14 December 2016
An address by VW Bro His Honour Judge Richard Hone, President, and David Innes, Chief Executive
Richard Hone: Pro Grand Master, Deputy Grand Master and brethren, I am delighted to address Grand Lodge for the first time, as President of the Masonic Charitable Foundation, and I am very proud to be the first person to hold this position.
The launch of the Foundation marks a new era in the long and proud history of masonic charity that has been built on the increasing collaboration between the four charities over recent years.
Our new charity, which has been formed following the consolidation of the four central masonic charities, opened for business in April this year. The work necessary to establish the Foundation is now largely complete and it has been a significant undertaking to bring together four charities that have operated separately for many years, in some cases since the 18th century.
In recent times, the predecessor charities have supported 5,000 Freemasons and their family members each year, at an annual cost of around £15 million, and we anticipate operating on this scale, or hopefully higher, for the near future.
But behind these statistics, there are thousands of stories about Masonic families across England and Wales, whose lives have been blighted by unexpected distress. Each story is unique – some are affected by financial hardship, others by ill health, disability, or just plain old age! Some stories are brief, whilst others extend for many years.
But every story has three things in common. The first is that everyone involved is a Freemason, or his wife, widow, partner, child or even his grandchild. The second is that all of them have experienced some kind of challenge that has made their lives difficult. And the third is that we at the centre have supported them. It is this third commonality that, I believe, has been the main driver for establishing the Foundation and the area where the greatest benefit will be felt. With a single charity, it is now much easier to understand and access the support we provide.
An additional advantage, and one that is particularly beneficial to the reputation of Freemasonry as a whole, is that bringing the charities together has created a sizeable organisation within the UK charity sector. This will help us to raise our public profile and allow us to have a significant voice of influence within the sector.
Through the work of the previous charities, Freemasons provided support amounting to over £100 million in recent years to charities and medical research projects across England and Wales.
The Foundation is continuing this legacy and since our launch in April, 350 grants totalling over £3 million have been awarded to non-masonic causes, and more are planned before the end of the financial year.
Next year, in addition to our main grant-making programme, we will help celebrate the Tercentenary by awarding 300 additional grants totalling £3 million to local charities operating across England and Wales. Over the past two months Metropolitan and Provincial Grand Lodges have been nominating charities for these Community Awards. In January, we will be asking the selected charities to submit formal bids outlining the purpose and size of the grant they would like. Once the submissions have been reviewed and confirmed, we will be inviting everyone – both the masonic community and the general public – to vote for those charities that have been put forward.
Freemasonry will therefore be helping more charities than ever before during this important year and by involving the public in the voting process, many people will learn about the charitable nature of our fraternity.
Bringing the charities together has also allowed us to improve the way we communicate with those who make our work possible: Almoners, Charity Stewards and many others.
Last month, we hosted our first Provincial Grand Almoners’ Conference in Manchester under the MCF banner. One of the key themes was to provide guidance and training to those who are most closely involved in the application process. Similarly, we held a Festival Forum here at Freemasons’ Hall – a one-day conference, which brings together those running appeals so that they can share ideas, learn from one another and, as a result, raise more funds for our cause.
Whilst part of our yearly income comes from the Annual Contribution, the MCF, like its predecessor charities, will continue to rely on the festival system for the majority of its income. For the next few years, festivals are still in place for the separate charities and this year the Provinces of Norfolk, Cumberland and Westmorland, Cheshire, and Hampshire and Isle of Wight have all successfully concluded appeals, with the latter setting a new record of £7.7m raised. A remarkable achievement!
This year, the first appeals for the MCF have been launched in Essex – who I’m told have Hampshire’s total in their sights, Oxfordshire and Buckinghamshire, with West Lancashire and Worcestershire to follow very soon in the New Year.
We are extremely grateful to all our donors and fundraisers and I hope that, at the end of this short presentation, you will agree with me that these donations are being well spent and carefully managed.
Whilst it is my privilege to be able to represent the MCF as its President here today, I cannot claim credit for the work that has taken place to get the new charity off the ground. Led by my Deputy President and Chairman, the Trustees and, of course, the staff of the MCF have taken on much of that responsibility.
They have all worked very hard over the last year or more and have achieved an enormous amount, as you will hear from David Innes shortly.
Looking ahead, I believe that we have – to all intents and purposes – realised our vision of creating a single charity that can support the next generation of Freemasons.
To tell you more about Foundation’s work so far this year and our plans for the future, I’m delighted to hand over to its first Chief Executive, David Innes.
David Innes: Pro Grand Master, brethren all – good morning. It is a huge privilege for me, as the MCF’s first Chief Executive, to helping to shape the next chapter in the proud history of masonic charitable support and I’m really enjoying the challenge.
At the time of my previous address to Grand Lodge in March, Leicester City sat at the top of the Premier League, David Cameron had no intention of leaving No. 10 this year and Donald Trump seemed far from securing the Republican nomination, let alone winning the Presidential race! Clearly a lot can happen in 9 months and that has certainly been the case within the MCF.
Back in March, you may recall that I spoke about a three-phase consolidation process to create the Foundation during this year.
The first stage was ensuring that the required legal and governance foundations were in place to underpin a new, integrated organisation with the appropriate structure and systems for the future. I’m pleased to report that this phase, which also involved the transfer of all CMC staff to the MCF and RMBI staff to the new RMBI Care Co, was completed successfully on 1 April.
The second phase, which took place during the summer months, was the actual reorganisation itself and the physical relocation of staff into their new teams, albeit in temporary locations. Again, this has been completed successfully and all staff are now in their new posts with new contracts.
The final phase is still ongoing and involves a period of bedding in, during which the policies and procedures of the MCF are being finalised and the necessary systems needed to run the charity are becoming fully operational, such as our new grant-management software. We have also undertaken a major job evaluation exercise to ensure that every employee, irrespective of their former charity, is paid on a fair and equal basis, and that salaries are set in line with the sector.
