Downloads

November Conference Presentations now ready to download…

Modern_Insight_LogotypeFollowing the great success of last week’s IOF Insight SIG conference, Modern Insight; same, same but different – the presentations are now ready to download!

You can also download this handy who’s who document for info about all the speakers who presented!

 

Reinvigorating Cash Giving: how Sightsavers Doubled Cash Income. Andrew Lockett – Wood for Trees & Becki Jupp – Sightsavers

Hear how Sightsavers increased their cash donation income over the last 3 years through the cumulative effect of many small improvements – the synergy between data, analysis insights, creative, vision & team structure.

WfT & Sightsavers Cash Appeals – Andrew Lockett

 

Where is the money? Practical steps towards Insightful Philanthropy Fundraising, merging Research & Data. Ben Rymer – Age UK

There’s plenty of room to grow philanthropic giving – just compare the Sunday Times’ Giving and Rich lists.  But being effective means being evidence- and insight-led.  In the talk, Ben will look at analytical approaches for insight professionals and researchers to identify affinity and capacity for major gifts; methods and strategy for philanthropy insight, and give some context on wealth dynamics in the UK.

Where is the Money… Ben Rymer – Age UK

 

Significance Testing – David Dipple

Significance and significance testing are important aspects of an analysist life; but what does the term significance mean and also, importantly what it doesn’t mean? I am 95% confident that you will find this a significant contribution to the day’s events.

Significance Testing – David Dipple

 

RNLI Supporter View. James Johnstone – RNLI & Paul Seabrook – Beautiful Insights

The RNLI Research team has spent the past two years scoping, building and running an online supporter panel, something it had never tried before. Along with its supplier, Beautiful Insights, they are here to share their experience, what they’ve learnt and how your own organisation could benefit from its own panel.

RNLI Supporter View – James Johnstone & Paul Seabrook

 

Measuring Impact. Marina Garcia-Pinilla – Macmillan & James Lupton – M&S

We know that as people live through cancer their needs become more complex. The Macmillan Support Line (MSL) offers free emotional support, clinical and general cancer information, welfare rights and financial services advice to people affected by cancer. Since 2010, MSL staff captures data on both the customer and the enquiry in each interaction and records it in our CRM system. Some of this data is structured and therefore can be easily mined, but the core of the conversations sits in both free-text fields and recorded phone -calls.

The objective was to investigate MSL’s unstructured data in order to understand the complexity and quantify the needs of people affected by cancer through their enquiries.

Measuring Impact – Macmillan Service Line with M&S – Marina Garcia-Pinilla & James Lupton

 

RFV2.o Avoiding the RFV Vortex. Sam Stafford – Wood for Trees, Mike Naidu – Cystic Fibrosis Trust & Kirsty Ramage – Diabetes UK

Feeling trapped in a spiral of diminishing returns as RFV dominates your campaign planning? Chasing ROI at the expense of long-term growth almost always restricts success, so how can you identify and open up new potential from within your existing supporter database? In this session Wood for Trees will describe some of the options open to big or small charities to extend the reach of their campaigns and move beyond traditional Recency, Frequency and Value segmentations

RFV 2.0 Avoiding the RFV Vortex – Sam Stafford, Michael Naidu & Kirsty Ramage

 

The Future of Analysis, Supporter Journeys & Marketing Automation. Rob Jones – Qbase & Selena Wark – PCUK

In this seminar Rob Jones, Insight Consultant at Qbase will look at how insight, and the role of the Analyst, is developing within fundraising organisations. We’ll see how personalisation and automation will be at the heart of how charities fundraise. We’ll discuss the skills  Analysts will need in order to keep up with the ever increasing demands of marketing and fundraising departments. We’ll hear from Selena Wark, Head of Data and Analytics at Prostate Cancer UK on how they have just started this journey. She’ll show you how they are bringing insight led multi-channel marketing automation to their charity, along with the challenges they’ve faced but the opportunities it has brought. If your charity is considering marketing automation this is a must see seminar.

Fundraising Campaign Automation – Selena Wark PCUK, Rob Jones Qbase

 

About Loyalty. Roger Lawson – Roger Lawson Consulting

About Loyalty recently undertook a large scale study with five of the UK’s largest charities which looked at how loyal their donors are and, importantly, the different drivers of loyalty for different donors. Drawing on this research and other work from the charity and commercial sectors, we will provide new insights into why donors stay loyal and why they don’t.

