Growing a trust fundraising strategy from scratch
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The document provides strategies for fundraising in a small charity, including clarifying the mission statement, financial targets, and objectives; researching potential donors; creating a quantifiable fundraising target breakdown; developing a case for support; and identifying needs, multi-year donors, and resources. It also discusses the importance of the five R's in fundraising: research, relevance, reading materials, relationship building and management, and donor recognition. The strategies aim to establish organizational support, secure multi-year gifts for sustainable funding, and apply for core funding when appropriate.
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Creating a fundraising strategy
What is a fundraising strategy?
A plan that
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•Identifies actions, timescales, resources to meet this need.
A Strategy is a long term plan of action designed to achieve a particular funding goal.
Why create one?
•Sustainability
•New sources
•Diverse funding base
•More income
Who Needs to Be Involved in the Planning Process?
•Leadership –planning
–Board(s) and Staff
•Stakeholders –as part of community survey
–Government
–Private
•Donor-Investors –community survey, planning
–Individuals, foundations, corporations
•Constituents –community survey, planning
–Customers, community
Context for fundraising
1.Case for Support
2.Funding Need
3.Scenario Planning
4.Internal Bridges & Barriers
5.Competitors
6.Audiences
Key Stages in Developing a Strategy
•Clarify organisational goals/needs
•Analysis –where are we?
•Generating ideas
•Choosing what to focus on
•Planning and resourcing
•Monitoring
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• Choosing the right rewards.
• Marketing your crowdfunding project.
• Engaging, thanking and keeping in touch with your new funders.
• Marketing your progress.
• Your next steps.
How to raise more funds from challenge events - Classic Tours
Events Fundraising presentation from Sir Erich Reich and Gina Thomas, Classic Tours, at Enlighten Conference on Monday 26 November 2012.
Crowdfunding Presentation by HI-Arts, Stornoway
Are you constantly looking for the right funding route but coming up empty handed? Are you looking for alternative routes to fund your project that doesn’t rely on public bodies? Would you like to start engaging people with your project now? Crowdfunding could be your answer.
Crowdfunding is a modern, online and interactive way to raise funds directly from the public – or the Crowd – for your projects and activities. With the advent of Crowdfunding we can now turn our audiences into supporters and funders, by collecting multiple small donations online and offering unique incentives to encourage giving, not only can you raise funds to get your project of the ground but you can start to build a ‘buzz’ around it before hand.
The workshop will cover all the aspects you will need to create, implement and market your Crowdfunding project. Including:
• How does Crowdfunding work?
• Where can I crowdfund – what platforms are available?
• How to write the perfect pitch.
• Choosing the right rewards.
• Marketing your crowdfunding project.
• Engaging, thanking and keeping in touch with your new funders.
• Marketing your progress.
• Your next steps.
The workshop is suitable for all individuals, organisations and professionals who work within the Cultural, Creative, Heritage and Arts sector. Sian Jamieson, Audience Development Manager at HI-Arts will lead this 2 hour workshop and can provide opportunities for one to one consultations with about Crowdfunding and any ideas for potential projects after the event.
Maximize Your Monthly Committed Giving
This document provides guidance on maximizing monthly committed giving by building a successful monthly giving program. It discusses why monthly giving is beneficial for both organizations and donors by providing predictable revenue, improving retention, and increasing long-term donor value. The document then offers recommendations on targeting frequent and loyal donors, appropriate timing for asks, customizable gift offers, and stewardship of monthly donors through communication channels and opportunities to upgrade their gifts.
Crowdfunding for the Arts, Cultural and Creative Sectors (Argyll May 2012)
Are you constantly looking for the right funding route but coming up empty handed? Are you looking for alternative routes to fund your project that doesn’t rely on public bodies? Would you like to start engaging people with your project now? Crowdfunding could be your answer.
Crowdfunding is a modern, online and interactive way to raise funds directly from the public – or the Crowd – for your projects and activities. With the advent of Crowdfunding we can now turn our audiences into supporters and funders, by collecting multiple small donations online and offering unique incentives to encourage giving, not only can you raise funds to get your project of the ground but you can start to build a ‘buzz’ around it before hand.
Poppyscotland Volunteer Gathering 2018 main room presentations
This document summarizes Poppyscotland's activities in 2017 and 2018, and provides an overview for volunteers ahead of the 2018 Poppy Appeal. It discusses Poppyscotland's welfare services and fundraising efforts in 2017. Key highlights for 2018 include the opening of a new office in Kilmarnock, events like Moving Poppy and the 1918 Poppy Pledge, and the Scottish Poppy Appeal. The document encourages volunteers to think differently to improve the 2018 Appeal and provides tips on ordering supplies, volunteer support, and engaging local communities.