I am delighted with the way all our staff have approached this potentially unsettling process. They quickly grasped the concept of what we were trying to achieve, and have willingly embraced new ways of working. Several members of the team have worked for the charities for over 20 years and many more in excess of 10 years, and I’m pleased that we have been able to retain so much experience and expertise as the new organisation takes shape. The bottom line is that they have been fantastic!
From my own perspective, I handed over responsibility for RMBI Care Co to the new Managing Director, Mark Lloyd, in October. Since then, I have been able to focus fully on the MCF. I have formed a Senior Leadership Team comprising directors and heads of department which meets monthly to assist me in running the charity. The majority of the day-to-day management for grant-making and fundraising lies in the very capable hands of Les Hutchinson, our Chief Operating Officer.
We have recently appointed our first Finance Director, Charles Angus, who brings a great deal of experience and is settling in very well. Charles has taken over from our Interim FD Chris Head and, Pro Grand Master, I would like to take this opportunity to thank Chris for all that he has done to help get the MCF up-and-running during the past 10 months.
The finance function was undoubtedly the most complex to integrate and, together with the Finance Committee, chaired by Mike Heenan, the team has put in a huge amount of work to create a unified accounting system that is both fit for purpose and statutorily compliant.
The only major element of phase three outstanding is the reconfiguration of our office accommodation, most of which is two storeys directly below us. During this two month project, which began on Monday, we have set up temporary office accommodation in the Gallery Suite on the Ground Floor of Freemasons’ Hall, but plan to move back downstairs in early February.
The refit will further remove barriers – both physical and psychological – and enable the staff to work together far more efficiently within a shared culture and working environment. It has also served as an excellent spring-cleaning exercise!
At the current time, the Trustees and staff are working hard to ensure that everyone is aware of the changes that have taken place, and to firmly entrench the single charity concept and our new brand into the consciousness of the Craft.
Many visits have been made to Provinces by our Trustees and senior management to spread the word, and we are extremely grateful to all those PGMs who have given us the opportunity to speak in their Provinces.
All of us involved in the consolidation process have stressed that there should be no adverse effect on the charitable services we provide to those in need. As far as we are aware, that has been the case. Indeed, following our launch, enquires for support have increased with over 1,200 received within the last three months alone.
Looking to the future, the Foundation will continue to provide its wide range of grants for Freemasons and their families experiencing a financial, health or family need as we have always done. But having a single charity with broad objects provides us with opportunities that go far beyond just financial grants. We now have the chance to adapt our charity to be more responsive and to offer new services to meet the needs of the masonic community, now and in the future.
Whilst the Craft will spend much of next year celebrating the remarkable milestone of the Tercentenary, our thoughts are already turning to the longer-term – as we look to build a new charity for a new generation.
Now that the Trustee Board and the Committees that serve it are up and running and working well, over the next few months they will be looking to formulate a forward-looking strategy for the Foundation that will dictate the direction of travel during the next five years.
We are keeping a very open mind about what we could do better to support those in need and are willing to explore all manner of proposals, however radical they may appear.
I would like to reassure you that the views of the Craft will be sought and represented in our discussions. Our first members’ meeting and AGM takes place later today, at which two nominated members from each Province and London will be provided with an update about our work, and the opportunity to comment and question our activities. We are looking forward to welcoming the Deputy Grand Master.
We plan to share an overview of our strategy with the Craft towards the middle of next year and this should provide you with a sense of what the Foundation will look like in the future.
For now though, and with only the final few weeks of the year remaining, I am delighted with where we are and am confident that your charity is well placed for the future.
Brethren, on behalf of everyone at the Masonic Charitable Foundation, I wish you a happy Christmas and thank you for all that you are doing to support our work.
Spreading the word
The Masonic Charitable Foundation’s Chief Executive David Innes reflects on how the charity is progressing in its goal to make support simpler to understand and easier to access
In the months since the Masonic Charitable Foundation launched, a great deal has already been achieved towards our ambition of a unified central masonic charity. Our staff have now come together as a single, stronger team, all the while continuing to deliver the same level of service that the masonic community expects and deserves.
In the first three months of operation we received almost 1,000 applications for support from Freemasons and their family members with a very high percentage (85 per cent) being approved. But we want to do even better – we want every masonic family to know we are here to help.
The purpose of bringing together the four charities was to make our support simpler to understand and easier to access, with straightforward eligibility criteria and clear processes.
Our representatives have been delivering talks across the country for the past few months, our new website is now live and we have distributed hundreds of thousands of leaflets. We are working hard to ensure that our message is heard, and we are relying on Freemasons to spread the word and make sure that no potential cases fall through the cracks.
‘In the first three months of operation we received almost 1,000 applications for support from Freemasons and their family members.’
The staff structure for the Masonic Charitable Foundation has begun to take shape, as follows:
Relief Chest Director – Suhail Alam
Head of Community Support and Research – Katrina Baker
Head of Masonic Support – Gareth Everett
Head of Strategic Development and Special Projects – John McCrohan
Head of Communications and Marketing – Harry Smith
Provincial Support Programme Lead – Natasha Ward
Grants Manager – Gill Bennett
Financial Controller – Philip Brennan
Donations Manager – Sue George
Advice and Support Manager – Maggie Holloway
Marketing Manager – Rachel Jones
Digital Communications Manager – Heather Crowe
Fundraising Manager – Alison Lott
Legacy Manager – Duncan Washbrook
Administration and Support Manager – Sarah Bartel
Following the launch of the Masonic Charitable Foundation (MCF), Laura Chapman and Richard Douglas, Chief Executives of The Freemasons’ Grand Charity and the Masonic Samaritan Fund respectively, left the team during the summer. Everyone at the MCF would like to thank both Laura and Richard for their years of dedication and wish them all the best for the future.
