G Fundraising


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Moye, Fundraising, Conservation Trust Funds

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G Fundraising

  1. 1. Fundraising Basic Training on Conservation Trust Funds Cape Town, South Africa March 31 – April 2, 2009
  2. 2. CTF Sources of Funding • Bilateral and Multilateral Donors – endowment and sinking – debt swaps • Private Donations – Foundations – mostly project – NGOs – start-up and endowment – “major donors” – largely untapped • Private companies – corporate foundations – marketing campaigns – biodiversity offsets • Payment for Ecosystem Services – tourism, water, etc. – often revolving
  3. 3. Trends: Diversification of Funding Sources – Private Sector? Payment for Water Fund Watershed (Guatemala, Services Ecuador) Voluntary Tany Meva Carbon Offset Biocarbon Fund Biodiversity Ecofondo (FAN- Offsets Ecuador) Private Peace Parks Donations Foundation – Club 21, Dutch Postcode Lottery
  4. 4. Dutch Postcode Lottery Donation
  5. 5. Forever Costa Rica • Goal: Costa Rica is 1st •Private foundation country to meet CBD operating as non-profit protected areas goal investment bank for environment • $50M endowment target •Provides structuring, • Single closing, project resources and execution partnership investment approach based on strategic plan
  6. 6. What does Success Look Like? EFs which attract additional $ • Demonstrate shared principles with donors. • Demonstrate host-country government support. • Offer attractive governance & management structure • Develop a remarkable track record (brand) • Avoid being identified too much with a particular donor • Offer economies of scale or value-added • Offer incentives (e.g. subsidized admin costs) • Offer a compelling strategy • Work in areas of particularly high biodiversity value Scott Lampman, USAID, 2007
  7. 7. Professional fundraisers are no substitute for dynamic leadership Board members and CEOs need to develop long-term relationships with donors Rosenzweig, Moye, Paniagua – RedLAC 2007
  8. 8. Typical Donor Conditions for CTFs • Earmarked funds • Matching funds • Approval of key governance documents • No objection to Board, asset manager • Provision for return of funds in case of dissolution • Reporting and evaluation
  9. 9. Why a Fundraising Strategy? • Establish 5 year goal with annual targets to increase and diversify funding • Coordinate fundraising efforts • Stand out in a competitive environment • Build long-term partnerships • Tell a compelling story
  10. 10. Fundraising Steps • Define the fundraising vision • Perform financial gap analysis: capital needs • Assess existing institutional capacity for fundraising • Identify potential sources of funding (research donors) and match them to needs • Develop targeted marketing materials and proposals • Implement fundraising strategy through Board, staff, professional fundraisers • Monitor, evaluate and modify
  11. 11. Fundraising Questions? • How can you convince a donor to invest in your fund instead of financing projects? • What factors should be taken in to account when calculating the minimum capital for a fund? • What compelling story do African funds have to tell to raise funds?