Post on 12-Jan-2015
description
The most appealing feature of GiveIndia as per Donor survey
Feedback27%
23% Wide choice of
DOs & NGOs
21% Due Diligence
17% Online donation
8% Other
4% E-receipt
UNDERSTANDING DONATION OPTIONS & RENEWALS
Please take this as “Wow I have an opportunity !” rather than
“Oh no, more work !”…
Agenda for the workshop
• Donation Option * Creating Donation Options * Units and Utilization of
Donations
• Feedback
• Annual Renewals
YOU MUST …• Ensure that 100% of beneficiaries for any donation
option you create are ‘poor’
• Ensure that end beneficiaries of any option are human beings
• Create options from activities directly implemented by you
• Create options in the range of Rs.500 to Rs.25000
GI Mission
Feasible entry level for NGO and
‘affordability’ for donor
Ensures accountabilit
y for feedback
GI itself an intermediary
more intermediarie
s = less money to
beneficiary
YOU MUST … Create D Os such that you can use even a donation
for 1 unit and provide feedback within four months of receiving funds. For example:
Meals for a day for 10 destitute disabled women at our home;Sponsor Nutrition of a poor child for a month
Use for on going activities or one-time/supporting activities. For example:
Sponsor 6 months tailoring training for 10 needy women;Distribution of a wheel chair/school supplies
Remember to inform us to activate/deactivate D Os for seasonal activities. For example:
Enrichment planting of wild tropical fruit trees for 25 households
Timely feedback
=happy donor=repeat
donations
Where you can use even 1 single
donation from usoverdue
Feedback = disappointe
d donor=less donations
YOU MUST NOT…
• Request money for activities that are already being funded by another donor
• Depend on external factors such as availability of beneficiaries
• Require a minimum number of donations as a precondition for utilization
• Depend on GiveIndia donations to carry out your on going activities
Unethical Practice… will
harm your credibility
To avoid overdue Feedbac
ks
Online donations from
GI are not guaranteed
Suggestions for Donation Options
• Choose a descriptive DO name - Include verbs like Provide, Sponsor, Help, Donate, Give, Educate, Rehabilitate
• Make use of a time line- one year, a month, one day, 3 months, one semester
• Mention number of people who benefit
• Avoid unfamiliar terms/words/names
‘Sponsor a poor child’s primary education, school supplies and midday meal for one year’ rather than ‘Sponsor a child’s
education’“Sponsor a three day training on health awareness for 15 Municipal School teachers”“Provide 3 months rehabilitation for a mentally ill woman at Asha Nivas”
“Provide supplementary nutrition for 10
severely malnourished children for 3
months” OR “A one day health camp for (approx) 250 people in a remote area of
Rajasthan”
Sponsor a domestic Arsenic removal filter for a poor family
Avoid uncommon terms. Instead: “Provide Drinking Water to a poor family for life/3 years (whatever is the life of the filter)”
Cost Break UpExample: Sponsor medical and rehabilitation expenses of a mentally
challenged child for a month
Specify quantity and rates wherever applicableThe donation details amounts can be rounded to the nearest ten,
like Rs.297 to Rs.300.
Donation Details Breakup cost
Hostel Charges 300Average staff salary ( 2 caretakers/1 cook/1 cleaner) 300Lodging(Breakfast Rs.300, Lunch Rs.450, Dinner Rs.450) 1200Medical Expenses (includes one checkup to the doctor) 200
Physiotherapy treatment (25 days a month) 300
Training Expenses (grooming, reading, writing, concept of color and shape, currency identification)
500
Administration cost 200Total Rs.3000
It is a summary of what the Donation Option is all about in a few sentences
A good description includes
– The Need (what beneficiaries need)– The Inputs (what NGO provides and how)– Outcome (number of beneficiaries benefitted)– Output (the change effected through donation)
Donation Option Description
‘Sponsor a month’s food and medicines for an elderly’
Janaseva Foundation has 3 old age homes, 45 km from Pune, having combined capacity of 150 inmates. We started old age homes to shelter the elderly who are either not wanted at their homes or there is no one at home to take care for them. Many of them are very poor and do not own homes and having no retirement benefits they lose the rented place also once their income stops. This donation will help foundation to bear cost of one month’s food and medicine of an elderly person living free of charge either in old age home or our destitute rehab center.