Annual General Meeting
The first Annual General Meeting of the Masonic Charitable Foundation will be held on Wednesday, 14 December 2016 at Freemasons’ Hall, 60 Great Queen Street, London, from 3:15pm to 4.45pm
Strength and resilience
When Nepal was hit by a violent earthquake last year, Freemasons rallied to provide funding to replace a school that had been demolished in the village of Jyamire. Glyn Brown catches up with the relief efforts
Nepal is a beautiful, still relatively undeveloped, landlocked country of 28.5 million people. Bordered by China to the north and India to the south, it sits amid the breathtaking Himalaya mountain range, which includes the mightiest peak on earth, Everest. It is also a fragile country struggling with high levels of poverty and the difficult political transition from a monarchy to a republic. Its income is dependent on carpet making, tea and coffee production, IT services – and tourism.
On 25 April 2015, Nepal was hit by an earthquake with a magnitude of 7.8, an intensity classed as ‘violent’, and which was followed by multiple aftershocks. With the epicentre 81 kilometres northwest of Kathmandu, it was the biggest quake to hit Nepal in 80 years. Centuries-old buildings at UNESCO World Heritage sites, vital for tourism, toppled; roads cracked and electrical wiring was ripped loose; and almost 9,000 people died, with about 22,000 injured. At least 500,000 homes were destroyed, although some aid agencies put the figure significantly higher.
Relief aid came within hours of the news being broadcast; The Freemasons’ Grand Charity donated an immediate £50,000, although Freemasons would later donate on a bigger scale via the international children’s charity Plan International UK.
Wonu Owoade, trust funding officer in Plan International UK’s Philanthropic Partnerships team, explains the immediate needs in the aftermath of the tremors: ‘Plan has staff based in Nepal, so we were able to react virtually instantly. And we had to act fast, because the monsoon was on its way and families were living in the cold and wet under makeshift tarpaulins. Knock-on effects included health problems, both physical and mental, and disease that comes with sanitation issues.’
The level of donations meant Plan International UK could distribute sturdy tents and ropes, food packs, blankets and mosquito netting, and get hygiene problems under control. The most pressing focus then was mothers with newborns, and childcare. The future for any country is in its young, and many children of Nepal were not only deeply traumatised but also bereaved or homeless – schools had been reduced to rubble, leaving a million of them without education.
Meanwhile, back in the UK, masons were determined to help. David Innes, Chief Executive of the Masonic Charitable Foundation, explains: ‘We have very close contact with aid agencies across the world, so we can respond quickly to calls for international disaster relief. Freemasons knew we had made a donation, but we began to receive huge numbers of emails, letters and calls from our members, saying, “We want to do more.” So in May 2015, a Relief Chest was allocated for this purpose.’
‘Within days of the chest being opened, we had £76,650. We were talking serious money.’ David Innes
The Relief Chest idea is an inspired one. ‘It’s a simple, secure and efficient way to bring together donations from Freemasons across England and Wales,’ says David. ‘And because it’s a recognised charitable scheme, we’re able to claim tax relief on donations, so for every pound donated, HMRC gives an extra 25p, which means a donation of £100 is worth £125.’
Masons were as good as their word. ‘Within days of the chest being opened, we had £76,650. We were talking serious money,’ recalls David. The funds were donated to Plan International UK’s Build Back Better project, to rebuild the devastated Bhumistan Lower Secondary School in one of Nepal’s hardest-hit areas.
The original infrastructure was pretty poor, so the idea was to replace the school with first-class facilities and what’s called ‘future disaster resilience’ – because of course lightning can strike more than once in the same place.
One trustee of the Grand Charity, retired GP Richard Dunstan, already had fond feelings for Nepal, having driven to India in 1970 with some pals. ‘We split up for a week and I went to Nepal on my own, and it was just the most magical country, a true Shangri-La. The people were gentle, peaceable, it was very agricultural, with no roads, no traffic…’ Fast-forward and, having been chairman of the committee that allocated the Relief Chest funds, Richard travelled with wife Tessa to Nepal again in April 2016, on the anniversary of the earthquake, to see where the new school would be built.
While Nepal was still a stunningly beautiful country, Richard noted that much of the country was in disarray. ‘The government has money to spend on rebuilding, but there’s so much to do. The emphasis is to rebuild with new, safer planning, and each of these plans must be approved. So families are still living in tents and shacks.’
The school is in the village of Jyamire and, says Richard, ‘the original building was right on the hillside’. He explains: ‘We went to see what was left and could hardly climb up to it, the path was so steep. When it collapsed, it must have been terrifying. The villagers are just relieved the earthquake happened on a Saturday and the children weren’t there.’
‘They’ve been through something appalling, but they were smiling, positive, happy.’ Wonu Owoade
A temporary school is in place for now, although ‘it has a corrugated iron roof, which is incredibly hot in the sun’. But the site for the new school has already been cut in a much safer location. Richard was there to hand over the Freemasons’ cheque and met children, parents and teachers at the ceremony. ‘The commitment of the village to the education of their children was palpable; you could see clearly they were keen to get on with it,’ he says.
Owoade of Plan International UK was at the ceremony too, and also saw the determination Richard noticed. ‘Because of the economy in Nepal, it’s very common for children, especially girls, to stay at home and concentrate on domestic duties, or go out to work,’ she says. ‘But when we visited Sindhupalchowk there was a real desire to educate the children – in a safe, secure building – so they could rebuild their lives and go on to better things.’
Owoade says that the new school is something everyone is pinning their hopes on. ‘They see it as part of a greater reconstruction of the whole country, the start of further rebuilding in the area: hospitals, homes... the impact will be incredible.’
Best of all, Plan International Nepal is about to sign a mutual agreement with the government to begin construction, so building can start once the monsoons are over in early autumn, and could be completed in six to eight months.
And how did the children strike Owoade, on the visit? ‘There’s a real sense of strength and resilience there,’ she says. ‘They’ve been through something appalling, but they were smiling, positive, happy. They were glad to be able to continue learning in the temporary building, but they’re more than ready for their new school – they’ve asked for a science lab, and computers – and so excited. Once something stable is in place, it will also give them back a sense of normality and routine.’
