1. Ten(ish) top tips for an appealing appeal
Steve Baylis
Head of Development – Archdiocese of Birmingham

2. Me Top Ten Tips Q&A That’s it…….
Introduction Me
Top Ten Tips
Q&A
That’s it…….

3. Background
Previously worked for Sandwell Council of Voluntary Organisations – Large Group Fundraising
Ran a large community venue in Leamington Spa (until it burnt down)
Worked for the Office of the Deputy Prime
Minister (Yes my boss was John Prescott )
Both intro

4. All the visual indicators of an area in decline, showing all of the symptoms associated with urban decay. The need for a paradigm shift in regeneration thinking, looking at the human scale through the development of new physical structures. Being transformed from a utopia to a civic pigsty.

5. Tip 1 Make sure you have an appealing Project
Only with a Strong and viable project can you have a compelling appeal or ask

6. Get the vision right – what does the finished article look like?
Tip 2
Get the vision right – what does the finished article look like?
1 – Know the why
2 - A clear case for support

7. WHY When launching a campaign, make sure can clearly answer the “Why?”
Imagine for a moment that you are presented with three possible giving opportunities: your organisation and two others.
Why should a donor give you money (instead of another organisation)? Why are you raising money? Why do you need money now? Why is this urgent?
Why should I care?

8. Evidence of Need Feasibility
Consultation / Surveys / Questionnaire Results
Results from Open discussions
Letters of Support
Funders are very keen to know why this is the best course of action.
What options have been considered?
Could we do a smaller version? Would it have the same impact?
Has any consultation been done already? Who will take the lead on this?
Letters of Support – local schools, organisations

9. Create some key objectives for the appeal
Tip 3
Create some key objectives for the appeal

10. Be honest about your other objectives.
Tip 3a
Be honest about your other objectives.
Is it just to raise money for the project?
Do you want to create new regular donors?

11. Tip 4
Understand the donor.

12. People want to give. They give because it makes them feel that they’ve made a difference. Giving gives them joy.
A successful campaign understands what the audience cares about. To grow your audience, you have to know where to reach them. Ask yourself two questions:
1. Where are the people who care about what you care about? 2. How can you share your story with them?

13. Understand your resource requirements
Tip 5
Understand your resource requirements

14. Volunteers – Do I have enough and do they need training
Money – Can I fund this campaign
Sponsorship opportunities – Are there any, and who makes contact and manages the relationship
Events which could be converted into fundraising opportunities? – Can I use an event to raise the project profile or recruit regular donors

15. Create a Plan Then……… Review your plan - often
Tip 6
Create a Plan
Then………
Review your plan - often

16. Forming a Plan: The What’s Where’s, When’s and Who’s
When
What
Who is responsible?
Who is it for?
Required outcome?
Income
Expenditure
Notes 1
You may wish to have a ‘Income received and an ‘Income Pledged’

17. Plan the other stuff
Will you need staff? How many, how will they be paid
Who will co-ordinate volunteers?
Are there similar projects you could partner with?
Is there other local infrastructure to support your plans
Steve

18. Monitoring and Evaluation – make sure you know what success looks like?
Business Plan – Make sure you can articulate how this project fits into the bigger picture of the charity and its objectives
Progress – If we are not an target, what does my plan B, C, D etc look like
Steve

19. Get researching Look at all types of Fundraising
Tip 7
Get researching
Look at all types of Fundraising

20. Ways to Research Funding
Internet research – Grant Net
Similar organisations – how did they fund it? Use their websites/ accounts (Charity Commission)
Are any of your parishioners on committees or boards of local charities?
Family Trusts

21. Researching Grants and Trusts
Research - going to meet with similar sites to see how they are doing it
Private Phase (the parish and potential HND supporters)
Public Appeal (when at least half is raised)
HND events / Community Fundraising events
Marketing and publicity
Regular catch-up meetings for the Fundraising Committee
Feeding back to the Parish
This should be adapted to
We will send an electronic version over to Fr. Paul

22. Types of Fundraising Parishioner Giving Reserves Legacies
Local Corporate Sponsorship
HND
Community Fundraising
Steve

23. Catholic Funders Landfill Community Funds Loans Online Giving Grants
Types of Fundraising
Catholic Funders
Landfill Community Funds
Loans
Online Giving
Grants
Steve

24. Are you just chasing the money?
Tip 8
Check back and make sure everything you are planning meets your objectives…
Are you just chasing the money?

25. Do you know the difference between: Objective, Output, Outcome?
Tip 8(a)
Do you know the difference between:
Objective, Output, Outcome?
The Objective is the aim of the project, what you are trying to achieve
The Outputs are what and how much gets delivered
The Outcomes are the difference your work
will make in the short and long term

26. Put the Campaign Brand Front and Centre
Tip 9
Put the Campaign Brand Front and Centre

27. Put the Campaign Brand Front and Centre - Be Mobile Friendly
With the rise of smartphones and tablets, your organisation and donation page can and should be easily accessible from anywhere!
Show Results
Instead of sending a scripted, automated “thank you” , send out personalised thank you messages including a picture or video depicting how their donation makes a difference
Create a Donation Page Branded to the Campaign
Link Donations with Relevant Impact

28. Pull it all together – Make the Ask
Tip 10
Pull it all together – Make the Ask
Complete the Case for Support
Put a full fundraising plan together
Resource it
Start implementing the plan
All the planning in the world falls short if you don’t ask.

29. Tip 10(a) Review & Demonstrate
Think about the difference you project will make –Impact or the Enduring Change
Show how you will monitor and evaluate your work
How do your outcomes match the funders’ outcomes and priorities
How do you demonstrate that your work is effective !

30. Tip 10(b)
Celebrate the successes !!!
MAKE SURE TO THANK EVERYONE!

31. Verbicide
Short-term respite care and flexible day care are the two most valuable forms of support for sufferers of Alzheimer’s disease, which allow the carer to cope longer in the community.
What is flexible day care and short term respite care? Why are they valuable?

32. Final Exercise Achieving a positive budget variance
Making a skills adjustment
Making staff redundant
Achieving a positive budget variance
Making a lot of staff redundant
Meaningful downturn in aggregate output
A recession

33. Final Exercise
High-quality learning environments are a necessary pre-condition for facilitation and enhancement of the ongoing learning environment
Children need good schools