The Fundamentals of Fundraising

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Powerpoint Presentation from a workshop presented by Elaine Skates at the LOtC Conference on the 10th November

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The Fundamentals of Fundraising

  1. 1. The fundamentals of fundraising Key principles of successful fundraising for schools Elaine Skates, Deputy Chief Executive Council for Learning Outside the Classroom
  2. 2. Fundamentals of fundraising Council for Learning Outside the Classroom <ul><li>Where can we find funding for LOtC? </li></ul><ul><li>Fundraising strategy </li></ul><ul><li>The golden rules </li></ul><ul><li>Building a case for support </li></ul><ul><li>Planning and research </li></ul><ul><li>Making the ask </li></ul>
  3. 3. Sources of funding for LOtC Council for Learning Outside the Classroom <ul><li>Statutory- local/national government (Pupil Premium etc) </li></ul><ul><li>Charitable trusts and foundations </li></ul><ul><li>Corporate sponsors (companies local to the school, employers of parents) </li></ul><ul><li>Individual donors (appeals, legacies, major donors, lottery) </li></ul><ul><li>Fundraising events (PTA, school discos, past pupils reunions </li></ul><ul><li>Earned income (use of school facilities, meeting rooms, hire of hall etc) </li></ul><ul><li>Bursaries/awards from providers to partly or wholey fund LOtC experiences (e.g. Outward Bound Trust) </li></ul><ul><li>. </li></ul>
  4. 4. Maximising statutory funding sources Council for Learning Outside the Classroom <ul><li>Statutory- local/national government (Pupil Premium etc) </li></ul><ul><li>Make the most of the funding you already have- could LOtC have more impact on school improvment than new computers </li></ul><ul><li>Integration with the curriculum is more cost effective. </li></ul><ul><li>Make the most of the visits – prepare in advance. </li></ul><ul><li>Cheaper options: </li></ul><ul><ul><ul><li>school grounds </li></ul></ul></ul><ul><ul><ul><li>venues within walking distance </li></ul></ul></ul><ul><ul><ul><li>public transport </li></ul></ul></ul><ul><ul><ul><li>visits outside peak times </li></ul></ul></ul><ul><li>. </li></ul>
  5. 5. Charitable Trusts and Foundations Council for Learning Outside the Classroom <ul><li>‘ Postcode funders’ award funds according to demographics- geography, socio-economic group, age, special needs </li></ul><ul><li>Different interests to look out for- e.g. natural environment, the arts, heritage, helping disadvantaged young people </li></ul><ul><li>Like innovative projects with clear objectives </li></ul><ul><li>Want you to be specific about how you will evaluate the effectiveness of your project </li></ul><ul><li>. </li></ul>
  6. 6. Corporate funders/sponsors Council for Learning Outside the Classroom <ul><li>Support local communities through CSR policies </li></ul><ul><li>Many be motivated by PR opportunities associated with working with you </li></ul><ul><li>May provide support ‘in kind’ e.g. staff volunteering or expertise (IT) </li></ul><ul><li>Like to involve staff in selecting causes to support </li></ul><ul><li>Supermarket funding pots support local schools/community projects (Co op, Tescos) </li></ul><ul><li>Some Corporates have values that may match LOtC- helping kids to get active, get closer to nature, etc. </li></ul><ul><li>. </li></ul>
  7. 7. Individual donors Council for Learning Outside the Classroom <ul><li>Will be more lucrative for some schools more than others- schools with affluent parents/past pupils or faith schools </li></ul><ul><li>However, you don’t need to be rich to donate </li></ul><ul><li>Affection, gratitude and faith powerful motivators for giving </li></ul><ul><li>Consider establishing a ‘friends of’ group </li></ul><ul><li>Appeals,100 club or lottery </li></ul><ul><li>Try to cultivate a relationship, with regular giving rather than 1 off donations </li></ul><ul><li>Build a database of past parents/pupils and donors </li></ul><ul><li>Supports community cohesion </li></ul><ul><li>. </li></ul>
  8. 8. Fundraising events/PTA Council for Learning Outside the Classroom <ul><li>Fetes, discos, reunions, etc </li></ul><ul><li>How effective are you in using your PTA to support fundraising? </li></ul><ul><li>Have a clear goal in mind for fundraising and share it with PTA </li></ul><ul><li>Involve PTA in the vision- what you need funds for, how much you need, how the money will be spent and most importantly how it will benefit the children in the school </li></ul><ul><li>Sends thanks and update the committee and parents when the money is spent and what impact it has had </li></ul><ul><li>. </li></ul>
