SlideShare a Scribd company logo
1 of 2
Download to read offline
Fundraising in schools has become a necessity, but where do you start? Join FundEd,
the school fundraising association, for expert guidance, inspiration from other schools,
and the templates and tools needed to be a confident and successful fundraiser
membership benefits
1FundEd Magazine
FundEd Magazine is published three times
a year. Each glossy, 68-page issue features
advice from fundraising experts, procurement
specialists, teachers, school leaders and PTA Chairs.
Case studies of previously-funded projects provide
an insight into the opportunities available and
methods that work. Advice spans grants and events,
as well as crowdfunding, working with business
partners, and procurement. Each issue also features
grants that are currently open for applications and
free-to-enter prize draws.
2PTA+ Magazine
PTA+ Magazine is
published three
times a year and features
seasonal fundraising
ideas. The focus is on
day-to-day fundraising
events for pupils, adults,
families and the wider
community, covering
everything from bake
sales to a music festival.
3Grant-funding
advice
Bid-writing experts
and school fundraising
advisors share their
advice for maximising
your funding potential.
Drawing on a wealth of
experience, they explain
what checks to make, how to avoid the
most common pitfalls and how to make
your projects stand out...
4Grants database
The FundEd grants
database features
over £1.6m-worth of funds
from trusts and foundations
that welcome applications
from schools. Search by
curriculum area or location
to find local and national
grants and benchmark your project against those
that have previously been awarded funding.
‘Build relationships with
grant givers – some like
to speak to prospective
applicants about their
project. They may give you
initial feedback on your
ideas before you begin
the application process.’
Rachel Gordon, The
School Funding Service
5Training seminars
From autumn 2016 a team of experts will be
running a series of webinars on topics such
as ‘writing a fundraising strategy’, ‘bid-writing for
success’ and ‘building relationships with business
partners’. Regional seminars will follow in 2017.
‘Getting money is great, but if
that’s all you aim to do, you’re
missing out! Build a relationship
between your school and local
businesses and you will be
surprised how, over time, the
job gets easier and the
rewards become greater.’
Howard Rose, Funding and
Publicity Manager, Balsall
Common Primary, Solihull
Join us: Membership costs £225 for one year or £450 for three
years (ex VAT). For more information on joining FundEd, get in touch:
*ONLY THE USUAL DEBIT/CREDIT CARD TRANSACTION FEES APPLY.)
IN ASSOCIATION WITH
Email: info@funded.org.uk | Call: 01342 718679 | Visit: funded.org.uk
About FundEd
FundEd is dedicated to supporting all those involved in fundraising
and income generation in UK schools. FundEd brings together
Headteachers, School Business Managers, Governors, teaching staff,
PTA Chairs, fundraising professionals, philanthropists and business
leaders, to share ideas and inspire solutions to the funding crisis
facing schools. FundEd is a sustainable programme which aims to
train and galvanise both experienced fundraisers and those who are
new to the role. We do this by sharing best practice through case
studies and expert advice, providing a library of high-quality guides
and templates, backed up with technology solutions that enable
funding to be sought quickly and efficiently.
6Knowledge bank
FundEd aims to save you time and effort by
providing in-depth step-by-step guidance on
everything from event-planning to crowdfunding.
Across FundEd and PTA+ we currently have over
20 event-planning guides – from running a silent
auction to a circus or car boot sale (outlining all the
legal considerations involved). The knowledge bank
also enables school leaders to share or download
templates, letters, and other documents, in addition
to accessing guides from our experts, such as
handbooks and strategy templates.
8Funding alerts
Half-termly e-bulletins provide
information on the latest
grants available, seasonal fundraising
ideas, training opportunities, special
offers, and free resources available
through competitions and prize draws.
7CrowdFundEd
CrowdFundEd
is a bespoke
crowdfunding tool tailored
to the requirements of
schools. Supporters follow
your school, not a single
project, meaning that when one project ends,
your network doesn’t vanish – instead, they will
be alerted when your next campaign launches.
CrowdFundEd allows you to seek support from local
businesses with a ‘soft’ approach. A dedicated
space for a business sponsor’s logo enables you to
generate additional revenue in return for visibility.
9Community hub
Don’t spend time
mulling over what to
do or how to do it – seek
advice from your peers!
Join our closed LinkedIn
and Facebook groups where
you can get immediate answers
to specific questions, share the wisdom of your
experiences and upload and download templates.10Partnerships guidance
Building long-lasting relationships with