Need- shelter for elderlyInput-food & medicines Outcome- Elderly person staying for free in old age
home Output-well cared and
looked after elderly people
Donation option Description
Story of Change/HopeName of Donation Option: A Non Formal Education(NFE) staff’s part salary for a month
Example: Story Title : Bharti gets a confidence boost
The situation before your intervention :When 5 year old Bharti joined the centre at Gurgaon,she was shy and diffident. She did not take part in any of the centre activities; would cry if asked
tosing and refuse to work on a slate. She would continually repeat that she didn’t know how to do
it.
What you did to help this person : Ms. Balwinder Kaur, NFE staff at Vipul World Centre inGurgaon realized that Bharti was extremely under confident. She made her sit next to her through
theday and gave her special care and attention. She set her small tasks and praised her, each time
shefinished some work, in the presence of the other children. As a result of this, Bharti began to grow
lesshesitant and developed some confidence.
The situation after/ Achievement after your intervention: The mother was delighted to seethe work Bharti had done during her hours spent at the centre. Bharti also told her family abouthorizontal and vertical lines that she was learning to draw at the centre as a pre- writing exercise.Finally her mother was glad that she had taken the decision to send Bharti to the centre and hopes to see her in school soon.
Stories must be relevant to the
donation option & relate to the purpose for which donations
are asked
They should state the condition of the
beneficiary before your intervention, what your
intervention was and what the result of the intervention was
Agenda for the workshop
• Donation Option * Creating Donation Options * Units and Utilization of
Donations
• Feedback
• Annual Renewals
Calculation of Units of donation
How maximum number of units required should be calculated
Example 1: ‘Sponsor a hearing impaired child’s education for a month’If there are 50 beneficiaries in a hearing impaired school who need this benefit
for 10 months in a year, the max no of units : 50 X 10 = 500 units per year
Example 2: ‘Sponsor 1 month computer education for 5 children in a remandHome’ If the remand home has 20 children who attend the course for 6 months, the
max noof units: 20 children/5 per DO = 4 units per month X 6 months = 24 units per
year
Example 3: ‘Sponsor a special meal for 200 inmates and staff’If the sponsorship is needed for 250 days in a year, max no of units = 250 per
year
Donation Option Utilization (1/2)
The NGO must utilize the donation only after the date on which the donation is made.
However the donation can be used before date of disbursement (the day you receive the money from GiveIndia).Example: Donate a hearing aid to an impaired person (1 day)
If Date of donation: 14/04/2010 (given in Form 1)& Date of disbursement: 10/05/2010, The date of utilization must be after 14/04/2010
NGO should not require a
minimum number of donations as a
precondition
For donation options extending over a period of time (3 months, 6 months , one year), the From date can be after the start of the activity/programme with 50% of utilization period after the donation date
“Sponsor the vocational training of a very poor student for 3 months”
If the date of donation is 20/04/2010, what is the utilization start date or period?The From date can be for the training that began on or after 06/03/2010 and not before that
“Educate a poor child for a year”
The period of utilization is academic year by default unless informed by the NGO.
Donation Option Utilization (2/2)
Agenda for the workshop
• Donation Option * Creating Donation Options * Units and Utilization of
Donations
•Feedback
• Annual Renewals
• To inform the donor that their donation has been utilized as promised
• Instills confidence in donors of the GiveIndia assurance, which your NGO complies by
• In fact, a donor survey conducted by us shows that it is a big reason why people give
• It is a listing commitment/requirement
Why are feedbacks important?
