News

Chris Carnie and Eleanor Marsden will be giving an online seminar for CASE Europe on the Prospect Pipeline. We’ll be looking at how to build and manage an efficient Prospect Pipeline - and some of the practical benefits that accrue from well-managed prospect relationships. The seminar is on 18th March 2010 at 14:30 GMT. More details at http://www.case.org/Conferences_and_Training/The_Prospect_Pipeline%E2%80%94Or_How_to_Make_Friends_Efficiently.html

Chris Carnie spoke at this year’s CASE Europe conference, in Liverpool, 24-28 August 2009. He presented research on new forms of philanthropy in Europe in “Money, Minds and Motives,” a joint session with Marie-Stéphane Maradeix, Campaign Director of the École Polytechnique. He presented an introduction to prospect research - “Find the Funds, Intelligently” - stressing the growing role of prospect researchers in knowledge management. Both presentations are available for download. Click the presentation name to download a pdf version.

One of our clients, the RISE Foundation, is seeking a Fundraising Officer to be based in Brussels, Belgium. Details are available from Mr Jethro Schiansky, risecoordination@elo.org, and in the job description. Deadline is early September 2009.

There is good news for donors who want to make gifts across borders in the EU. The European Court of Justice, in a judgement dated 27th January 2009 has found in favour of a German citizen who wanted to make a gift to a Portuguese charity. Mr Hein Persche wanted to make a gift in kind valued at about €18,180, to the Centro Popular da Lagoa, in Portugal (a retirement home to which a children’s home is attached). The Finanzamt (District Tax Office) refused the deduction sought on the grounds that the beneficiary of the gift was not established in Germany and that Mr Persche had not provided a donation certificate in proper form.

The Court ruled that such gifts come within the compass of the Treaty provisions on the free movement of capital, even if they are made in kind in the form of everyday consumer goods. The free movement of capital precludes legislation of a Member State by virtue of which, as regards gifts made to bodies recognised as having charitable status, the benefit of a deduction for tax purposes is allowed only in respect of gifts made to bodies established in that Member State.

The ruling means that if the German government, and presumably other national governments, do not change their national laws, the European Commission could bring an action for breach of Community law and, eventually, that Germany could be fined for this breach.

For the press release on the ruling, click here.
For the original ruling, click here
For the European Court of Justice home page click here.
For contact details of the Centre Popular da Lagoa, click here.

This is an important ruling for all philanthropists who wish to give cross-border, and for fundraising organisations who are working with donors outside their own country.

Chris Carnie discusses the current economic conditions and their impact on wealth and philanthropy, and describes current Factary services in this brief interview with Howard Lake, founder of www.fundraising.co.uk.

La presentación de Chris Carnie - “Captación de fondos a través de Fundaciones Internacionales” se puede bajar aquí.

Télécharger notre présentation « Quand la philanthropie devient stratégique – quels impacts pour le fundraising? » ici.

Chris Carnie spoke on Wealth Profiling, at the CASE Mini Institute in London on 17th June. To download his presentation click here.

Factary, partner to the Association Française des Fundraisers was training consultant to the first seminar for higher education and cultural organisations on major donors in France. Chris Carnie and Martine Godefroid led presentations, along with representatives from l’École Polytechnique, HEC and the Louvre. More than 30 participants joined us for the day.

Martine Godefroid’s presentation at the Belgian Fundraisers’ Network on Friday 6th June is now available to download here. The presentation is in French.