fundraising & grants presentation

7/23/2019 Fundraising & Grants Presentation

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ssentialDo and

Dont

for

Successful

Fundraising

August 28th2010

Deirdre Garvey

Chief Executive OfficerThe Wheel


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The Wheel

A natinal !e!"ershi#$"ased charity %hichhel#s vluntary gru#s& clu"s& and charities get

their %r' dne( 10 years ld) 8*0 !e!"ers + gr%ing

Training& advice& infr!atin& gd #racticestandards& hel#$des'

,undraising advice and grant search

www.wheel.ie/funding -e#resents the vluntary sectr in .atinal

/cial artnershi# ther fra


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This sessin

1( A funding strategy) %here and h% t

start

2( Where t surce funds( ,unding a##licatins ds and dn3ts

4( ,undraising funda!entals ds and

dn3ts5( -esurces


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1( A funding strategy)

%here and h% t start


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A funding strategy

The funda!entals)

6 7dentify the essential running csts t achieve

!issin fr the next three years #eratins

and ca#ital9

6 7dentify the 'n%n surces f inc!e ver

that #erid recrding all reasna"le

assu!#tins96 The target fr the funding #lan is n% e:ual t

the ga# "et%een the t%(


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The details

1( ;a'e a #lan %ith inc!e targets as %ellas %hat yu intend t invest

2( ,cus n sustaina"ility and lng$ter!gr%th if yu can9 ver shrt$ter! crisis

( Ensure the devel#!ent and gr%th f%hat already %r's !e!"ershi#&

earned inc!e& fees&


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4( Create a list f #ssi"le ideas and

!ethds and surces

5( -ule ut i!!ediately the


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2( Where t surce funds


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There are fur surces f !ney)

1( /tatutryDepartmental & local government, sports council,

partnerships, EU etc

2( Cr#ratinsSponsorships, donations, Corporate SocialResponsibility, Charity of the Year, Staff unds etc

( 7ndividuals

Events, membership, raffles!lotteries, donations, etc4( Trusts + ,undatins

"rants, clubs and societies, local, national,


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Identifying Funders

,unding#int at %%%(%heel(ie?funding

.e%s#a#ers ? We"sites

@cal cha!"er f c!!erce @cal ne%s#a#ers


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Fundingpoint at

www.wheel.ie/funding Over >00 funding sche!e fr! all fundingsurces availa"le) statutry natl and lcal9&

EB& cr#rate& #hilanthr#ic trusts and

fundatins nline tls t aid research fr nn$technical

#e#le including deadline !anage!ent

free guidance n h% t fundraise and lin's ta huge free li"rary f ther resurces(


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( ,unding a##licatins ds and dn3ts


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Reasons why applications fail

1( A##licant is nt eligi"le

2( rects are nt %ell #lanned

( .t #resented clearly and cncisely4( ,ails t !eet the criteria

5( Bnclear h% the a##licant can #rve they %ill

"e a"le t d %hat they say


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Reasons why applications fail

=( The "udget is #r"le!atic

>( The a##licant !isses the deadline

8( The fr! is inc!#lete r illegi"le*( r"le!s %ith the a##licatin enclsures

10(The a##licant is as'ing fr t !uch r t

little9


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Common Exclusions

Cre ? nging running csts

Current salaries ? #rects

-etrs#ective csts @ng$ter! funding

.n$registered charities

Wr' utside 7reland @arge ca#ital #rects

-e#lacing statutry funding ? res#nsi"ility


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What foundation-funders are

liely to fund! .e% and innvative !ethds f tac'ling

#articular #r"le!s

A ne$ff ite! f e:ui#!ent r #rect

/hrt$ter! #rects

Targeting at !st disadvantaged

Activities fr %hich ther fr!s f fundraising isdifficult


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"resenting #our "ro$ects -

#our "ro$ect %hould Cnvince f the need 6 "ut dn3t "eg

e #r#erly #lanned 6 "ut clear and cncise

7ns#ire the reader 6 "ut nt "e ver$ealus As' fr the right a!unt f !ney 6 nt al%ays

the !axi!u! a!unt f !ney

e innvative 6 "ut nt %ac'y


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%ome ey components of the

proposal Fur rganisatin 6 its "ac'grund& ai!s and

"ectives

The need fr the #rect $ the detail f %hat yu%ill d $ the utc!es yu ex#ect

% it !eets the funders criteria

% yu %ill 'n% if it is successful

What is the ttal "udget


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The Application

Three general fr!s f a##licatin) &pplication Form!,r!s that have "een

devel#ed "y the funder& %hich the a##licant!ust use t a##ly(

'etter or Report with (uestions defined )ythe Funder! 7nstead f an a##licatin fr!s!e funders %ill as' a##licants t ans%er aset f :uestins(

