Fundraising Principles

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M&GSQ Securing Funding workshop Brisbane 2009

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Fundraising Principles

  1. 1. Fundraising Practices and Principles Presented by Nigel Harris, Executive Director, Mater Foundation Museum & Gallery Services Qld. Securing Funding Workshop 6th May 2009
  2. 2. Fundraising Market 700,000 NPOs (Australian Non-profit Data Project 1996)  35,000 have staff and 20,000 have DGR status  Giving of money, goods and services $11b in 2004/05  $7.7b from individuals  $3.3b from businesses  87% of adult Australians give  67% of businesses give  41% of adult Australians volunteer an average 132 hours  per year Total volunteering: 836m hours  (Source: Giving Australia 2005)
  3. 3. Understanding Philanthropy and Fundraising Philanthropy - voluntary action for the public good,  including voluntary service, voluntary association and voluntary giving. Robert Payton Fundraising is the gentle art of teaching the joy of  givingHank Rosso raising resources for the support of an organisation,  cause, person or animal. a necessary part of a non-profit organisation’s life  cycle but not the main objective. the means to the end - the real goal is to reach  those in need.
  4. 4. A Focus on Mission Mission – What an organisation  believes in and is today.  What are you trying to accomplish?  Inputs  Activities  Outputs  Outcomes  Impact
  5. 5. Identifying Your Market What is the constituency - who are the  `stakeholders’? Beneficiaries; Service Recipients  Volunteers; Committees; Board  Staff  Donors & Supporters; Prospects; Candidates  Government (Regulators)  Broader Public  What Return-on-Investment (ROI) do stakeholders  seek? What broadly and specifically do they want from your organisation?
  6. 6. Identifying Your Market
  7. 7. A Case for Support Case – the reasons why an organisation both  needs and merits philanthropic support, usually by outlining the organisation’s programs, current needs and plans. Case statement – a presentation that sets  forth a case.
  8. 8. A Case for Support Objectives Cause at hand   Action addressing cause  Statement of goals  Expected results
  9. 9. Planning and Budgeting Formulating Plans – Background  Developing a strategic plan • Evaluating alternative opportunities • Operational Plans • Specific tasks/steps • Timelines • Allocation of responsibilities; resources • Contingency plans •
  10. 10. Planning and Budgeting Formulating operational plans – Content  Identifying Resources - Identifying Support - Program Options – money earned; money - repaid; money given Marketing Mix -
  11. 11. Planning and Budgeting Budgeting  Functional and Financial elements - Dealing with limitations and expectations - Developing a budget - Historical information - Performance projections - Market issues - Contingency planning -
  12. 12. Planning and Budgeting Linking resources with plans and budgets  Considerations - Who is available – skills & abilities - Priorities - Tasks involved - Time required - Established or Developmental projects - Plan inclusions – allocation of responsibilities & - estimate of time for each program
  13. 13. People – Volunteers and Staff Volunteer roles  Programs  Board and Committees  Staff roles  Fundraising  Management and Program 
  14. 14. Fundraising Program Options Donor programs  Special events  Community programs  Community groups  Corporate gifts, Sponsorship & CRM  Philanthropic trusts  Merchandising & Gaming  Capital fundraising and major gifts  Bequests 
  15. 15. Legal and Ethical Frameworks Governance issues  Legal frameworks  Organisational structures  Fundraising and Other relevant regulations  Taxation regulations  Ethical codes and frameworks 
  16. 16. A Key Question Is Fundraising a Priority for your  Organisation?
  17. 17. Fundraising Practices and Principles Presented by Nigel Harris, Executive Director, Mater Foundation Museum & Gallery Services Qld. Securing Funding Workshop 6th May 2009

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