Which couldn’t be better news for David. ‘While in the army I worked with many Gurkhas from Nepal and have huge respect for them and their country, as I’m sure many Freemasons do. To be able to help those less fortunate, whether part of the masonic community or not, is incredibly gratifying.’
Leicestershire and Rutland Freemasons are currently in full training getting ready to do a 300-mile cycle ride marking their 300th anniversary and aiming to raise £20,000 for the Rainbows Children's Hospice in Loughborough and the Masonic Charitable Foundation (MCF)
On 24th June 1717, four masonic lodges, which had existed for some time in London, formed the Grand Lodge of England which has since continued to administer the 7,000 lodges and it's 200,000 members across England and Wales.
Leicestershire and Rutland have 3,000 members which meet in the 76 lodges across the two counties. Masonic lodges are based in Leicester, Loughborough, Hinckley, Syston, Uppingham, Melton Mowbray, Lutterworth, Market Harborough, Oakham, Coalville and Ashby de la Zouch.
At least 35 Freemasons, aged between 22 and 70 years old, from over 20 different lodges will be cycling in June 2017 to each of the 11 masonic meeting places within Leicestershire and Rutland. They will then head to the headquarters of the United Grand Lodge of England at Freemasons' Hall, Covent Garden in London. When clocking up the 300 miles they will take a short detour to the site of the former Goose and Gridiron Ale House in St Paul's Churchyard, London where the first Grand Lodge was formed before they head back to Leicester.
Simon Oldfield, keen cyclist and organiser said: 'Cycling 300 miles will be a test of all those taking part, everyone is motivated to do the training knowing that we are raising money for two very worthwhile causes as part of our Tercentenary celebrations. It has brought together cyclists of varying age, experience and fitness, building a real team spirit for the challenge ahead.'
The Rainbows Hospice for Children and Young People, based in Lougborough, provides care to those that are affected by life-limiting and life-threatening conditions. Helen Lee-Smith, Head of Individual Giving at Rainbows, said: 'I would like to thank Leicestershire and Rutland Freemasons for organising their 300 mile cycle ride to celebrate 300 years of Freemasonry and for supporting Rainbows. Leicestershire and Rutland Freemasons are doing a wonderful thing raising funds to help us run the hospice – fundraising efforts make such a huge difference to both the children and young people at Rainbows and their families.'
The MCF supports Freemasons, their families and the wider community. David Innes, Chief Executive of the MCF said: 'Our work depends entirely on donations from Freemasons and their families across England and Wales, and we are continually surprised and inspired by the unique and challenging ways that they raise funds for us. We wish all participants in the Leicestershire and Rutland 300 mile bike ride the best of luck and thank them in advance for their hard work and generosity.'
The Provincial Grand Master of the Leicestershire and Rutland Freemasons, David Hagger, added: 'We'll be holding several celebratory events in 2017 and this charity bike ride is a perfect opportunity for our members to raise money for good causes by undertaking this physical challenge. We're keen to shake off our bygone image and this bike ride is a great example of this. Recently we have found that more younger people are attracted to Freemasonry as they seek a social environment with strong values and traditions that also supports the local community.'
He continued: 'During 2017, we'll also be opening the doors to our masonic halls for everyone to see inside and an exhibition on Freemasonry at Newarke House Museum in Leicester highlighting the contribution of Freemasons to our local communities. We hope this will lead to further interest and a better understanding of our historic fraternity.'
The Masonic Charitable Foundation’s CEO David Innes explains how the charity aims to create a single organisation with a shared vision
After many years of careful planning, it was exciting when on 1 April 2016 the staff from the four central masonic charities finally transferred to the Masonic Charitable Foundation, the new charity at the heart of Freemasonry. At the same time, legal control of the four charities passed from their individual boards of trustees to the MCF Board. The next stage will be to integrate everybody into a single staff team with a shared vision and a common culture. I am optimistic that this will be achieved over the next few months.
In parallel, the new MCF Board will be formulating ideas as to how it would like the Foundation to evolve. Their thoughts will be shared with the members of the MCF (two representatives from each Province and Metropolitan Grand Lodge) later in the year.
One of our early initiatives has been to provide a number of leaflets and videos, as well as an informative new website. In addition, presentations are already scheduled in many Provinces to ensure that members of the Craft can hear about their new charity first-hand.
Our first year will be challenging and it is vital that the needs of our beneficiaries remain paramount. With your help, I am confident we will meet that challenge.
‘Presentations are already scheduled in many Provinces to ensure that members of the Craft can hear about their new charity first-hand.’
9 March 2016
An address by VW Bro James Newman, Deputy President-designate, and David Innes, Chief Executive
RW Bro Deputy Grand Master and brethren, firstly thank you very much for unanimously approving the changes to the Book of Constitutions a few minutes ago. These changes, in essence, facilitate the creation of the Masonic Charitable Foundation and its strong links to Grand Lodge by the appointment of a President and Deputy President.
Indeed brethren, to paraphrase that part of our initiation ceremony, which specifically relates to charity, if you had not approved the changes, 'the subject of this presentation would have to have been postponed'.
Happily, it is now only three weeks until the official launch of our new charity. MCF, which I am sure it will be known as, will open for business on 1 April. Despite the date being April Fools' Day, for those of us involved, it will be no joking matter.
Your new charity has been established following a long and very thorough review of how the four central masonic charities currently operate, could work together in the future and how best they can collectively serve the masonic community in particular. The Bagnall Report in 1973 made quite a number of recommendations, some of which were implemented, but many others were not, as they were not felt appropriate at that time.
In those intervening 43 years, some attempts have been made to further integrate masonic charitable support but with little success. More importantly, both the Grand Charity and the Masonic Samaritan Fund have been successfully established and society and Freemasonry have both changed beyond recognition, so another major review was long overdue.