An Holistic Approach
Sarah Gee's presentation on how fundraising and marketing need to work together in putting the visitor first
ניהול קבוצת אוהדים המקרה של ניופורט
This document outlines a new financial model and structure for a football club that aims to create sustainable revenue streams. It proposes separating gate receipts to cover operational expenses and generating a minimum £5,000 per week playing budget through sponsorships and donations. Over 60 sponsor segments were committed, providing a £300,000 playing budget. This allowed for improved wages and facilities. The model was successful, with the club winning the league and generating an estimated £30,000 profit while growing supporter membership.
Fund it! Funding in Bristol
This document provides information on finding funding in Bristol from four main areas: corporate funding, banks, larger trusts, and local community sources. It outlines specific corporate funders, banks, and trusts to research for potential grants. It also recommends engaging local supermarkets, fundraising support from other groups, using social media to promote causes, and visiting community centers for additional funding opportunities in the Bristol area. Helpful links are included for general funding research.
Major Gifts Fundraising
Major gifts fundraising involves cultivating donors who can make significant donations of $5,000 or more. It is an individualized process that requires building relationships with donors over many interactions to understand their passions and determine how to align them with an organization's mission. Successful major gifts programs implement strategic prospecting, cultivation that involves learning about each donor, asking for gifts after establishing shared goals, and ongoing stewardship to maintain donor engagement and recognition.
Gathering 2017 Main Room Presentations
This document summarizes the agenda for Poppyscotland's Volunteer Gathering in 2017. The agenda includes:
- Welcome remarks from the Head of Fundraising and CEO
- An overview of Poppyscotland's work supporting the armed forces community
- Details on support provided in 2015/2016, including grants and assistance
- An update on new developments, such as refurbishing facilities
- Two workshops on organizing the annual Poppy Appeal campaign
- A presentation on Poppyscotland's advice services
- Closing remarks and evaluation forms
The document outlines the events and presentations at the gathering to inform volunteers about Poppyscotland's activities and strategies.
With a little help from our friends
Friends groups are nonprofit organizations that support public libraries through fundraising, advocacy, and programming. They have their own boards and budgets to organize events and raise money to supplement the library's operating funds. Effective friends groups build strong relationships with library staff and trustees to determine the community's needs and collaborate on initiatives. Fundraising, outreach, and strategic planning are essential to recruit members and donors and make a positive impact.
Similar to Growing a trust fundraising strategy from scratch (20)
Crowdfunding For the Arts, Cultural and Heritage Sectors
Crowdfunding For the Arts, Cultural and Heritage Sectors
How to raise more funds from challenge events - Classic Tours
How to raise more funds from challenge events - Classic Tours
Crowdfunding for the Arts, Cultural and Creative Sectors (Argyll May 2012)
Crowdfunding for the Arts, Cultural and Creative Sectors (Argyll May 2012)
Poppyscotland Volunteer Gathering 2018 main room presentations
Poppyscotland Volunteer Gathering 2018 main room presentations
More from Natalie Blackburn
Getting the most from charity of the year partnerships
The document discusses Deutsche Bank's Charity of the Year program which partners with two charities each year chosen by employee nominations. It provides tips for charities applying to the program including tailoring applications to Deutsche Bank, practicing pitches, and emphasizing what makes them unique. Additionally, it outlines the requirements to apply, such as an annual income between £0.5-5m and directly benefiting young people. Finally, examples are given of various fundraising events and initiatives over the years that staff have participated in to raise funds for their Charity of the Year partners.
Keeping the passion alive: Avon and Breakthrough's 21 year partnership
Breakthrough Breast Cancer and Avon Cosmetics have partnered for 21 years to raise funds for breast cancer research. Avon established the Avon Breast Cancer Crusade in 1992 to support Breakthrough's research center. Since then, Avon representatives and customers have helped raise over £510 million globally for research and care. The organizations have found success through shared interests in empowering women, global awareness campaigns, creating joint research programs, and engaging representatives at all levels of Avon. Their long-term commitment and ability to adapt to challenges have kept their partnership impactful over two decades.
Regional corporate fundraising
Regional corporate fundraising has both advantages and disadvantages for local charities like Katharine House Hospice. While smaller in scope and resources than national campaigns, regional fundraising allows for more personal relationships with local companies. The hospice has found success partnering with regional banks and businesses that want to support their local community. Going forward, their plans include expanding corporate recruitment, re-engaging past donors, and developing effective communication programs to strengthen regional corporate partnerships.
