rose conway-walsh fundraising rose conway-walsh belmullet, co mayo 087 2846830

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Rose Conway-Walsh FUNDRAISING Rose Conway-Walsh Rose Conway-Walsh Belmullet, Co Mayo Belmullet, Co Mayo 087 2846830 087 2846830

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Rose Conway-Walsh

FUNDRAISING

Rose Conway-WalshRose Conway-WalshBelmullet, Co MayoBelmullet, Co Mayo

087 2846830087 2846830

Rose Conway-Walsh

What is a Fundraising Strategy

It is a management tool that enables your It is a management tool that enables your organisation to seek and obtain funding in a organisation to seek and obtain funding in a planned and sustained way in order to meet it’s planned and sustained way in order to meet it’s objectives. objectives.

It can cover 1 year/3years or more depending on It can cover 1 year/3years or more depending on the type of organisation.the type of organisation.

Must be flexible to tke advantage of new Must be flexible to tke advantage of new opportunities.opportunities.

Rose Conway-Walsh

How Much Do We Need?

What is the cost of What is the cost of implementing our implementing our plan for the next 12 plan for the next 12 months?months?

What are our What are our longer-term plans? longer-term plans? How much will How much will they cost?they cost?

Rose Conway-Walsh

Writing Up Your Fundraising StrategyDescription of Description of your group/your group/

organisationorganisation

Outline your Outline your mission mission statementstatement

List Major List Major AchievementsAchievements

Summary of Summary of Strengths and Strengths and WeaknessesWeaknesses

Description of Description of Goals and Major Goals and Major ProjectsProjects

Current funders Current funders and outlookand outlook

Priorities?Priorities?

2/3 year 2/3 year Financial Plan & Financial Plan & Resources you Resources you will needwill need

Sources of Sources of income you can income you can tap into.tap into.

How will you How will you measure your measure your success?success?

Rose Conway-Walsh

Developing the Fundrsising StrategyIs it realistic?Is it realistic? Make Sure Make Sure

Everyone in the Everyone in the Organisation is Organisation is involvedinvolved

Divide Divide Fundraising Fundraising Tasks/responsibiTasks/responsibilitieslities

Are the tasks Are the tasks spread spread throughout the throughout the yearyear

How are you How are you going to develop going to develop your your relationship with relationship with Current Current Funders?Funders?

Evaluate your Evaluate your current current relationship with relationship with funders – be funders – be honest.honest.

Rose Conway-Walsh

Challenges to Overcome in Fundraising Easier to Get Funding Easier to Get Funding

for one event that for one event that long-term programmelong-term programme

Break your Break your programme into programme into smaller bits and seek smaller bits and seek funding for each part funding for each part – may be from – may be from different sourcesdifferent sources

More NGOs are seeking More NGOs are seeking more money from more money from traditional funding sourcestraditional funding sources

Develop a more Develop a more diversified range of diversified range of donors – different donors – different amounts & different amounts & different timestimes

What is What is youryour USP?? USP??

Rose Conway-Walsh

More Challenges to Overcome in Fundraising Many Donors are Many Donors are

providing much less providing much less money than needed or money than needed or do not have enough to do not have enough to go around.go around.

A diversified A diversified fundraising fundraising programme. Closer programme. Closer the donor, smaller the donor, smaller the amountthe amount

Conditions and terms Conditions and terms imposed on funds imposed on funds provided that may provided that may restrict it’s userestrict it’s use

Understand the need Understand the need for these conditions – for these conditions – negotiate, satisfy negotiate, satisfy their needs without their needs without sacrificing your ownsacrificing your own

Rose Conway-Walsh

More Challenges to Overcome in Fundraising Difficult to find a Difficult to find a

donor who is willing donor who is willing to finance a specific to finance a specific programme or projectprogramme or project

Look at the local Look at the local corporate sector and corporate sector and local opportunitieslocal opportunities

It takes so much time, It takes so much time, effort and money itself to effort and money itself to find and secure funding.find and secure funding.

Everyone in the Everyone in the organisation – staff organisation – staff management committee, management committee, members etc should be members etc should be involved in writing involved in writing proposals, finding and proposals, finding and networking with donors,networking with donors,

Appeals CommitteesAppeals Committees

Rose Conway-Walsh

In-Kind Contributions

Technical Knowledge and information is Technical Knowledge and information is very expensive and takes up much of a very expensive and takes up much of a funding request.funding request.