So why has this review succeeded in getting to such an advanced stage. As with all things, especially in Freemasonry, it's all about people and their willingness to compromise and work for a better solution.
In traditional masonic style, I will start at the top. Deputy Grand Master, we would like to offer our sincere thanks to you, for all your active support and encouragement throughout this whole process as well as your guidance through the black, or perhaps I should say, dark blue hole, that is masonic politics. Although not planned, it is entirely appropriate that you, as the Ruler responsible for charity affairs, should be in the chair at this particular meeting.
With so many Provincial Grand Masters present today, it is also an ideal opportunity to thank you all, and your predecessors, for both your foresight and your patience. Some years ago, you collectively identified the need for change. Your concept of the future has helped us shape what has now been developed and many of you have made, and continue to make, valued contributions to the process.
As you will realise, I am making this presentation on behalf of my fellow Presidents, both present and past. We have worked together now for a good number of years on this review, had some robust discussions along the way but always came back to the overriding objective – how do we create the best, long term and the most efficient solution to provide charitable support and protect our fundraising activities.
Whilst the Presidents have set the policies and persuaded and sometimes had to cajole their Trustees to support the review’s recommendations, I hope you will all agree that we owe a big debt to our four Chief Executives and their respective staff teams for the professional manner in which they have approached this review, and indeed, are now implementing it.
Change can often be difficult, but our staff have been magnificent throughout and no matter what uncertainty they face for their own futures , they have ensured that the standard of service that you all have come to expect, has been maintained at a consistently high level.
By now I hope you are all aware of the main reasons why the review came to the conclusion that consolidating the charities, by creating an overarching parent charity, was the best and most sustainable solution for the future. The rationale for what we have done is to make best use of the money you all so generously donate and to have a structured and flexible system of support carried out in the most efficient way.
To do this, we will create a single charitable fund with as few restrictions as possible on how we spend it, which will allow us to react to the specific demand or need for support at any point in time from the masonic and non-masonic community. Of course, the existing funds of each of the charities will continue to be spent for the purposes for which they have been raised, as David will explain shortly.
Therefore, I am delighted to hand over to David, our new Chief Executive, who has the unenviable task of knitting all this together, so that he can tell you about our vision for the future and how we plan to realise it.
RW Deputy Grand Master and brethren all, as I am sure you appreciate only too well, the creation of the new Masonic Charitable Foundation is a very significant milestone in the evolution of charitable support, both within and by the masonic community. Although James has said I have an unenviable task, I feel deeply honoured to have been given the opportunity to lead this new charity during its all-important formative years – particularly as I am not a Freemason.
The logo of our new charity depicts a charitable heart at the centre of the widely recognised square and compasses symbol. It is our firm intention that MCF will become extremely well known and appreciated as a force for good by all Freemasons and their families, as well as by the wider charity sector and the public at large. At the same time, the MCF logo must become instantly recognisable as the symbol of masonic charity within the widest possible audience. We will all be working hard to ensure this happens.
I have also used our new logo to explain to staff the structure that we shall be implementing when the charities consolidate next month. The heart symbolises the core function of the charity, namely the provision of beneficial support to the masonic community. It also represents the continuation of the practical support provided to the Metropolitan Grand Lodge and Provincial Grand Lodges, in particular to Provincial Grand Almoners and Provincial Grand Charity Stewards who will remain as important as ever to the success of the new charity.
Similarly, the advice and support team will continue to be an integral element of this support network, operating as it does right in the heart of the masonic community. In time, we hope to expand our direct support by introducing new services – such as the Visiting Volunteer initiative – which we are currently piloting in a number of Provinces.
The heart also symbolises the extensive support available to the wider community through a variety of grants to other charitable causes and, when required, in response to natural disasters. The size and scale of the new charity will enable us to enter into major partnerships with other national charities, and to develop long term programmes of support of national significance, that will have a real and high profile impact. We shall also continue providing support to Lifelites and all the fantastic work it does in children’s hospices.
Another element of the operational support we provide to the masonic community and beyond, is our care homes. These will continue to be a very important part of what we do but, after 1 April, will be run by a separate charitable company within MCF known as RMBI Care Company. This company will have its own board of directors but will be fully accountable to the MCF Board.
Having decided to group all our current operations together for what I hope are obvious reasons, I am delighted that Les Hutchinson has been selected to be the Chief Operating Officer of our new charity and he is already hard at work.
The square underpins all these activities and represents the finance, secretariat and Relief Chest functions. The creation of a unified finance team will ensure that the very significant assets of the new charity are properly managed within all the appropriate regulations, and we are indebted to Chris Head for his help in getting this critical element up and running. Whilst we will be delighted to receive donations via any route, we would much prefer that the generous contributions of the Craft are made through the Relief Chest. It will also continue to deliver the valuable service that is already well-established on behalf of lodges, Provinces and festival appeals, and will be at the centre of our technological revolution.
Festival appeals will continue to be the main source of funding for MCF. During the first few years, those festivals that have already launched on behalf of one of the current four charities will continue to raise funds that will only be available for use according to the charitable objects of that particular charity.
However, this year will see the first MCF festivals launching in the Provinces of Buckinghamshire and Oxfordshire. The funds raised will be available for use according to need across the full spectrum of charitable support.
The third element of the MCF logo is the compasses.
I have described these as setting the key parameters for MCF and ensuring that our communication messages encompass everything we do. Specifically those working in this area will help set the strategic direction for the charity, devise ways to evaluate its performance and facilitate communication with all our stakeholders.
As a new charity, it is vitally important to create a vision, determine KPIs and monitor the effectiveness of all that it does, particularly the use of our resources. It is also important that we look to identify new opportunities in which the MCF, on behalf of Freemasonry, can increase its support to the masonic community and beyond. I’m delighted that Laura Chapman is bringing her considerable experience of masonic charitable support to bear in this important area.