Working with corporates as partners and clients
This document outlines how a charity works with corporations to prevent and reduce serious crime. It discusses the charity's 25 years of experience working independently with national and regional businesses. Some key services discussed include an anonymous reporting bureau that receives 1,000 contacts per day and has led to over 8,000 arrests in 12 months. The charity focuses on serious crimes that impact businesses like financial fraud, theft, and cybercrime. Case studies describe successful campaigns partnering with companies like Openreach to reduce metal theft and working with Lloyds Banking Group on a money mules awareness campaign. The document ends with lessons learned, emphasizing clear goals, accountability, and focusing on client and community needs.
Thinking big beyond the corporate csr budget
The document discusses strategies for fundraising beyond traditional corporate social responsibility budgets, including examples of large financial gifts organizations have secured and case studies of approaches taken. It provides tips for finding connections within companies, listening to their challenges, matching fundraising opportunities to organizational strategies, and maintaining a strategic perspective when overcoming objections to secure large donations. The overall message is that bold and creative fundraising requires treating potential donors as partners and finding ways to address both their needs and your own.
Money for life with family action case study
This document summarizes a case study of a partnership between a family support charity and a banking corporation to deliver a financial capability programme. Over three years, the programme provided training to 1,500 families through 120 volunteers. Feedback was positive from families, staff, and volunteers. The partnership faced some challenges around expectations and metrics but overall succeeded in supporting families and engaging employees. Looking ahead, the organizations will work to achieve targets, produce additional reports, and translate learnings into an online resource while maintaining an open relationship.
Transforming corporate partnerships
The document discusses transforming corporate partnerships and provides 5 tips for success: understand your partner's wider objectives, have buy-in from both organizations, keep the partnership moving forward, be brave, and give the partnership time to grow. It was presented by Kimberley Bannister and Lucy Newington-Bridges on May 22, 2013.
The changing face of corporate fundraising
The document discusses corporate fundraising and partnerships between corporations and Save the Children UK. It outlines six types of partnership opportunities: 1) substantial donations, 2) core business opportunities, 3) supporter acquisition and staff engagement, 4) campaigning and advocating, 5) commercial/marketing activity, and 6) gift in kind donations. It emphasizes the importance of buy-in from senior management and clear structures within both the nonprofit and corporate organizations to deliver successful partnership outcomes. An example partnership between Reckitt Benckiser and Save the Children UK aims to stop diarrhea from being the second leading killer of children under five globally by 2020 through funding, brand initiatives, employee engagement and research programs.
Branded fundraising pages
Hope for Children (HOPE) exists to help orphaned, poor, exploited, and marginalized children in developing countries and the UK. They work with local partners to identify disadvantaged children and communities. Through empowering, collaborating, and learning together, they aim to build a sustainable future for the children and communities they serve. Their focus is to reach as many children as possible and provide them with the childhood every child deserves, as well as striving towards a world where children's rights are realized and they can reach their full potential.
Effective event promotion
Sparks needed to reach a new female audience and increase fundraising. They developed the Bake event concept to do so. Bake targeted younger women through an engaging design concept promoted via social media, celebrities, and gifts in kind from corporate partners. The event was a success in gaining more active followers and building new corporate relationships, exceeding objectives and opening doors for future growth in volume, partnerships, and repeat hosts.
Social media and events
Macmillan's social media vision is to have staff and supporters use social media as comfortably as a telephone to create a network of people affected by cancer, supporters, professionals, volunteers and fundraisers led by Macmillan's social media activity. The goal is for people to have a consistent, positive experience no matter how they contact Macmillan. The document also discusses empowering staff through an ambassador scheme, keeping social media simple and sustainable, reaching niche audiences with experts, blurring lines between staff and supporters, and providing support for social media activities. It notes that while the online community is used mostly by people affected by cancer or carers, they are among the warmest and most vocal positive supporters who want to get more involved with Macmillan
Ensuring supporters reach their targets
The document outlines a supporter journey and fundraising strategy for ensuring supporters reach their fundraising targets. It involves regular personalized contact through emails, phone calls, and social media at different points before and after an event. It recommends taking a business-like approach with sponsorship statements, payment plans, and blacklisting. It also suggests going the extra mile with welcome videos and leveraging online support through Facebook, blogs, and local celebrities. The strategy is meant to fit into the wider income generation goals of the organization and cross-sell other events while building committed donors from event participants.
From ticket buyer to donor
This document discusses using events to cultivate donor relationships. It provides examples of how one ticket buyer strengthened their relationship with a donor named Jamie at an event through follow up meetings and support. It emphasizes reviewing the guest list, meeting donors before and after events, championing their interests, and following up repeatedly. The document also outlines levels of donor relationships and stresses having the whole fundraising department involved to help build relationships and share the organization's narrative.
Flagship events - flash in the pan, slow burners or quick death?
