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International Development

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									International Development
Ministerial Address
Shahid Malik
Minister
Department for International Development
Big Lottery Fund International
Programme
Sue Bryan
Senior Policy Advisor
Big Lottery Fund
Funding the Future 2007
Big Lottery Fund International Programme

Sue Bryan:      Senior Policy Adviser
Programme aim

– To fund effective projects that tackle the causes
  of poverty and deprivation, and bring about a
  long-term difference to the lives of the most
  disadvantaged people.
Outcomes

– BIG is an outcomes funder

– BIG recognises long term impacts take years –
  projects need to have short term outcomes they
  can deliver within project timescale

– SMART outcomes
The Big Lottery Fund
International programme
2006-2009 budget £72 million:

– International Communities/
  Tsunami                       £41.5 m

– International Strategic       £30 m

– International Small Grants    £0.5 m
International
Communities/Tsunami
  –   Broad range of outcomes
  –   Wide geographical coverage
  –   Up to 5 years funding
  –   UK NGOs working with overseas partners
  –   Grants up to £500,000
  –   35 awards made = £15.7 million
  –   Deadline 30 April 2008
Outcomes for Communities




              Tsunami         Education
           outcomes met         12%
                18%

                                          Health
                                           19%
          Financial
          Resources
            15%
                                       Natural
               Human Rights           resources
                  23%
                                        13%
International Small Grants

– Funding for up to one year
– Grants up to £10,000
– To assist in conducting the research and analysis to
  inform project planning and future funding bids
– 62 awards = £550,000
– Evaluation
International Strategic

– Focus on 3 themes
– Focus on specific geographical areas
– Increase impact, share good practice, enable
  replication of what works
– Portfolio approach - a number of individual projects
  which together form a cohesive strategy to deliver the
  programme outcomes.
Strategic v Communities

–   Larger grants
–   Fewer grants
–   2 Rounds
–   Deadline 15 February 2008
Applying for our funding

We want you to:
– identify, understand and explain the need you want to
  meet
– be clear about your overall aim and the details of how
  your project will meet the need
– measure your success, and
– learn from what you have achieved to improve your
  project throughout its life
– Think about sustainability and long term benefits
Cross cutting approaches

–   Influencing opinion
–   Building capacity
–   Collaboration
–   Participation
–   Gender and diversity
–   Sharing learning
Funding the future

–   Funding post 2009
–   Learning: programmes/evaluations/ other funders
–   Where can we have the greatest impact?
–   Focused consultation
Comic Relief
James Murray
International Grants Manager
Comic Relief
 A just world free from poverty


Presentation to
ACEVO
Funding the Future 2007

            December 5th 2007
International grants strategy
         2005-2008


1     Becoming more strategic
2     Gaining greater focus
3     Improving learning
4     Using our brand assets to drive   social change
Becoming more strategic



                    Special initiatives (20%)


                      Strategic grants (30%



                      Project grants (45%)



               Grants to African grant makers (5%)
Becoming more strategic

  Example: Special Initiatives

      Allocation      £20 million
      Grants                     5 grants each over 5 years
      Focus           systemic change in health,
            education, trade and HIV
      Case study      Building Fair Trade
                                 in Africa
Having greater focus

  Key areas of work:

     Fewer, longer-term grants

     Fewer programmes

     Clearer programme outcomes
Improving learning

 Learning strategy: key questions:


     What difference have we made?

     How did we make that difference?

          Approaches used by individual projects
          Approaches used by Comic Relief
                                                          EXTERNALLY                                      INTERNALLY
                                                        generated sources                              generated sources
                                       3.
                                   WHERE do we                                              2.
                                     store the                                         WHERE do we
                                  information we                                        collect our
                                                                                       information     REPORTS & FORMS
                                 4. collect?
         GRANTS DATABASE                                                               for learning?
                                                                                                          MEETINGS


                                                                                                            VISITS




                  4.
               HOW do we
               analyse The
             information we
                 collect?



REFLECTION                                             FOR
 MEETINGS                                          INDIVIDUALS?




