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INTRODUCTION TO
FUNDRAISING
Michel Ndayambaje
ROLE PLAY
RESOURCE MOBILISATION
• Fundraising:
Fundraising is the process of gathering voluntary
contributions of money or other resources, by requesting
donations from individuals, businesses, charitable
foundations, or governmental agencies for specific
programs/activities
TYPES OF FUNDRAISING IN AAR
• Through child sponsorship, a supporter in Europe (UK, Italy and
Greece) is linked with a Rwandan child in a poor and community.
The child communicates twice a year with the supporter who is also
encouraged to communicate as frequently with the child and an
exchange of information of each other’s lives takes place. The
supporter contributes an agreed amount each month through AAI.
• Partnership income:
 High value: High Value donors are:
– Individual major donors,
– charitable trusts and foundations,
– companies.
Giving >£5k per annum
 Official donors:
- Government or Institutional donors (e.g. DfID, UN, ECHO)
- Give very large grants often in the £millions
- Use grants and tenders to NGOs to deliver their own strategy
Supporter marketing
WHY RESOURCE MOBILIZATION?
• We do fundraising for our program (PLFP) but
also we do program to fundraise
• Programme Led Funding Planning (PLFP) is an
approach to ensure that we raise the right
amount of money and the right kind of money
to achieve our strategic objectives. The ‘right
kind of money’ means money that either has
no restrictions on how it can be used, or the
restrictions match with our programme
objectives.
Funding Planning: Why is it needed?
• It ensures we are programme led, not donor
led
• It recognises the entire funding mix
(companies, national fund, foundations, official
etc.)
• Outlines our funding needs or gaps
• It is integral to planning, strategy development
and your ability to fund your strategies/ plan of
actions
Funding Planning: The Theory
Funding planning is the core of the planning process, as it links
together the work you plan to do with the resources you have
available
PLFP Toolkit 3.1.1 Funding Planning Basics
Income
potential
Programme
Objectives
AA
Fundraising
Affiliate
AA Country
Programme
Donors Communities
AA Fundraising
Affiliate
Identifies and builds
relationships with
donors and decision
makers
Raises funds for CPs
and AAI
Raises the profile of AA
in their country to raise
more funds and support
Campaigns to northern
policy makers for
change that affects
poor people
internationally
Supporting CPs to
plan, monitor and
evaluate projects
Reports back to donors
on how their funds are
spent.
Donor
Provide Funding for:
CP projects for 1–5
years
May fund more than
one project and
more than one
country
Will renew their
support for AA if a
project goes well
Help to raise our
profile with other
donors who might
support
Communities
Participation in
project planning
Project
Stakeholders
and
“beneficiaries”.
AA Country Programmes
Building Strong Relationships with
Local Partner Organisations
Building the capacity of the Local
partners
Project planning
Provides information to enable
FA Fundraisers to build strong
proposals
Help FA Fundraisers to build
strong relationships with donors
(by providing information, or by
hosting donors on a visit)
Project delivery
Project Monitoring and Evaluation
Reporting back to AAI and
Fundraisers.
Write concept notes and
proposals
Local Partners
Building relationships
with communities
Project delivery
Project Monitoring and
Evaluation
Reporting back to
Country Programme
Write concept notes
and proposals
From Donor to Community – Roles & Relationships
Local Partner
Organisations
What should we do at CP and partner
level (five actions)
Focus on CP and Partners Relationship
• Excellent implementation of the programme
• Relationship building with potential donors
• Problem/issue identification
• Donor intelligence
• Write strong concept note
Donor Intelligence: Why?