One of the reasons for moving away from the current model of four separate charities was to simplify the message about what the central masonic charities actually do and for whom. We are determined to use the move to a single charity, with a single brand, as an opportunity to deliver a single and effective message to the widest possible audience. The MCF Communications Committee, very ably supported by Richard Douglas, is already hard at work refining a strategy that will cover all activities of the charity and will utilise the complete range of communication channels. The good old fashioned paper materials, like the leaflet that you were given as you arrived for this meeting, will still have an important role to play. Increasingly we will also embrace and exploit digital technology and social media. Beyond that there is also a need to support the Grand Lodge strategy for Freemasonry in the 21st century, and to increase awareness of Freemasonry amongst the charity sector and the wider community.
With the deadline of 1 April rapidly approaching, you will be delighted to hear that the first phase of what I see as a three phase consolidation process is nearly complete.
Having been formally appointed to my new position in December last year, I have focused on ensuring that the required foundations are in place. This has been mainly about developing a new, integrated organisation structure and systems suitable for the future. Another key task has been the formal TUPE consultation process in respect of the transfer of staff to the new charity. This is a time-consuming but vital step, and one that needs to be done properly and carefully. This phase is nearly complete and will see all staff from the three grant-making charities, as well as a few staff from the RMBI, transfer to MCF on 1 April. At the same time, the remainder of the RMBI staff will be transferring to the new RMBI Care Company.
Phase 2, between April and July this year, will see the actual reorganisation itself. Again, in full consultation with staff, it will involve changes to team structures and the physical relocation of staff within the office accommodation. It is quite likely that many employees will have a new line manager and will need to get used to different ways of working.
The transition from four charities to one has, as one of its main purposes, the improvement of the support and services provided to our many and varied stakeholders. This period of transition will be very challenging for everyone involved and I would wish to add my own tribute to the way in which all the staff have worked to bring about this major evolution in the way masonic charity is delivered. I have stressed from the outset that retaining their experience and expertise is vital to achieving change. I know that the staff and Trustees share my determination to prevent any disruption to, or degradation of, the services we provide. In particular, the needs of our beneficiaries will remain paramount throughout and I am absolutely determined that we do not drop the ball in the process – although I’m very happy for Wales to drop it a few times on Saturday!!
Following the reorganisation, there will need to be a period of bedding in. I anticipate this third phase beginning as the masonic year resumes and staff return from their summer holidays. It is my aim that, by December, all new working practices, policies and procedures are totally bedded in, the new grant-making software is fully operational and MCF is firmly established.
Looking beyond this year, I see 2017 as being a busy year for all concerned. In addition to delivering ‘business as usual’, MCF will be supporting the many and varied tercentenary celebrations in conjunction with Grand Lodge.
However, some things won’t change, such the wide range of support provided by the Masonic community for financial, health and family related needs. The simple difference will be that help will be available from a single source, via a single application process that uses standardised eligibility criteria. There will no longer be the need to remember what the four different charities do and risk applying to the wrong one in the wrong way. Further details are provided in the leaflet, which also contains all the relevant contact details for MCF and these are valid now.
Another thing that won’t change is our support to the wider, non-masonic community. Through MCF, Freemasons will continue to support registered charities that help those facing issues with education and employability, financial hardship, age related challenges, health, disability, social exclusion and disadvantage. Support will also continue to be available for the advancement of medical and social research, hospices throughout England and Wales, the air ambulance and other rescue services, as well as disaster relief appeals.
All in all, we anticipate no real change to the support available but a simpler, easier to understand, easier to access, more efficient and more responsive organisation delivering that support – which is considerable.
Each year, support is provided to over 5,000 Freemasons and their families which last year amounted to £15.5 million. In addition to the support given to the masonic community, MCF will also look to allocate between three and a half and five million pounds per year to non-masonic causes. There will also be extra money available next year to commemorate the Tercentenary and further details will be made available in due course. We would welcome your support in ensuring that these messages are communicated to all those who need to hear them.
I hope you will deduce from what I have said that this is an exciting and busy time for Masonic charity. The formation of MCF is good news for beneficiaries, good news for donors and good news for the wider community beyond Freemasonry.
Thank you for listening. I will now hand back to James who will tell you how MCF will be governed and remain accessible to its membership.
Thank you David. Before we finish this short presentation, it's important you all know how MCF is to be governed and how you and the Craft generally are all to be represented.
A Trustee Board has been formed, has already met three times and meets again tomorrow. It has representatives from each of the four current charities and an excellent mix of skills. We have set up a number of committees, who are already hard at work advising on new integrated policies, assisting the executive team and making recommendations to the Trustee Board.
So far, I am glad to say that all is going well, everyone is still talking to each other and there is, of course, lots of brotherly love!
So how will all of you and the Craft be represented and be able to get your views across to the new Trustee Board and executive team? The membership of MCF will consist of the Trustees themselves plus two appointees from Metropolitan Grand Lodge and two from each Province. These nominees will be approved at each Metropolitan or Provincial meeting so that you will all know who they are and can, therefore, ask them to represent your views. There will be at least two members' meetings each year, one of which will be outside London.
Brethren, I mentioned earlier the charity address in the NE corner during our initiation ceremony. That address to the candidate, clearly sets out that charity is one of the key principles of being a mason, one of which we should all be proud of.
That is why today is such a red letter day for Freemasonry in general and masonic charity in particular. We are about to create a very large and we hope nationally recognised, charity, which will become a beacon for us all. The funds we shall have at our disposal have been built up by our predecessors over two and a quarter centuries, and we owe it to them and our current donors and beneficiaries, to make it a success.
Deputy Grand Master and brethren, on behalf of everyone associated with MCF, we hope that you have found this presentation useful and that you will now spread the word about MCF across your Provinces and down here in London. Thank you for listening and we look forward to updating you later in the year.
Quarterly Communication of Grand Lodge
9 March 2016
The minutes of the Quarterly Communication of 9 December 2015 were approved.
HRH The Duke of Kent was unanimously re-elected Grand Master.
