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
Announcement to the Craft about Laura Chapman and Richard Douglas
Sent on behalf of the President, the Deputy President, all Trustees and Chief Executive of the Masonic Charitable Foundation
'Following the formation of the Masonic Charitable Foundation (MCF), Laura Chapman and Richard Douglas have decided to leave the charity.
We are delighted that Laura has agreed to stay on with MCF until the end of July to help with merger transition issues and to advise on the creation of a new strategic development function. Likewise, Richard Douglas, has agreed to stay on with MCF until the end of September to continue his important work in establishing the new communications team and function.
During the last 15 years, both Laura and Richard have made a huge contribution to the charitable activities of the Masonic community and achieved a great deal, including being heavily involved in the creation and launch of MCF at the beginning of April this year. We are sure that you will all want to join everyone at MCF in wishing them both well for the future.'
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.
Valued support for palliative care
The Freemasons’ Grand Charity continued to support hospices with a total donation of £600,000 in 2015. Across England and Wales, 245 adult and children’s hospices have received funding to provide essential services to those affected by terminal or life-limiting illness.
Among those to receive assistance are Dorothy House Hospice in Wiltshire, Hope House Children’s Hospice in Shropshire, and the Marie Curie Cardiff and the Vale Hospice.
Chief Executive of The Freemasons’ Grand Charity Laura Chapman said: ‘Every year, Freemasons and their families work together to raise funds to ensure the incredible work of hospices can continue. The dedicated care they provide is highly valued by local communities and Freemasons believe strongly in supporting this.’
Fundraising coordinator Tania Wood at Dove Wood Hospice, another Grand Charity funding beneficiary, said: ‘Your continued support really does help us to make a positive difference to the lives of local people in palliative care. With your help we’re able to plan ahead effectively, ensuring that our patients receive both expert medical care and emotional support.’
The Freemasons’ Grand Charity has donated to English National Ballet to support their pioneering work with people living with Parkinson’s across the country. The £30,000 grant will enable English National Ballet to deliver the Dance for Parkinson’s project in Cardiff, Ipswich, London, Liverpool and Oxford, and extend the programme to new locations.
Dance for Parkinson’s helps people living with the disease to have a better quality of life by overcoming the physical, social and cultural barriers associated with the condition. Professional dance artists and musicians deliver weekly classes inspired by English National Ballet’s repertoire in the dance studios. The charity aims to directly benefit 1,000 people with Parkinson’s annually and to provide support for carers, friends and families, who can also participate in the dance classes.
One participant who took part in the project in London said: “The ballet did make me urgently want to move more, and move better and hinted at how this might be possible.”
Fleur Derbyshire-Fox, Engagement Director at English National Ballet, says: “We have long-believed in the power of dance as a transformative and liberating activity that can bring joy and well-being benefits to people living with Parkinson’s. A mixed-methods research study with the University of Roehampton – the most significant study into the benefits of dancing with Parkinson’s, as seen within English National Ballet’s programme and over a period of three years – confirmed the impact of this programme, highlighting that dance is a meaningful activity to participants that brings many long term benefits and is valued highly by them. We are so happy that we can continue to provide this service and take it to new areas of the country.”
Chief Executive of The Freemasons’ Grand Charity Laura Chapman said: “We are delighted to support the wonderful work that English National Ballet does to help people affected by this debilitating condition. English National Ballet’s Dance for Parkinson’s programme provides a creative outlet that resonates deeply for participants on intellectual, social and emotional levels.”
Classes are delivered in London at English National Ballet’s studios in Kensington, as well as nationally, in collaboration with regional Hub Partners National Dance Company Wales, based in Cardiff, DanceEast in Ipswich, MDI in Liverpool and Oxford City Council.
It was a fun day out for Gloucestershire masons and their friends and families as a variety of attractions kept almost 500 people entertained in the spectacular 17th-century venue of Highnam Court Gardens near Gloucester (pictured above).
‘To see the happy, smiling faces of children and adults alike was worth all the hard work put in by the charity team,’ said Phil Waring, Gloucestershire Provincial Grand Charity Steward. The event raised more than £5,000 for the Province’s Festival for the Grand Charity, whose Chief Executive Laura Chapman was guest of honour at the day.
Annual General Meeting of The Freemasons' Grand Charity
9 September 2015
An address by Laura Chapman, Chief Executive of The Freemasons' Grand Charity
Deputy Grand President and members. Those of you who attend Quarterly Communications and the AGM of the Grand Charity will know that typically I speak about the Charity’s non-masonic grant making. Today’s AGM is, however, not a typical one and if members approve the resolutions set out in agenda item 5, these will pave the way for a total restructuring of the management and administration of all four of the central masonic charities. The Grand Charity will cease to operate as it has in the past, although the vital support it gives will continue.
