fundraising presentation at academy 2011

8/3/2019 Fundraising Presentation at Academy 2011

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Raising Money:The start up: how to get

active and successful infundraising
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Lets get to know each

other


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Introduction Activity

In pairs make the case to your partner for whythey should give you 20 Euros


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Session Aims

By The End of This SessionYou Will Be Able To:

Create, or refine, your FundDevelopment Strategy

Identify who to approach andwhat to ask for

Identify which are the mainmethodologies and tools

Look after your donor and getthem to give more

Develop a Case for Support


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Developing A Fundraising Strategy

Why Do You Need A

Fundraising Strategy?A well developed fundraisingstrategy will help to:

Provide clarity about yourassociations aims andpriorities

Ensure priorities are realisticand achievable

Ensure you can effectively

target potential donors Ensure you make the right

ask at the right level

Ensure the best possibility of funding success!!


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STEP 1: Understanding YourMission & Strategic Objectives

1. What Is The Overall Purpose Of YourAssociation?

2. What Does Your Association Want To Achieve Over The Next 3 Years?

3. What Difference Is Your Association Going ToMake To Each Young Person ?

You MUST Have Clear Objectives To EnsureThat You Have Clear Direction For Your

Fundraising


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STEP 2: AcknowledgingInternal & ExternalInfluences

S.T.E.E.P. Analysis

S ocial Attitudes & Cultural IssuesTechnical Technological Change

Economic Growth of BusinessEnvironmental Climate Change, Weather

P olitical Extent of Government Intervention

S.W.O.T. Analysis

S TRENGTHSW EAKNESSESOPPORTUNITIES

THREATS

Be Aware of External & Internal Factors That CanHave An Impact On The Success of Your Fundrasing:


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STEP 3: Fundraising Aims

CAPACITY CURRENTPOSITION

NEEDS

FUNDRAISINGOBJECTIVES

1. Specific: Be clear about what you want to achievethrough your fundraising activity

2. Realistic: Take in to account your organisationsstrengths and weaknesses and external factors

3. Relevant : Meet your organisations priorities


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STEP 4: Review Income Sources

Defining & Categorising Sources Of Income

Different Types of Donors Have Different:

Characteristics

Methods of Giving

Methods of Approach

Trusts &Foundations

CorporateGiving

InstitutionsGrants

Individuals /Communities

Decide What Is Appropriate To YourOrganisation AND/OR Your Project


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STEP 5: Fundraising Methods & Making The Approach

How Do I Plan To hit myFundraising target?


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STEP 6: Set Resources & BudgetFor Fundraising Activity

Identify resources necessary for each activity:Human Resources/LabourMaterials (Computer, Paper)Financial (Travel)

IT COSTS MONEY TO MAKE MONEY!!

Set realistic costs for each activity:

Time & FinanceConsider Value In Kind Potential

REMEMBER: FUNDRAISING TAKES TIME!


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Fundraising Strategy

Does your Association have aFundraising Strategy?

What is needed to create oradd to your Strategy?

How could the Strategy serveyour Association?


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Donor Mapping & Donor Care


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DONOR MAPPINGWhat Is Donor Mapping?A technique to log existing donors and identify

names of new potential donors .

Why Is Donor Mapping Important?Highlight the value of your connectionsSystematically approach and prioritise your

fundraising activitiesIdentifying gaps or issues within your income

sourcesIdentifying potential areas of

growth/opportunity


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HOW TO MAP DONORS:

Stage Two: Map Prospective Donors

Who Could Have An Interest In Supporting Your Work?Who Do You Know That Would Support Your Work?

Who Else Would You Like To Support Your Work

Stage One: Map Your Existing DonorsWho Currently Gives You Money?

Who Currently Supports Your Work?Who Currently Has An Interest In Your Association?


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A DONOR MAPPING TEMPLATE


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Activity: Donor Mapping

Draw a simple donor map foryour association

Take 10 minutes

REMEMBER: The More PeopleThat Are Involved In This

Exercise, The More Names You WillIdentify!


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ASK INTERNALLY

The Board of Trustees

Senior Staff Friends/Supporters of

Your Association

RESEARCH EXTERNALLY

FundingDirectories Public Libraries Newspaper

Articles

Lists of DonorsFor SimilarOrganisations

The WAGGGSWebsite

Dont Know Anyone? Dont PANIC!


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Prioritise Your Wish List By Evaluating:

Ability to Give

Warmth To The Organisation

Connections You Could MakeFit With Your Organisation

Previous Contact

Deadlines


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Donor Care Strategy

Why Is Donor Care Important?

