
Personal allowance and higher rate threshold
The government will meet its commitment to raise the income tax personal allowance to £12,500 and the higher rate threshold to £50,000 by the end of this Parliament. As previously announced, next year, the personal allowance will rise to £11,500 and the higher rate threshold to £45,000 (para 45).
The rate of corporation tax will be cut to 17% by 2020 and business rates reduced by £6.7 billion over the next 5 years (para 4.23).
National Living Wage and National Minimum Wage rates
As employers, charities may be affected by the increase in the National Living Wage by 4.2% from £7.20 to £7.50 from April 2017, and other increases in the National Minimum Wage (para 3.46).
Gift Aid digital
As announced at Budget 2016, intermediaries will be given a greater role in administering Gift Aid, simplifying the Gift Aid process for donors making digital donations (para 4.17).
Gift Aid Small Donations Scheme
Following the review announced at Autumn Statement 2015, the Gift Aid Small Donations Scheme is being amended to make it more accessible and flexible, and to ensure fairer treatment between charities that are structured in different ways (para 5.18).
Readers may care to read the responses to the Government’s consultation on this topic at https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/544955/Gift_Aid_Small_ Donations_Scheme-summary_of_responses.pdf
£3 million is being awarded from the so-called Tampon Tax to Comic Relief to distribute to a range of women’s charities.
Women’s charities should also note that applications are invited from 1 December 2016 for the next round of Tampon Tax funding to support women’s charities, including those running programmes that tackle violence against women and girls (para 5.15).
Museums and galleries tax relief
The scope of the museums and galleries tax relief announced at Budget 2016 will be broadened to include permanent exhibitions so that it is accessible to a wider range of institutions across the country. The rates of relief will be set at 25% for touring exhibitions and 20% for non-touring exhibitions and the relief will be capped at £500,000 of qualifying expenditure per exhibition. The relief will take effect from 1 April 2017, with a sunset clause which means the relief will expire in April 2022 if not renewed. In 2020, the government will review the tax relief and set out plans beyond 2022 (para 4.30).
Armed Forces and Emergency Services charities
A further £102 million of banking fines has been committed over the next 4 years to support Armed Forces and Emergency Services charities and other related good causes (para 5.14).
Investing in culture and sport
Funding will be provided for urgent repairs at Wentworth Woodhouse (a Grade I listed country house), a new creative media centre in Plymouth, a new arts complex in Southampton, and a Royal Society of the Arts pilot to promote cultural education in schools (para 5.20).
Commitments were also confirmed to hosting the 2021 Rugby League World Cup and the Cycling Road World Championships in 2019 (para 5.21).
Social Investment Tax Relief (SITR)
From 6 April 2017, the amount of investment social enterprises aged up to 7 years old can raise through SITR will increase to £1.5 million. Other changes will be made to ensure that the scheme is well targeted. The limit on full-time equivalent employees will be reduced to 250. The government will undertake a review of SITR within two years of its enlargement (para 4.34).
The paragraph references above relate to the full Autumn Statement 2016, which can be read at
Please note: This bulletin is published as a general guide to the 2016 Autumn Statement and not intended to replace specific professional advice from, for example, a solicitor or accountant. You should always refer to the official websites shown above for further information. Craigmyle consultants take no responsibility for the correctness or completeness of information or interpretation given here.
An eleven-year project came to fruition with the opening on 3rd November 2016 of the National Heritage Centre for Horseracing and Sporting Art at the Palace House site in Newmarket by Her Majesty the Queen.
Planning for the Centre, which includes a new home for the National Horseracing Museum, a national Gallery of British Sporting Art and a yard for ex-racehorses to be re-trained for other activities began in 2005. This heralded the start of Craigmyle’s involvement with Newmarket Action Group, the group responsible for progressing what was then a vague idea about utilising an historic racing site for equine heritage.
What was clear was that the cost would be in the millions of pounds, which would have to come from a major fundraising campaign. There was a great deal of scepticism about the general concept, following the failure of earlier attempts to create an equine visitor attraction similar to the hugely successful Kentucky Horse Park. The initial tasks therefore were to create an exciting but achievable vision based on a viable and flexible plan and to obtain the all-important major ‘enabling gifts’ which would establish the credibility of the project and establish the initial momentum that was essential in getting the project moving.
The project was very fortunate in having the long term commitment and support both of Forest Heath District Council and the Jockey Club, both of which had the foresight to see how much the project could bring to the area in terms of economic regeneration as well as a national heritage attraction and the patience to realise that it was a project that needed to be given as much time as necessary to succeed.
With the support of a group of very generous key supporters, the project evolved to become a highly compelling proposition. There were a number of setbacks and delays along the way, to do both with the project and the fundraising, but these were addressed as they arose and progress continued. The award of a major HLF lottery grant at the point when around £9 million had been raised took the total close to the £15 million target, which was subsequently reached at the end of 2014.
The two year build was completed this autumn and the end result is a testimony to the resolve and enthusiasm of all those who helped to bring the vision to reality – a wonderful new Centre of Racing Heritage.
Images courtesy of Palace House Newmarket