This document discusses flagship appeals in fundraising. It defines flagship appeals as a charity's highest profile and most promoted fundraising event or campaign that is intended to generate significant income. The document examines examples of successful flagship appeals like Race for Life and Poppy Appeal. It explores the product lifecycle of flagship appeals, from launch through momentum, decline, and potential extension strategies. The key takeaway is that flagship appeals require early investment, continuous evaluation and refinement, and the flexibility to change or conclude the appeal over time to maximize fundraising success.
19 ideas to improve your supporters' loyalty
This document outlines 19 ideas for improving donor loyalty and retention. It recommends focusing on enhancing the donor experience through better communication, engagement, and satisfaction. Providing more information online and offline, campaign involvement, phone calls, and personalized feedback were some initial suggestions. Measuring donor retention, revenue retention, and satisfaction can help evaluate impact. The overall message is that charities should focus on "winning hearts and commitment" rather than just campaigns to improve loyalty over time.
Optimising return on investment
The document discusses how optimizing return on investment through data analysis and insights. It outlines the Macmillan team and their focus on data-driven insights. Examples of data analysis include exploratory prospecting, campaign reporting, and automated dashboards. Insights are used to understand population shifts, audience prioritization, motivation modeling, and supporter journeys. Data is used to understand trends, demographics, behaviors, and motivations to build market and supporter insights. Applying these insights through strategic objectives allows the organization to optimize performance and become a market leader.
Great recruitment propositions
This document discusses developing inspiring fundraising propositions that can work globally. It outlines three key thoughts for developing propositions locally, nationally, and globally. Examples are provided of propositions that have worked well for different organizations both within and across countries. The document emphasizes that while small regional differences exist, universal human motivations for giving, like making a difference or belonging, are more important. Translating propositions effectively across languages and cultures can help propositions work globally.
Developing a perfect proposition
This document discusses developing an effective fundraising proposition for King's College London. It outlines that the proposition needs to clearly state the benefits of giving, fulfill emotional needs of donors, and build lasting donor relationships. Various propositions were developed and tested on focus groups. These propositions focused on supporting students, funding research, and connecting alumni. The document concludes by questioning which propositions are most effective and whether different propositions resonate better with different donor segments.
Getting testing right
This document provides a practical guide to testing in direct marketing. It discusses why testing is important, key concepts like sampling distributions and statistics, and outlines a structured testing lifecycle approach. This includes developing an annual testing strategy to prioritize questions, designing individual tests by calculating appropriate sample sizes and coding treatments, executing the test, evaluating results using statistical analysis to determine significance, and building insights to update strategy. Cautionary tales highlight the importance of testing value, sample size, evaluating multiple variables, and setting appropriate expectations. The overall goal is to make evidence-based marketing decisions through incremental, well-planned testing.
Drtv on a budget
This document provides guidance on creating effective direct response television (DRTV) advertisements on a budget for charities. It discusses why DRTV can work well for fundraising, the basic principles of strong DRTV ads, and how to develop propositions and stories that elicit an emotional response. Additionally, it offers tips on cutting production costs such as reusing existing footage, buying only necessary new shots, using library music, and negotiating for pro bono voice over work. The document emphasizes keeping messages simple, focusing on problems and solutions, and optimizing the beginning and end of ads to drive responses.
More from Natalie Blackburn (20)
Getting the most from charity of the year partnerships
Getting the most from charity of the year partnerships
Keeping the passion alive: Avon and Breakthrough's 21 year partnership
Keeping the passion alive: Avon and Breakthrough's 21 year partnership
Flagship events - flash in the pan, slow burners or quick death?
Flagship events - flash in the pan, slow burners or quick death?
Growing a trust fundraising strategy from scratch
- 1. Trust fundraising in a small charity Naomi Roper
- 2. Strategy Clarify your: • mission statement • Financial target • Objectives • Research who you know and how they can help you
- 3. • Quantifiable targets – produce a realistic breakdown of gifts • Trust bid x 2 @ £15,000 £30,000 • Trust bids x 5 @ £10,000 £50,000 • Trust bids x 4 @ £5,000 £20,000 • Trust bids x 5 @ £1,000 £5,000 • Individual/Trust/Corporate Donations x 7 @ £5,000 £35,000 • Individual/Trust/Corporate Donations x 15 @ £1,000 £15,000 • £35 per month donations x 50 £25,000 • Major individual donation (guaranteed) £20,000 • TOTAL £200,000
- 4. • Case for support • Identify your needs – shopping list • Identify multiple year gift donors • Identify your resources
- 5. THE FIVE R’S • Research • Relevance • Read • Relationship build/manage • Recognition
- 6. To Recap: • Establish who in your organisation can assist – trustees, patrons, ambassadors • Aim for multiple year gifts to secure sustainable funding • Apply for core funding where appropriate • Remember the 5R’s