Where do you want to get to and what is involved in getting there?
Who? - Who I am (organisational analysis, and external environment)
What? - What I want, or want to solve (decision tree)
Why? - The case for support (evidence)
How & when
1) How do I do it, and when? Delivery Plan
2) How do I resource it, and when? Fundraising Plan
3) How do I know it is achieved, and when? Evaluation Plan
Analyse your approach
Evaluate your organisation's performance and capability with organisational review tools.
Are you a fundraising organisation?
1. Can you tell your organisation’s mission, with a story, simply and emotively to a friend (or donor)? What is their response?
2. Can you describe your organisation’s work to a friend (or donor), its history and its plans?
3. Can you explain your organisation’s fundraising strategy to a friend (or donor), including the costs needed to generate income?
4. When did you last see your organisation’s work and its beneficiaries on the front line?
5. When did you last interact with a donor?
Sustain the business development process!
• Plan what you are going to do
• Do what you have planned to do
• Monitor how you are doing
• Review and adjust as necessary
Checklist to choose a grant funder
• The general areas the funder is interested in: age range, type of disadvantage, geographical area
• Specific priority areas within their general areas
• Specific exclusions: for certain types or sizes of organisation
• Past projects and organisations they have funded
• The minimum and maximum amount they fund, and their average fund amount
• Deadlines for applications and ensuring your project timescale is feasible in relation to when you will hear the result
• Whether they will fund core costs or capital costs, a proportion of related core costs within a project, or ‘full cost recovery’
Choose your fundraising type
We have selected our top tips provided by ELINET members for each funder type.
• Statutory/government/public: Use facts and figures. Make your case, raise awareness and have a clear vision. Keep good personal contacts.
• Local/regional government: Provide documentation of return on investment: offer projects running on their territory; give an explanation of how your work is complementary to local institutions.
• European Union Funding: Look for call for proposals (checking relevant websites, registering to relevant e-groups) and write project applications; data-base with potential partners.
• Corporate fundraising: Build relationships and propose specific projects of particular relevance to the organisational objectives which have a strong connection to brand recognition.
• In-country trusts and foundations: Use research tools to identify trusts that fund our type of work (e.g. by cause, by region, etc.); follow guidelines; speak to them on the phone (where possible) to see if your work is of interest; see if anyone in your networks knows any of the Trustees and might be willing to support your bid; offer to take them to see you work in action.
• International trusts and foundations: Look for call for proposals (checking relevant websites, registering to relevant e-groups).
• Individual/community giving: Use publicity stands at the local markets, presence at events.
• Philanthropists/rich individuals/major donors: Take time to cultivate the relationship to individual funders.
• Partnerships: Participate in networks; give support to other organisations when they ask for support; send flyers/ newsletters; create a data base with potential partners.
• Volunteers: Motivate volunteers by ensuring the objectives of the association lead to a real recognition of the work in the field.