About Loyalty – Roger Lawson

 

Excel Skills. Victoria Barham

Whether you are a novice who wants to learn more or a spreadsheet expert who just can’t keep away, join Victoria for this session to discover, discuss and debate the most useful data analysis and reporting skills within Excel.

Excel Skills – Victoria Barham

 

Digital Isn’t Different. Julie Jeffes – Blue Cross, Andrew Sargent & John Kelly – Wood for Trees.

A ground up review of the Blue X email programme which puts their digital audience under the spotlight and challenges and explores the assumptions that they are ‘different’. This project shows how the analysis helped to reveal what was really happening and how those insights have changed what Blue Cross does to become more effective in optimising their email communications.

Digital isn’t different – Andrew Sargent, Jon Kelly & Julie Jeffes

 

IOF Pre-conference Survey Results 2015 – Mark Mina

SIG presentation PAUL JACKSON CLARK

Recruitment & Development – Ruth Smyth, Roisin McCarthy, Jonathan Moxham

Beyond List Rental – Lara Bonney – Epsilon

Beyond List Rental – Kerry Rock – Prospecting for Gold

Barnardo’s Consent Gathering

Analysts are from Mars – Fundraisers are from Venus – Stuart McCoy

Making Consent a Marketing Process – David Cole (2)

Tableau – Eric Hannell

What makes a modern Insight Team – Bob Francis



Modern Insight; same same, but different: Conference presentations now available to download…

Modern_Insight_LogotypeFollowing the great success of last week’s IOF Insight SIG conference, Modern Insight; same, same but different – the presentations are now ready to download!

You can also download this handy who’s who document for info about all the speakers who presented!

 

Reinvigorating Cash Giving: how Sightsavers Doubled Cash Income. Andrew Lockett – Wood for Trees & Becki Jupp – Sightsavers

Hear how Sightsavers increased their cash donation income over the last 3 years through the cumulative effect of many small improvements – the synergy between data, analysis insights, creative, vision & team structure.

WfT & Sightsavers Cash Appeals – Andrew Lockett

 

Where is the money? Practical steps towards Insightful Philanthropy Fundraising, merging Research & Data. Ben Rymer – Age UK

There’s plenty of room to grow philanthropic giving – just compare the Sunday Times’ Giving and Rich lists.  But being effective means being evidence- and insight-led.  In the talk, Ben will look at analytical approaches for insight professionals and researchers to identify affinity and capacity for major gifts; methods and strategy for philanthropy insight, and give some context on wealth dynamics in the UK.

Where is the Money… Ben Rymer – Age UK

 

Significance Testing – David Dipple

Significance and significance testing are important aspects of an analysist life; but what does the term significance mean and also, importantly what it doesn’t mean? I am 95% confident that you will find this a significant contribution to the day’s events.

Significance Testing – David Dipple

 

RNLI Supporter View. James Johnstone – RNLI & Paul Seabrook – Beautiful Insights

The RNLI Research team has spent the past two years scoping, building and running an online supporter panel, something it had never tried before. Along with its supplier, Beautiful Insights, they are here to share their experience, what they’ve learnt and how your own organisation could benefit from its own panel.

RNLI Supporter View – James Johnstone & Paul Seabrook

 

Measuring Impact. Marina Garcia-Pinilla – Macmillan & James Lupton – M&S

We know that as people live through cancer their needs become more complex. The Macmillan Support Line (MSL) offers free emotional support, clinical and general cancer information, welfare rights and financial services advice to people affected by cancer. Since 2010, MSL staff captures data on both the customer and the enquiry in each interaction and records it in our CRM system. Some of this data is structured and therefore can be easily mined, but the core of the conversations sits in both free-text fields and recorded phone -calls.

The objective was to investigate MSL’s unstructured data in order to understand the complexity and quantify the needs of people affected by cancer through their enquiries.

