Undertaken in curating a fundraising plan, to elevate the program for self-sufficiency for its respective stakeholders.

1. By
Roshan Sajan
Nov. 2020

2. The plan is purely based on the limited knowledge of the
presenter.The information and understanding are obtained from
the website and Social Media pages of any SDG oriented
organization.The actual game plan may change after
understanding the exact situation of the organization in terms of
Culture, Resource, Objectives and Organizational Strategy .
However it will revolve along the pointers given in the following
slides.

3. The Process
Learning and
Understanding
Closing /
Harvesting
Brand
Positioning
Creating
Communication
tools
Pitching
Enhance
Visibility
Monitoring &
Evaluation
Mapping of
prospects
Quantification
and
Packaging
Initiate
Communication
Donor
Servicing
Scaling up and
Replication

4. ▪ Briefing from the program TEAM.
▪ Understanding the “journey so far” and present scenario on FR and
Marketing
▪ Going through the Case Study’s
▪ Visit to the Program areas,if possible, for testimony and success
stories.
▪ Identifying the USPs.

5. ▪ Based on the learning, create packages for sponsorship/ collaboration
▪ Quantify the Packages in financial terms
▪ Resource analysis – Available v/s required.
▪ “Take away “ list for donors
▪ Evidence based concept with clear tangible Impacts need to be
developed.

6. ▪ Identifying the prospective collaborators matching with Thematic and
Geographical area of operation
▪ Corporate
▪ Individuals
▪ Foundation / Institutions
▪ Govt. Schemes and Supports
▪ Clubs and Associations
▪ RFPs and International Funders
▪ Angel Funders/ Venture Capitalists
▪ Draft a FR strategy in coordination with Program and Finance Team
▪ SOP for Donor Servicing.
▪ Departmental role clarity and algorithm
▪ Process and flow of actions.
▪ Mechanism for report generation.

7. ▪ Examine the existing sets of Communication tools
▪ Recommendation for change, if needed.
▪ Promotional communication collaterals

8. ▪ Strategy to enhance Visibility among the target audience
▪ Social Media
▪ Online presence.
▪ Focused Media ( Print)
▪ Sensitizing and awareness generation
▪ Participate in all the possible related events
▪ Enhance bonding and loyalty among existing Supporters

9. ▪ List out the “ low hanging Fruits”
▪ From personal Network
▪ Easy access and reach
Referrals
Existing Supporters
▪ Enhance Visibility of the Organisation/ Cause
▪ Social media
▪ Periodic Newsletter
▪ E-Newsletters to the Target list

10. ▪ Briefing on Telephone or email
▪ Personal presentation/ Meetings / Round tables etc.
▪ Create Proposals according to the need of the Collaborator/ Donor
▪ Follow up
▪ Updating
▪ Social Media
▪ Meetings

11. ▪ MoU
▪ Execution plan in sync with Program team
▪ Create effective and clear Fund Flow process for smooth operation
▪ Create Monitoring mechanism and tools as per the requirement of
Collaborators/ Donor

12. ▪ Briefing about the monitoring mechanism to the operation team
▪ Keep the monitoring tools updated
▪ Share mid-field experience and achievement with the benefactors /
Collaborator .
▪ Observe the direction and depth of the program and suggest change, if
needed.

13. ▪ Periodic evaluate in coordination with operation and finance team
▪ Coordinate with benefactors for any discrepancy or change in strategy
▪ Final Evaluation and transform the same in Report.

14. ▪ Put the SOP in operation
▪ Problem reconciliations, if needed.
▪ Events for enhancing Donor relation.
▪ Motivate donors to motivate others for the cause

15. ▪ Donor brings Donor
▪ New areas of operation in accordance with collaborators.
▪ Exploring new avenues
▪ Exploring new partners/ Supporters
▪ Cross Subsidy / Brand collaboration.