masterclass 1 trust fundraising - getting smart results · 2016. 11. 25. · innovation &...
TRANSCRIPT
Trust Fundraising
Fundraising Fair – November 2016
Gill Jolly BSc (Hons) FInstF (Dip)
Director
Consultants LtdManagement, Fundraising and
Training
“There is a way to do it better – find it.”
Scene setting
See it from their perspective
Why will they support youThis image cannot currently be displayed.
What do they want/need from you?
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What you need to know
Two stage process
On line process
6 rules of engagement
Know your grantmaker
Know who you are dealing with
Know their considerations
Know what they value
Know how to give it to them
Minimize risk
Know who you are dealing with
Mega Foundations Specialists Staff are influential
Competitive Foundations Generalists Boards are more involved
Family Foundations The Donor The Buck Stops Here
Know what they value Product Data Deliverables A Plan That is Likely to Work
People Authority Content Responsibility
Protocol
Risks
Shrewd investment
Impact
Common mistakes
Not reading fully materialsApplying for what you want rather than what fulfils their criteriaAssuming prior knowledgeUsing different language/jargonNot following prescribed formatUsing standard template/infoUndersellingBad writing
See it from their perspective
Sound Successful
Demonstrate that funds represent shrewd investmentState impact of work, who will benefit and how you will prove itSpell out benefit of future work – refer top track record of managing external fundsDemonstrate and list past successesn qualitative terms, be upbeat, self-confident and creativeThink about crucial first impression f you can’t communicate a belief, how can you expect
DiscussQ1: What does success look like at your project/charity?
Q2: How do you know when you have achieved uccess?
Q3: How do you know that your activities are achieving the impact you require?
Give evidence of success
What To Communicate
• Clear mission/purpose• Defined aims• Coherent activities• Achievements• Evidence• Lessons learned• Improvements
‘Charities told us that the greatest benefit of measuring their impact was to improve their services. That’s incredibly important, because it means that charities can deliver better outcomes in tough times, and ultimately help improve people’s lives even more.’
1. Clear PurposeWhy do you exist?What issues are you ultimately trying to tackle?What overall impact do you want to have?What change do you seek?What impact do your key t k h ld t t h ?
2. Defined Aims
What are your specific short and long term aims?
How does achieving these aims help you achieve your overall purpose?
3. Coherent ActivitiesWhat activities do you carry out to achieve your aims?What resources do you use to make these activities happen?What are the outputs of these activities?How do your activities help achieve the aims and create change?Are our activities part of a coherent plan?
4. Demonstrated Results
What outcomes/impact are you achieving against your aims?
What impact are you achieving against the overall change you seek?
5. Evidence
How do you know what you are achieving?
Do you have relevant proportionate evidence of your outcomes and impact
Are you sharing evidence to back up the claims we make?
Are we seeking feedback review and input where appropriate?
6. Effective Methods you can Use
PledgesTangible successesTestimonialsSurveysConfiding in stakeholdersWordbites
i t t d i t t
Ongoing evaluationWhat are you learning about your work?How are you communicating what you learn?How are you improving and changing from what you learn?Are you allocating resources to best
ff t?
Impact
Impact reporting
Be accountable to your stakeholders; engaging them in open and honest dialogueEngage and inspire supporters and potential supportersReview your activities and impact against your vision and purposeChallenge your assumptions and revise strategies and plansMotivate and involve staff and volunteers
Tell them who else is funding you
Share what others say about you
Share what others say about you
Why do applications fail?
Some reasons relate to the way applications are written (good ideas, poorly presented)
Others have nothing to do with the way the application is written
Ineligible applications
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This report looks at the wasted work of the voluntary sector ;
A research study carried out by DSC as part of the Great Giving Campaign
% of ineligible applications
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0
5
10
15
20
25
30
35
40
45
0-100k 100-250k 250k-1m 1m-5m 5m+
%
Grant total
% of ineligible applications
What funders are looking forThis image cannot currently be displayed.
Robust projects Consultation
People focus Exit strategies
Outcomes not processes ‘Lean’ organisations
Innovation & creativity ‘Fit and proper’ management
Partnerships Sustainability
User involvement Range of policies
What funders are don’t like...This image cannot currently be displayed.
See ‘attachments’ TDLA
Incomplete applications Round figures
Late applications Loose financial proceedures
Unanswered questions We’ll close if you don’t
fund us
Lies! Name dropping?
Avoid being an ineligible application
Read the guidelines Do your researchSeek clarification Do not send blanket appeals Clear, concise & jargon-free applications
Exit strategies
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• Project becomes permanent & self financing• Project is a one-off• Project is a demonstration project• Project creates partners• Project scales down activities towards end• Follow-up projects & activities are created• Aim for another funder to take over funding
common error is answering the wrong question:
e.g. the funder asks about OUTCOMES and you write about OUTPUTS
Common Errors
Evidencing outcomes (1)
OUTCOMES are not the same thing as OUTPUTSOUTPUTS tend to measure how busy you areOUTCOMES refer to the difference you make to the lives of your beneficiaries
Evidencing outcomes (2)
Outcomes may be soft or hard:– 80% of students passed the exam (Hard
outcome)– Students reported a greater sense of self-
confidence and esteem (Soft outcome)– Again, you need EVIDENCE of outcomes
Don’t just say…
“Horse-riding makes the children feel better.”
“Our clients enjoy the basket-work therapy sessions.”
“Our group-work sessions are very positive.”
Say instead (or as well)….
“The results of this study suggest that hippotherapy has a positive effect mobility, co-ordination and mood in children with cerebral palsy.” Journal of Neuroscience….
So…
“After 8 weeks, the clients engaged in group work reported an improvement in personal motivation. This was measured using the Rickter Scale. Clients were asked to rate their motivation on a scale of 1 to 10 and after 8 weeks had improved their score by an average of 5 points.”
Monitoring and evaluation
The most difficult questions
What is the need for your project?How have you established this need?What difference will your project make to your beneficiaries?How will you know you are making a difference?
Writing about need
on’t make bald statements like
“There is a desperate need for youth facilities in Newtown”
“Many Gypsies and Travellers suffer from mental health problems”
“There are no facilities in Newtown for disabled people to ride a horse”
ack up assertions with facts:
“Newtown is in the top 5% in the Government’s scale of deprivation (no. 577 out of 32,482). Education deprivation is also one of the highest in the country (no. 495 out of 32,482). This means that we see children of eleven who lack basic skills in reading and writing.”
nd ................
“Research published in the Journal of Psychiatry shows that Gypsies, Roma and Travellers suffer a greater level of depression when compared with the settled population. The suicide rate amongst this group is also significantly higher. This is attributed to…..” (Professor X)
Find and give the relevant statistics
Find and give the relevant RESEARCH
Boost this data with your own findings / experience (good use for a case study)
Your language
What you say and how you say it
Sound positive
Sound positive
“we plan to…”
NOT
“we hope to…”
Hesitative vs. Definitive language
Hesitative:• We aim / hope to....• We hope to repeat past successes• We anticipate that ....
Vs.
Definitive:• We will...• Our past results prove....• Our projections show
Be specific, not general
Help us to support....Vs. Your donation could ....
Be specific, not general
Pig in the middle
”Pig in the middle”
move the ‘us’ and ‘we’ nd replace with ‘you’
Make them feel part of it
ReviewRecap & review
Gill Jolly BSc (Hons) FInstF (dip)
Consultants LtdManagement, Fundraising, Training, Mentoring
A huge thank you for listening, joining in and sharing your thoughts