1. Professional Fundraising for the non professional
It’s not the “Where from” but the “How”
that’s really important
Richard Witt

2. Who is doing the asking?
Fundraising in successful organisations is a full time job. Is it for you?
It takes time, costs money, needs persistence and a certain amount of knowledge.
It needs support from senior management
It requires administrative back up
You must meet legal requirements of Fundraising Regulator and GDPR

3. Fundraising Options- if it isn’t you!
Get someone else to do it
Employ a professional fundraiser
Use a consultant
Use a “friends” group
Use volunteers

4. “Where” is the easy bit. There are only 6 sources of funds
1- Statutory/Lottery
2- Grants and Trusts
3- Corporate
4- Organisations
5- Public
6- Commercial

5. Finding the Sources
Statutory grants – agriculture, environment, tourism.
Lottery- Heritage, Sports, Arts, Big,
Grants and Trusts nearly 200,000 charitable trusts. On line directories e.g. “Grant Finder”
Corporate; think laterally not just “sponsorship”
Organisations; community groups, schools, scouts, Rotary, WI,
Public; memberships, donations, legacies.
Commercial; sale of goods and services, visitor centres, guided walks, events, publications

6. How? Should we be using….. Web site? Email? Telephone ? Just Giving?
Crowd- funding?
Membership?
Credit cards?

7. “How? ” Is the difficult bit.
How to choose, how to ask, who to ask, how much to ask for, when to ask
Professional fundraisers ask the right person, for the right amount, in the right way at the right time for the right project.
This significantly increases the likelihood of success and long term support from a funder.
It only happens with research.

8. Research- Lottery, Trusts and Grants
What sort of project will they fund?
When should you ask?
How much should you ask for?
What % will they fund ?
What projects have they funded in the past?
How do you apply ?
Are there other funding rounds ?
When you have done this:
Can you write up a grant application
Can you write a business plan
Can you draw up a budget, risk assessment exit strategy?

9. Research- Companies Do they have a CSR budget?
Do they have a sponsorship/marketing budget?
Do they support charities or local community projects. Especially environmental ones.
Look at the websites, identify a person, ring, ask.
Find out if they do , when they do, what they do and how much they do.
When you have done this
Can you craft a sponsorship proposal
Could you ask them for non cash support C-I-K
Would staff volunteer to support the organisation

10. Research- People Are you prepared to ask individuals for money?
Have you got a database? Is it GDPR compliant?
Have you got a history of donors/donations?
Have you lists of event participants, newsletter subscribers, clients, people who bought things?
Look up information on facebook, LinkedIn, Google, find out what you can.
When you have done this
Can you craft an appeal and get it out to your potential supporters
Could you meet people and ask for money?
Can you handle donations when they come in?

11. Relationship Building
The most important part of fundraising is building relationships with individuals.
It takes time, patience and persistence.
Long term relationships provide long term sustainable funding. eg YDMT, HLF, Postcode Lottery, corporate members, donors, legacies.
Once you have built the relationships then you are in a position to identify the best fundraising approach

12. Asking People for money
Web site
Advertising
Writing
Telephoning
ing
Get someone else to ask
Face to Face
Text
Visitor payback

13. Getting people to say “YES”
The Principles of Influence
LIKING
RECIPROCITY
SCARCITY
CONCENSUS
CONSISTENCY
AUTHORITY

14. New technology
Social media provides a whole new way of engaging with supporters and building relationships.
Videos, 3D and Virtual Reality provides opportunities for real experiences of your projects.
Mobile phones/tablets provide quick and easy ways of getting people to donate, attend events or buy things.
Is your organisation up to speed?

15. What next? Have you got a project?
Are you the best person to fundraise?
Draw up the fundraising strategy
Draw up the business plan.
Identify the resources
Put the admin and support systems in place
Identify the sources.
Build the relationships.
Do the asking.

16. Then
Thank
Publicise
Celebrate
Start on the next one….....