Measuring Impact – Macmillan Service Line with M&S – Marina Garcia-Pinilla & James Lupton

 

RFV2.o Avoiding the RFV Vortex. Sam Stafford – Wood for Trees, Mike Naidu – Cystic Fibrosis Trust & Kirsty Ramage – Diabetes UK

Feeling trapped in a spiral of diminishing returns as RFV dominates your campaign planning? Chasing ROI at the expense of long-term growth almost always restricts success, so how can you identify and open up new potential from within your existing supporter database? In this session Wood for Trees will describe some of the options open to big or small charities to extend the reach of their campaigns and move beyond traditional Recency, Frequency and Value segmentations

RFV 2.0 Avoiding the RFV Vortex – Sam Stafford, Michael Naidu & Kirsty Ramage

 

The Future of Analysis, Supporter Journeys & Marketing Automation. Rob Jones – Qbase & Selena Wark – PCUK

In this seminar Rob Jones, Insight Consultant at Qbase will look at how insight, and the role of the Analyst, is developing within fundraising organisations. We’ll see how personalisation and automation will be at the heart of how charities fundraise. We’ll discuss the skills  Analysts will need in order to keep up with the ever increasing demands of marketing and fundraising departments. We’ll hear from Selena Wark, Head of Data and Analytics at Prostate Cancer UK on how they have just started this journey. She’ll show you how they are bringing insight led multi-channel marketing automation to their charity, along with the challenges they’ve faced but the opportunities it has brought. If your charity is considering marketing automation this is a must see seminar.

Fundraising Campaign Automation – Selena Wark PCUK, Rob Jones Qbase

 

About Loyalty. Roger Lawson – Roger Lawson Consulting

About Loyalty recently undertook a large scale study with five of the UK’s largest charities which looked at how loyal their donors are and, importantly, the different drivers of loyalty for different donors. Drawing on this research and other work from the charity and commercial sectors, we will provide new insights into why donors stay loyal and why they don’t.

About Loyalty – Roger Lawson

 

Excel Skills. Victoria Barham

Whether you are a novice who wants to learn more or a spreadsheet expert who just can’t keep away, join Victoria for this session to discover, discuss and debate the most useful data analysis and reporting skills within Excel.

Excel Skills – Victoria Barham

 

Digital Isn’t Different. Julie Jeffes – Blue Cross, Andrew Sargent & John Kelly – Wood for Trees.

A ground up review of the Blue X email programme which puts their digital audience under the spotlight and challenges and explores the assumptions that they are ‘different’. This project shows how the analysis helped to reveal what was really happening and how those insights have changed what Blue Cross does to become more effective in optimising their email communications.

Digital isn’t different – Andrew Sargent, Jon Kelly & Julie Jeffes

 

IOF Pre-conference Survey Results 2015 – Mark Mina

What Makes a Modern Analysis Team – Robert Francis NSPCC

SIG presentation PAUL JACKSON CLARK

Recruitment & Development – Ruth Smyth, Roisin McCarthy, Jonathan Moxham

Beyond List Rental – Lara Bonney – Epsilon

Beyond List Rental – Kerry Rock – Prospecting for Gold

Barnardo’s Consent Gathering

Analysts are from Mars – Fundraisers are from Venus – Stuart McCoy

Making Consent a Marketing Process – David Cole (2)

 

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Insight SiG Annual Conference Programme announced!

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This year’s annual conference: 
“Modern Analysis – same, same but different” is just that; we’ll have sessions on all the elements you have come to expect from our industry leading events, at a location you know. What makes this conference different, is the addition of a new ‘Development’ stream and ‘Surgery Q & A’ sessions.
 
You will be able to choose which sessions you attend, which are split across the following 3 streams:
  • Core – focused on those projects and skills that we all work on such such as RFV, re-engaging deeply lapsed supporters and forecasting.
  • Development – hear about expanded skills that you may well be looking at in the near future including measuring impact, supporter panels and digital analysis.
  • Surgery – your chance to lead the debate by asking industry leading expects about topics such as career development, significance testing or excel skills.
We are excited to be able to announce our programme for the day, please CLICK HERE to download the schedule of speakers and topics, which promises something for analysts and fundraisers alike. 
 