local businesses can benefit your school
far beyond financial sponsorship: work-related
learning, skills share, free services... But where do
you start, and what can
you offer in return?
Our panel of experts
share their inside
knowledge – from
identifying potential
partners to setting up
networking events or
educational workshops.
1
What’s your goal? Identify your school’s focus areas
and prioritise your immediate needs. Be specific
about what you want to achieve and by when. If you’re
working towards funding a specific item, what is the total
cost and will there be any ongoing maintenance fees?
Can the project be broken down into stages? Agree a
contingency should you fall short or exceed your target.
2
Who can help you achieve your goal? Your workforce
should consist of your leadership team, plus any
additional volunteers you can muster. Work out who can
do what, how much time they have available, and what
specific skills or expertise they can offer. If you have a
PTA, communicate your plans and get them on board.
Leverage your assets – for example, if a member of staff
is in a band, a musical festival may be a feasible event.
3
Set a timeframe. Some goals will be long-term, like
building a new playground, while others may be
more immediate. Draw up a schedule, working backwards
from your optimum end date. Input grant application
deadlines and allocate at least an hour per week to
compile supporting documentation and complete bid
paperwork. Check school calendars to avoid clashes
with existing commitments, while exploring the option
to piggyback activities that are already planned, i.e.
by running a silent auction at the carol concert or a
sponsored read-a-thon for World Book Day.
4
Brainstorm fundraising ideas. How you fundraise
will depend on the level of funding required and the
timeframe involved. Many grant-giving trusts will want
to see evidence that you are already actively trying to
raise funds yourself. Break down your total target into
smaller, more manageable chunks as this helps spread
your risk and – if you can delegate different initiatives to
others – your workload! Consider grants, crowdfunding,
special events such as quiz nights, sponsored activities,
corporate sponsorship and ongoing, passive sources
of income such as shopping affiliate schemes. Put a
monetary target against each activity to track how it
will contribute to your goal. Refer to funded.org.uk and
pta.co.uk for fundraising ideas, advice and guidance on
running successful events and boosting profits.
Planning a fundraising strategy
step-by-step:
Congratulations on becoming a FundEd subscriber! Whether you’re a fundraising pro
or a complete novice, these tips should help determine your plan of action. Good luck!
5
What resources are needed to help you achieve
your goals? If time and skills are in short supply, then
consider employing the services of a bid-writing expert,
or investing in a part-time member of staff on a trial basis
with a view that they cover their costs. Speak to your
local Council for Voluntary Services or District Council
as they often have information on local grants, regular
networking events or upcoming fundraising workshops.
Cut costs by making the most of existing assets, like
school facilities or equipment. See if you are able to
borrow items from other schools or community groups –
you might be surprised to find what people will contribute
in support of your cause, so don’t be afraid to ask!
6
Consider your support base for donations,
sponsorship or attendees at fundraising events –
are you tapping up the same audience time and again
and what level of support are they likely to be able to
offer? Aim to engage existing supporters, but also seek
ways to reach new ones. Think about who else may want
to see your project succeed, such as local companies
or sole traders working in a relevant interest area to
your project. For example, a local catering company or
hotel may be interested in a project to fund cookery
equipment at your school, while a local engineering firm
might be keen to support a new DT facility.
7
Create a marketing schedule and communicate your
plans as far in advance as possible so supporters
can factor this into their diaries and budgets. Explain
what you are raising funds for and the impact that
contributions will have. Consider breaking down the cost
of your project to show supporters how their donation
will make a difference, e.g. ‘A £100 donation will help
us purchase X number of books for our new library.’
Remember to schedule regular updates and progress
reports for all supporters.
8
Create a buzz! Promote your fundraising initiatives
on social media, your school website and in
newsletters, with a call-to-action, i.e. a link to your
crowdfunding page or how to buy tickets to an event.
Give deadlines if possible so people will be encouraged
to donate quickly. Follow up with reminders.
Community Inspired Ltd cannot be held responsible for any decisions or actions taken by a school or it’s agent, based on the guidance provided.
For ideas and advice on securing funding, visit funded.org.uk
	