                       5.
                   HOW do we
                 apply what we                          1.
                 have learned?




                                                                            INTERNAL audiences
                                   WORKING               6.
                                    GROUPS            HOW do we
                                                     communicate            EXTERNAL audiences
                                                     what we have
                                                       learned?
Using our brand assets

  Goals

    Creating stronger linkages between our grant making, public education, corporate
     relationships and influencing and lobbying work, by:

     Making strategically significant grants
     Exploiting opportunities with external relationships
     Harmonising communications and influencing messages with our grant making
     goals
Moving forward

  Major review 2008 to:

     Review progress

     Assess impact

     Launch new strategy & guidelines in early 2009
Shell Foundation
Chris West
Deputy Director
Shell Foundation
Funding for the Future


Chris West
Shell Foundation focuses on global development challenges linked to the impact
                          of energy and globalisation.


    Shell Foundation …
          •   …was established by the Shell Group in 2000 as an independent, UK-registered charity operating
              with a global mandate.
          •   …was given a $250 million endowment from the Group and an additional 10 year commitment of
              $160 million.
          •   …acts like an investor, identifying financially sustainable solutions to these challenges that can be
              taken to scale and easily replicated to achieve global impact.
         The Foundation’s ‘enterprise-based’ approach
                                                        Sustainable solutions:
                                                        Financially viable and scaleable to
                                                        maximise impact




Challenging issues: Poverty
and Environment
Much more than just money
  For the Challenges and our Partners
  Business thinking
  Business models                       Leveraging Shell’s Resources
  Business discipline                   Knowledge
                                        Brand
                                        Infrastructure
Core lines of business




   Key success:    Key success:           Key success:      Key success: 2,000   Key success:
   $100million     100million passengers 300,000 improved   jobs created         12,000 benefited
   committed to    carried by Mexico City stoves sold
   Africa’s        Metrobus system
   entrepreneurs
Case Study



                             SF has a partnership with the Better Trading Company in
                             Africa
                             SF provides business advice to flower growers in South
                             Africa

                             Every $1 of Shell Foundation’s investment has leveraged $2
                             from others
                              The Shell brand helped secure participation of major
                              retailers

One million bouquets of Fynbos sold in 350 M&S stores in the UK in 2007
Some thoughts on funding policy

 Finance is necessary but NOT sufficient to tackle development challenges
 Think of the poor as customers NOT beneficiaries
 Make sure YOU do not become the market
 Be SMART with the use of subsidies
 Ensure partners are at RISK to demonstrate commitment
 Set and monitor realistic Key Performance Indicators
 Try and build sustainable partners NOT support time bound projects
 Maintain long term strategic partnerships
 Choose your partners very CAREFULLY – just like your friends
 Act like an INVESTOR
Raising Funds from America for UK-Based
International Development Organizations

Ken Hoffman
USA Consultant
Action Planning
Agenda

• The US philanthropic market

• Britain’s special relationship

• The US fundraising process

• Prerequisites for a US fundraising program

• Evaluating the potential
Who gives?
 In 2006, American donors gave $295 billion.
                   $12.7 b
           Corporations, 5%

Foundations, 12%                                            Individuals
                                                            Foundations
      $36.5 b
                                                            Corporations




                              $245.8 b

                                         Individuals, 83%

                                                            Source: Giving USA 2007
Who are the recipients in the US?
                                Intl. Affairs   Environment
                                  4%            2%
                    Arts & Culture
                        4%

     Public-Society Benefit
             8%
                                                                          Religion
                                                                           37%



      Unallocated
         10%




          Foundations
             11%



                                Health                        Education
                                 8%                             16%       Source: Giving USA 2007
Who gives internationally ?



          US Foundations gave more than
          $2.5 billion to non-US charities in
          2005.