Try to seek in-kind contributions from Try to seek in-kind contributions from experts especially form a company.experts especially form a company.

This enables them to be community-This enables them to be community-friendly.friendly.

Advice, work-time, equipment etc.Advice, work-time, equipment etc.

Rose Conway-Walsh

GRANTS

LDP – Social LDP – Social Inclusion Inclusion ProgrammeProgramme

National Rural National Rural Development Development ProgrammeProgramme

Combat PovertyCombat Poverty

Dept. of Social Dept. of Social Community & Community & Family AffairsFamily Affairs

Dept. Justice Dept. Justice Equality & Law Equality & Law ReformReform

Udaras na Udaras na GaeltachtaGaeltachta

MuinterasMuinteras FASFAS VECVEC

Rose Conway-Walsh

GRANTS

Irish Youth Irish Youth FoundationFoundation

County CouncilCounty Council St Vincent De St Vincent De PaulPaul

ESB (Electric ESB (Electric Aid) IrelandAid) Ireland

AIB – Better AIB – Better Ireland AwardsIreland Awards

Dept. Dept. Community Community Rural & Rural & Gaeltacht Gaeltacht AffairsAffairs

Lottery FundingLottery Funding Dormant Dormant AccountsAccounts

Check CDB Check CDB WebsiteWebsite

Rose Conway-Walsh

Applying For a Grant

Select appropriate sources as application Select appropriate sources as application forms are very time consuming.forms are very time consuming.

Weigh up the possible benefits against the Weigh up the possible benefits against the time and resources need to fill out the form.time and resources need to fill out the form.

Ensure you are eligible and fit the criteria.Ensure you are eligible and fit the criteria. Be aware of closing dates and drawdown Be aware of closing dates and drawdown

dates.dates. Attach material about past achievements.Attach material about past achievements.

Rose Conway-Walsh

Applying For a Grant

Make sure you follow the guidelines, Make sure you follow the guidelines, instructions and guides on funding instructions and guides on funding procedures.procedures.

Make sure you have fully studied and Make sure you have fully studied and understood the priorities of the funders – understood the priorities of the funders – they should also be your priorities!they should also be your priorities!

Use key words to convince the funders of Use key words to convince the funders of its viability and impact.its viability and impact.

Rose Conway-Walsh

What if there is no Application Form? The Proposal Cover LetterCover Letter – No more than 1 page, Who you are – No more than 1 page, Who you are

and your background briefly, purpose of funding and your background briefly, purpose of funding and amount you request. Include contact person, and amount you request. Include contact person, phone number, e-mail and address.phone number, e-mail and address.

ProposalProposal – – 1 page summary1 page summary, aims and objectives, , aims and objectives, proposal purpose, project purpose, how project will proposal purpose, project purpose, how project will be implemented, state the results you expect from be implemented, state the results you expect from your project. Include total budget amount, other your project. Include total budget amount, other funds that are committed and the amount of your funds that are committed and the amount of your request. Remember 90% of funding decisions will request. Remember 90% of funding decisions will be made before the reader has finishes reading this be made before the reader has finishes reading this page – Be concise compelling and clearpage – Be concise compelling and clear

Rose Conway-Walsh

What if there is no Application Form? The Proposal Introduction to the Organisation – Introduction to the Organisation – History, History,

General Purpose, goals and objectives as they General Purpose, goals and objectives as they relate to this project, Accomplishments, Service relate to this project, Accomplishments, Service Areas and Population Served.Areas and Population Served.

Statement of Problem or Need,Statement of Problem or Need, Use a funnel Use a funnel approach, Start with the general problem, approach, Start with the general problem, move to the conditions which make this a move to the conditions which make this a problem, outline current resources and identify problem, outline current resources and identify gaps, identify how your proposal will fill these gaps, identify how your proposal will fill these gaps.gaps.

Rose Conway-Walsh

What if there is no Application Form? The Proposal Project Goals and ObjectivesProject Goals and Objectives

What specific goals are you trying to What specific goals are you trying to achieve?achieve?

What measurable milestones will you What measurable milestones will you reach in meeting those goals?reach in meeting those goals?

How will you and the funder know that How will you and the funder know that you are making progress towards your you are making progress towards your goals?goals?

