Resource mobilization A learning lab opportunity adapted exclusively for alumni of Presented by Farah Eck | April 13, 2016

What is Resource Mobilization? The process organizations use to acquire and put to use those things they need to implement activities and pursue their mission Resources not just = money Other types of resources: Consulting/advising In-Kind donations

Types of Mobilization Submitting proposals to a donor agency Organizing fundraising events where you invite guests and request donations for your organization Donation boxes where you request small amounts of money from public Collecting in-kind contribution such as used clothes, furniture, books, vehicles or even buildings Volunteer support where volunteers provide their time and resources to support the work of your organization Income from business-oriented projects of your organization like selling of publications, offering consultancies, microfinance, microinsurance or micro-enterprise-based activities

Resource Mobilization Process Resource Mapping Landscape Chart Donor Mapping Donor Approach Obtain Resources Evaluate Resource Mobilization Process

Roles & Responsibilities Resource Mobilization Players Roles & Responsibilities Board of Directors/Board of Trustees Network with potential donors and implementing partners Provide leadership and input to strategic plan activities Represent organization at high level functions, meetings, etc. Managing Director/CEO/Exec. Director Manage all resource mobilization activities Lead or supervise business development/proposal development Manage relationships with government Provide leadership and input to strategic planning activities Inform staff of important news, connections, and leads Senior Managers Contribute to proposal development Monitor relevant trends and developments Represent organization at local functions, meetings, etc. Program Staff/Field Staff Maintain awareness of donor and implementing partner actions at local level Maintain relationship with local government and communities Finance Staff Contribute to budget development and financial projections

Resource Mapping Guides organizations through a process of actively exploring and connecting with the people in the community who have various degrees of affinity with your programs Primarily used to identify where the organization should focus its networking and resource mobilization efforts. Includes: An understanding of the resources the organization needs over a period of time An inventory of current and projected resources possessed or controlled by the organization An assessment of potential resources available in the funding landscape

Resource Audit & Gap Analysis Financial Money in hand vs. money needed to complete work Tangible Capital/equipment Information Technology Intangible Reputation Intellectual property Human Resources Staffing needed to implement certain projects Gap Analysis: Identification of the resources needed in order to fulfill the mission, objectives, or plans for an organization

Funding Landscape INTERNATIONAL: Multilateral, INGOs, bilateral development partners National Governments—often a source of development funds either directly or as a channel for bilateral and multilateral donors Bilateral Development Partners—typically provide funds directly to national governments or to NGOs through competitive funding programs making them one of the most important actors in the funding landscape. Multilateral Development Partners—often work through host country systems such as government line ministries or provide credit and financial services directly to national governments. Some offer competitive project funding to NGOs and private sector firms making them good contacts for local NGOs. International NGOs—INGOs have a dual role in the funding landscape. They can serve as a potential donor by providing grants or subcontracts, or they may serve as a potential partner or collaborator. NATIONAL: Government, corporations, foundations, FBOs LOCAL: Businesses, NGOs, professional associations, FBOs Friends, family, colleagues NGO

Chart Your Current Landscape Donor Type Name of Donor(s) Resource Program Friends/Family/Colleagues Local Government Local Businesses ABC Company Computer systems for educational center Educationally Educated Learning Program NGOs Professional Associations Faith-based Organizations Regional/Provincial Government National Corporations Foundations International NGOs CARE Bilateral Development USAID Multilateral Development UN Agencies The World Bank African Development Bank

Donor Mapping Donor Name Field/Industry Geographic Location Area of Interest Philanthropic Category Previous Beneficiaries Ways to Engage Contact Information Action Steps underlying interests and priorities; 2) deliverable expectations; 3) level of effort required to submit a proposal and/or manage a program; and 4) length of time and range of funding amounts. • Tax consequences may affect how your organization reports the income and should be a consideration for selecting the appropriate activity

Connection to Organization Researching Donors Giving History Personal Information Connection to Organization Target Donor Personal Information: What is their mission? What are their specific topics of interest? Giving History: What type of support do they provide? Who are their primary beneficiaries? What is their current funding strategy? How much money/commodities do they donate every year? What programs/organizations have they funded in the pasts? What is their application process? Connection to Organization: What connections do they have, if any, to your organization? Are they a past or current donor? Competing priorities

Research Resources Corporate website Google NGO Pulse euphoric.org Guidestar Competitors’ annual reports Charities Aid Foundation European Foundation Centre Donor websites Corporate website Philanthropic publications Foundation Center Google NGO Pulse

Develop & Implement Approach Decide who will implement approach using ways to engage from donor mapping Conduct approach and assess Follow up if necessary Always say thank you Monitoring & evaluation