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Fundraising—beyond Cupcakes
TUL 640—Lecture
March 6,2015
Viv Grigg
Considerations for MATUL students:
Level 1: Personal Fundraising
 Next years: each of you might average $50,000 (wage to survive in
the US) x 50 yrs = $2,500,000
 If living by faith most people have the ability to raise (50%) of their
needs
 Consider being a part of a church denomination. This greatly increases that
 Accomplish something well on the field in benefit of the poor. This
gives you a focus and credibility.
 Start cell groups and disciple when back in the US each tiem and
these people will support you for the long run
 NGO’s to survive need to spend 10-15% on fundraising
Considerations for MATUL students:
 How do you support the funding of projects you want to develop?
Schools, NGO’s, movements?
 Build a resource base for long term sustainability…you are
accountable for the gifting's God has given you.
 Access foundation and business money for projects over an extended
period of time.
 The US $ will crash in the next few years. Brazil or China are the likely
next financial resource bases in the future. For now access eh US
resources.
Build credibility:
 Build your leadership capital= your Mana + your studies + your
expereince + your wisdom + your spirituality + your location in the web
of relationships of your people.
 Organizational skills
 Develop in character
 Seek to accomplish something while in the MATUL
US Foundations as a tribehave connections with each other. A herd….pecking order, rituals, barriers to access,
Search Databases
 Foundation are well known and easy to track down
 990 is the Foundation tax form which is open to public. Get familiarized with it.
 Take a course in the Grants Foundation site (600$) www.foundationcenter.org
 Most won’t fund buildings or overhead costs only “hands-on” projects
(Businessmen will fund those or retirees who want a name)
 A good start up Foundation is the “Mustard Seed Foundation” Msfdn.org
 Relationship building during the completion of a grant is in important step. As
you work through application call contact and build a relationship. Possibly
even have him/her check the application before you submit applications.
 Work towards their deadline. In your proposal, plan for the delay of funds---
meaning from the point of when you get “approval” to the point when the
funds are in the “bank” may be from 1-3 months.
Businessmen/women
Not part of Foundation network, they just show up
Do not write an academic document for them.
They want to make a decision quickly
Successful businessmen are often deeply insecure
people…
Plan to counsel them…they just want friends. Call
them once in a while, visit…
Involve them in what you are doing
Pastor them…
They are interested in OUTCOMES and PROJECTS not
PHILOSOPHY
Self Case Study-- 7 page proposal
This what you keep always updated and available. Then for each proposal you pull bits and pieces from
this master document.
• Keep it simple, just seven pages.
• Lots of white space
• A pic per page
• A left column with a quote or a picture.
Cover Page: Catchy title
◦ Executive summary--300 words (densely written)
◦ 1st line: the focus of the project and the need
◦ 2nd line: vision and how you will meet the need
◦ 3-4th line organization description
◦ 5th line: Further description
◦ 6th line: Who will do the work/leadership
◦ Final line: xxx Amount of funding needed over yyy years for 3 outcomes
◦ Location, phone, contact person
Self Case Study
2nd page: Needs Page (draft a creative title)
◦ Most of the page will be white space
◦ Describe the need
3rd page: Vision
◦ Organizational Vision
◦ 1st paragraph description of vision referencing the need.
◦ Be precise—logic model inputs
4th page: Strategy
◦ Describe the steps that will be taken for project
implementation
5th page: Leadership
◦ Leadership: Describe, in one paragraph each, the CEO and
leaders.
◦ Include an Org Chart and staff selfies
◦ History of the Organization
Self Case Study
6th page: Organization financials (previous year or 3)
◦ Income and expense
◦ Demonstrate major sources of funds
◦ 5-7 expenses (better to be project specific than things like postage)
◦ Balance sheet
7th page: Org budget and Reporting System
(Accountability)
◦ 3 year budget (Simple 5 lines income, 5-7 expenditure)
◦ Reporting System (Accountability) Integrity in your reporting
is worth more than your success.