  
Fundraising	
  Strategy	
  
	
  
Key	
  message	
  
	
  
(Why?)	
  	
  
Purpose	
   Goals	
  
	
  
	
  
Target	
  
	
  
£x,xxx	
  
	
  
	
  
Outcome	
  
drivers	
  	
  
	
  
(How?)	
  
Revenue	
   Costs	
  
Support	
  base	
  
	
  
(Who?)	
  
Existing	
  supporters	
   New	
  supporters	
  
Action	
   Fundraising	
  activity	
   Communication	
  plan	
  
Resources	
  
	
  
(What	
  do	
  	
  
we	
  need?)	
  
People	
   Knowledge	
  
	
  
A silent auction enables you to be much more creative
with prizes and offers far greater profit potential…
1Once you know the date of your event you can start requesting
auction prize donations via email, phone or face-to-face.
Let companies know what sort of prizes you are after and what
coverage they can expect in return. If you are fundraising towards
a specific goal, include details. Invite parents to contribute auction
prizes, too. Aim for a minimum of 10 high-quality prizes.
2Chase up companies that haven’t yet responded and keep
records detailing those who have agreed to support you, what
prizes they have offered, as well as those who turned down your
request and why. Start drumming up excitement by announcing
prizes on social media. Display the list on the school noticeboard for
everyone to see and send out a letter to parents with a reply slip for
those who are unable to attend the event but want to place bids.
3Prepare your bidding sheets to include a description of the
prize and the value, with spaces for names, numbers and the
amounts bid. Think about your display - if you only have a small
number of items, and it’s an informal event, attach bidding sheets
to a board, or you may want to place the items themselves or
photographs on a table with the bidding sheets on clipboards.
4Set up your auction display – include a set of terms next to your
bidding sheets (see right). Make sure you have plenty of pens!
Five minutes before the end, announce that your auction is about to
close. Once the auction ends, collect in bid sheets and announce
your winners – some may already have left, so call them to arrange
collection of prizes and payment. Explain that prizes need to be
collected and paid for within a certain timeframe. Where the bid is a
service (i.e. singing lessons) stipulate appropriate ‘use-by’ dates.
5There may be things that, for whatever reason, did not receive
any bids or did not reach the reserve – keep a note of these
and let the donors know. Some people may change their mind
about their bid, so you may need to call the next person on the
sheet. Thank all bidders and cultivate your donors by sending thank
you letters detailing how much the event raised and how this has
contributed towards your fundraising goal.
The above is intended as guidance only. We recommend that you contact the relevant organisations with specific reference to insurance, legal, health and safety and child
protection requirements. Community Inspired Ltd cannot be held responsible for any decisions or actions taken by a fundraising organisation, based on the guidance provided.
Step-by-step: Silent auction
Tips and advice
Legalities: There are no licensing
requirements for a silent auction,
however you will need to consider the
Sale of Goods Act when providing
descriptions and stating the value of
each item. Parents are providing their
names and contact details voluntarily,
but these should be destroyed at the
end of your event. If your supporters
would prefer to remain anonymous,
invite anyone who wants to bid to
register for a unique number. That
way all they have to do is write
down their bidder number and the
amount against the lots. You can then
reconcile winners and award prizes.
Be organised: Get requests for
prizes sent out early. Track auction
items, set up bid sheets, have thank
you letters ready to send to donors,
and be firm with deadlines. Keep
detailed notes for future reference:
how much did each prize raise; which
prizes received the most bids, etc.
State your terms: Explain that
winning bids need to be collected and
paid for within a certain timeframe,
and that it is for winners to arrange
collection. If two people bid the same
amount, invite them to submit a
sealed bid on a piece of paper – the
highest bid wins. Where appropriate,
include ‘use-by’ dates. Display your
terms next to your bidding sheets.
Download templates: We have a
sample donation request letter, a letter
to parents and a bidding sheet. Go to
pta.co.uk/boost-profits.
Great for: ADuLTS Fun factor: ★★★★★ Effort: ★★★★★ £ potential: £££££
For more ideas and advice, visit pta.co.uk
This guide is provided by

More Related Content

What's hot

Week 12: Fundraising, Sponsorship & Volunteering
Week 12: Fundraising, Sponsorship & VolunteeringWeek 12: Fundraising, Sponsorship & Volunteering
Week 12: Fundraising, Sponsorship & VolunteeringKane Hopkins
 
BigDonorSummit-brochure.10.02.15
BigDonorSummit-brochure.10.02.15BigDonorSummit-brochure.10.02.15
BigDonorSummit-brochure.10.02.15Sarah Lobrot
 
The Architecture of Major Donor Cultivation
The Architecture of Major Donor CultivationThe Architecture of Major Donor Cultivation
The Architecture of Major Donor CultivationUpStartBayArea
 
Fund Raising Fundamentals for student activities
Fund Raising Fundamentals for student activitiesFund Raising Fundamentals for student activities
Fund Raising Fundamentals for student activities4P Egypt
 
Fundraising For Non Profits William Paterson Non Profit Conference
Fundraising For Non Profits William Paterson Non Profit ConferenceFundraising For Non Profits William Paterson Non Profit Conference
Fundraising For Non Profits William Paterson Non Profit ConferenceVictoria Halfpenny
 
Overview Of Fundrasing Methods
Overview Of Fundrasing MethodsOverview Of Fundrasing Methods
Overview Of Fundrasing Methodsvkmlaw
 
first presentation in fund raising topic
first presentation in fund raising topic first presentation in fund raising topic
first presentation in fund raising topic Doha Ashraf
 
Fundraising Planning Worksheet
Fundraising Planning WorksheetFundraising Planning Worksheet
Fundraising Planning Worksheet4Good.org
 
2 - Brian J Fair - Services and Client Experience - PFP - 1-14-16
2 - Brian J Fair - Services and Client Experience - PFP - 1-14-162 - Brian J Fair - Services and Client Experience - PFP - 1-14-16
2 - Brian J Fair - Services and Client Experience - PFP - 1-14-16Brian Fair
 
