PRINCIPLES OF FUNDRAISING by hdh47907

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									PRINCIPLES OF
 FUNDRAISING

   Session D5
2. PREREQUISITES
 Most funds are raised on the basis of specific
 project/programme proposals;
 Proposals must address recognised priorities
 (PRSPs, Development Plans);
 Proposals must be high quality & well
 presented;
  The donor must be impressed by the institution
 requesting the funds.
2 CO-ORDINATED APPROACH
 Resource Mobilisation committee;
 Resource Mobilisation Plan;
 Focal point nominated for all
 relations with potential donors;
 Centralised authorisation of
 approaches & submissions to
 potential donors.
3. INSTITUTIONAL STRUCTURE
 What institutions are involved
 If there is a partnership, who is the best
 lead agency, in practice & in eyes of
 donor?
 Have the partnership arrangements been
 formally agreed?
5. DONORS
 Who are the KEY sources of finance and
 what is the process for persuading them to
 finance the work?
 – How do our interests coincide with their stated
   programme(s)?
 – How do we secure the appropriate high-level
   meetings?
 – What information do we send for their
   consideration?
5. KNOW WHERE THE POTENTIAL FUNDS ARE.
                       Total Humanitarian Aid 2002 ($ millions) (OCHA ReliefWeb April 02)
   Switzerland
       Denmark
       Australia
        Canada
  Korea, Rep.of
        Norway
            Italy
      Germany
   Netherlands
       Sweden
United Kingdom
             EC
         Japan
Private/NGO/Intl
           USA

                   -          50.0     100.0     150.0    200.0     250.0    300.0     350.0   400.0
7. PERSUASIVE, WELL PRESENTED
CASE
 Why is the particular proposal such a
 good investment opportunity for the
 “client”?
 Why is the lead implementation
 institution a suitable & reliable partner
 for the client?
 Is the documentation easy to read, well
 structured and presented?
8. ALIGNMENT OF PROPOSAL
Does the proposal respond to the stated
programme priorities of the “client”?
Does the proposal respond to the stated
priorities of the country?
    Are the links with poverty alleviation, water
    quality, health and other development
    priorities prominently emphasised?
    Are the respective PRSPs and development
    plans well referenced?
9. BUDGET
Can all the stated costs be justified?
Does the budget align with the requirements
of the “client”, particularly in terms of size?
Are all the costs covered by the budget?
Have overheads been suitably included?
Are there counterpart contributions that
should be explicitly included?
10. FUNDRAISING TACTICS
Personal relationships are important –
people give to people;
Persistence is vital. Single approaches
rarely work, they must be followed up;
Good co-ordination is vital. Once the
proposal is submitted, don’t confuse the
“potential client” by sending other
proposals;
Always acknowledge support in reporting.
11. REGIONAL POPS TRAINING COURSE - ASIA
BUDGET           $500,000

IDEAL TIMING     JAN 2007 - DEC 2007
PROPOSAL APPROVED BY             05/12/20
ES:                                    05

                                                               FACTO
     DONOR      REQUEST     BY   WHEN        PROBABILITY        RED           NEXT ACTION

                AMOUNT $                    SUCCESS   TIMING   TOTAL
                                                                         ES to meet with DFID
DFID             500,000    ES   01/01/06       60%   Dec-06   300,000   6/6/6
                                                                         awaiting response to
SIDA             200,000    ES   02/02/06       30%   Sep-06   60,000    proposal
                                                                         CF to meet with EC
EC               300,000    ES   03/03/06       30%   Dec-07   90,000    15/5/6
UNDP                        BC                                           BCRC to report on last
(INDONESIA)      100,000    RC   04/04/06       40%   Sep-06   40,000    meeting
FORD                                                                     Ford to visit BCRC
FOUNDATION       300,000    ES   05/05/06       50%   Oct-06   150,000   20/5/6
                                                                         Proposal to be sent by
NORAD            300,000    ES                  20%            60,000    mid May

        TOTAL                                                  700,000

								
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