Possible Appendices
◦ Legal NGO registration
◦ Annual Report
◦ Recommendations
Key Communications
1. Yearly 4 page Report with Graphics and stories
2. Brochure
3. Monthly thankyous and newsletter
4. Website
5. Blog
6. Yearly conference
7. November fundraising letter

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TUL 640-8 Fundraising

  • 2. Considerations for MATUL students: Level 1: Personal Fundraising  Next years: each of you might average $50,000 (wage to survive in the US) x 50 yrs = $2,500,000  If living by faith most people have the ability to raise (50%) of their needs  Consider being a part of a church denomination. This greatly increases that  Accomplish something well on the field in benefit of the poor. This gives you a focus and credibility.  Start cell groups and disciple when back in the US each tiem and these people will support you for the long run  NGO’s to survive need to spend 10-15% on fundraising
  • 3. Considerations for MATUL students:  How do you support the funding of projects you want to develop? Schools, NGO’s, movements?  Build a resource base for long term sustainability…you are accountable for the gifting's God has given you.  Access foundation and business money for projects over an extended period of time.  The US $ will crash in the next few years. Brazil or China are the likely next financial resource bases in the future. For now access eh US resources. Build credibility:  Build your leadership capital= your Mana + your studies + your expereince + your wisdom + your spirituality + your location in the web of relationships of your people.  Organizational skills  Develop in character  Seek to accomplish something while in the MATUL
  • 4. US Foundations as a tribehave connections with each other. A herd….pecking order, rituals, barriers to access, Search Databases  Foundation are well known and easy to track down  990 is the Foundation tax form which is open to public. Get familiarized with it.  Take a course in the Grants Foundation site (600$) www.foundationcenter.org  Most won’t fund buildings or overhead costs only “hands-on” projects (Businessmen will fund those or retirees who want a name)  A good start up Foundation is the “Mustard Seed Foundation” Msfdn.org  Relationship building during the completion of a grant is in important step. As you work through application call contact and build a relationship. Possibly even have him/her check the application before you submit applications.  Work towards their deadline. In your proposal, plan for the delay of funds--- meaning from the point of when you get “approval” to the point when the funds are in the “bank” may be from 1-3 months.
  • 5. Businessmen/women Not part of Foundation network, they just show up Do not write an academic document for them. They want to make a decision quickly Successful businessmen are often deeply insecure people… Plan to counsel them…they just want friends. Call them once in a while, visit… Involve them in what you are doing Pastor them… They are interested in OUTCOMES and PROJECTS not PHILOSOPHY
  • 6. Self Case Study-- 7 page proposal This what you keep always updated and available. Then for each proposal you pull bits and pieces from this master document. • Keep it simple, just seven pages. • Lots of white space • A pic per page • A left column with a quote or a picture. Cover Page: Catchy title ◦ Executive summary--300 words (densely written) ◦ 1st line: the focus of the project and the need ◦ 2nd line: vision and how you will meet the need ◦ 3-4th line organization description ◦ 5th line: Further description ◦ 6th line: Who will do the work/leadership ◦ Final line: xxx Amount of funding needed over yyy years for 3 outcomes ◦ Location, phone, contact person
  • 7. Self Case Study 2nd page: Needs Page (draft a creative title) ◦ Most of the page will be white space ◦ Describe the need 3rd page: Vision ◦ Organizational Vision ◦ 1st paragraph description of vision referencing the need. ◦ Be precise—logic model inputs 4th page: Strategy ◦ Describe the steps that will be taken for project implementation 5th page: Leadership ◦ Leadership: Describe, in one paragraph each, the CEO and leaders. ◦ Include an Org Chart and staff selfies ◦ History of the Organization
  • 8. Self Case Study 6th page: Organization financials (previous year or 3) ◦ Income and expense ◦ Demonstrate major sources of funds ◦ 5-7 expenses (better to be project specific than things like postage) ◦ Balance sheet 7th page: Org budget and Reporting System (Accountability) ◦ 3 year budget (Simple 5 lines income, 5-7 expenditure) ◦ Reporting System (Accountability) Integrity in your reporting is worth more than your success. Possible Appendices ◦ Legal NGO registration ◦ Annual Report ◦ Recommendations
  • 9. Key Communications 1. Yearly 4 page Report with Graphics and stories 2. Brochure 3. Monthly thankyous and newsletter 4. Website 5. Blog 6. Yearly conference 7. November fundraising letter