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Report on Qualifications of Fundraisers for Cultural Events and Best Practices in the Context of Fundraising for Cultural Events

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Report on Qualifications of Fundraisers for Cultural Events and Best Practices in the Context of Fundraising for Cultural Events Report on qualifications of fundraisers for cultural events and best practices in the context of fundraising for cultural events. The report consists of the following parts: 1. Introduction 2. The scope of duties of culture fundraisers 3. Education (preferred majors) and preferred hard skills (e.g. languages, computer skills, fund market knowledge) and soft skills (personal attributes) necessary for this job 4. Training needs 5. Best practices – on the example of the National Museum in Krakow 1. Introduction Nowadays the work of a cultural events manager starts long before the planned event actually takes place, and one of the elements of preparatory work is the analysis of the financing method of the planned event (a number of options), the preparation of financial engineering (a number of options) and raising funds for the planned cultural event. Thus a culture manager equally frequently acts as a fundraiser, or performs such a function. At the same time organizing an event from external funds requires from a culture manager knowledge in the scope of various possibilities of financing cultural events both from public and private sources, as well as the ability to manage the project in accordance with the application or feasibility study, to carry out projects in compliance not only with legal requirements and regulations applicable in a given country or regulations of institutions the manager works in, but also the requirements of the grant provider co‐financing the event. It is also necessary to account for the event in accordance with the imposed rules, which entails the collection of documents according to specific guidelines, their adequate description and expenditure of funds within required deadlines, subject to loss of their eligibility. Moreover, in a situation where a lot of funds from European programmes are credited to the account of the institution organizing the cultural event in the form of reimbursement, a culture manager is also obliged to ensure adequate financial flows in the project, including entering into 1 obligations (e.g. in contracts with contractors or artists) in a manner allowing for planned fulfilment of financial obligations. Thus there are new challenges for a culture manager / fundraiser, whose scope of duties (the given example applies only to work connected with fundraising for a cultural event) covers, among others: 2. Scope of duties of culture fundraisers – example of an employee of the National Museum in Krakow • monitoring the EU funds market, foundations, programmes of the Minister of Culture and National Heritage as well as all other institutions financing cultural institutions (e.g. the Municipal Office of Krakow, the Marshal’s Office, social funds), • dissemination of information about possibilities and rules for fundraising among the Museum employees, • development of plans for the submission of projects with the indication of financial support sources and the fulfilment of assumed obligations, • maintaining contacts with the Museum partners financing the projects, • initiating projects and cooperation with relevant organizational units of the Museum in the scope of the preparation of projects from the perspective of fundraising from the EU and from the programmes of the Minister of Culture and National Heritage as well as all other institutions financing cultural institutions (e.g. the Municipal Office of Krakow, the Marshal’s Office, social funds), • preparation of application documentation for EU funds, national and foreign foundations, programmes of the Minister of Culture and National Heritage as well as all other institutions financing cultural institutions (e.g. the Municipal Office of Krakow, the Marshal’s Office, social funds) and its relevant archiving, • preparation of applications for financial support for projects carried out using EU funds and other sources financing cultural institutions in agreement with and with the support of relevant organizational units of the National Museum in Krakow, as well as coordination of work in this scope, • cooperation with the Finance and Accounting department of the Museum and coordinators of projects in the scope of formal aspects of prepared applications and formal aspects of reports required by grant provider organizations, • monitoring submitted applications until the receipt of financial support. 2 3. Education (preferred majors) and preferred hard skills (e.g. languages, computer skills, fund market knowledge) and soft skills (personal attributes) necessary in the culture fundraiser job Education (preferred majors): • University degree in humanities or economics, trainings in the scope of fundraising, knowledge of promotion and marketing rules. Experience: • at least 3 years of work experience in a similar position, • knowledge of the EU funds market, knowledge of project design and management techniques. And necessary soft and hard skills: • Hard skills (e.g. language, computer skills, funds market knowledge) Very good working knowledge of written and spoken English, knowledge of another foreign language. Advanced computer skills (MS Office environment) • Soft skills (personal attributes) Communication skills, good work organization, managerial skills (particularly in the context of distribution of tasks in accordance with team members’ skills and ensuring their fulfilment), orientation on fulfilment of set targets, diplomatic skills in problem solving and discussions with grant providers, flexibility Due to survey conducted in the frame of the In. P.U.T Project key professional qualifications/skills necessary for fundraising the organization of cultural events are: • An understanding of the wide demands of cultural events management • An appreciation and awareness of the scope of cultural events and the different dynamics between the different areas – for example the difference between an art exhibition or a dance performance or a multi‐media activity. • A background in an arts discipline relevant to the event. • An understanding of the cultural market and audience dynamics involving an appreciation of the size and type of audience different events attract. • An ability to appreciate the breadth and scope of cultural arts marketing and a capacity to put those skills into action. • To have a good awareness of the funding market both public and private and appreciate the kind of events that different funders are happy to support. • To have good personal skills and be persuasive and engaging. • To have an acceptable level of financial skills to be able to cost an event and to generate the required budget and if necessary manage that budget in an operational context. 3 Fundraising is as much a professional skill as anything else. It is a sales skill that requires engagement with the funder, the capacity to present a coherent argument as to why the funder should support this activity. Understanding the cultural context may be relatively easy but the individual needs to learn from the expertise of those already working in this area. An informal training session or sequence of sessions that looked at successful fund‐raising events and how that success was achieved. 4. Training offer The necessity to monitor the fund market on an ongoing basis and awareness of the dates of announced competitions as well as necessity to prepare oneself for each subsequent application by getting acquainted with regulations and guidelines for execution of each project. From the Polish perspective the training offer for culture fundraisers is very rich and well organized. The operators of respective funds are usually big state units of the Ministry of Culture and National Heritage, local self‐government units, including Marshal’s Offices, Municipal Offices, which carry out trainings for potential beneficiaries as part of their statutory activities. At the same time, almost every EU programme provides funds for the so called technical assistance, which allows for the organization of systematic training action as part of each of components or priorities of respective EU programmes, addressed to respective target groups, including promotional actions. The Polish government has made adequate absorption of the EU assistance one of the priorities of its policy, acknowledging a huge role of these funds in realization of the European cohesion policy and the process of European integration. Therefore, both public and private institutions planning to finance a cultural event from European funds may obtain support from Operators of these funds in the form of training package as well as individual consultations with representatives of respective institutions of grant providers, or well‐prepared applicant package on the websites of the administrators of funds and a set of publications developed to help the beneficiaries in the application process, as well as on subsequent stages of the implementation of a cultural project. Trainings are also offered by commercial training companies. Also in other countries there are various courses and organisations specifically designed for this area. A range of Examples from England: The National Arts Fundraising School is directly aimed at short course updating and runs courses of 6 days in duration. 4 The Institute of Fundraising – obviously covers all aspects of fundraising from charitable to artistic and cultural offering Certificates and Diplomas. Funding Central is a Government scheme funded by the Cabinet Office that directs people to the various areas of funding for a variety of projects. Various Arts bodies offer
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