Fundraising Practices andPrinciplesPresented byNigel Harris, Executive Director, Mater Foundation

Museum & Gallery Services Qld.Securing Funding Workshop 6th May 2009

Fundraising Market

700,000 NPOs (Australian Non-profit Data Project 1996) 35,000 have staff and 20,000 have DGR status Giving of money, goods and services $11b in 2004/05 $7.7b from individuals $3.3b from businesses 87% of adult Australians give 67% of businesses give 41% of adult Australians volunteer an average 132 hours

per year Total volunteering: 836m hours

(Source: Giving Australia 2005)

Understanding Philanthropy andFundraising Philanthropy - voluntary action for the public good,

including voluntary service, voluntary associationand voluntary giving. Robert Payton

Fundraising is the gentle art of teaching the joy ofgiving Hank Rosso

raising resources for the support of an organisation,cause, person or animal.

a necessary part of a non-profit organisation’s lifecycle but not the main objective.

the means to the end - the real goal is to reachthose in need.

A Focus on Mission

Mission – What an organisationbelieves in and is today.

What are you trying to accomplish? Inputs Activities Outputs Outcomes Impact

Identifying Your Market

What is the constituency - who are the`stakeholders’?

Beneficiaries; Service Recipients Volunteers; Committees; Board Staff Donors & Supporters; Prospects; Candidates Government (Regulators) Broader Public What Return-on-Investment (ROI) do stakeholders

seek? What broadly and specifically do they want fromyour organisation?

Identifying Your Market

A Case for Support

Case – the reasons why an organisation bothneeds and merits philanthropic support,usually by outlining the organisation’sprograms, current needs and plans.

Case statement – a presentation that setsforth a case.

A Case for Support

Objectives Cause at hand

Action addressing cause

Statement of goals

Expected results

Planning and Budgeting

Formulating Plans – Background• Developing a strategic plan

• Evaluating alternative opportunities

• Operational Plans

• Specific tasks/steps

• Timelines

• Allocation of responsibilities; resources

• Contingency plans

Planning and Budgeting

Formulating operational plans – Content- Identifying Resources- Identifying Support- Program Options – money earned; money

repaid; money given- Marketing Mix

Planning and Budgeting

Budgeting- Functional and Financial elements- Dealing with limitations and expectations- Developing a budget

- Historical information- Performance projections- Market issues- Contingency planning

Planning and Budgeting

Linking resources with plans and budgets- Considerations

- Who is available – skills & abilities- Priorities- Tasks involved- Time required- Established or Developmental projects- Plan inclusions – allocation of responsibilities &

estimate of time for each program

People – Volunteers and Staff

Volunteer roles Programs Board and Committees

Staff roles Fundraising Management and Program

Fundraising Program Options

Donor programs Special events Community programs Community groups Corporate gifts, Sponsorship & CRM Philanthropic trusts Merchandising & Gaming Capital fundraising and major gifts Bequests

Legal and Ethical Frameworks

Governance issues Legal frameworks Organisational structures Fundraising and Other relevant regulations Taxation regulations Ethical codes and frameworks

A Key Question

Is Fundraising a Priority for yourOrganisation?

Fundraising Practices andPrinciplesPresented byNigel Harris, Executive Director, Mater Foundation

Museum & Gallery Services Qld.Securing Funding Workshop 6th May 2009