Brooke Clarke - E&M Presentation
Brooke Clarke - E&M PresentationBrooke Clarke - E&M Presentation
Brooke Clarke - E&M PresentationBrooke Clarke
 
Project fundraising- Kpstas Stellos
Project fundraising- Kpstas StellosProject fundraising- Kpstas Stellos
Project fundraising- Kpstas StellosDr Ghaiath Hussein
 
Nmp 650 e portfolio 2 assignment - Parks
Nmp 650 e portfolio 2 assignment - ParksNmp 650 e portfolio 2 assignment - Parks
Nmp 650 e portfolio 2 assignment - ParksDiannaParks
 
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned Gifts
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned GiftsCreating a Comprehensive Dev. Plan Including Major Gifts and Planned Gifts
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned GiftsMichael David-Wilson
 
Sponsorship Townsville Saturday 2 June 2012
Sponsorship Townsville Saturday 2 June 2012Sponsorship Townsville Saturday 2 June 2012
Sponsorship Townsville Saturday 2 June 2012CPA Australia
 
JS May, Portland Art Museum: Building a Fundraising Plan
JS May, Portland Art Museum: Building a Fundraising PlanJS May, Portland Art Museum: Building a Fundraising Plan
JS May, Portland Art Museum: Building a Fundraising PlanJames Leventhal
 
Annual Giving: Foundation of the Donor Pyramid
Annual Giving: Foundation of the Donor PyramidAnnual Giving: Foundation of the Donor Pyramid
Annual Giving: Foundation of the Donor Pyramidtimpuffer
 

What's hot (20)

Week 12: Fundraising, Sponsorship & Volunteering
Week 12: Fundraising, Sponsorship & VolunteeringWeek 12: Fundraising, Sponsorship & Volunteering
Week 12: Fundraising, Sponsorship & Volunteering
 
June 16 St. Louis Workshop
June 16 St. Louis WorkshopJune 16 St. Louis Workshop
June 16 St. Louis Workshop
 
Strategies for fund raising by Grace Raja
Strategies for fund raising by Grace RajaStrategies for fund raising by Grace Raja
Strategies for fund raising by Grace Raja
 
BigDonorSummit-brochure.10.02.15
BigDonorSummit-brochure.10.02.15BigDonorSummit-brochure.10.02.15
BigDonorSummit-brochure.10.02.15
 
The Architecture of Major Donor Cultivation
The Architecture of Major Donor CultivationThe Architecture of Major Donor Cultivation
The Architecture of Major Donor Cultivation
 
Fund Raising Fundamentals for student activities
Fund Raising Fundamentals for student activitiesFund Raising Fundamentals for student activities
Fund Raising Fundamentals for student activities
 
Fundraising For Non Profits William Paterson Non Profit Conference
Fundraising For Non Profits William Paterson Non Profit ConferenceFundraising For Non Profits William Paterson Non Profit Conference
Fundraising For Non Profits William Paterson Non Profit Conference
 
Overview Of Fundrasing Methods
Overview Of Fundrasing MethodsOverview Of Fundrasing Methods
Overview Of Fundrasing Methods
 
first presentation in fund raising topic
first presentation in fund raising topic first presentation in fund raising topic
first presentation in fund raising topic
 
Fundraising Planning Worksheet
Fundraising Planning WorksheetFundraising Planning Worksheet
Fundraising Planning Worksheet
 
2 - Brian J Fair - Services and Client Experience - PFP - 1-14-16
2 - Brian J Fair - Services and Client Experience - PFP - 1-14-162 - Brian J Fair - Services and Client Experience - PFP - 1-14-16
2 - Brian J Fair - Services and Client Experience - PFP - 1-14-16
 
Brooke Clarke - E&M Presentation
Brooke Clarke - E&M PresentationBrooke Clarke - E&M Presentation
Brooke Clarke - E&M Presentation
 
Project fundraising- Kpstas Stellos
Project fundraising- Kpstas StellosProject fundraising- Kpstas Stellos
Project fundraising- Kpstas Stellos
 
Grantee Workshop - Fundraising Presentation
Grantee Workshop - Fundraising PresentationGrantee Workshop - Fundraising Presentation
Grantee Workshop - Fundraising Presentation
 
Nmp 650 e portfolio 2 assignment - Parks
Nmp 650 e portfolio 2 assignment - ParksNmp 650 e portfolio 2 assignment - Parks
Nmp 650 e portfolio 2 assignment - Parks
 
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned Gifts
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned GiftsCreating a Comprehensive Dev. Plan Including Major Gifts and Planned Gifts
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned Gifts
 
Sponsorship Townsville Saturday 2 June 2012
Sponsorship Townsville Saturday 2 June 2012Sponsorship Townsville Saturday 2 June 2012
Sponsorship Townsville Saturday 2 June 2012
 