Rose Conway-Walsh

What if there is no Application Form? The Proposal Methods and ScheduleMethods and Schedule

What actions will you take to achieve What actions will you take to achieve your goals?your goals?

What are the critical success factors?What are the critical success factors? Who will do what – include job Who will do what – include job

descriptions from staff and qualifications descriptions from staff and qualifications and experience of volunteers.and experience of volunteers.

When will these actions take place?When will these actions take place?

Rose Conway-Walsh

What if there is no Application Form? The Proposal Evaluation Criteria and ProcessEvaluation Criteria and Process

How will you know whether you are How will you know whether you are achieving your goals?achieving your goals?

What will you measure to evaluate your What will you measure to evaluate your progress?progress?

What records and information will you What records and information will you keep to allow you to measure your keep to allow you to measure your progress?progress?

Rose Conway-Walsh

What if there is no Application Form? The Proposal

BudgetBudget More detail is better than lessMore detail is better than less Don’t round out if possible. Use quotes and Don’t round out if possible. Use quotes and

estimates whenever you can get them – even if estimates whenever you can get them – even if they are informal quotes.they are informal quotes.

Don’t pad your budget. Competent reviewers Don’t pad your budget. Competent reviewers will know the cost of goods and services.will know the cost of goods and services.

Do include all sources of support – volunteer Do include all sources of support – volunteer time, donated space and borrowed equipment. time, donated space and borrowed equipment. Don’t shortchange the contribution your Don’t shortchange the contribution your community is making to your project.community is making to your project.

Rose Conway-Walsh

Fundraising Activities

Company Company Fundraising/Cause Fundraising/Cause Related MarketingRelated Marketing

Events FundraisingEvents Fundraising

Individual Donors/Big Individual Donors/Big Gift DonorsGift Donors

Church Gate CollectionsChurch Gate Collections

Schools FundraisingSchools Fundraising Direct MailDirect Mail

House to House House to House CollectionsCollections

Piggy-Back FundraisingPiggy-Back Fundraising

Rose Conway-Walsh

Event Management Process

Concept & FeasibilityConcept & Feasibility Planning & Planning &

PreparationPreparation Budgeting & FinanceBudgeting & Finance Tasks, Responsibilities Tasks, Responsibilities

& Resources& Resources Marketing PlanMarketing Plan Progress, Delivery & Progress, Delivery &

ReportingReporting

Rose Conway-Walsh

Reasons For Holding Events

To informa and educate the community To informa and educate the community about the causeabout the cause

To raise fundsTo raise funds To obtain media coverage for an activityTo obtain media coverage for an activity To celebrate a community’s strength and To celebrate a community’s strength and

cohesivenesscohesiveness

Rose Conway-Walsh

Establish who the Event is For

The local community/Wider CommunityThe local community/Wider Community

Members/potential MembersMembers/potential Members

SponsorsSponsors

MediaMedia

Rose Conway-Walsh

Develop the Event ConceptKey Questions to ask…. What is the event for?What is the event for? What form will it take?What form will it take? When and where will it be held?When and where will it be held? How will the event benefit the participants?How will the event benefit the participants? What could be the barriersWhat could be the barriers What physical resources are available or What physical resources are available or

accessible to support the event – facilities, accessible to support the event – facilities, equipment etc.equipment etc.

Rose Conway-Walsh

More Key Questions

What are the costs (time, Personnel, What are the costs (time, Personnel, Money)?Money)?

Do we have have sufficient volunteers?Do we have have sufficient volunteers? How can any potential barriers be How can any potential barriers be

overcome?overcome? Is there sufficient time for planning?Is there sufficient time for planning? **Check the timing of your event does not **Check the timing of your event does not

clash with any other key eventsclash with any other key events

Rose Conway-Walsh

Planning & Preparation

Establish a Formal ’Event Committee’ with Establish a Formal ’Event Committee’ with a variety of skills.a variety of skills.

One person should lead the project as the One person should lead the project as the event co-ordinator.event co-ordinator.

Outline the responsibilities of each member Outline the responsibilities of each member – tasks deadlines etc.– tasks deadlines etc.

Rose Conway-Walsh

Develop Budget & Monitor Finances - Expenditure List all the essential costs for the event – include List all the essential costs for the event – include

administration, venue, print, postage, catering, administration, venue, print, postage, catering, entertainment, photography, flowers, advertising, entertainment, photography, flowers, advertising, insurance, complimentary tickets – add 15% insurance, complimentary tickets – add 15% contingency figure.contingency figure.