We are also delighted to announce an extension to our fantastic 3 for 2 ticket offer which is now available until the 31st October. Please CLICK HERE to book your place and don’t forget to use the promo code 3for2 at the checkoutWe look forward to seeing you there!
The Insight SiG Team

Annual Conference: presentations available to download

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Some 200 delegates attended our sell-out November Conference at Amnesty International in London in November. 

A reminder of the full programme is here: Insight in Fundraising Programme 27.11.2014 

Click here to go to the Resources section where you can download the conference presentations:  http://insightsig.org/?p=3120

Presentations from The Ideas Lab conference available now!

Our 2013 Insight SIG annual conference saw a magnificent line-up of speakers, from practitioner case studies from Cancer Research UK, RSPB, UNICEF UK and The British Red Cross, to leading edge thinking from Decode author Phil Barden, Lucy Gower and nfpSynergy founder Joe Saxton.  The Guardian’s digital team galvanised the audience to create compelling data visualisations, while The Cabinet Office showed how behavioural insights can improve results. 

Our own SIG primary research – kindly conducted by fast.MAP – showed that insight is increasingly making a difference to fundraising success. So we can be proud the group is effective in sharing best practice, training and inspiring a wide audience.

The conference was supported by CACI and run by our committee of volunteers.  I thank them all for their contribution to making this event such a success. Buzzing with new ideas and lots to talk about, our drinks reception was a great opportunity for networking and making new friends.

All in all, a very enjoyable and highly valued event – one leading figure said it was “the best IOF conference ever attended”.

Janet Snedden, chair Insight SIG

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1. 13 terrifying trends that are changing the face of charities

Joe Saxton, Founder nfpSynergy
The charity sector is changing around us. Remorselessly. Relentlessly. While we sleep. And at weekends too. And yet most charities go on behaving as if tomorrow is just another day. This session will look at 13 key trends from socio-economics and demographics, from technology, from fundraising, from governance, from management and from the kitchen. How should charities respond? What will the winners and losers look like in this brave new world.

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2. You can’t do good innovation without Insight

Lucy Gower, Innovation Director Clayton Burnett
The critical role of insight in supporting innovation and practical techniques to generate ideas from your insight to transform your business.

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3a. How CACI and RSPB used segmentation to deliver a supporter-focused communication programme

Anton Ivankiv, Marketing Planner RSPB & Richard Tomlinson, Director of Analysis CACI
The RSPB recognises that in order to achieve ambitious growth targets, it will need to work in the future with a wider range of people and engage new audiences, beyond the traditional profile of their supporters. This presentation will describe how RSPB and CACI worked in partnership to further develop their audience segmentation, and provide actionable and rich insight to identify new target groups, develop advertising and a new communication strategy.

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3b. Developing a digital dashboard

Dan Prebble, Digital Analyst UNICEF UK
Insight in Fundraising 2013 Award winner UNICEF UK will be talking about the development process of their digital dashboard. The talk will focus on what UNICEF UK learned whilst developing the dashboard.
Judges comments: “This is a brilliant dashboard that is truly useful, tailored to the organisation, and which provides management information to keep digital front of mind at the charity. This is a great example of a success story that enables fundraisers to look at data in real time for meaningful information, with great potential for insight.”

4b Real-time targeted campaign evaluation

Dr Sean Perkins, Supporter Insight Manager RSPB & Gavin Ellison, Research Director Public services and NfP YouGov

The RSPB recently launched its first major TV advertising campaign for many years: ‘Giving Nature a Home’. It was important to evaluate and communicate the effectiveness of the campaign quickly and accurately, to help assess its effectiveness and plan future waves. Working with YouGov’s ADMARC approach we could check what people felt about the advert against their TV viewing habits, matched with our media plan data. The results demonstrated shifts in deep lying brand characteristics such as alignment with the cause and allowed us to measure effectiveness by type of advert and media planning choices.   Examining this insight alongside campaign response and a daily dashboard of brand receptions helped identify the key drivers of campaign success.

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5. Insight-led Innovation at Cancer Research UK- A Case Study

Jenny Lindsay, Head of Insight Cancer Research UK
Dryathlon® 2013 was a huge success: thousands of supporters amassed over £4million in income – and this was just a pilot. But where did all begin? This session will reveal the key insights that helped to shape this successful fundraising campaign, demonstrating the value of a truly insight-led innovation process.