JS May, Portland Art Museum: Building a Fundraising Plan
JS May, Portland Art Museum: Building a Fundraising PlanJS May, Portland Art Museum: Building a Fundraising Plan
JS May, Portland Art Museum: Building a Fundraising Plan
 
Christine Thompson - Resume - March 2015
Christine Thompson - Resume - March 2015Christine Thompson - Resume - March 2015
Christine Thompson - Resume - March 2015
 
Annual Giving: Foundation of the Donor Pyramid
Annual Giving: Foundation of the Donor PyramidAnnual Giving: Foundation of the Donor Pyramid
Annual Giving: Foundation of the Donor Pyramid
 

Similar to FundEd_Member_Benefits_SUM16

Accessing Money Locally, Strengthening Sector
Accessing Money Locally, Strengthening SectorAccessing Money Locally, Strengthening Sector
Accessing Money Locally, Strengthening Sectorncvys
 
Mission Based Business Planning - Central Oregon Partnership
Mission Based Business Planning - Central Oregon PartnershipMission Based Business Planning - Central Oregon Partnership
Mission Based Business Planning - Central Oregon PartnershipMark Pomerantz
 
Donor cultivation
Donor cultivationDonor cultivation
Donor cultivationrlcwm
 
Building Partnerships That Work: Nonprofit and Community Outreach
Building Partnerships That Work: Nonprofit and Community OutreachBuilding Partnerships That Work: Nonprofit and Community Outreach
Building Partnerships That Work: Nonprofit and Community OutreachKristin Messerli
 
Presentation winning grants
Presentation winning grantsPresentation winning grants
Presentation winning grantsTechSoup
 
Getting your funding strategy right
Getting your funding strategy rightGetting your funding strategy right
Getting your funding strategy rightMzN International
 
FFuunnddrraaiissiinngg BBaassiiccss ffoorr PPrriivvaattee.docx
FFuunnddrraaiissiinngg  BBaassiiccss  ffoorr  PPrriivvaattee.docxFFuunnddrraaiissiinngg  BBaassiiccss  ffoorr  PPrriivvaattee.docx
FFuunnddrraaiissiinngg BBaassiiccss ffoorr PPrriivvaattee.docxlmelaine
 
C Gallegos Regional Philanthropy Conference Sept 2015 v2
C Gallegos Regional Philanthropy Conference Sept 2015 v2C Gallegos Regional Philanthropy Conference Sept 2015 v2
C Gallegos Regional Philanthropy Conference Sept 2015 v2cristinainger
 
Applying For Trust Funding
Applying For Trust FundingApplying For Trust Funding
Applying For Trust FundingCathy White
 
The Secret Sauce of Event Planning: White Paper
The Secret Sauce of Event Planning: White PaperThe Secret Sauce of Event Planning: White Paper
The Secret Sauce of Event Planning: White PaperBob Crawshaw
 
GlobalGiving's Online Fundraising Workshop in Bulgaria 2015
GlobalGiving's Online Fundraising Workshop in Bulgaria 2015GlobalGiving's Online Fundraising Workshop in Bulgaria 2015
GlobalGiving's Online Fundraising Workshop in Bulgaria 2015GlobalGiving
 
Members' Meeting October 2013
Members' Meeting October 2013Members' Meeting October 2013
Members' Meeting October 2013Jon Monk
 
Coaching materials about innovation processes- Part 3.pdf
Coaching materials about innovation processes- Part 3.pdfCoaching materials about innovation processes- Part 3.pdf
Coaching materials about innovation processes- Part 3.pdfBrodoto
 
Industry Relations 101: How to Increase Your Sponsorship Sales
Industry Relations 101: How to Increase Your Sponsorship SalesIndustry Relations 101: How to Increase Your Sponsorship Sales
Industry Relations 101: How to Increase Your Sponsorship SalesAH
 
WHITEPAPER-Calculating ROI for Planning Giving Marketing
WHITEPAPER-Calculating ROI for Planning Giving MarketingWHITEPAPER-Calculating ROI for Planning Giving Marketing
WHITEPAPER-Calculating ROI for Planning Giving MarketingKatherine Swank
 

Similar to FundEd_Member_Benefits_SUM16 (20)

Accessing Money Locally, Strengthening Sector
Accessing Money Locally, Strengthening SectorAccessing Money Locally, Strengthening Sector
Accessing Money Locally, Strengthening Sector
 
Mission Based Business Planning - Central Oregon Partnership
Mission Based Business Planning - Central Oregon PartnershipMission Based Business Planning - Central Oregon Partnership
Mission Based Business Planning - Central Oregon Partnership
 
Donor cultivation
Donor cultivationDonor cultivation
Donor cultivation
 
Building Partnerships That Work: Nonprofit and Community Outreach
Building Partnerships That Work: Nonprofit and Community OutreachBuilding Partnerships That Work: Nonprofit and Community Outreach
Building Partnerships That Work: Nonprofit and Community Outreach
 