When will these expenses have to be paid out When will these expenses have to be paid out

Rose Conway-Walsh

Identify Potential Income

SponsorshipSponsorship Ticket SalesTicket Sales AdvertisingAdvertising DonationsDonations RaffleRaffle PhotographyPhotography

Rose Conway-Walsh

Developing a Budget

Draw up a Cash Flow budget which Draw up a Cash Flow budget which estimates when money is to be received and estimates when money is to be received and when it is to be paid out.when it is to be paid out.

Decision to proceed should be based on Decision to proceed should be based on evaluating the cash flow informationevaluating the cash flow information

Break even ticket price is calculated by total Break even ticket price is calculated by total expenditure divided by no. of ticket sales.expenditure divided by no. of ticket sales.

Rose Conway-Walsh

Ticket Selling

As a safety measure, As a safety measure, nominate a cut-off nominate a cut-off date, when a final date, when a final decision is made to decision is made to proceed with the event proceed with the event or not.or not.

If income is not going If income is not going to be sufficient to to be sufficient to cover expenses cancel cover expenses cancel the event!the event!

Rose Conway-Walsh

TASK DIVISION

Main Tasks for the Event must be identified Main Tasks for the Event must be identified and individuals in the event committee and individuals in the event committee appointed against each task.appointed against each task.

Tasks include catering, entertainment, Tasks include catering, entertainment, facilities and equipment, finance, facilities and equipment, finance, marketing, printing, security, sponsorship, marketing, printing, security, sponsorship, ticket selling, volunteers, legal requirements ticket selling, volunteers, legal requirements

Rose Conway-Walsh

PROJECT PLANNER

Prepare a chart which outlines your project Prepare a chart which outlines your project timelines and the people responsible for timelines and the people responsible for tasks. This will help you keep track of your tasks. This will help you keep track of your progressprogress

Monitor progress against milestones.Monitor progress against milestones. Have regular meetings to keep members Have regular meetings to keep members

feeling connnectedfeeling connnected

Rose Conway-Walsh

Event Schedule

Write up a scrip sheet for the day and Write up a scrip sheet for the day and distribute to all involved. Information distribute to all involved. Information should include person, task, timing, those should include person, task, timing, those involved, location and contact information.involved, location and contact information.

All activities, no matter how small should All activities, no matter how small should be included in the script, ie. Greetings at the be included in the script, ie. Greetings at the door, test microphone, presentations, door, test microphone, presentations, clearing up etc.clearing up etc.

Rose Conway-Walsh

Post Event

Obtain feedback and recordObtain feedback and record Thank all those involvedThank all those involved Hold a debriefing sessionHold a debriefing session Send out event reports to all sponsors and Send out event reports to all sponsors and

key organisationskey organisations Ensure records are kept in a central place Ensure records are kept in a central place

for running the even in the futurefor running the even in the future

Rose Conway-Walsh

Some Trouble Spots

Not appointing a co-Not appointing a co-ordinatorordinator

Not maintaining Not maintaining accurate written accurate written recordsrecords

Not monitoring Not monitoring progress closelyprogress closely

Allowing insufficient Allowing insufficient planning timeplanning time

Failing to Failing to communicate and co-communicate and co-ordinate fully with ordinate fully with committee memberscommittee members

Insufficient helpersInsufficient helpers

Rose Conway-Walsh

More trouble spots

Insufficient food and Insufficient food and drinksdrinks

No First AidNo First Aid Poor press coveragePoor press coverage No contingency plans No contingency plans

for bad weatherfor bad weather Programme running Programme running

over timeover time

Failure to inform Failure to inform police or local police or local authoritiesauthorities

Lack of colour or Lack of colour or glamourglamour

Insufficient wast Insufficient wast managementmanagement

Unclear direction Unclear direction signssigns

Rose Conway-Walsh

Additional Fundraising Elements

Tree of Life/PromisesTree of Life/Promises Auction/Silent AuctionAuction/Silent Auction Laser clay pigeon shootLaser clay pigeon shoot Bucking BroncoBucking Bronco Fun CasinoFun Casino Corporate Entertainment PackagesCorporate Entertainment Packages DonationsDonations