6a Macmillan love Insight. pdf

Clara Avery, Head of Research & Insight Macmillan Cancer SupportMacmillan

A look at how we radically changed our approach to creating and using insight at Macmillan in order to drive fundraising performance, featuring a review of our structure and recent case studies to illustrate how things are working today.

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6b. Data Visualisation using Tableau

Jonathan Moxham, Database Marketing Manager & Sophie Reynolds, Senior Data Analyst British Red Cross
This talk will outline the five top tips that the British Red Cross refer to when approaching and delivering visual analysis using tableau or other visual analysis tools. Come along to find out how you might be able to improve both what you deliver as well as the steps involved in getting there.

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7a Data, Story, Chart, Design, How to tell effective visual stories

Adam Frost, Data Visualisation Manager and Tobias Sturt, Head of Creative The Guardian’s Digital Agency

Data visualisation has the ability to turn an uninspiring spreadsheet into a beautiful infographic, interactive or animation. But what’s involved? And what does good data visualisation look like? The Guardian Digital Agency will share some of their experiences in creating compelling visual stories for a wide range of audiences.

7b. An intelligent approach to acquisition

Ben Carter, Head of Charity Development Response One
Response One, winners of the Insight in Fundraising 2013 “Supplier of the year Award” for their entry with Battersea Dogs and Cats Home, will be sharing some of their innovative approaches to planning which places data and insight at the heart of decision-making.

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8. Rethink the rules of mail and new opportunities for fundraisers

Jonathan Harman, Managing Director Market Reach
Jonathan Harman is Managing Director of MarketReach, Royal Mail’s business that helps Mail users and their agencies to get better results from their use of Mail. He will present some recent research findings about how mail and email can be planned together for optimal results, outline the research MarketReach will publish in the coming months and discuss the new opportunities for fundraisers that could be enabled by barcoded mail.

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9. What we can learn from decision science and applications for charities

Phil Barden, author of “Decoded. The science behind why we buy.”
Consumers don’t think how they feel. They don’t say what they think and they don’t do what they say” mused David Ogilvy several decades ago. Science knows more about behaviour than the marketing and advertising industries have ever used. Advances in ‘decision science’, the combination of neuroscience, behavioural economics, cognitive and social psychology can help to unlock the motivators of behaviour and how to make our initiatives more efficient and effective.

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10. Pre Conference Survey 2013 results

David Cole, Managing Director fast.MAP

Many thanks to fast.MAP for conducting the pre conference survey

 Thanks again to our headline sponsor

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CACI help organisations drive more business value, by delivering an Integrated Customer Experience.  Our capabilities include consumer insight and analysis, digital campaigning, website design and build, technology integration, hosted and managed database services.   We work with more than 300 consumer-facing businesses, delivering customer and insight-led solutions that improve consumer engagement and commercial value – with data and digital at the heart of everything we do.

Presentations now available from “Age Matters!” September networking event

1. Talking age, Talking Generations- John Whitehead

Winner of the Outstanding Contribution Award at the Insight SIG Awards, John Whitehead makes the case for age being the most important single dimension you can append to your database.

2. Does Age Matter- Lee Gisbourne, RNLI

How and why the RNLI have placed age at the centre of fundraising with examples of its use in product development, marketing planning and campaign execution.

 

Awards 2013 Judging Panel

Many thanks to our judges for helping to choose the best of the best for the Insight in Fundraising Awards 2013  to be announced at our Gala Dinner on 11th June 2013

    1. Stuart McCoy, Charity Data Consultant, DM Insight
    2. Marie Sauvé-Rodd – Deputy Fundraising Director, Barnardo’s
    3. Michael Docherty, Head of Digital, Cancer Research UK
    4. John Moxham, Database Marketing Manager, British Red Cross
    5. James Spears – Head of Direct Marketing, CLIC Sargent
    6. John Whitehead – Supporter Planning & Insight Manager, WaterAid
    7. Paul Seabrook, Founder & Director, fast.MAP
    8. Jim Baggett – Founder & Managing Director, Wood For Trees
    9. John Urpeth, Founder of Boy on a Beach, Research Consultant
    10. Amanda Harris, Deputy Managing Director, Response One
    11. Antony Begley, Managing Editor, Database Marketing (Chair)

 

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Networking Events – Presentations

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Demystfying digital, media and social analytics

Presentations from our March 2013 networking event available  here: 2013-03_IoF_Insight_SamBertieV4

A topline look into the world of digital and media analysis, focusing on exploring the current landscape, including topics from simple Google Analytics through to more in-depth cross channel analysis such as paid, owned and earned analysis.

