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Corporate, Major Donor & Trust Fundraising Presentation

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A presentation delivered on Corporate, Major Donor & Trust Fundraising delivered by Deirdre Murphy from NICVA at NICVA's member event on 7 October 2014.

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Corporate, Major Donor & Trust Fundraising Presentation

  1. 1. Corporate, Major Donor & Trust Fundraising
  2. 2. Developing Your Fundraising Mix Tuesday 7th October 2014 Deirdre Murphy, Fundraising Advice Officer, NICVA
  3. 3. Let’s talk about • Planning your fundraising • What we mean by Corporate, Major Donor and Trust Fundraising • How to build good relationships
  4. 4. How much do you need to raise?
  5. 5. Different methods Fundraising Community Individual Giving Committed Giving Major Donor Corporate Online Legacy Gift aid Schools Campaigns Groups Events
  6. 6. What is your fundraising capacity? • Fundraising resources? • Fundraising? • Skills? • Allies, networks, contacts….? • Facilities, volunteers, USP!?
  7. 7. Types of Income • Restricted • Unrestricted
  8. 8. Companies In kind Project Event Connections Corporate Fundraising Sponsorship Awareness Staff Partnerships Donations Cause Related Marketing Payroll Giving Local business Appeals Regular Giving Staff Charity Fund Events
  9. 9. Major Donors • What is a Major Donation? • What is a Major Donor? • Treating them differently o Capacity to give again at or above set level o Individuals or syndicates o Multi-annual or one-off donations
  10. 10. Trusts www.grant-tracker.org
  11. 11. Applying for Grants • Properly plan and cost your projects • Thoroughly research funder • Get in touch with the funder • Apply in good time • Read and use the guidelines • Fully complete the form with all enclosures • Check postage • Keep records • Make several applications
  12. 12. Completing an Application Form • Esmee Fairbairn Foundation Video http://www.youtube.com/watch?v=bgzIrDmeKf8
  13. 13. Legacies Pledgers Donor Journey Major Donors Mid Value Donors Committed Donors Regular Donors Donors Responders Incidental Donors
  14. 14. Building Relationships Research Identify Solicit Cultivate Steward
  15. 15. 4 Ways to Increase Your Income the size of the donation / grant / profit the 1234 of donors / funders / buyers the frequency frequency of donations the longeeeeeevity of donations
  16. 16. Key Principles of Fundraising 1. You have to ask 2. The personal approach 3. Understand the donor’s viewpoint 4. Fundraising is selling 5. Credibility and PR 6. Know how much to ask for 7. Say thank you 8. Long-term involvement and commitment 9. Accountability and reporting back
  17. 17. Institute of Fundraising Code of Fundraising Practice “The principle of self-regulation is to allow individuals and fundraising organisations to demonstrate best practice, eliminate poor practice and increase public trust and confidence in the voluntary and community sector”. http://www.institute-of-fundraising.org.uk/guidance/code-of-fundraising- practice/
  18. 18. Fundraising Advice Service Tel: 028 9087 7777 deirdre.murphy@nicva.org @nicva_FRAdvice Fundraising Advice NICVA www.nicva.org www.grant-tracker.org

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