corporate, major donor & trust fundraising presentation

Corporate, Major Donor &

Trust Fundraising

Developing Your Fundraising Mix

Tuesday 7th October 2014

Deirdre Murphy, Fundraising Advice Officer, NICVA

Let’s talk about

• Planning your fundraising• What we mean by Corporate, Major Donor

and Trust Fundraising• How to build good relationships

How much do you need to raise?

Different methods

Fundraising

Community

Individual Giving

Committed Giving

Corporate Major Donor

Legacy

Online

Gift aid

SchoolsCampaignsGroupsEvents

What is your fundraising capacity?

• Fundraising resources?• Fundraising?• Skills?• Allies, networks, contacts….?• Facilities, volunteers, USP!?

Types of Income

• Restricted

• Unrestricted

Companies

Corporate Fundraising

Sponsorship

Staff

Partnerships

Donations

Cause Related Marketing

Payroll Giving

Awareness

Local business

In kindProjectEventConnections

AppealsRegular Giving

Staff Charity Fund

Events

Major Donors

• What is a Major Donation?• What is a Major Donor?• Treating them differently

o Capacity to give again at or above set levelo Individuals or syndicateso Multi-annual or one-off donations

Trusts www.grant-tracker.org

Applying for Grants• Properly plan and cost your projects• Thoroughly research funder• Get in touch with the funder• Apply in good time• Read and use the guidelines• Fully complete the form with all enclosures• Check postage• Keep records• Make several applications

Completing an Application Form

• Esmee Fairbairn Foundation Video

http://www.youtube.com/watch?v=bgzIrDmeKf8

Legacies

Pledgers

Major Donors

Mid Value Donors

Committed Donors

Regular Donors

Donors

Responders

Incidental Donors

Donor Journey

Building Relationships

Research

Identify

CultivateSolicit

Steward

4 Ways to Increase Your Income

the size of the donation / grant / profit

the 1234 of donors / funders / buyers

the frequency frequency of donations

the longeeeeeevity of donations

Key Principles of Fundraising1. You have to ask

2. The personal approach

3. Understand the donor’s viewpoint

4. Fundraising is selling

5. Credibility and PR

6. Know how much to ask for

7. Say thank you

8. Long-term involvement and commitment

9. Accountability and reporting back

Institute of Fundraising Code of Fundraising Practice

“The principle of self-regulation is to allow individuals and fundraising organisations to

demonstrate best practice, eliminate poor practice and increase public trust and confidence in the

voluntary and community sector”.

http://www.institute-of-fundraising.org.uk/guidance/code-of-fundraising-practice/

Fundraising Advice Service

Tel: 028 9087 7777

deirdre.murphy@nicva.org

@nicva_FRAdvice

Fundraising Advice NICVA

www.nicva.org

www.grant-tracker.org