FeedbackNumber of beneficiaries
Feedback Details Exceptional cases
< 5 beneficiaries
Name & Full address of beneficiaries (optional in exceptional circumstances like HIV +ve, cancer and terminally ill Names & full addresses of beneficiaries to GI people)
If NGO wants full address of beneficiary to be confidential, then he can give to
Donor Address with which one can meet the beneficiary with the consent from NGO
GiveIndia Full address of beneficiary to trace the beneficiary w/o talking to NGO
>5 steady /fixed beneficiaries
No of beneficiaries, date & venue, list of names
Where giving full addresses becomes impractical (example: mid day meal in school)
A list of names (photocopy) to GI as an attachment. Names to be updated by NGO when there are changes
>5 floating beneficiaries
No of beneficiaries, date & venue, list of names (optional), photo
2-3 photos covering majority of crowd (Request NGOs to send photos with their banner somewhere visible in them)
NIL
Agenda for the workshop
• Donation Option * Creating Donation Options * Units and Utilization of
Donations
• Feedback
•Annual Renewals
Annual Renewal and its importance
What is GiveIndia Annual Renewal?
In the beginning of the 3rd quarter every year, all our listed, partner NGOs undergo the annual renewal process by submitting audited financials and annual report for the financial year.
Since financial reporting period is one year, GI Renewal is also one year
Examples: Fitness in Indian Air Force and Indian Police department
Importance of Annual Renewals
Social Change
Life Changing Impact on Beneficiary
Implementation of NGO’s Projects/Activities
Gain Donor Confidence = Money
Credibility of NGO & Sector
Norms of Good Governance helps the organization think through itsIdentity/Vision/Aims & Objectives/Achievements & Establish Good Practices for Operations/Governance/Transparency &
Accountability
NGO Activity TimelinesTimeline Governance related
April 2009- Mar 2010
At least 2 governing Board Meetings have been held in the financial year 2009-2010, spaced at least 3 months apart
Before 31st Mar 2010
Board has (ideally) approved and reviewed the budget for 2010-2011
Before 31st Mar 2010
Board has (ideally) approved and reviewed the Programmes for 2010-2011, Audit Report & Annual Report for 2009-2010
Before 30th Sep 2010
NGO has filed IT returns
Before 30th Sep 2010
NGO has filed returns with Charity Commissioner/Registrar of Societies/Company
April- Oct 2010 NGO has completed the Financial Audit & prepared the Annual Report for 2009-2010
By 30th Nov 2010 NGO must have disseminated Annual ReportBefore 31st Dec 2010 NGO has filed FCRA returns (if NGO has an FCRA/Prior
permission
GiveIndia Renewal TimelinesTimeline Governance related
June – July 2010 NGO receives an email from GiveIndia about Annual Report disclosures with GiveIndia’s Annual Report enclosed
First week of Oct 2010
NGO has received fresh soft copies of Sections A/C/E forms from GI
Before 10th Nov 2010
NGO has final soft copy approvals of Sections A/C/E forms from GI
After 10th – 30th Nov 2010
NGO has submitted hard copies and other required documents
By 30th Nov 2010 NGO must complete GiveIndia renewals
Do not comply with
Norms
Do not hold minimum 2 governing Board Meetings in the financial year spaced at least 3 months apart
Forget to adhere to not more than 1/3rd Board be related
Do not get Board Approvals for Budget/Programmes/Audit & Annual Reports
Mandatory File IT & FCRA returns within deadlines
GiveIndia Renewal Forms
Self attest every page of all forms
Get C.A. to attest every page of Section C
Common Oversights..
Audited Financials
Notes to Accounts
Forget to disclose in Annual Report
Receipts & Payments or Fund Flow statement
Remuneration & Reimbursements to Board
National Travel
Staff & Volunteers Travel details
To disseminate its Annual Report to important stakeholders by 30th November
Though Receipts and Payments Statement and
National Travel is not mandatory disclosures for Credibility Alliance, it is
mandatory for GiveIndia !!
Common Oversights..
You can provide explanations to all
disclosures in Annual Report where ever
applicable.
Remuneration’ means: salary, honorarium, allowances, sitting
fee for attending board meetings and any other compensation that is a payment for time/effort/skills
and not a reimbursement of actual out-of-pocket expenses.
Even if there is ‘zero’ remuneration it must be placed
on record
Due Diligence: an opportunity…
Compliance of norms once is important, however it adds value, only if it is on-going.
So use it as an “opportunity” to showcase your best practices…