Fundraising

Fundraising

TARGET RIGHT AUDIENCES WITH THE RIGHT MESSAGE
Techniques
1. Trusts and Foundations
  1. Trustees or Group of funders
    1. Set up by
      1. Private individuals
        Major donar
        An individual that can donate an amount that makes a large impact to the charities work
        perseverance and patience
        What is their MOTIVATION
        Legacy funding
        Leaving gift in your will
        Donors like to see values of the charity
        Look for long term charities that will be living up to expectations
        Would l ike to hear more about the BIG PICTURE behind the charity's long term ambitions
        The WHY!!! behind the charity
        TALK POSITIVES RATHER THAN NEGATIVES
        Pledges are not definite
        Pecuniary Legacy
        Donation of set amount
        Looses value over time
        Residual Legacy
        % of what is left
        Retains value over time
        Long term funding for charities
        MD = Average annual donation x 20 or 25
        Solicitation process
        Identify and Research
        Plan
        Engage
        Ask
        Stewardship
        project info, weekly emails, annual report
        Why donate?
        event invites, board, commitee,visits, meetings
        portfolio
        Accurate data
        Ethics of controversial donors
      2. National lottery
      3. Family trusts
        Distribution of personal donations
        Sainsburys family trust
      4. Companies
        Distribute donations from company profit
        Santander foundation
        Shell Foundation
        Livery company funds
        Supports close to their memebership
      5. Community foundation
        Endowment pots
        Local area
    2. Letters
    3. Proposals
    4. Grants
    5. Professional donars
  2. Donate money
    1. inves funds: make donations on the interest
  3. Criteria is different for every trust or foundation so apply to each individually
    1. Eligability?
      1. Educaction
      2. Local project
      3. Particular size
      4. Familiar charities
2. Direct Marketing
  1. Large groups
    1. One off donations
    2. Continual donation
  2. Types
    1. Email
    2. SMS
    3. Letter through door
      1. door drops
    4. Telephone call
    5. Appeal in news paper
      1. inserts in magazines
    6. online appeal
    7. Radio
    8. TV
    9. Legacy Funding
      1. Specialist solicitors
        Will advice
        Support for members
      2. Annual legacy conference
    10. annual fund membership
    11. special appeals
  3. Static Funding and Collection
    1. Leaving tin at a shop
    2. Face to face fundraising
      1. Street bucket collection
        poditioning of fundraisers dependant on target
      2. Door to door
      3. Look for long term charities that will be living up to expectations
      4. Gather a sense of numbers who would be interested in leaving a legacy
        Pledges are not definite
  4. ultimate aim
    1. gift to charity
  5. Target donars
    1. profitable and personal relationship
      1. recruitment
      2. engagement/re-engage
    2. long term returns are high
      1. life time value of donors
    3. £, projects, how it will be used
    4. segment into groups to increase chance of donations
      1. recencey frequency and value tool
        can measure response
        analyse response to create higher sucess
        can generate lots of info on the donors over the years
        time, planning and good data base, accuracy
      2. age, gender, how &why, types of interest
      3. generic or specific
      4. feedback to suit
  6. THEME, SLOGAN, LOGO
    1. COPY WRITING DESIGN AND PRODUCTION
  7. COSTLY
    1. NO GUARANTEE
3. Corporate fundraising
  1. PARTNERSHIP = WIN WIN BASES
    1. can rais funds and profile of organisation
      1. Charity of the year
      2. Match funding
      3. Sponser events
      4. cause related marketing
      5. Gifts in kind
        Free advice
        Legal
        Financial
        Specialist solicitors
    2. Take care with VAT
    3. Increasing company sales
    4. Brand differation
    5. Enhancing brand image
    6. Improved employee recruitment
    7. Shared values with target markets
      1. Moral and retention
    8. Enhanced government relations
    9. Branded company bases
    10. Reaches new customer segments
      1. linking with communities
    11. Improving goodwill
  2. Variety of options and motivations
    1. direct donation
    2. Staff
      1. Payroll Giving
      2. Give as you earn
      3. Office donations
      4. Volunteering
        Pro bono gift
        Collecting funds in shops
        Selling merchandise
        Discretionary addition to bill
        cause related marketing project
        PUBLICITY
        New supporters
        More income
    3. Shares
    4. sponsor events etc
    5. Goods or products
      1. Gift in kind
  3. Projects
  4. scholarship
  5. items
    1. minibus
  6. What are companies worried about
  7. What are your objectives?
    1. raise funds
    2. Increase brand awareness
    3. Find new doors
    4. FITTING TOGETHER
      1. VALUES
      2. BRAND
      3. OBJECTIVES
      4. STRUCTURES
      5. SIZE
      6. ETHICS!
        ETHICS POLICY
        Opportunity to influence change
  8. How donation will be used in terms of economic benefot
4. Community fundraising
  1. Events
    1. New individual donars
    2. Gives donor, volunteers etc recognition for their support
    3. Volunteers
      1. recruitment
        Work and time scale
        Planning skills
        think ahead
        diplomatic
        enjoy working with people
      2. motivation?
    4. private/public
    5. themes
      1. Gala
      2. Villiage fairs
      3. Bake sale
      4. Sporting
        Fun runs
        Challenge events
        3 peaks challenge
        Tough Mudder
        3rd party event
        Triathelon
        marathon
        3rd party event
        dragon boat races
      5. Cultural
      6. musical
        live music
      7. religious
        Christmas carol concerts
      8. parties
        Ball
        cocktail party
        product launch parties
    6. planning
      1. smart objective
      2. cost/benefit
        budget
        3 quotes
        how to raise funds
        additional costs
        calculate break even point
        tax
      3. time scales
      4. commitees
      5. Gantt chart
      6. risk assessment
        bad weather
        public transport failure
        power failure
        lack of safety equipment
        helps having a back up plan
      7. guests
      8. venue
      9. materials needed
    7. clear directions to volunteers
    8. evaluation phase
      1. monitor objectives
      2. thank yous
      3. feedback forms
  2. Raise awareness, profile and funds. EDUCATE, networking
    1. validity and reliability
  3. schools
  4. Clubs
  5. Rotary clubs
  6. Professional Networks
  7. Volunteering
  8. Pub Quiz
  9. Sponsoring individuals in a community doing an event

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	Created by Milly Kay almost 10 years ago

	Copied by Fred Kaplan over 6 years ago