Report of the Board of General Purposes
Grand Lodge Register 2006-2015
Charges for Warrants
The Board recommended that for the year commencing 1 April 2016 the charges (exclusive of VAT) shall be: Warrant for a new lodge £375; Warrant of Confirmation £980; Warrant for a Centenary Jewel £575; Warrant of Confirmation for a Centenary Jewel £835; Warrant for a Bi-Centenary Bar £885; Warrant of Confirmation for a Bi-Centenary Bar £885; Certificate of Amalgamation £100; Enfacement (Alterations) Fee £135.
The Board had received a report that Woodend Lodge No. 5302 had surrendered its warrant and wished to amalgamate with Liverpool Epworth Lodge No. 5381 (West Lancashire). A resolution from the Board that the lodge be removed from the register in order to amalgamate was approved.
Erasure of Lodges
The Board had received a report that the following 12 lodges had closed and surrendered their warrants: Baildon Lodge No. 1545 (Yorkshire, West Riding), Regent Lodge No. 2856 (Yorkshire, West Riding), Summum Bonum Lodge No. 3665 (Middlesex), Fortitude Lodge No. 4017 (Northumberland), Kinder Scout Lodge No. 4532 (Derbyshire), Opthalmos Lodge No. 4633 (London), Court Mead Lodge No. 4669 (London), Loyalty United Lodge No. 4931 (London), Amicitia Lodge No. 5114 (Middlesex), Aberconwy Lodge No. 5996 (North Wales), Kenyngton Manor Lodge No. 7488 (Middlesex) and United Fairway Lodge No. 9094 (Essex).
Expulsions from the Craft
Eleven brethren were expelled from the Craft on 30 August 2015.
The following is a list for which new warrants have been granted and the dates from which their warrants became effective:
11 November 2015
Music Lodge No. 9919 (South Wales)
Hoose Lodge No. 9920 (Cheshire)
Football Lodge No. 9921 (Hampshire & Isle of Wight)
Spirit of Rugby Lodge No. 9922 (East Kent)
Keystone Centenary Lodge No. 9923 (Nigeria)
Udokanma Lodge No. 9924 (Nigeria).
The Masonic Charitable Foundation
Meetings of the Quarterly Communication of Grand Lodge
Meetings will be held on 27 April 2016 (Annual Investiture), 8 June 2016, 14 September 2016, 14 December 2016, 8 March 2017 and 14 June 2017.
Convocations of Supreme Grand Chapter
Meetings will be held on 28 April 2016, 9 November 2016 and 27 April 2017.
The Craft and beyond
As the Tercentenary and new masonic charity launch approach, Pro Grand Master Peter Lowndes reflects on the work required to reach these milestones
The past year has been a busy one. The emphasis was on honing the initiatives to keep us in line with the mission to build a positive reputation for Freemasonry and assure its long-term future.
Fundamental to ensuring that future has been the development of a clear strategy. The Membership Focus Group – supported by 18,000 responses to recent surveys – has shaped this plan, which has, in turn, been approved by the Rulers and by the Provincial Grand Masters. It concentrates on our vision and values but can only be achieved with the support of the majority of members.
Concurrently, the Tercentenary Planning Committee has been making great progress while liaising with Provincial Grand Masters, Provincial Grand Secretaries and Provincial 2017 Representatives. The majority of Provinces have advised the Planning Committee of their main events – sometimes with neighbouring Provinces.
I am very encouraged by the level of enthusiasm that is being shown as we approach the United Grand Lodge of England’s 300th milestone celebration.
I am delighted to confirm that the Charity Commission has formally approved the establishment of the Masonic Charitable Foundation. This has taken a long time to achieve and was a complicated operation overseen by the Deputy Grand Master, with most able help from the charity Presidents, Chief Executives and boards of trustees. We should all be most grateful to them for their hard work.
‘I am very encouraged by the level of enthusiasm that is being shown.’
Preparations for the launch in April 2016 are continuing. A shadow board and various committees have been formed and the first senior staff appointments have been made. David Innes of the RMBI will be the Foundation’s first Chief Executive and Les Hutchinson of the RMTGB will be the Chief Operating Officer.
They both have a wealth of experience and knowledge and are well placed to lead the Foundation. I believe it is important to note that they faced strong competition for these jobs from outside the masonic charities. In advance of the launch, publicity about the Foundation will be increased throughout the Craft and beyond.
I am also delighted to announce that the Grand Master in his capacity as First Grand Principal has appointed Gareth Jones, Provincial Grand Master for South Wales, to succeed David Williamson as Third Grand Principal in Supreme Grand Chapter, with effect from the Annual Royal Arch Investiture on 28 April 2016.
The contribution made by David Williamson in his capacity as Third Grand Principal has been colossal, as his contribution has been throughout masonry.
From the Grand Secretary
Welcome to the spring 2016 issue of Freemasonry Today. With 2017 fast approaching, we thought it timely to have an interview with the Tercentenary Planning Committee Coordinator to give the latest brief on the rationale and planning for the celebrations. What a joy to be a member of such an illustrious organisation that has adapted to the many social changes over 300 years, ensuring that we are still relevant in today’s rapidly evolving society.
On the topic of keeping relevant, the Membership Focus Group has, among many other initiatives, been looking at what Freemasonry has to offer in the 21st century.
In an insightful article you will read about image, recruitment, retention, understanding, and supporting those who lead at all levels.
Also in this issue of the magazine, we interview the Masonic Charitable Foundation’s Chief Executive, David Innes, to learn how bringing the four central masonic charities together will improve the service they give to beneficiaries. He also explains how the new charity will give a stronger voice to the causes that the masonic community cares about.
On the subject of charity, members of Thorpe Bay Lodge in Essex reveal the origins of Lest We Forget, a special bitter they have been brewing to raise funds for the Royal British Legion and military charity SSAFA. While the project’s goal was to fundraise for good causes, the brewers all agree that it has had a wider effect for Thorpe Bay Lodge, improving members’ morale by trying something new.
