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Go Co.Fund
 

Go Co.Fund

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Fundraising Training - Presentation

Fundraising Training - Presentation

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    Go Co.Fund Go Co.Fund Presentation Transcript

    • FUNDRAISING PRESENTATION
    • The Five “I’s of Fundraising
      • Investigate - Research
      • Inform - Introduce your Organisation & Project
      • Interest - Demonstrating Links/Meeting Criteria
      • Involve - Engaging - Interacting
      • Invest - Building Relationships
    • Turning Suspects into Prospects
      • Steps to work through:
      • in-depth research assessing:
          • locality (national or local remit & where) - size of grant
      • (match their capacity to your needs)
          • timing (match frequency of grant making to your schedule)
          • interests (how much commonality is there?)
      • looking at the bigger picture:
          • degree of competition and likelihood of a grant - work required to submit an application - what relationship already exists
          • do you have any contacts or a lead in?
      • a list of prospects:
          • which you must check with before contacting – Consultancy available via Gordon Owen @ Messrs G Owen & Co
      • These are your potential donors!
    • Preparation  Home Work
      • Identify the need and research study
      • What is exactly required
      • Why the need?
      • Who will Benefit?
      • Provide facts and figures to support the need; area in which it will operate; and the people it is aimed to aid
      • Provide all data to grant body in advance to study
      • Support with presentation summary + any graphical material possible - if a building  a visual drawing of what it will look like. If people  photo of them showing expression of not having the ability to benefit along side a photo of conjuring the image of the benefits and skills achieved from meeting the need - [Note - permission required under Data Protection Act
      • Create & develop a positive image of the scheme
      • Publicity and material
      • Costings - Broken down into Capital & Revenue
      •  Budgets
      •  Projections
      • Shopping list of anything in terms of goods needed
      • (with costs) to enable small potential contributors to be
      • able to support, and be able to identify with what they will
      • be giving in support
      Central Government Lottery ESF Companies Trusts/ Foundations Local Authority
    • Checklist for identifying Trusts / Foundations
      • Do we have any Trustee contacts?
      •  Do any of our Trustees know any of theirs?
      • How can we make use of this?
      • What kind of projects do they like to fund and which part of our work is most likely to find favour?
      •  Look at previous giving history. If unsure,
      • seek advice from the Administrator.
      • How much should we ask for?
      •  Look at previous history. If unsure, ask the
      • Administrator.
      • Who is the best person to submit the application?
      •  Chairman & Chief Executive, Director,
      • Chairperson, Secretary, Fundraiser
      • Who should the letter of application be addressed to?
      •  The Chairman of the Trustees, the Secretary,
      • Administrator
      • Would the Administrator / Trustees like to visit?
      •  Do they ever visit applicants' projects? Would
      • they like to visit a project as an introduction to
      • our work?
      • Have they donated previously?
      •  Check computer and paper records,
      • please ask  Consultancy available
      • from Gordon Owen @ Messrs G Owen & Co
      • What are the objectives of the Trust / Foundation?
      •  Are we eligible to apply?
      • What is the giving capacity of the Trust / Foundation?
      •  Look at their income and expenditure -
      • what are they capable of giving?
      • What are the types of grants they normally give?
      •  capital projects, scholarships, fund over
      • several years?
      • What are their conditions for a grant and what are their exclusions?
      •  Do we have to raise some of the money before
      • approaching them? Geographical constraints?
      • When do the trustees meet?
      •  Monthly, quarterly, as necessary? How far in
      • advance do they like proposals?
      • Do they have a formal application form or guidelines?
      •  Do they require a summary of the project first?
      • Who are the Trustees / Directors / Administrator?
      •  Do we know any of them?
    • From the Donor’s Point of View
      • Is this project within our policy, priorities and area of benefit?
      • Is it clear - what do they want, why and when?
      • How do we know they can do it?
      • Who are they - do we know this organisation?
      • What are the implications for the future?
      • Has anyone else supported this project?
      • Do we expect to get anything in return?
    • 10 Top Tips
      • 1] Address your appeal to the right person
      • 2] Tailor your appeal to the particular funder (bearing in
      • mind their criteria)
      • 3] Include a clear statement of Organisation's work and
      • objectives
      • 4] State clearly how much money you need and include a
      • budget
      • 5] Tell them what the money's for
      • 6] Break a large appeal down into realistic chunks for
      • particular items
      • 7] Include the latest accounts
      • 8] Offer to go and see them and follow up the letter or e-mail
      • within a week
      • 9] State the benefits for them
      • 10] Be positive and upbeat about your Organisation and your
      • ideas
    • Getting Beyond the Wastepaper Bin
      • PLAN AHEAD
      • Think in terms of months not weeks;
      • trusts may meet only twice a year;
      • sponsorship budgets may be committed 18 months ahead.
      • RESEARCH THE DONOR
      • Read up on their policy and priorities.
      • How much do they normally give?
      • Find out the right contact name
      • When is the best time to apply?
      • Do they issue guidelines
      • How do they like to be approached - Research
      • the Internet?
      • PACKAGE YOUR PROJECT
      • Identify unique selling points
      • Package specific needs
      • Prepare a proper budget
      • Is it cash you need?
      • Is it sponsorship or a donation?
      • Consider unit costs or a choice of costs
      • Sponsorship benefits
      • PLAN THE PROPOSAL
      • Organise your information
      • Gather supporting documents
      • Decide on a format
      • NOW YOU CAN WRITE IT!
      • Avoid jargon
      • Bring out human interest
      • Generate emotion, belief and commitment
      • Break up the text & include a summary
      • Do not forget enclosures
    • Where to Get More Information  Help  Support
      • Gordon Owen
      • e-Mail: [email_address]
      • Web Site: www.gowenandco.co.uk CoachVille - Professional Training & Presentations
      • [Striving to Create Provisions
      • for Tomorrows Organisations]