Bertie Bosrédon

Digital & Social Media expert Bertie has over 15 years experience in digital communications and has worked in the not-for-profit sector for 11 years. He set up the British Heart Foundation first online team and fundraising strategy, working on national campaigns before joining Breast Cancer Care, where he implemented innovative online services tools and an influential social media strategy.  Bertie helps organisations develop their digital presence, find the right tool and tactics to connect with their audience, increase income and engagement, and measure impact.

Sam Watts

Head of Marketing Analytics, Metametrics, Sam has over 8 years of media analysis experience, covering all channels both on and offline. In recent years Sam has concentrated on digital analysis, including both social and cookie based analysis. Sam has recently joined Metametrics, having previously been UK head of data and analysis at Starcom MediaVest Group, where he also led the global development of attribution modelling for SMG.

February 2013

Data Analytics – Powerful Insight into your Donors’ Giving Potential

Presentations available here:

PART1 MARCELLE – Insight in Fundraising 170213

PART2 STUART – IoF Insight SiG Data Analytics & Donor Potential

What are the smartest Individual Giving teams doing in the area of Mid and High-Value donor fundraising to make their data work harder and bring in significant net gains to the business?

Stuart McCoy – Data Strategy Consultant, DM Insight

Stuart has twelve years experience of data-led fundraising, gained at over thirty NfPs and agencies.  After seven enjoyable years as Help the Aged dedicated fundraising analyst, he set up DM Insight, a data strategy and analysis service specialising in the charity and not-for-profit sectors.

 Marcelle Jansen – WealthEngine

A data specialist, Marcelle worked in the Financial Industry for over 20 years commercialising financial information and applications ranging from historical and forecast data to portfolio risk models and corporate governance research.  She started with WealthEngine in October 2009 and manages WealthEngine’s UK office. 

Based in London, she provides client support to UK clients, providing solutions for sophisticated prospect research and analytics and supporting clients on WealthEngine’s tools to better reach their fundraising goals.

 April 2012

‘How to get ahead in analytics’ featured guest speakers Jonathan Moxham from British Red Cross and Damion Deansfrom Haigh Recruitment with lots of useful hints and tips on  how you can make the most of career opportunities in this sector and what experience and skills you need to move on.

Presentations from British Red Cross and Haigh Recruitment

2012 Insight in Fundraising Conference presentations

Check out our Downloads page to view the ten presentations from our successful 2012 Insight SIG Conference

Go to: http://insightsig.org/events/resources/nov-2012-from-backroom-to-boardroom/

Speakers from:

1. Cancer Research UK

2. Comic Relief

3. RSPB

4. Royal Marsden Cancer Charity

5. RNIB

6. Age UK

7. Trufflenet

8.  Blue Cross/Wood for Trees

9. Bertie Digital Services/upriseUP

10. Marc Michaels

 

 

 

Insight SIG Awards – 2012 Winners

The IoF Insight SIG Awards at The Bank Westminster, saw charities and their data insight partners recognised for outstanding insight driven fundraising, with awards going to Comic Relief, Age UK, Royal Marsden Cancer Charity, and RNIB.

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Award Winners

Driving strategy

Comic Relief & Streetwise Analytics/Datatalk/The BPS (Sport Relief 2012 Mile Registrations – identifying & leveraging an ‘infectious’ brand)

Innovation

Age UK (Regular Giving Attrition Reporting Tool)

Supporter acquisition

Royal Marsden Cancer Charity (The Marsden March 2011)

Supporter development & retention

RNIB (Active Raffle to Committed Giving Campaign)

Team of the Year

Age UK (CRM and Group Database)

Supplier of the Year

Wood for Trees (Marie Curie Cancer Care, Dog’s Trust, Northern Ireland Chest Heart & Stroke, Horseworld, Children in Crossfire and others)

For more information see the Awards section