  9. 9. Earned income Council for Learning Outside the Classroom <ul><li>Does your school have any marketable products that could raise income? </li></ul><ul><li>Consultancy/training for other schools </li></ul><ul><li>Offering LOtC experiences to other schools </li></ul><ul><li>Hire of hall/meeting rooms </li></ul><ul><li>Uniform sales </li></ul><ul><li>. </li></ul>
  10. 10. Awards and bursaries from LOtC providers Council for Learning Outside the Classroom <ul><li>Some providers part or wholly fund LOtC activities to help disadvantaged pupils access opportunities </li></ul><ul><li>Others support pupils in fundraising for their own expedition </li></ul>
  11. 11. 6 step fundraising strategy Council for Learning Outside the Classroom <ul><ul><ul><li>Making the case </li></ul></ul></ul><ul><ul><ul><li>Analyse and plan </li></ul></ul></ul><ul><ul><ul><li>Research </li></ul></ul></ul><ul><ul><ul><li>Package </li></ul></ul></ul><ul><ul><ul><li>Make the ask </li></ul></ul></ul><ul><ul><ul><li>Maintain the relationship </li></ul></ul></ul>
  12. 12. The Three Golden Rules Council for Learning Outside the Classroom <ul><ul><ul><li>Be ready... if you don’t ask you won’t get </li></ul></ul></ul><ul><ul><ul><li>Be confident... people buy people </li></ul></ul></ul><ul><ul><ul><li>Be communicative... it’s not about you, it’s about them </li></ul></ul></ul>
  13. 13. Be communicative – three tests Council for Learning Outside the Classroom <ul><ul><li>Echo – is it memorable? </li></ul></ul><ul><ul><li>Photocopy – does it sound the same as everyone </li></ul></ul><ul><ul><li>else’s? </li></ul></ul><ul><ul><li>Peacock – does it sound like hype? </li></ul></ul>
  14. 14. Building a case for support Council for Learning Outside the Classroom <ul><ul><ul><li>What is the need? </li></ul></ul></ul><ul><ul><ul><li>What evidence is there that this is a pressing need? </li></ul></ul></ul><ul><ul><ul><li>How is our organisation uniquely placed to tackle this? </li></ul></ul></ul><ul><ul><ul><li>What will the benefits of action be? </li></ul></ul></ul><ul><ul><ul><li>What will be the negative consequences if we fail? </li></ul></ul></ul>
  15. 15. Planning and Research Council for Learning Outside the Classroom <ul><li>Think about who you know first and follow up those opportunities as priorities </li></ul><ul><li>Consider your school’s demographics and strengths </li></ul><ul><li>Involve stakeholders </li></ul><ul><li>Consider subscribing to funding newsletters- www.fundraisingschools.co.uk (subscription) or www. fundingcentral .org.uk (free) </li></ul><ul><li>Use funding directories in libraries- e.g. DSC The Guide to the Major Trusts </li></ul><ul><li>Know when to stop researching and start asking! </li></ul>
  16. 16. Package Council for Learning Outside the Classroom <ul><li>Target their interests </li></ul><ul><li>Pitch to their ability </li></ul><ul><li>Match their timing </li></ul>
  17. 17. Making the ask- funding proposals Council for Learning Outside the Classroom <ul><ul><ul><li>Summary (20% of page 1) </li></ul></ul></ul><ul><ul><ul><li>Introduction (20% of page 1) </li></ul></ul></ul><ul><ul><ul><li>Problem (60% of page 1) </li></ul></ul></ul><ul><ul><ul><li>Solution (60% of page 2) </li></ul></ul></ul><ul><ul><ul><li>Evaluation (15% of page 2) </li></ul></ul></ul><ul><ul><ul><li>Budget (25% of page 2) </li></ul></ul></ul>
  18. 18. Tips on writing good proposals Council for Learning Outside the Classroom <ul><li>Use simple language (that a 9 year old could understand) </li></ul><ul><li>Use active language </li></ul><ul><li>Keep it short </li></ul><ul><li>Keep sentences short </li></ul><ul><li>Make it photocopiable </li></ul><ul><li>Target it to the funder </li></ul><ul><li>Spell names etc correctly! </li></ul>
  19. 19. Maintain the relationship Council for Learning Outside the Classroom Don’t forget to say thank you and communicate the impact the funding has had.
  20. 20. Any questions? Council for Learning Outside the Classroom Email : [email_address] Websites : www.lotc.org.uk www.lotcqualitybadge.org.uk

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