Fundraising Strategy Actually making it! Presented by Anup Tiwari @ “RA-VSO Workshop”, Kathmandu, July 2009

Defining Strategy A Strategy is a long term plan of action designed to achieve a particular goal

A Strategy is a long term plan of action designed to achieve a particular goal

Fundraising Strategy Fundraising Strategy is a long term plan of action designed to achieve a particular fundraising goal

Fundraising Strategy is a long term plan of action designed to achieve a particular fundraising goal

Steps in Fundraising Strategy Knowing the fundraising goal Who all can give? Broadly how can we reach them? Who will fundraise? What are the timelines?

Knowing the fundraising goal

Who all can give?

Broadly how can we reach them?

Who will fundraise?

What are the timelines?

1. Knowing the fundraising goal Threats Half the beneficiaries could die within next 5 years Opportunities 5,000 beneficiaries need coverage Weakness Lack of additional resources (INR 15,00,000) Strengths Experienced Outreach team

Threats

Half the beneficiaries could die within next 5 years

Opportunities

5,000 beneficiaries need coverage

Weakness

Lack of additional resources (INR 15,00,000)

Strengths

Experienced Outreach team

2. Who all can give? Government- bilateral, central, state, local (INR 500,000) Institutions- multilateral agencies, funding agencies, foundations, other NGOs, networks, clubs, corporations (INR 500,000) Individuals- Major donors, Group of individuals, Small donors (INR 500,000)

Government- bilateral, central, state, local

(INR 500,000)

Institutions- multilateral agencies, funding agencies, foundations, other NGOs, networks, clubs, corporations

(INR 500,000)

Individuals- Major donors, Group of individuals, Small donors

(INR 500,000)

3.1 Broadly How Can We Reach Them? Government & Institutional (INR 700,000) Search request for proposals Apply for grants Presentation & Project Visit Answer queries Implementation Reporting

Government & Institutional (INR 700,000)

Search request for proposals

Apply for grants

Presentation & Project Visit

Answer queries

Implementation

Reporting

3.2 Broadly How Can We Reach Them? Corporations- Sponsorship & Cause Related Marketing options (INR 300,000) Prospect with around 100 corporations Around 30 will meet you Understand their CSR positions Find fitment & proposal Present/project visit 3-4 will convert

Corporations- Sponsorship & Cause Related Marketing options (INR 300,000)

Prospect with around 100 corporations

Around 30 will meet you

Understand their CSR positions

Find fitment & proposal

Present/project visit

3-4 will convert

3.3 Broadly How Can We Reach Them? Individuals Direct Mail (INR100,000) Telephone (INR100,000) Face to Face (INR100,000) Direct Response Advertising (INR 50,000) New Media (INR 50,000) & Events (INR 100,000)

Individuals

Direct Mail (INR100,000)

Telephone (INR100,000)

Face to Face (INR100,000)

Direct Response Advertising (INR 50,000)

New Media (INR 50,000) & Events (INR 100,000)

4. Who will fundraise? Trustees (INR 300,000) Top Management (INR 200,000) Programme Staff (INR 100,000) Fundraising Team (INR 500,000) Consultants (INR 300,000) Volunteers (INR 100,000)

Trustees (INR 300,000)

Top Management (INR 200,000)

Programme Staff (INR 100,000)

Fundraising Team (INR 500,000)

Consultants (INR 300,000)

Volunteers (INR 100,000)

5.1 What are the timelines? INR 15,00,000 by end of year 5 INR 100,000 (Y1) INR 400,000 (Y2) INR 800,000 (Y3) INR 12,00,000 (Y4)

INR 15,00,000 by end of year 5

INR 100,000 (Y1)

INR 400,000 (Y2)

INR 800,000 (Y3)

INR 12,00,000 (Y4)

5.2 What are timelines? Fundraising Core Group- first 2 months Fundraising team in place- first 6 months Institutional fundraising start - within first qtr Individual fundraising- Year 2 beginning Event- Mid term

Fundraising Core Group- first 2 months

Fundraising team in place- first 6 months

Institutional fundraising start - within first qtr

Individual fundraising- Year 2 beginning

Event- Mid term

Do we really need this paper? Provides a long-term blue-print Provides a monitoring frame work Defines roles Involves all stake-holders A flexible plan that can be revisited

Provides a long-term blue-print

Provides a monitoring frame work

Defines roles

Involves all stake-holders

A flexible plan that can be revisited

Fundraising Strategy Document Helps Write one soon!