FUNDRAISING PRESENTATIONFUNDRAISING PRESENTATION

The Five “I’s of Fundraising The Five “I’s of Fundraising

Investigate - Research

Inform - Introduce your Organisation & Project

Interest - Demonstrating Links/Meeting Criteria

Involve - Engaging - Interacting

Invest - Building Relationships

Turning Suspects into Prospects Turning Suspects into Prospects Steps to work through: in-depth research assessing:

locality (national or local remit & where) - size of grant (match their capacity to your needs)

timing (match frequency of grant making to your schedule)

interests (how much commonality is there?) looking at the bigger picture:

degree of competition and likelihood of a grant - work required to submit an application - what relationship already exists

do you have any contacts or a lead in? a list of prospects:

which you must check with before contacting – Consultancy available via Gordon Owen @ Messrs G Owen & Co

These are your potential donors!

Preparation Home Work Preparation Home Work

Identify the need and research study

What is exactly required Why the need? Who will Benefit? Provide facts and figures to support the need; area in which it will operate; and the

people it is aimed to aid Provide all data to grant body in advance to study Support with presentation summary + any graphical material possible - if a building a

visual drawing of what it will look like. If people photo of them showing expression of not having the ability to benefit along side a photo of conjuring the image of the benefits and skills achieved from meeting the need - [Note - permission required under Data Protection Act

Create & develop a positive image of the scheme Publicity and material Costings - Broken down into Capital & Revenue Budgets Projections Shopping list of anything in terms of goods needed (with costs) to enable small potential contributors to be able to support, and be able to identify with what they will be giving in support

CentralGovernmen

t

Lottery

ESF

Companies

Trusts/

Foundations

Local

Authority

Checklist for identifying Trusts / Foundations

Checklist for identifying Trusts / Foundations

Do we have any Trustee contacts? Do any of our Trustees know any of theirs? How can we make use of this? What kind of projects do they like to fund and

which part of our work is most likely to find favour?

Look at previous giving history. If unsure, seek advice from the Administrator. How much should we ask for? Look at previous history. If unsure, ask the Administrator. Who is the best person to submit the

application? Chairman & Chief Executive, Director, Chairperson, Secretary, Fundraiser Who should the letter of application be

addressed to? The Chairman of the Trustees, the Secretary, Administrator Would the Administrator / Trustees like to

visit? Do they ever visit applicants' projects? Would they like to visit a project as an introduction to our work?

Have they donated previously? Check computer and paper records, please ask Consultancy available from Gordon Owen @ Messrs G Owen & Co What are the objectives of the Trust /

Foundation? Are we eligible to apply? What is the giving capacity of the Trust /

Foundation? Look at their income and expenditure - what are they capable of giving? What are the types of grants they normally give? capital projects, scholarships, fund over several years? What are their conditions for a grant and what

are their exclusions? Do we have to raise some of the money before approaching them? Geographical constraints? When do the trustees meet? Monthly, quarterly, as necessary? How far in advance do they like proposals? Do they have a formal application form or

guidelines? Do they require a summary of the project first? Who are the Trustees / Directors / Administrator? Do we know any of them?

From the Donor’s Point of ViewFrom the Donor’s Point of View

Is this project within our policy, priorities and area of benefit?

Is it clear - what do they want, why and when?

How do we know they can do it?

Who are they - do we know this organisation?

What are the implications for the future?

Has anyone else supported this project?

Do we expect to get anything in return?

10 Top Tips 10 Top Tips

1] Address your appeal to the right person2] Tailor your appeal to the particular funder (bearing in mind their criteria)3] Include a clear statement of Organisation's work and objectives4] State clearly how much money you need and include a budget5] Tell them what the money's for6] Break a large appeal down into realistic chunks for particular items7] Include the latest accounts8] Offer to go and see them and follow up the letter or e-mail within a week9] State the benefits for them10] Be positive and upbeat about your Organisation and your ideas

Getting Beyond the Wastepaper Bin Getting Beyond the Wastepaper Bin

PLAN AHEAD Think in terms of months not weeks; trusts may meet only twice a year; sponsorship budgets may be committed 18

months ahead.

RESEARCH THE DONOR Read up on their policy and priorities. How much do they normally give? Find out the right contact name When is the best time to apply? Do they issue guidelines How do they like to be approached - Research the Internet?

PACKAGE YOUR PROJECT Identify unique selling points Package specific needs Prepare a proper budget Is it cash you need? Is it sponsorship or a donation? Consider unit costs or a choice of costs Sponsorship benefits

PLAN THE PROPOSAL Organise your information Gather supporting documents Decide on a format

NOW YOU CAN WRITE IT! Avoid jargon Bring out human interest Generate emotion, belief and commitment Break up the text & include a summary Do not forget enclosures

Where to Get More Information Help Support

Where to Get More Information Help Support

Gordon OwenGordon Owen

e-Mail: gowenandco@yahoo.com

Web Site: www.gowenandco.co.ukCoachVille - Professional Training CoachVille - Professional Training

& Presentations& Presentations

[Striving to Create Provisions for Tomorrows Organisations]

GPO • [GO & Co] - 2004