To meet legal obligations

To appreciate your donor

To encourage repeat giving

To encourage increased giving

To encourage other types of support

To improve your reputation/credibility

To solicit recommendations!


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Donor Care Strategy

Donor Care Strategy Comprises of TwoElements:

Donor Care

Saying thank youMaking the donor feelvalued/appreciated

Building a

relationship

Donor Development

Encouraging RepeatGiving

Maximising ThePotential

Building Loyalty


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Donor Care Strategy

A Customised Approach Is Necessary:Different donors have different expectations

Ask the donor what they want More than just the minimum?


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Donor Care Strategy

Developing A Donor Care Plan

The Items That You Need To Consider:

The cost of donor care

The recognition you can give

Special activities you can involve the donor in


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Donor Care Strategy

A Sample Donor Care Plan

Up to 99 From 100 -999

1000 -49,999

50,000+

Thank you letter (2 days) X X X X

Letter from Patron (2 days) X X

Mention in Annual Review X

Recognition at AnnualDinner X

Newsletter (every 3months) X X X

Annual Review X X X

Invitation to an event X X

Invitation to Annual Dinner X X

Report to donor (specifydate) X X


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Top 10 tips for Donor Care 1. Set standards and responsibilities: who and how quickly

2. Thank your donors more than once

3. Respond to donor contacts using the same method

(e.g. telephone, email)4. If you tell your donor youll do something do it

5. Talk about the beneficiaries, not your organisation6. Personalise your correspondence with donors whenever

possible7. Make sure your donor carers are thanked too 8. Keep good records listen to your donor and make notes

9. Be honest, particularly where youve made mistakes

10. Take in to account the perception of your organisation to

others.

Donor Care Strategy


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Coffee Break


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Methodology & Tools


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STEP 5: Fundraising Methods & Making the Approach

Examples of Fundraising Methods-

Direct Mail Appeal- communication by letter/email Major Donor- target wealthy individual

Legacies- donation after ones death Holding a Special Event- annual Dinner Corporate / Business- sponsorship, , gift in kind Merchandise- cookies, badges, t-shirts Foundations- support specific activities / interests Government Grants- Ministry, local, state agency

To approach donor by appropriate method


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Developing A Case ForSupport


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What is a Case For Support?

Developing A Case For Support

Although broad in scope it clearly communicateswhat the organisation does and why itdeserves support .

MOTIVATING CONCISECLEAR

Your Activities Your Mission & Vision Your Structure Your History

A summary of your organisation that includes:


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What is a Case For Support?


A clear and structuredexpression of theorganisation

A method to aligneverybodys internalthoughts on theorganization

Organizes all fundraisinginformation to developpromotional materials


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What A Case For Support Can Help You To Do?


Create proposals & presentations toFoundations & Companies

Create your keyfundraisingmessages (to speak tothe press and to other

stakeholders)

Support conversations and discussions with allpotential donors


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The Challenges You Face - What is provingdifficult in meeting the need


The Key Components Within A Case For Support

Budget - Yourcurrent income,how much moneyyou need

Why You Need Support / How A DonorCould Help - The difference a donor canmake


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Developing A Case For SupportDifferent Types of Cases:

The Internal CaseA concise compilation

of all the relevantdata that informs and

supports yourfundraising

The General CaseA document that explores why the organisations

mission is important and why donor support isnecessary

The Public CaseA clear and welldesigned print

brochure for donors,media and all other

stakeholders


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1. Show them why you are the best Illustrate your achievements , demonstrate

your experience , state your commitment


Bringing your Case For Support to life

Be sure to:

2. Tell the human story Demonstrate the problem and your solution

through young peoples own stories

3. Involve the donorUse language referring to the reader as

you , explain how they can make a

difference


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Presentation of a

successful case


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ACTIVITY:

Why You Exist - The Problem YouAre

Addressing & The Needs You Meet

The Challenges You Face - What isproving difficult in meeting the need

Why You Need Support /How A Donor Could Help The difference a donor can make



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Who should you involve in theprocess: The Board of Your Association

Fundraising & Communications Staff

Fundraising & Communication Volunteers Existing Funders


Managing the process:

Review existing materials and knowledgeto build the case

Draw on your own experience and

feelings

DONT REINVENT THE WHEEL


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Some is not a number

Soon is not a time

Hope is not a strategy - Don Berwick

Be Clear About:

How Many People You Want To Reach

When It Will Happen

How You Will Make It Happen

Be Sure To Build Your Case AroundPrecise Facts !


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Any Questions?

Thank You


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Evaluation


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Paul BigmoreFund Development Manager, [email protected]

Nicol PranziniProject Manager Funding and Project

Support, [email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]

fundraising presentation at academy 2011

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