Principles of Successful Fund Raising November 28, 2003 By Mayan G. Quebral Friend

Key Topics zWhat is fund raising? zWhy fund raise? zFund raise from whom? zHow is it done? zWho will do it?

Venture for Fund Raising We believe in teaching the joy of giving!

Fund Raising A management process that involves identifying people who share the same values as the organization, and taking steps to manage that relationship. Friend

The Social Exchange: The Non-Profit Organization zExchange of Values and Services zSource of Funds: Grants, Gifts, and Income ? Values / Services Non-Profit Organization Community

? Filling the Gap Source of Funds Characteristics Examples Usually restricted, project- based, time-bound, short-to- medium-term funding Grants Governments, foundations, associations, multilateral & bilateral agreements Gifts Unrestricted, can lead to endowments, medium-to-long term funding Individuals, groups Earned Income Unrestricted, short-to-long-term funding, for-profit operation, needing different management skills Sale of products, fee for service, interest income

Fund Raising Sources Before Grants 95% Gifts & Earned Income 5% After Grants 79% Gifts 10% Earned Income 11% Ideal Grants 33% Earned Income 33% Gifts 33%

Fund Raising Involves... Relationship building Communicating and prospecting Organizational management and development

Constituency Map An organization’s universe Board Staff Supporters People with similar interests Volunteers General Donors Past Participants In-Kind Givers Alumni Members Community Families Major Donors Corporate Donors Beneficiaries

Finding Donors C onnection C apability C oncern

Why do people give and to what kind of NGOs? Top reason: Compassion (74%) Qualities sought in an NGO : 1.Accountability (51%) 2.Relevance (26% ) 3.Profile (11% ) 4.Credibility (9% ) * Source: Topline results of Survey on Giving 2001

People solicit through a variety of methods y39% received direct mail appeals y82% of respondents were asked to buy tickets to a special event y18% were asked via media y6% were asked via telephone y81% were visited at home by a person collecting for the organization y76% were asked by a friend/relative or dependent y61% were approached on the street * Source: Topline results of Survey on Giving 2001 In the Philippines...

People respond to a variety of methods y82% responded to a mail appeal y3 in 5 donated through an appeal in media y7 in 10 gave to a person collecting money in the street y94% at the workplace gave as requested y1 in 3 gave to a telephone appeal y98% gave to a friend/relative/dependent * Source: Topline results of Survey on Giving 2001 In the Philippines...

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