Building a positive relationship with funders


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Building a positive relationship with funders

  1. 1. Building positive relationships with fundersAlan Eagle
  2. 2. Why bids succeed1. Clearly meet priorities and met all the other criteria.2. Asked for the right kind of funding and amount.3. Demonstrated what immediate and long term differences would beachieved with the funding, preferably backed up with evidence.4. Evidence of need (rather than simply asserted there was a needwith no evidence of having consulted service users, demonstrated anawareness of what services were already in place or what gaps therewere in provision).5. Part of a coherent funding strategy (rather than just give us thenext bit of money so that we can keep going).
  3. 3. Why applications fail1. Didnt fully meet criteria.2. Didn’t return evaluation on previous grant.3. Didnt include everything asked for (this may be a break down ofthe budget, your audited accounts, evidence of need, etc.)4. Asked for wrong type of funding.5. Received after the closing date.
  4. 4. Relationship building with funders Preparation Impact Contacting reporting funders Funding cycle Stewardship Application Grant awarded
  5. 5. Preparation• Good relationship building starts before you evencontact the funder• Get to know the funder – website, published articles,news stories, etc,• What’s new / changing for the funder• Read and understand the published guidance
  6. 6. Contacting the funder• Funders should make it clear if they welcome contactand by what means• Have a valid point to raise• Take advantage of funding events, receptions and otheropportunities
  7. 7. Application• First impressions• Attention to detail• Let your preparation shine through• Treat the funder as an individual• Does the budget add up, is it logical
  8. 8. Grant offer• How you respond at this stage is crucial• Timely• Show that the support is valued and welcome• Ensure that you understand the reporting requirements
  9. 9. Stewardship• Of the grant and the funder• Keeping track of the grant – how and when it is spent• Keep you funder informed if things change or go wrong• Current funders can be your most eloquent advocates• They can also be your harshest critics
  10. 10. Impact reporting• We donate money to make a difference• Help us to understand what specific difference we havemade• If you can’t meet the reporting requirements don’t takethe money•Failure to report impact can seriously damage yourstanding with other funders
  11. 11. In conclusion1. Research the funder – website, guidelines, publications. Treat them as an individual.2. When contacting the funder briefly summarize what you want to ask for. Invite their response. Keep to the point and keep it short.3. Passion really communicates. Stories help.4. If things go wrong involve your funder immediately.5. Meet your funders requirements for reporting.