Developing fundraising propositions
that truly engage and inspire donors


Kyle Johnson, Major Gifts, Oxfam GB



kjohnson@oxfam.org.uk         29 January 2013
KEY PRINCIPLES AND IDEAS
PRODUCTS, PROPOSITIONS, INITIATIVES
                      PROJECTS
                      DIRECT                     OXFAM 365




 THE CIRCLE




               ENTERPRISE DEVELOPMENT
               PROGRAMME
                                        Page 3
THE NEED & THE PROPOSITION




                             Page 4
PROPOSITION MAPPING




                      Page 5
TRANSFORMATIONAL CHANGE
                      Finding a
“…so by                cure…           Restoring a
supporting us                          monumental              Enabling us to
you’ll be…”                             building…             create a game-
                   Bringing about a                          changing blueprint
                  significant change                            for others to
                      in policy…                                  follow…
 Saving lives…
                                        Tackling / putting
                                          an end to an
 Investing in the next generation…         injustice…

                                                        Giving someone a
                                                             valuable
     Protecting and             Successfully              opportunity…
     conserving an              challenging a
  endangered species…          social norm or
                              cultural attitude…

                                                              Page 6
VISIONARY LANGUAGE

                          “If you talk to a man in a
                       language he understands, that
                     goes to to him
                              his head. If you talk
                      in his language, that goes to his
                                     heart.”



                         Nelson Mandela




                                          Page 7
COMPELLING STORIES




                       Vinoba Bhave
                       Founder of the
                     Bhoodan Movement




                          Page 8
KILLER FACTS AND SOUNDBITES

              Every EU cow receives over
               $2 per day in support and
                subsidies. That’s more
                  than the income of
                half the world’s people




                                           Page 9
ORGANISATIONAL CREDIBILITY




                             Page 10
AMBASSADORS & ADVOCATES

                                               “EDP has clearly made a
                                                difference – I think my
      “We don't always realise              investment in both ideas and
     we are invested with the                 money has played a part,
    power to make a difference;                 which is tremendously
   working together, we can inspire                    satisfying.”
     everyone to be part of the
              solution”
                                                   Enterprise Development
    Annie Lennox                                  Programme Board Member
Oxfam Ambassador and
 founder of The Circle
                                               “I support Oxfam
                                        projects because I can see my
                                        money being used to achieve
                                       measurable goals assisting in the
                                      long term development of identified
                                                 communities.”


                                            Projects Direct
                                              Supporter
                                                              Page 11
LEAD DONORS




              Page 12
PEOPLE, PROCESSES & SYSTEMS




                              Page 13
LEVERAGE & REPLICATION




                         Page 14
PERSONAL TOUCHPOINTS




                       Page 15
THE SUMS




           Page 16
PREPARE, THEN TAKE A LEAP OF FAITH




                              Page 17
…THEN BE SURE TO REPORT IMPACT




                            Page 18
CASE STUDY #1
PROJECTS DIRECT
OXFAM’S CORE PROGRAMMATIC NEEDS
          ….the right to….
                    1. Life and security
                         2. Basic services
                             3. A sustainable livelihood
                                  4. Be heard
                                       5. Equity




                                                Page 20
THE PROPOSITION
                                           Underwritten
                                               By
                    Funded                   Oxfam                 Oxfam
                    Across                                        Strategic
                    Income                                         Priority
                    Streams                                       Projects




        Periodic                                                                Unlocks
       Additional                                                             Institutional
        Comms                                                                   Funding
                                            Projects
                                             Direct




           6 Monthly                                                     Variety of
            Reports                                                       Causes




                                                        Spread of
                              Multi-year
                                                       Geographical
                              Funding
                                                        Locations




                                                                                        Page 21
CASE STUDY #2
THE ENTERPRISE DEVELOPMENT
PROGRAMME
AN INSPIRING, AMBITIOUS SHARED VISION

        “Oxfam is developing a blueprint
       for promoting and investing in small
       and medium enterprises in the most
          marginalised part of the world”


                                                 “EDP focuses on self help, and
              EDP Board Member                the beauty of the business model
                                               is that repayment of the loan will
                                               fund future projects. So you give
                                                   one dollar or pound, but in a
                                                  successful investment, it gets
                                                    reutilised for the next one.”




                                                   EDP Board Member



                                                                 Page 23
THE PROPOSITION
                                          Co-created
                                         With Private
                                         Equity Minds           Oxfam
                    Ring-fenced                                Strategic
                      Funding                                   Priority
                                                                Project




        Periodic
                                                                           Portfolio
       Additional
                                                                           Approach
        Comms
                                              EDP

                                                                        50%
           6 Monthly
                                                                      Projected
             Board
                                                                      Success
           Meetings
                                                                        Rate


                              Top Donors
                                                     Engaged
                             Participate in
                                                    Philanthropy
                               Strategic
                                                       Model
                               Decisions



                                                                                       Page 24
CONNECTING WITH A NEW AUDIENCE




                            Page 25
TRULY ENGAGED PHILANTHROPY

                                             Enterprise    Ongoing
           Proposal             Investment   Development   support and
           selection            Committee    Board         review



            “EDP provides a
      very unusual opportunity to
    combine commercial disciplines
 with Oxfam’s unrivalled experience of
the world’s most challenging locations.
  I was particularly excited by the
opportunity to use my management
    experience to help shape the
           direction of EDP
          in its early years”




                         EDP Board
                          Member

                                                            Page 26
KEY CORPORATE PARTNERSHIPS




                             Page 27
IN CONCLUSION
FINAL THOUGHT


                If you keep on doing what
                you’ve always done, you’ll
                    keep on getting what
                       you’ve always
                            got




                                             Page 29
Thank you for listening!!