The emotional as well as financial support that Freemasons give is the subject of a profile piece on Paula Kilshawe-Fall. The wife of a Freemason, Paula has managed to get back on her feet thanks to the almoner network in West Lancashire. Her story reveals some of the core values of Freemasonry: that of pastoral care and the desire to help those in your community.
The Iron Bridge Lodge in Shropshire is ensuring that it stays true to Freemasonry’s traditional values. However, it also wants to provide a meeting place that accommodates modern life in order to recruit and retain the next generation of masons. By drawing upon social media and streamlining its ceremonies, the lodge is now attracting younger masons who are not only bringing ideas of their own but also introducing new members into the fold.
As we look forward to the Tercentenary, I think you will find so much in this issue that shows why Freemasonry is as meaningful in society today as it was 300 years ago.
‘What a joy to be a member of such an illustrious organisation that has adapted to the many social changes over 300 years.’
Chief Executive of the Masonic Charitable Foundation David Innes explains how he intends to use the leadership and operational expertise he gained in the military to take the new charity forward
What did you do before entering the charity sector?
I joined the army after finishing my A levels in 1971, which was the start of a 34-year career that saw me rise through the ranks and end up a Brigadier and Engineer-in-Chief. During that time my career had two main elements – the first was regimental duty, using leadership, man management and operational planning skills. The other half was in office jobs ranging from strategy, intelligence and budgets through to training, human resources and change management jobs. Consequently, I ended up with a broad spectrum of abilities in a number of areas.
What drew you to the charity sector?
Growing up, I’d been in the Cubs, the Scouts and the Pony Club, so I was aware of charitable activities from an early age, but had little chance to volunteer myself. I left the army in 2005 when I was 51, but didn’t feel it was time to retire and wanted to have a second career. The military sector is all about people and the motto from Sandhurst is ‘Serve to Lead’. You are under intense pressure to deliver on the tasks you’re given but you need to look after the people, otherwise you can’t deliver those outputs.
I thought it was a chance for me to use the experience I’d gained and put that back into the charity world.
What was your first charity position?
I headed up the fundraising at Canterbury Cathedral, which was very interesting. It’s been around for many hundreds of years but has only occasionally had to fundraise. We set up a new campaign, which required working with the Charity Commission and charity lawyers. It was a great start for me in the charity world but it wasn’t utilising all my leadership skills. I was approached to put my hat in the ring for Chief Executive at the Royal Masonic Benevolent Institution (RMBI) and was successful.
How did the RMBI compare with Canterbury Cathedral?
I started with the RMBI in 2008 and it was very different from Canterbury. It was about delivering an operational output and I realised there were huge parallels between delivering military operations and care operations.
We look after 1,100 people in our care homes and we need to make sure each one of them is given the best possible care. There are 1,500 people employed in the RMBI, which is the size of a very large regiment in the military, so it’s about harnessing those skills, getting the right people in the right place at the right time with the right equipment, training and motivation, and operating as a team.
How has the RMBI changed over the past eight years?
The RMBI has had to adapt to social and economic pressures. When I arrived, the vast majority of our residents were active and mobile, and many had been with us for five, 10 or even 20 years. Today, the residential sector has shifted to high-dependency and end-of-life dementia care. Residents stay for a much shorter time and their requirements are more demanding. Therefore, the number of staff we need is higher and the unit cost of care has gone up, but local authority or NHS funding has not matched it, so the economic challenges have been very significant. We’ve had to find a lot of efficiencies, which has proved intellectually stimulating as well as rewarding.
Is the Masonic Charitable Foundation going to operate differently?
In the RMBI, I insist that everyone speaks about the residents first, the staff second, the relatives third and everyone else fourth. That way the primary focus is on the residents. Similarly, with the Masonic Charitable Foundation (MCF) I will encourage people to talk about our beneficiaries first because looking after them is the single most important thing we will do.
By bringing the four charities together we are improving the service by providing a single point of contact and a single process. Whether it’s advice or financial grants, we’re trying to make support easier to access. We are also providing increasing support to the masonic community – to Provincial Grand Almoners and Provincial Grand Charity Stewards. I’d like to see that strengthened as a result of being a single organisation.
Will the MCF have more of a voice?
When we bring all the charities together, we will be a sizeable organisation in the UK charity sector and, as such, we should be recognised. We should be a voice contributing to the third sector in giving our point of view. The masonic community has not been well represented because it has comprised many small elements. One of the things that I hope the MCF will do is bring them together and be a strong voice in an important sector.
‘We have more than 400 years of history and that will be the foundation for the MCF.’
What challenges do you face as a charity with a membership organisation behind it?
There are very few charities that operate across quite such a broad spectrum. Many tend to focus on one area, whereas we provide whole-life support to the masonic community, at whatever age the help is needed. That’s one of our strengths, but we also have to be mindful that, as our funds come from the masonic community, we spend those funds on causes that the community supports.
How is the MCF affected by the need to recruit and retain more masons?
By the end of this decade, 50 per cent of Freemasons will be over 70. Clearly those masons will be relying on their pensions and savings, so we need to be mindful that income to the charities may well go down. We must look for efficiencies wherever we can, to get as much as we can out of every penny.
I do believe, however, that by working with UGLE in supporting its future strategy for Freemasonry, we will be able to stem the decline in membership.
What is planned for the MCF?
Between the four charities, we have more than 400 years of history and that will be the foundation for the MCF. There is a lot of work to do and the integration will have an impact on staff. That will take a bit of time so I’ve allocated 2016 to getting us fully operational in our new organisation.
As 2017 is the Tercentenary year, our focus will be on supporting a huge number of exciting initiatives. In 2018-19 I’m looking to start growing the MCF, to provide services where we currently don’t and to reach out to more beneficiaries. We need to build our brand, and our single name will make it easier to get that out into the community. The MCF has an exciting future and I feel hugely privileged to have been selected to lead it during these early years.