I hope I may, therefore, take this opportunity to comment outside the normal script of an AGM as there will not be another opportunity to remind you of the critical role that the Grand Charity has played in the development and organization of the Craft’s charitable activities and of the excellence of its work.
As a non-mason, an outsider to the Craft, I believe that I can speak more dispassionately and objectively about the Grand Charity than others. It is indisputable that the Grand Charity has made a vital contribution across a wide range of charitable activity – support for masons, for non-masons and for masonic charity overall, through grants to other masonic charities and the services of the Relief Chest Scheme which has done so much to encourage charitable giving throughout the Craft. The Grand Charity has donated approximately £70m to masonic causes and approximately £60m to non-masonic charities since it was established in 1981. Significantly, the Grand Charity has filled the gap identified by the Bagnall Report, to contribute to the wider community in a manner befitting the importance and scale of English Freemasonry. It has made groundbreaking and extensive contributions to wider society, demonstrating that Freemasonry is both a philanthropic leader and an outward facing, inclusive organization and it has received national public acclaim for its work.
I have been enormously privileged to work with you, who have supported the Grand Charity so generously, and to assist the trustees as they have honed the Grand Charity to achieve the tremendous positive impact that it has. I regularly debated with one of the past presidents of the charity as to which were the best jobs in Freemasonry, and we were both convinced that we were amongst those who held them.
Change is, however, inevitable and the planning for the new world of one central masonic charity is well advanced. As the president will emphasize in a few moments, the creation of the proposed overarching charity will deliver a greatly enhanced level of service to our beneficiaries, more efficiently and more cost-effectively. This new central charity will embody the very best principles of Freemasonry and will be one of which the Craft will be extremely proud. The success of the future depends very much on the strength of the past, and the new charity will build on the firm and carefully crafted foundations laid by the Grand Charity, and the legacies brought by the other central masonic charities, in some cases over many more years, as Freemasonry moves to the next era in its very long and proud tradition of charitable support.
Deputy Grand President and members of the Grand Charity, thank you for allowing me to say these few words – and thank you for all the support that the Charity’s staff and I have received from you over the years.
More than £1m for West Wales
The Province of West Wales has raised £1,079,614 in its Festival for the Grand Charity, which was announced at an event in Llanelli attended by Pro Grand Master Peter Lowndes. Among other guests were President of the Grand Charity Richard Hone, Chief Executive Laura Chapman and Provincial Grand Master Stephen Hookey, who said: ‘The appeal was launched in May 2009 at a time when the global recession had taken hold and austerity was to become a watchword for several years to come. Thanks to your generosity in these difficult times, the figure for which we aimed has been surpassed significantly.’
Charity focuses on the financial impact of cancer
Breast cancer support charity The Haven has received £30,000 from The Freemasons’ Grand Charity. The donation will help to maintain and expand its welfare, benefits and money advice service, which is currently available at the London Haven centre or via a telephone service.
This centralised financial assistance from the Grand Charity is in keeping with the support given to the Hereford Haven centre in the past by Freemasons on a local level. Speaking about the donation, Laura Chapman, Chief Executive of the Grand Charity, said:
‘When people think about cancer, they don’t think about the financial impact it can have. This service will help patients focus on what really matters without the worry of how they will manage their money. We are so glad to be able to support those experiencing breast cancer in such an incredibly practical way.’
Herefordshire PGM the Rev David Bowen and Deputy PGM Mike Roff represented Freemasons county-wide at Hereford Haven, where they met centre manager Frankie Devereux.
East Kent goes the extra mile
After five years of dedicated fundraising, the Provincial Grand Lodge of East Kent celebrated the close of its 2014 Festival for The Freemasons’ Grand Charity
East Kent announced that more than £3.65 million had been raised, a total well above the Province’s target. ‘All the money for this appeal has been raised by the members of the Province and I was delighted to announce the culmination of their efforts at our celebratory dinner in Folkestone,’ said Provincial Grand Master Geoffrey Dearing. ‘I know that our donation will help to change the lives of thousands of people in need. I am so proud of all our members and their families for their generous support and the huge efforts they have made.’
More than five hundred Freemasons, their wives, partners and friends joined the celebration at Leas Cliff Hall in Folkestone in June 2014, including Deputy Grand Master Jonathan Spence; President of the Grand Charity Richard Hone, QC; and the Grand Charity’s Chief Executive Laura Chapman. Speaking about the Festival, Richard said he was tremendously grateful to the Province and their families for their contributions. With grants totalling millions of pounds each year, the Grand Charity assists thousands of people in both the masonic and wider community. Without the support of Freemasons and their families, this would not be possible.