Developing fundraising propositions
that truly engage and inspire donors


Kyle Johnson, Major Gifts, Oxfam GB



kjohnson@oxfam.org.uk         29 January 2013

Oxfam

  • 1.
    Developing fundraising propositions thattruly engage and inspire donors Kyle Johnson, Major Gifts, Oxfam GB kjohnson@oxfam.org.uk 29 January 2013
  • 2.
  • 3.
    PRODUCTS, PROPOSITIONS, INITIATIVES PROJECTS DIRECT OXFAM 365 THE CIRCLE ENTERPRISE DEVELOPMENT PROGRAMME Page 3
  • 4.
    THE NEED &THE PROPOSITION Page 4
  • 5.
  • 6.
    TRANSFORMATIONAL CHANGE Finding a “…so by cure… Restoring a supporting us monumental Enabling us to you’ll be…” building… create a game- Bringing about a changing blueprint significant change for others to in policy… follow… Saving lives… Tackling / putting an end to an Investing in the next generation… injustice… Giving someone a valuable Protecting and Successfully opportunity… conserving an challenging a endangered species… social norm or cultural attitude… Page 6
  • 7.
    VISIONARY LANGUAGE “If you talk to a man in a language he understands, that goes to to him his head. If you talk in his language, that goes to his heart.” Nelson Mandela Page 7
  • 8.
    COMPELLING STORIES Vinoba Bhave Founder of the Bhoodan Movement Page 8
  • 9.
    KILLER FACTS ANDSOUNDBITES Every EU cow receives over $2 per day in support and subsidies. That’s more than the income of half the world’s people Page 9
  • 10.
  • 11.
    AMBASSADORS & ADVOCATES “EDP has clearly made a difference – I think my “We don't always realise investment in both ideas and we are invested with the money has played a part, power to make a difference; which is tremendously working together, we can inspire satisfying.” everyone to be part of the solution” Enterprise Development Annie Lennox Programme Board Member Oxfam Ambassador and founder of The Circle “I support Oxfam projects because I can see my money being used to achieve measurable goals assisting in the long term development of identified communities.” Projects Direct Supporter Page 11
  • 12.
    LEAD DONORS Page 12
  • 13.
    PEOPLE, PROCESSES &SYSTEMS Page 13
  • 14.
  • 15.
  • 16.
    THE SUMS Page 16
  • 17.
    PREPARE, THEN TAKEA LEAP OF FAITH Page 17
  • 18.
    …THEN BE SURETO REPORT IMPACT Page 18
  • 19.
  • 20.
    OXFAM’S CORE PROGRAMMATICNEEDS ….the right to…. 1. Life and security 2. Basic services 3. A sustainable livelihood 4. Be heard 5. Equity Page 20
  • 21.
    THE PROPOSITION Underwritten By Funded Oxfam Oxfam Across Strategic Income Priority Streams Projects Periodic Unlocks Additional Institutional Comms Funding Projects Direct 6 Monthly Variety of Reports Causes Spread of Multi-year Geographical Funding Locations Page 21
  • 22.
    CASE STUDY #2 THEENTERPRISE DEVELOPMENT PROGRAMME
  • 23.
    AN INSPIRING, AMBITIOUSSHARED VISION “Oxfam is developing a blueprint for promoting and investing in small and medium enterprises in the most marginalised part of the world” “EDP focuses on self help, and EDP Board Member the beauty of the business model is that repayment of the loan will fund future projects. So you give one dollar or pound, but in a successful investment, it gets reutilised for the next one.” EDP Board Member Page 23
  • 24.
    THE PROPOSITION Co-created With Private Equity Minds Oxfam Ring-fenced Strategic Funding Priority Project Periodic Portfolio Additional Approach Comms EDP 50% 6 Monthly Projected Board Success Meetings Rate Top Donors Engaged Participate in Philanthropy Strategic Model Decisions Page 24
  • 25.
    CONNECTING WITH ANEW AUDIENCE Page 25
  • 26.
    TRULY ENGAGED PHILANTHROPY Enterprise Ongoing Proposal Investment Development support and selection Committee Board review “EDP provides a very unusual opportunity to combine commercial disciplines with Oxfam’s unrivalled experience of the world’s most challenging locations. I was particularly excited by the opportunity to use my management experience to help shape the direction of EDP in its early years” EDP Board Member Page 26
  • 27.
  • 28.
  • 29.
    FINAL THOUGHT If you keep on doing what you’ve always done, you’ll keep on getting what you’ve always got Page 29
  • 30.
    Thank you forlistening!! Developing fundraising propositions that truly engage and inspire donors Kyle Johnson, Major Gifts, Oxfam GB kjohnson@oxfam.org.uk 29 January 2013