Interaction with donors provides opportunity
for:
• Increasing income – and increasing diversity
of income
• Early intelligence of opportunity
• Advocacy opportunities (bringing the donor
to ActionAid)
Donor Intelligence: The core
A pre-existing relationship with donors is
usually essential to successful
fundraising
Pre-existing partnerships with donors is
usually essential in order to influence
donor policy
Donor intelligence: How
Engage face to face with donors (on a
regular basis)
Opportunities include: PRRPs, invite donors
to projects, anniversary receptions,
immersions, planning processes
(and informal opportunities wherever
possible)
Donor intelligence: Face to face
Do NOT sell a project on the first meeting
• Research the donor
• Describe local AND the international
strength of ActionAid (donors complain we
punch below our weight). Show how AA
adds value
• Discuss funding and advocacy opportunities
And document the meeting
Donor intelligence: Basics
• Submit only proposals that meet any donor
set criteria
• Submit only high quality concepts and
proposals
• Manage and implement existing grants and
funding to a high standard
• Do not stop talking to the donor
Sources of donor intelligence
As well as in-country
- Read newspapers for tender publications
- Network! Attend forums
- Meet the donors!
Funding Affiliates
International Fundraising
Strong Logical Project Intervention
• Focus on developing a strong logical project
intervention, with clearly linked and realistic
goal/impact, outcomes/objectives and
actions/outputs. This can be done by
developing a critical pathway for your
proposed project.
What makes a good concept note?
a)logical project intervention
Actions
The activities you
will undertake to
achieve the
outcome
Outcomes
The specific changes
you expect to deliver
based on the actions
undertaken
Impact
longer term
change(s) or
impact this project
is contributing to
Critical Pathway of change
Critical pathway…continue…
Impact The longer term change(s) or impact to which the project is
contributing to. Its scope is larger than what the project can achieve
within the defined timescale - it will normally be one of the global
KCP’s Impact statements.
Project Goal What the project seeks to achieve within the timeframe of the project.
Outcome What the project will change based on the activities undertaken –
leading to progress against or achievement of the Project Goal.
Actions Activities are the individual actions or tasks undertaken which will lead
to the achievement of the outcomes.
b) Outline the problem clearly and the root causes
• Describe the key problems and needs this project
will address – try to be specific to the region or
target group
• Describe the scale of the problem - include key
statistics or external evidence/research where
possible e.g. no of people living on less than $1 a
day - include your sources!
• Include a summary of any rights analysis
undertaken if available.
• Rights Analysis
c)Clearly state the actions/activities the project will fund
• There should be at least one or two actions for
each outcome
• Use numbers wherever possible e.g. number
of schools, communities, girls
THANK YOU, MERCI,
MURAKOZE
Q&A

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fundraising training.pptx

  • 3. RESOURCE MOBILISATION • Fundraising: Fundraising is the process of gathering voluntary contributions of money or other resources, by requesting donations from individuals, businesses, charitable foundations, or governmental agencies for specific programs/activities
  • 4. TYPES OF FUNDRAISING IN AAR • Through child sponsorship, a supporter in Europe (UK, Italy and Greece) is linked with a Rwandan child in a poor and community. The child communicates twice a year with the supporter who is also encouraged to communicate as frequently with the child and an exchange of information of each other’s lives takes place. The supporter contributes an agreed amount each month through AAI. • Partnership income:  High value: High Value donors are: – Individual major donors, – charitable trusts and foundations, – companies. Giving >£5k per annum  Official donors: - Government or Institutional donors (e.g. DfID, UN, ECHO) - Give very large grants often in the £millions - Use grants and tenders to NGOs to deliver their own strategy Supporter marketing
  • 5. WHY RESOURCE MOBILIZATION? • We do fundraising for our program (PLFP) but also we do program to fundraise • Programme Led Funding Planning (PLFP) is an approach to ensure that we raise the right amount of money and the right kind of money to achieve our strategic objectives. The ‘right kind of money’ means money that either has no restrictions on how it can be used, or the restrictions match with our programme objectives.
