Developing a Fundraising Strategy for Your Organisation

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Developing a Fundraising Strategy for Your
Organisation
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Business planning
Budgeting
Analysis
Fundraising strategy
Fundraising planning
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Organisations aims and purpose
Organisations aims and purpose
Develop and improve the voluntary sector
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Specific objectives for stated period
06-07 Develop inclusive volunteering in St Albans
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Core costs
Currentprojects
New projects

Organisational budget
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Core Costs
Premises - maintenance,
furniture, equipment, rent,
utilities Central functions -
telephones, data-processing,
photocopiers,reception, HR, IT, leadership,
finance, management Governance
strategic - board expenses,audit, legal General
fundraising - unrestricted f/raising
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Core Costs Premises 600 Central
functions 900 Governance/strategic 100 General
fundraising 100
Proj 1 Proj 2 300 300 450
450 50 50 50 50
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Analysis
Fundraisinghistory
Fundraising resources
The big picture
Current sources,trends and known facts
Changes in policy and criteria,trends
People, time, systems, skills,data,
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Fundraising History
Current funding
Trends and needs
grants,contracts, gifts, fees, other earned
income, gifts/help in kind, community fundraising
events
rises in costs,over-reliance on one funder,
untapped sources, known funding facts, other
providers,
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Fundraising resources
People, time,systems
Skills data
Trustee/staff/volunteer/ service user team Time
available at the right time Management and
administrative structure for fundraising
PR, networking, making the case for support,
writing bids,budgeting Funding databases,
on-going intelligence
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The big picture
Changes in criteria
Trends
Changes in policy
Public service delivery, civil society, social
inclusion,community cohesion, youth agenda
General to specific, symptoms and causes,
empowerment, priorities
Grants v earned income, web based methods of
fundraising, patterns of giving, partnership work
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Fundraising Strategy
BusinessPlan
Contingency
Proposed sources
Project needs
Resource needs
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Strategy Template Project Proposed
Resources Contingency
sources SVP LD 15K Key Fund Staff
Reduce hrs 0.6 fte1yr LloydsTSB
Data Subsidise SVP MH 5K
AwardsforAll Staff Start when 0.2
fte Garf. Weston Research 5K
secured 1-2 years
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Fundraising Plan
Project need in detail
Who and how to action
Expected decision date
Proposed source
By when
Record of progress
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Action Plan Template Project Proposed
Who,when Exp date Progress sources
dec SVP LD 15K Key 10K SM
check mid Feb got form 0.6fte Fund
criteria by funder
ok end Nov Lloyds 5K Report on Jan
07 TSB current grant Re-apply by end
Nov
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Business planning
Budgeting
Analysis
Fundraising strategy
Fundraising planning