Presentation winning grants
Presentation winning grantsPresentation winning grants
Presentation winning grants
 
Getting your funding strategy right
Getting your funding strategy rightGetting your funding strategy right
Getting your funding strategy right
 
FFuunnddrraaiissiinngg BBaassiiccss ffoorr PPrriivvaattee.docx
FFuunnddrraaiissiinngg  BBaassiiccss  ffoorr  PPrriivvaattee.docxFFuunnddrraaiissiinngg  BBaassiiccss  ffoorr  PPrriivvaattee.docx
FFuunnddrraaiissiinngg BBaassiiccss ffoorr PPrriivvaattee.docx
 
C Gallegos Regional Philanthropy Conference Sept 2015 v2
C Gallegos Regional Philanthropy Conference Sept 2015 v2C Gallegos Regional Philanthropy Conference Sept 2015 v2
C Gallegos Regional Philanthropy Conference Sept 2015 v2
 
Applying For Trust Funding
Applying For Trust FundingApplying For Trust Funding
Applying For Trust Funding
 
Mcm module 5a
Mcm   module 5aMcm   module 5a
Mcm module 5a
 
The Secret Sauce of Event Planning: White Paper
The Secret Sauce of Event Planning: White PaperThe Secret Sauce of Event Planning: White Paper
The Secret Sauce of Event Planning: White Paper
 
GlobalGiving's Online Fundraising Workshop in Bulgaria 2015
GlobalGiving's Online Fundraising Workshop in Bulgaria 2015GlobalGiving's Online Fundraising Workshop in Bulgaria 2015
GlobalGiving's Online Fundraising Workshop in Bulgaria 2015
 
Members' Meeting October 2013
Members' Meeting October 2013Members' Meeting October 2013
Members' Meeting October 2013
 
How to find funding
How to find fundingHow to find funding
How to find funding
 
Coaching materials about innovation processes- Part 3.pdf
Coaching materials about innovation processes- Part 3.pdfCoaching materials about innovation processes- Part 3.pdf
Coaching materials about innovation processes- Part 3.pdf
 
Industry Relations 101: How to Increase Your Sponsorship Sales
Industry Relations 101: How to Increase Your Sponsorship SalesIndustry Relations 101: How to Increase Your Sponsorship Sales
Industry Relations 101: How to Increase Your Sponsorship Sales
 
Fundraising Report
Fundraising ReportFundraising Report
Fundraising Report
 
WHITEPAPER-Calculating ROI for Planning Giving Marketing
WHITEPAPER-Calculating ROI for Planning Giving MarketingWHITEPAPER-Calculating ROI for Planning Giving Marketing
WHITEPAPER-Calculating ROI for Planning Giving Marketing
 
