HCF Get Fit for Funding Workshop presentation covers: • Where funding can come from • Why people and/or organisations give • What you can do to improve your chances of success • How HCF Training and Development can help you

1. Get Fit for Funding
Caroline Langdell & Sarah Elliott
14th September 2018

2. What we are going to cover
• Where funding can come from
• Why people and/or organisations give
• What you can do to improve your chances of success
• How HCF Training and Development can help you
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3. Where does income come from ….
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Individuals
Legacies
Trusts and
Foundations
Corporates
Government
Local/National
Gift Aid and Tax
Earned Income
(Contracts/Trading)
Local Community

4. Why do they give?
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5. Why do they give?
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• A sense of duty or wanting to give back
• Personal beliefs
• Religious beliefs
• Personal experience
• Satisfaction of giving
• Trying to tackle a specific problem or create a particular change
• Social reasons – because the donation matters to someone they
know or care about
• Ego – showing off their wealth
• Tax breaks
• Because they were asked!

6. What you can do to improve your chances of success…
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Trust Communication

7. Building Trust
According to the recent Charity Commission report, potential donors and
supporters want to be able to see that your organisation is:
• Well run
• Using money responsibly
• Ethically and legally sound
• Making a difference
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8. Building Trust ……
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Being well run:
• A clear governing document
• A strong committee or board of trustees
• Staff and/or volunteers with relevant training and
expertise
• Relevant policies and procedures - safeguarding,
equality and diversity, volunteer
Using money responsibly:
• Good financial arrangements
‒ A bank account in the organisation’s name
‒ Accurate record keeping
‒ Robust financial processes – signatories,
sign off processes etc.
• Be honest & reliable
Ethically and legally sound:
• Conduct as well as compliance – make sure your
actions reflect your values
• Operate within the law
• Adequate insurance cover – employers liability,
public liability etc.
Making a difference:
• Have a clear plan of what you’re trying to do,
how you’re going to do it and the difference you
want to make
• Monitor and evaluate your activities
• Be open and transparent about success and
challenges

9. Clear and effective communication
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Help people understand:
• Who you are
• What you’re trying to do
• The difference it will make
• How they can help
Messages need to be:
• Clear
• Consistent
• Credible
• Customised
You want donors/supporters to:
• Feel connected
• Be Inspired
• Be Motivated
• Get Engaged

10. Where to start: Case for support
Your case for support will provide a reliable, consistent resource
from which to build your communications and fundraising
It should include:
• Information on your organisation and it’s activities
• Demonstration of need – evidence, facts, figures, written case studies, pictures, video
• Details of your organisation’s experience, knowledge, past successes to show why you are
best placed to tackle the problem
• Who else is involved or supporting you e.g. any exiting partners, influencers, funders
• What you’re trying to achieve
• What would happen if you weren’t there
• How people can help – the ask!
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11. Next steps …
• Adapt your case for support to the audience
• Make it easy
• Tell a story
• Use appropriate language
• Keep it accurate
• Don’t forget to ASK!
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12. To sum up …
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Lay the
Foundations
for Trust
Get your
organisation
in shape
Have a clear
plan
Prepare to
communicate
Develop
your case
for support
Identify your
donor
Who are you
trying to
reach
Why do they
want to give
Adapt and
Ask
Tailor your
message
Make the
ask!

13. How we can help …
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14. Why you might need help ….
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15. 1. Incomplete (over 50%!!)
2. So what’s the problem?
3. Doesn’t meet our outcomes
4. Application is for excluded items
5. Project start-date is too close
6. No clear project plan
7. Not completed by the applicant
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Why Applications Fail:
e.g. Big Lottery – Awards for All

16. Develop Your Skills:
Improve your chances
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• Get your organisation into shape (trust/communication)
• Understand what funders are looking for
• Use the right language; develop model answers
• Save time and effort
• Share ideas and learning from other organisations

17. Get Fit For Funding 14/09/1817
Advice and
Guidance
Training
Programme
Workforce
Development
Grants
Teacher/Tutor
Training
Organisation
Development
Building
Potential

18. HCF Training Programme
Will help organisations to:
• Be well run (governance, management)
• Operate legally and safely
• Become sustainable (funding, marketing)
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19. Get Fit For Funding 14/09/1819
£ Building Sustainability : 2018-19 Programme
Get Fit for Funding
• What you need to get started with
fundraising
• How to build a case for support
• Review potential methods of fundraising
4 dates
Creating a Fundable Project
• Put your project idea into a structured
format
• How to approach funders questions
• Explain the difference your project will make
3 dates
Donors &
Legacies
Corporate
Fundraising
Trusts &
Foundations
Community
Fundraising
Public Service
Contracts
Get Seen, Get Heard, Get Support
Basics of marketing and how to apply the
techniques to support your fundraising
Introduction to Social Value
Learn about Social Value and how to apply it to
your project to support fundraising and marketing

20. www.hcftraining.org.uk
• Searchable courses directory
• Specialist and Online Provision
• Details of all HCF Training projects
• Find training providers and venues
• Device responsive – fully
accessible via tablets and mobiles
• Encourage colleagues and your
peers in the sector to sign-up to
receive HCF bulletins
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21. Get Fit For Funding 14/09/1821