  • 6. Funding Planning: Why is it needed? • It ensures we are programme led, not donor led • It recognises the entire funding mix (companies, national fund, foundations, official etc.) • Outlines our funding needs or gaps • It is integral to planning, strategy development and your ability to fund your strategies/ plan of actions
  • 7. Funding Planning: The Theory Funding planning is the core of the planning process, as it links together the work you plan to do with the resources you have available PLFP Toolkit 3.1.1 Funding Planning Basics Income potential Programme Objectives
  • 8. AA Fundraising Affiliate AA Country Programme Donors Communities AA Fundraising Affiliate Identifies and builds relationships with donors and decision makers Raises funds for CPs and AAI Raises the profile of AA in their country to raise more funds and support Campaigns to northern policy makers for change that affects poor people internationally Supporting CPs to plan, monitor and evaluate projects Reports back to donors on how their funds are spent. Donor Provide Funding for: CP projects for 1–5 years May fund more than one project and more than one country Will renew their support for AA if a project goes well Help to raise our profile with other donors who might support Communities Participation in project planning Project Stakeholders and “beneficiaries”. AA Country Programmes Building Strong Relationships with Local Partner Organisations Building the capacity of the Local partners Project planning Provides information to enable FA Fundraisers to build strong proposals Help FA Fundraisers to build strong relationships with donors (by providing information, or by hosting donors on a visit) Project delivery Project Monitoring and Evaluation Reporting back to AAI and Fundraisers. Write concept notes and proposals Local Partners Building relationships with communities Project delivery Project Monitoring and Evaluation Reporting back to Country Programme Write concept notes and proposals From Donor to Community – Roles & Relationships Local Partner Organisations
  • 9. What should we do at CP and partner level (five actions)
  • 10. Focus on CP and Partners Relationship • Excellent implementation of the programme • Relationship building with potential donors • Problem/issue identification • Donor intelligence • Write strong concept note
  • 11. Donor Intelligence: Why? Interaction with donors provides opportunity for: • Increasing income – and increasing diversity of income • Early intelligence of opportunity • Advocacy opportunities (bringing the donor to ActionAid)
  • 12. Donor Intelligence: The core A pre-existing relationship with donors is usually essential to successful fundraising Pre-existing partnerships with donors is usually essential in order to influence donor policy
  • 13. Donor intelligence: How Engage face to face with donors (on a regular basis) Opportunities include: PRRPs, invite donors to projects, anniversary receptions, immersions, planning processes (and informal opportunities wherever possible)
  • 14. Donor intelligence: Face to face Do NOT sell a project on the first meeting • Research the donor • Describe local AND the international strength of ActionAid (donors complain we punch below our weight). Show how AA adds value • Discuss funding and advocacy opportunities And document the meeting
  • 15. Donor intelligence: Basics • Submit only proposals that meet any donor set criteria • Submit only high quality concepts and proposals • Manage and implement existing grants and funding to a high standard • Do not stop talking to the donor
  • 16. Sources of donor intelligence As well as in-country - Read newspapers for tender publications - Network! Attend forums - Meet the donors! Funding Affiliates International Fundraising
  • 17. Strong Logical Project Intervention • Focus on developing a strong logical project intervention, with clearly linked and realistic goal/impact, outcomes/objectives and actions/outputs. This can be done by developing a critical pathway for your proposed project. What makes a good concept note?
  • 18. a)logical project intervention Actions The activities you will undertake to achieve the outcome Outcomes The specific changes you expect to deliver based on the actions undertaken Impact longer term change(s) or impact this project is contributing to
  • 20. Critical pathway…continue… Impact The longer term change(s) or impact to which the project is contributing to. Its scope is larger than what the project can achieve within the defined timescale - it will normally be one of the global KCP’s Impact statements. Project Goal What the project seeks to achieve within the timeframe of the project. Outcome What the project will change based on the activities undertaken – leading to progress against or achievement of the Project Goal. Actions Activities are the individual actions or tasks undertaken which will lead to the achievement of the outcomes.
  • 21. b) Outline the problem clearly and the root causes • Describe the key problems and needs this project will address – try to be specific to the region or target group • Describe the scale of the problem - include key statistics or external evidence/research where possible e.g. no of people living on less than $1 a day - include your sources! • Include a summary of any rights analysis undertaken if available. • Rights Analysis
  • 22. c)Clearly state the actions/activities the project will fund • There should be at least one or two actions for each outcome • Use numbers wherever possible e.g. number of schools, communities, girls

Editor's Notes

  1. It ensures we are programme led, not donor led It recognises the entire funding mix (child sponsorship, national fund, high value, official etc.)‏ Outlines our funding needs or gaps from countries and programme and provides you with a strategy to fill them It is integral to planning, strategy development and your ability to fund your CSP