Funds and Food 2013
Funds and Food 2013Funds and Food 2013
Funds and Food 2013
 
Fundraising 101
Fundraising 101Fundraising 101
Fundraising 101
 

FundEd_Member_Benefits_SUM16

  • 1. Fundraising in schools has become a necessity, but where do you start? Join FundEd, the school fundraising association, for expert guidance, inspiration from other schools, and the templates and tools needed to be a confident and successful fundraiser membership benefits 1FundEd Magazine FundEd Magazine is published three times a year. Each glossy, 68-page issue features advice from fundraising experts, procurement specialists, teachers, school leaders and PTA Chairs. Case studies of previously-funded projects provide an insight into the opportunities available and methods that work. Advice spans grants and events, as well as crowdfunding, working with business partners, and procurement. Each issue also features grants that are currently open for applications and free-to-enter prize draws. 2PTA+ Magazine PTA+ Magazine is published three times a year and features seasonal fundraising ideas. The focus is on day-to-day fundraising events for pupils, adults, families and the wider community, covering everything from bake sales to a music festival. 3Grant-funding advice Bid-writing experts and school fundraising advisors share their advice for maximising your funding potential. Drawing on a wealth of experience, they explain what checks to make, how to avoid the most common pitfalls and how to make your projects stand out... 4Grants database The FundEd grants database features over £1.6m-worth of funds from trusts and foundations that welcome applications from schools. Search by curriculum area or location to find local and national grants and benchmark your project against those that have previously been awarded funding. ‘Build relationships with grant givers – some like to speak to prospective applicants about their project. They may give you initial feedback on your ideas before you begin the application process.’ Rachel Gordon, The School Funding Service 5Training seminars From autumn 2016 a team of experts will be running a series of webinars on topics such as ‘writing a fundraising strategy’, ‘bid-writing for success’ and ‘building relationships with business partners’. Regional seminars will follow in 2017.
  • 2. ‘Getting money is great, but if that’s all you aim to do, you’re missing out! Build a relationship between your school and local businesses and you will be surprised how, over time, the job gets easier and the rewards become greater.’ Howard Rose, Funding and Publicity Manager, Balsall Common Primary, Solihull Join us: Membership costs £225 for one year or £450 for three years (ex VAT). For more information on joining FundEd, get in touch: *ONLY THE USUAL DEBIT/CREDIT CARD TRANSACTION FEES APPLY.) IN ASSOCIATION WITH Email: info@funded.org.uk | Call: 01342 718679 | Visit: funded.org.uk About FundEd FundEd is dedicated to supporting all those involved in fundraising and income generation in UK schools. FundEd brings together Headteachers, School Business Managers, Governors, teaching staff, PTA Chairs, fundraising professionals, philanthropists and business leaders, to share ideas and inspire solutions to the funding crisis facing schools. FundEd is a sustainable programme which aims to train and galvanise both experienced fundraisers and those who are new to the role. We do this by sharing best practice through case studies and expert advice, providing a library of high-quality guides and templates, backed up with technology solutions that enable funding to be sought quickly and efficiently. 6Knowledge bank FundEd aims to save you time and effort by providing in-depth step-by-step guidance on everything from event-planning to crowdfunding. Across FundEd and PTA+ we currently have over 20 event-planning guides – from running a silent auction to a circus or car boot sale (outlining all the legal considerations involved). The knowledge bank also enables school leaders to share or download templates, letters, and other documents, in addition to accessing guides from our experts, such as handbooks and strategy templates. 8Funding alerts Half-termly e-bulletins provide information on the latest grants available, seasonal fundraising ideas, training opportunities, special offers, and free resources available through competitions and prize draws. 7CrowdFundEd CrowdFundEd is a bespoke crowdfunding tool tailored to the requirements of schools. Supporters follow your school, not a single project, meaning that when one project ends, your network doesn’t vanish – instead, they will be alerted when your next campaign launches. CrowdFundEd allows you to seek support from local businesses with a ‘soft’ approach. A dedicated space for a business sponsor’s logo enables you to generate additional revenue in return for visibility. 9Community hub Don’t spend time mulling over what to do or how to do it – seek advice from your peers! Join our closed LinkedIn and Facebook groups where you can get immediate answers to specific questions, share the wisdom of your experiences and upload and download templates.10Partnerships guidance Building long-lasting relationships with local businesses can benefit your school far beyond financial sponsorship: work-related learning, skills share, free services... But where do you start, and what can you offer in return? Our panel of experts share their inside knowledge – from identifying potential partners to setting up networking events or educational workshops. 1 What’s your goal? Identify your school’s focus areas and prioritise your immediate needs. Be specific about what you want to achieve and by when. If you’re working towards funding a specific item, what is the total cost and will there be any ongoing maintenance fees? Can the project be broken down into stages? Agree a contingency should you fall short or exceed your target. 2 Who can help you achieve your goal? Your workforce should consist of your leadership team, plus any additional volunteers you can muster. Work out who can do what, how much time they have available, and what specific skills or expertise they can offer. If you have a PTA, communicate your plans and get them on board. Leverage your assets – for example, if a member of staff is in a band, a musical festival may be a feasible event. 