Free-Form 'etter or Report! Other funders%ill ust as' gru#s t


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Ten Reasons Why

Applications Succeed

1( The rganisatin !a'es an a##licatin

2( The need fr the #rect is strngly evidenced

( The a##licant a##lies t the !st a##r#riatefunders

4( The a##licant researches the funder "efre!a'ing an a##licatin

5( The a##licatin is received c!#lete "y thedeadline


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Ten Reasons Why

Applications Succeed

=( The a##licant has a gd relatinshi# %ith thefunder

>( The a##licant is "etter than the c!#etitinn the day

8( The "udget is accurate and realistic

*( The a##licant rganisatin is %ell gverned

10(The a##licant has a gd trac' recrd %ithfunding


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4( ,undraising funda!entals ds and dn3ts

#a $%part fundraising frameor'

for clubs!associations that or's

in (reland#


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An 7rish ,undraising ,ra!e%r'

!ade easy 1 f 9)

There are nly t% ty#es f su##rter)

1( Thse %h have su##rted yu already

2( Thse %h have nt yet su##rted yu


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!ade easy 2 f 9)

There are fur surces f !ney)

1( /tatutry

EU, local government, partnerships, etc2( Cr#ratins

Sponsorships, donations

( 7ndividualsEvents, membership, raffles!lotteries, donations, etc

4( Trusts + ,undatins"rants


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!ade easy f 9)

There are fur ste#s t fundraising)

1( 7dentificatin research92( Cultivatin relatinshi# "uilding9

( /licitatin as'ing9

4( /te%ardshi# !inding the relatinshi#9


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7!#le!entatin)Capacity*

)after

research*

'ast contact Currentstatus

+extaction

Rating

)based onaninformedestimate*

,#Foundation

ave givenI5J t si!ilar

gru#s "efre

;ar' cnfir!eddetails n the

#hne KdateL

.eeds a#r#sal "y

deadline f1st;ar

;ary tdraft

#r#sal(;ar' trevie% andsign$ff

Women formini-

marathon

With 0xraising avg f

I200ea lastyear& %e canraise I12J "ygetting =0x#e#le

0x sentu#dates ti!es

ver the year(As'ed t


27/31

Capacity*

)afterresearch*

'astcontact

Currentstatus

+ext action Rating

)based oninformedestimate*

&Ccompany

I>J frs#nsrshi# fcnference9

The ;Dattended ur#u"$:ui last!nth andur Chair

%rte t than'hi!#ersnallyafter%ards(

A lu'e$%ar!#rs#ect

/et u#cffee?lunch!eeting tu#date rechange %e3re

!a'ing and tthan' frcntri"utin in:ui(

C

Christmasappealmailshot

I10J fr!500 M avg f

I20?ea

The 500current +

la#sed dnrscntact t%ice%ith u#dates

=0N ftarget

data"asehas given inlast 18!nths& shighli'lihd f

re#eat(

ersnalisethe letter t

differentseg!ents inthe 500x

A


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10 fundraising facts f life

1( ;ney is nt given 6 it has t "e raised

2( 7t des nt c!e in 6 it has t "e gne

after

( 7t is nt ffered 6 it has t "e as'ed fr

4( ;ney is the xygen f yur rganisatin

5( ;ney is nt raised at yur des's

=( As'ing is yur greatest fundraising tl


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>( ;ney is attracted "y strength& nt

%ea'ness8( e#le li'e t su##rt %inners

*( e#le need t "e ins#ired "y a visin

10( 7f yure nt as'ing yur dnrs fr!ney& s!ene else is

+he (reland unds ).irlfunds.org*


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,undraising sign#sts


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Than you.www.wheel.ie

Deirdre Garvey

Chief Executive Officer

deirdreP%heel(ie08= =0*> *50

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