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Fundraising Training Course

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Page 1: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Fundraising

Training Course

Page 2: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Why Learn To Fundraise?

Skills Career Development Organisation Support Organisation Development

Page 3: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

FundraisingWhat Is It?

Ideas

Selling

Resources

Support

Relationships

Page 4: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

The Funders

Charitable Trusts Corporate Sector Government Europe National Lottery The General Public

Page 5: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

The Funds

Donations Sponsorship Gifts In Kind Grants Employee Volunteering

Page 6: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Charitable TrustsDo’s & Don’ts

Plan A Strategy Plan Ahead Select A Good Project Believe In What You Are Doing Select A Target Write An Application Tailored To The Needs Of The Trust Use A Personal Contact Prepare A Realistic & Accurate Budget Be Concise Be Specific Establish Your Credibility Keep Records Of Everything You Do Send Reports & Keep Trusts Informed Try To Develop A Partnership Or Long Term Relationship Say Thank You

Send A Duplicated Mailshot Ask For Unrealistic Amounts Assume Trust Will Instantly Understand The Needs You Are

Meeting Make General Appeals For Running Costs Use Jargon Beg

Page 7: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

The Process

Identify Your Needs Research Sources Produce A Fundraising Plan Build A Fundraising Team Apply For Funds Say Thank You Keep Funders Informed Return To Warm Funders Keep Records

Page 8: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

The Ingredients Of Good Fundraising

Develop good, clear key selling points.

Identify the problem and the need.

Show how effective you are. What is the impact of your

work? What other plus points have

you got?

Page 9: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Key Points To Success

Focus - On Your Needs and On Funders Needs

Be Succinct Good Presentation Is

Everything State Your Case Listen

Page 10: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

The Techniques

Direct Mail Written Applications Sponsorship Big Gift Campaigns Legacies Events Membership Schools Appeals Advertising Promotions Trading Personal Solicitation

Page 11: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

4 Ingredients For A Successful Event

The Media The Sponsors The Charity The Performance

Page 12: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Fundraising Ideas

Anything - a - thons Sponsored Activities Ticket Events Public Collections

Page 13: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

What Is A Good Idea?

A good idea : Sounds fresh or interesting and captures the imagination. Is or sounds startlingly obvious Has a catchy title Appears or is innovative Is topical Is different Shows value for money or leverage Complements and supplements existing provision or

involves collaboration with other agencies. Has measurable objectives and specific outcomes which

are clearly of benefit Is realistic and achievable

Page 14: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

What Is A Fundable Project?

Specific Important Effective Realistic Good Value Topical Relevant Bite-sized

Page 15: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Improving Your Communication

Skills

Always write in plain English Or Welsh!

An application for funding is no more than an answer to the following:

Who You Are What Work You Do and What You Are

Proposing To Do Why This Work Is Important What You Plan To Do What You Need To Do It How The Funder Can Help You

Page 16: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

The Cardinal Sins Of Applications

Verbicide - Using meaningless words

Verbitis - Using inflamed words

Verbosity - Waffling Verbification - Using endless

long words

Page 17: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Practical Exercise

Rewrite the following sentences:

It would be our hope that you might fund this project.

A demonstrated commitment to cooperation and collaboration forms the cornerstone of this project.

Your grant has proved to be of great significance to this organisation and we would like to express our gratitude.

Page 18: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

12 Tips For Better Writing

Write In Shorter Sentences Break Up Longer Sentences Vary The Length Of Sentences Use Smaller Words rather than long words Avoid jargon Avoid unsubstantiated superlatives Write for the reader - think about who they are and how much they

are likely to know. Talk in common language Don’t patronise Keep it short and simple but say everything you need to Make it clear and logical Improve the visual appearance and readability by using:

» shorter paragraphs

» Headings and sub-headings

» indents

Page 19: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Making A Good Application

A Suggested Structure Project Title Personalise Proposal Summary Introduction - Who You Are Why The Donor Might Be Interested The Need - Substantiate it! What You Will Do - How you will resolve the

problem How You Will Do It How Much You Need The Request Sign Off

Page 20: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Writing A Better Application

Build the credibility of your organisation Support the need for you project Develop clear, specific, measurable and attainable

objectives Justify your approach Include methods for evaluating your progress Demonstrate the value of the funding Use simple, clear understandable language Say in concisely and briefly Prepare a realistic budget and include all your costs.

Page 21: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Assessing An Application

How can you improve your applications?

Think about the following:

The readability Does the application make clear what it

needs funds for and how much is needed?

Is it realistic? Does the application make a good

case? Does it meet the funders needs? Are you convinced? If not, why not?

Page 22: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

The Ingredients Of A Good Application

Catchy Title Proposal Summary Introduction Statement of Problem/Need Project Objectives Methods Budget Funding Plan Request Funding Rationale Backup Information

All on 1 or 2 pages!

Page 23: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Costing A Project

The Key Stages

Describe The Project Write Down Expenditure

Needs Cost Each Item Total The Costs Examine The Total & Amend Agree The Budget

Always remember to look for hidden costs

Page 24: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

ExerciseCosting A Midweek

Group Day

What are the costs involved in the following mid week group task.

A mid week group will be going to a site in the Brecon Beacons. The task is to complete a section of wheelchair accessible footpath. A large tree will need to be felled as it is currently blocking the path. Materials will need to be brought to the site.

What are the costs?

Page 25: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Fundraising In TCV

National Guidelines Wales Regional Guidelines The Role of the External

Relations Coordinator

Page 26: Fundraising Training Course. Why Learn To Fundraise? l Skills l Career Development l Organisation Support l Organisation Development

Further Reading

Required Reading For TCV FundraisersTCV’s Guide To Working Practice - Fundraising

(Available In All TCV Offices)

Recommended ReadingWriting Better Fundraising Applications - Directory Of Social Change

The Complete Fundraising Handbook - Directory Of Social Change

Step By Step, A Guide To Volunteer Fundraising - National Centre For Volunteering

(All of the above are available from the Wales Regional Office on loan.)