fund development made easy

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Fund Development for Smart People Presented by: Yvonne Orr, YORR Consulting Group www.yorrconsulting.com  

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Page 1: Fund Development Made Easy

7/31/2019 Fund Development Made Easy

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Fund Development for Smart PeoplePresented by: Yvonne Orr, YORR Consulting Group

www.yorrconsulting.com  

Page 2: Fund Development Made Easy

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 Agenda: Board Development for Smart People

Board Outreach for Agency Outcomes

Fundraising beyond Public Fund Sources: What's out there?

Building a fund development team using what you already have.

 Visioning TCA: Chasing Opportunities vs.Chasing Dollars

Purpose and Objectives

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This fundraising session will help you feel more atease with this daunting duty by discussing topicssuch as:

the truth about fundraising

sources of support & competition

principles and motivations of giving

the fundraising cycle

 board’s role in fundraising  staff’s role in fundraising 

individual member’s role in fundraising

Purpose and Objectives

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The Board Role in Fundraising

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The Board Role in Fundraising

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Taking the Elevator to Opportunity Organization History Established in 1970 as a privately owned clinic, TCA Health, provides a rangeof primary health care services, preventive health screenings, health education,and social services. We serve an urban population in the far south-sideChicago communities of Riverdale, Pullman, West Pullman, Roseland, and the bordering Cook County suburban communities of Blue Island, Calumet Park,Dolton, Harvey, Markham, and Riverdale Township.

Since 1991, we have been a Federally Qualified Health Center (FQHC). Today,sitting adjacent to the Altgeld-Murry Homes Development at Ellis Avenue and130th Street, the 23,300 square-foot clinic provides quality health care to morethan 8,500 patients a year. We offer services in family medicine, internalmedicine, dental, pediatrics, obstetrics & gynecology, employment services,

licensed clinical social worker, School Based Health Center, Healthy Start,nutritional counseling, breast feeding counseling, immunizations and WIC.

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Use fast facts to highlight what you want that person to know about TCA Health.

Ride the elevator…what are you saying? 

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 YOU

Friends Businesses

Everyone

Else

Colleagues Networks

The Board Role in Fundraising

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Board Roles and Responsibilities 

Governance – formal, legal responsibilities

Compliance Officer

Guardian of the Mission

Manager

Policymaker

Support – volunteer responsibilities

 Ambassador

Fundraiser

In-house consultant

 Volunteer staff  

Roles and Responsibilities

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Proposal writing is something that requires planning, forethought and

research before you actually sit down to write a proposal. After all,you don’t want to spend all that time writing a proposal only to find

out that something is wrong with it and you don’t have time to rewrite

it before the deadline.

What is the maximum amount of funding you provide?  – Visit your 

funder’s website or give them a phone call and find out how muchmoney they normally grant.

What types of programs or work do you fund?  – Every foundation

or funding body has their areas of interest. As a grant writer it is

your job to find out what that is. It will help you to mold your 

proposal to the type of work they support. When is the deadline for submission of proposals?  – This is

crucial, especially if it is your first time applying for a grant with this

funder.

Making the Ask: Proposals

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How many proposal submission deadlines do you have per year?

 – In case you can’t make this deadline, there may be another a

few months later that might be an easier deadline for you to meet.

What do you think of my idea?  – Don’t be afraid to ask a funder 

what they think. They are always more than willing to provide youwith feedback. They will tell you if your idea won’t work for them.

This is important to know before you put all the time and effort into

writing a proposal.

Is there a particular format that you like submission proposals to

follow? –

Often funders have a template or guide as to how theywant your proposal submitted. But there are still some out there

that don’t have a template, so be prepared for that too, even

though it is rare.

Making the Ask: Proposals