Go Co.Fund


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Fundraising Training - Presentation

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Go Co.Fund

  2. 2. The Five “I’s of Fundraising <ul><li>Investigate - Research </li></ul><ul><li>Inform - Introduce your Organisation & Project </li></ul><ul><li>Interest - Demonstrating Links/Meeting Criteria </li></ul><ul><li>Involve - Engaging - Interacting </li></ul><ul><li>Invest - Building Relationships </li></ul>
  3. 3. Turning Suspects into Prospects <ul><li>Steps to work through: </li></ul><ul><li>in-depth research assessing: </li></ul><ul><ul><ul><li>locality (national or local remit & where) - size of grant </li></ul></ul></ul><ul><li>(match their capacity to your needs) </li></ul><ul><ul><ul><li>timing (match frequency of grant making to your schedule) </li></ul></ul></ul><ul><ul><ul><li>interests (how much commonality is there?) </li></ul></ul></ul><ul><li>looking at the bigger picture: </li></ul><ul><ul><ul><li>degree of competition and likelihood of a grant - work required to submit an application - what relationship already exists </li></ul></ul></ul><ul><ul><ul><li>do you have any contacts or a lead in? </li></ul></ul></ul><ul><li>a list of prospects: </li></ul><ul><ul><ul><li>which you must check with before contacting – Consultancy available via Gordon Owen @ Messrs G Owen & Co </li></ul></ul></ul><ul><li>These are your potential donors! </li></ul>
  4. 4. Preparation  Home Work <ul><li>Identify the need and research study </li></ul><ul><li>What is exactly required </li></ul><ul><li>Why the need? </li></ul><ul><li>Who will Benefit? </li></ul><ul><li>Provide facts and figures to support the need; area in which it will operate; and the people it is aimed to aid </li></ul><ul><li>Provide all data to grant body in advance to study </li></ul><ul><li>Support with presentation summary + any graphical material possible - if a building  a visual drawing of what it will look like. If people  photo of them showing expression of not having the ability to benefit along side a photo of conjuring the image of the benefits and skills achieved from meeting the need - [Note - permission required under Data Protection Act </li></ul><ul><li>Create & develop a positive image of the scheme </li></ul><ul><li>Publicity and material </li></ul><ul><li>Costings - Broken down into Capital & Revenue </li></ul><ul><li> Budgets </li></ul><ul><li> Projections </li></ul><ul><li>Shopping list of anything in terms of goods needed </li></ul><ul><li>(with costs) to enable small potential contributors to be </li></ul><ul><li>able to support, and be able to identify with what they will </li></ul><ul><li>be giving in support </li></ul>Central Government Lottery ESF Companies Trusts/ Foundations Local Authority
  5. 5. Checklist for identifying Trusts / Foundations <ul><li>Do we have any Trustee contacts? </li></ul><ul><li> Do any of our Trustees know any of theirs? </li></ul><ul><li>How can we make use of this? </li></ul><ul><li>What kind of projects do they like to fund and which part of our work is most likely to find favour? </li></ul><ul><li> Look at previous giving history. If unsure, </li></ul><ul><li>seek advice from the Administrator. </li></ul><ul><li>How much should we ask for? </li></ul><ul><li> Look at previous history. If unsure, ask the </li></ul><ul><li>Administrator. </li></ul><ul><li>Who is the best person to submit the application? </li></ul><ul><li> Chairman & Chief Executive, Director, </li></ul><ul><li>Chairperson, Secretary, Fundraiser </li></ul><ul><li>Who should the letter of application be addressed to? </li></ul><ul><li> The Chairman of the Trustees, the Secretary, </li></ul><ul><li>Administrator </li></ul><ul><li>Would the Administrator / Trustees like to visit? </li></ul><ul><li> Do they ever visit applicants' projects? Would </li></ul><ul><li>they like to visit a project as an introduction to </li></ul><ul><li>our work? </li></ul><ul><li>Have they donated previously? </li></ul><ul><li> Check computer and paper records, </li></ul><ul><li>please ask  Consultancy available </li></ul><ul><li>from Gordon Owen @ Messrs G Owen & Co </li></ul><ul><li>What are the objectives of the Trust / Foundation? </li></ul><ul><li> Are we eligible to apply? </li></ul><ul><li>What is the giving capacity of the Trust / Foundation? </li></ul><ul><li> Look at their income and expenditure - </li></ul><ul><li>what are they capable of giving? </li></ul><ul><li>What are the types of grants they normally give? </li></ul><ul><li> capital projects, scholarships, fund over </li></ul><ul><li>several years? </li></ul><ul><li>What are their conditions for a grant and what are their exclusions? </li></ul><ul><li> Do we have to raise some of the money before </li></ul><ul><li>approaching them? Geographical constraints? </li></ul><ul><li>When do the trustees meet? </li></ul><ul><li> Monthly, quarterly, as necessary? How far in </li></ul><ul><li>advance do they like proposals? </li></ul><ul><li>Do they have a formal application form or guidelines? </li></ul><ul><li> Do they require a summary of the project first? </li></ul><ul><li>Who are the Trustees / Directors / Administrator? </li></ul><ul><li> Do we know any of them? </li></ul>
  6. 6. From the Donor’s Point of View <ul><li>Is this project within our policy, priorities and area of benefit? </li></ul><ul><li>Is it clear - what do they want, why and when? </li></ul><ul><li>How do we know they can do it? </li></ul><ul><li>Who are they - do we know this organisation? </li></ul><ul><li>What are the implications for the future? </li></ul><ul><li>Has anyone else supported this project? </li></ul><ul><li>Do we expect to get anything in return? </li></ul>
  7. 7. 10 Top Tips <ul><li>1] Address your appeal to the right person </li></ul><ul><li>2] Tailor your appeal to the particular funder (bearing in </li></ul><ul><li>mind their criteria) </li></ul><ul><li>3] Include a clear statement of Organisation's work and </li></ul><ul><li>objectives </li></ul><ul><li>4] State clearly how much money you need and include a </li></ul><ul><li>budget </li></ul><ul><li>5] Tell them what the money's for </li></ul><ul><li>6] Break a large appeal down into realistic chunks for </li></ul><ul><li>particular items </li></ul><ul><li>7] Include the latest accounts </li></ul><ul><li>8] Offer to go and see them and follow up the letter or e-mail </li></ul><ul><li>within a week </li></ul><ul><li>9] State the benefits for them </li></ul><ul><li>10] Be positive and upbeat about your Organisation and your </li></ul><ul><li>ideas </li></ul>
  8. 8. Getting Beyond the Wastepaper Bin <ul><li>PLAN AHEAD </li></ul><ul><li>Think in terms of months not weeks; </li></ul><ul><li>trusts may meet only twice a year; </li></ul><ul><li>sponsorship budgets may be committed 18 months ahead. </li></ul><ul><li>RESEARCH THE DONOR </li></ul><ul><li>Read up on their policy and priorities. </li></ul><ul><li>How much do they normally give? </li></ul><ul><li>Find out the right contact name </li></ul><ul><li>When is the best time to apply? </li></ul><ul><li>Do they issue guidelines </li></ul><ul><li>How do they like to be approached - Research </li></ul><ul><li>the Internet? </li></ul><ul><li>PACKAGE YOUR PROJECT </li></ul><ul><li>Identify unique selling points </li></ul><ul><li>Package specific needs </li></ul><ul><li>Prepare a proper budget </li></ul><ul><li>Is it cash you need? </li></ul><ul><li>Is it sponsorship or a donation? </li></ul><ul><li>Consider unit costs or a choice of costs </li></ul><ul><li>Sponsorship benefits </li></ul><ul><li>PLAN THE PROPOSAL </li></ul><ul><li>Organise your information </li></ul><ul><li>Gather supporting documents </li></ul><ul><li>Decide on a format </li></ul><ul><li>NOW YOU CAN WRITE IT! </li></ul><ul><li>Avoid jargon </li></ul><ul><li>Bring out human interest </li></ul><ul><li>Generate emotion, belief and commitment </li></ul><ul><li>Break up the text & include a summary </li></ul><ul><li>Do not forget enclosures </li></ul>
  9. 9. Where to Get More Information  Help  Support <ul><li>Gordon Owen </li></ul><ul><li>e-Mail: [email_address] </li></ul><ul><li>Web Site: www.gowenandco.co.uk CoachVille - Professional Training & Presentations </li></ul><ul><li>[Striving to Create Provisions </li></ul><ul><li>for Tomorrows Organisations] </li></ul>