3 Set a timeframe. Some goals will be long-term, like building a new playground, while others may be more immediate. Draw up a schedule, working backwards from your optimum end date. Input grant application deadlines and allocate at least an hour per week to compile supporting documentation and complete bid paperwork. Check school calendars to avoid clashes with existing commitments, while exploring the option to piggyback activities that are already planned, i.e. by running a silent auction at the carol concert or a sponsored read-a-thon for World Book Day. 4 Brainstorm fundraising ideas. How you fundraise will depend on the level of funding required and the timeframe involved. Many grant-giving trusts will want to see evidence that you are already actively trying to raise funds yourself. Break down your total target into smaller, more manageable chunks as this helps spread your risk and – if you can delegate different initiatives to others – your workload! Consider grants, crowdfunding, special events such as quiz nights, sponsored activities, corporate sponsorship and ongoing, passive sources of income such as shopping affiliate schemes. Put a monetary target against each activity to track how it will contribute to your goal. Refer to funded.org.uk and pta.co.uk for fundraising ideas, advice and guidance on running successful events and boosting profits. Planning a fundraising strategy step-by-step: Congratulations on becoming a FundEd subscriber! Whether you’re a fundraising pro or a complete novice, these tips should help determine your plan of action. Good luck! 5 What resources are needed to help you achieve your goals? If time and skills are in short supply, then consider employing the services of a bid-writing expert, or investing in a part-time member of staff on a trial basis with a view that they cover their costs. Speak to your local Council for Voluntary Services or District Council as they often have information on local grants, regular networking events or upcoming fundraising workshops. Cut costs by making the most of existing assets, like school facilities or equipment. See if you are able to borrow items from other schools or community groups – you might be surprised to find what people will contribute in support of your cause, so don’t be afraid to ask! 6 Consider your support base for donations, sponsorship or attendees at fundraising events – are you tapping up the same audience time and again and what level of support are they likely to be able to offer? Aim to engage existing supporters, but also seek ways to reach new ones. Think about who else may want to see your project succeed, such as local companies or sole traders working in a relevant interest area to your project. For example, a local catering company or hotel may be interested in a project to fund cookery equipment at your school, while a local engineering firm might be keen to support a new DT facility. 7 Create a marketing schedule and communicate your plans as far in advance as possible so supporters can factor this into their diaries and budgets. Explain what you are raising funds for and the impact that contributions will have. Consider breaking down the cost of your project to show supporters how their donation will make a difference, e.g. ‘A £100 donation will help us purchase X number of books for our new library.’ Remember to schedule regular updates and progress reports for all supporters. 8 Create a buzz! Promote your fundraising initiatives on social media, your school website and in newsletters, with a call-to-action, i.e. a link to your crowdfunding page or how to buy tickets to an event. Give deadlines if possible so people will be encouraged to donate quickly. Follow up with reminders. Community Inspired Ltd cannot be held responsible for any decisions or actions taken by a school or it’s agent, based on the guidance provided. For ideas and advice on securing funding, visit funded.org.uk   Fundraising  Strategy     Key  message     (Why?)     Purpose   Goals       Target     £x,xxx       Outcome   drivers       (How?)   Revenue   Costs   Support  base     (Who?)   Existing  supporters   New  supporters   Action   Fundraising  activity   Communication  plan   Resources     (What  do     we  need?)   People   Knowledge     A silent auction enables you to be much more creative with prizes and offers far greater profit potential… 1Once you know the date of your event you can start requesting auction prize donations via email, phone or face-to-face. Let companies know what sort of prizes you are after and what coverage they can expect in return. If you are fundraising towards a specific goal, include details. Invite parents to contribute auction prizes, too. Aim for a minimum of 10 high-quality prizes. 2Chase up companies that haven’t yet responded and keep records detailing those who have agreed to support you, what prizes they have offered, as well as those who turned down your request and why. Start drumming up excitement by announcing prizes on social media. Display the list on the school noticeboard for everyone to see and send out a letter to parents with a reply slip for those who are unable to attend the event but want to place bids. 3Prepare your bidding sheets to include a description of the prize and the value, with spaces for names, numbers and the amounts bid. Think about your display - if you only have a small number of items, and it’s an informal event, attach bidding sheets to a board, or you may want to place the items themselves or photographs on a table with the bidding sheets on clipboards. 4Set up your auction display – include a set of terms next to your bidding sheets (see right). Make sure you have plenty of pens! Five minutes before the end, announce that your auction is about to close. Once the auction ends, collect in bid sheets and announce your winners – some may already have left, so call them to arrange collection of prizes and payment. Explain that prizes need to be collected and paid for within a certain timeframe. Where the bid is a service (i.e. singing lessons) stipulate appropriate ‘use-by’ dates. 5There may be things that, for whatever reason, did not receive any bids or did not reach the reserve – keep a note of these and let the donors know. Some people may change their mind about their bid, so you may need to call the next person on the sheet. Thank all bidders and cultivate your donors by sending thank you letters detailing how much the event raised and how this has contributed towards your fundraising goal. The above is intended as guidance only. We recommend that you contact the relevant organisations with specific reference to insurance, legal, health and safety and child protection requirements. Community Inspired Ltd cannot be held responsible for any decisions or actions taken by a fundraising organisation, based on the guidance provided. Step-by-step: Silent auction Tips and advice Legalities: There are no licensing requirements for a silent auction, however you will need to consider the Sale of Goods Act when providing descriptions and stating the value of each item. Parents are providing their names and contact details voluntarily, but these should be destroyed at the end of your event. If your supporters would prefer to remain anonymous, invite anyone who wants to bid to register for a unique number. That way all they have to do is write down their bidder number and the amount against the lots. You can then reconcile winners and award prizes. Be organised: Get requests for prizes sent out early. Track auction items, set up bid sheets, have thank you letters ready to send to donors, and be firm with deadlines. Keep detailed notes for future reference: how much did each prize raise; which prizes received the most bids, etc. State your terms: Explain that winning bids need to be collected and paid for within a certain timeframe, and that it is for winners to arrange collection. If two people bid the same amount, invite them to submit a sealed bid on a piece of paper – the highest bid wins. Where appropriate, include ‘use-by’ dates. Display your terms next to your bidding sheets. Download templates: We have a sample donation request letter, a letter to parents and a bidding sheet. Go to pta.co.uk/boost-profits. Great for: ADuLTS Fun factor: ★★★★★ Effort: ★★★★★ £ potential: £££££ For more ideas and advice, visit pta.co.uk This guide is provided by