                                     Source: Giving USA 2006
Who are the international
grant recipients?
 Health and Family Planning                                                     32%
 International Development, Relief                                              13%
 International Affairs                                                            9%
 Environment                                                                      8%
 Social Sciences                                                                  8%
 Education                                                                        7%
 Public/Society Benefit                                                           7%
 Arts and Culture                                                                 6%
 Human Rights, Civil Liberties                                                    5%
 Religion                                                                         3%
 Science                                                                          2%
                                                                                            Source: Foundation Center
Note: Public/Society Benefit includes grants to United Way, Jewish & Catholic Federations               (2002 figures)
Where are the grant recipients
located?
 Ranking     Country              # Funders       # Grants   Dollar Amount

    1       England                    91           402        $95,174,000
    2      South Africa                29           314        $64,938,000
    3        Mexico                    44           247        $60,388,000
    4      South Korea                  7            9         $57,319,000
    5         India                    30           286        $50,214,000
    6         Israel                   41           236        $39,795,000
    7       Armenia                     1            1         $39,011,000
    8      Switzerland                 21           64         $38,489,000
    9         Brazil                   22           189        $30,399,000
   10        Canada                    95           331        $29,236,000
   19       Germany                    24           56         $10,477,000
                 Source: Foundation Center 2004
Britain’s ‘Special Relationship’
Total US giving to UK in 2006


                   US
               Individuals



            US Corporations




US Foundations: $ 176 Million
                                Source: Foundation Center 2007
‘American Friends’ groups –
University affiliates
• Cambridge in America,
  $19 million, 2005.

• Americans for Oxford,
  $15 million, 2005.

• LSE Foundation,
  $1 million, 2005.
‘American Friends’ groups –
Non-university affiliates
• The American Fund for the Tate
  Gallery, $2.5 million (cash) + $10
  million (in-kind), 2006.
• American Associates of the Royal
  Academy, $2.4 million, 2004.
• Royal Oak Foundation, $1.8 million,
  2005.
• Prince of Wales Foundation, $1.6
  million, 2005.
• American Friends of the Victoria &
  Albert Museum, $1 million, 2005.
• American Friends of the British
  Museum, $800,000, 2005.
Can you be successful in the US?
Can you be successful in the US?
Sample UK Grant Recipients in
International Development (1)

$28 million   Liverpool School of Tropical Medicine, Liverpool.
              Gates Fdn. 2006.
$12 million   Marie Stopes International, London. Susan
              Buffett Fdn. 2006.
$1 million    Security Research Institute, Cambridge
              University, Cambridge. Starr Fdn. 2006.
$822,000      Institute of Development Studies, Brighton. Ford
              Fdn. 2006.
$700,000      London School of Hygiene and Tropical Medicine,
              London. New York Community Trust. 2006.
Sample UK Grant Recipients in
International Development (2)

$500,000   Oxfam, Oxford. Hewlett Fdn. 2007.
$300,000   Sightsavers International, Haywards Heath.
           Lehman Brothers Fdn. 2006.
$204,000   Campaign for Female Education, London. Nike
           Fdn. 2006.
$100,000   Foundation for International Environmental Law &
           Development, London. Rasmussen Fdn. 2005.
$75,000    FARM-Africa, London. McKnight Fdn. 2006.
$50,000    International HIV/AIDS Alliance, Brighton. Levi
           Strauss Fdn. 2005.
The US fundraising process




       Internal       Building     Approaching
YOU                                              Stewardship
      Preparation   Your Network     Prospects
Prerequisites for a US
fundraising program

•   Agree on institutional commitment
•   Identify appropriate projects
•   Identify donor prospects & friends
•   Develop case statement
•   Prepare a solicitation strategy
•   Provide for tax-deductible giving
Institutional commitment

• Time
  – 18 months minimum before return on investment


• Team leadership
  – Dedicated staff member
  – Engaged volunteers able & willing to solicit gifts


• Other Resources
  – Communication materials for US market
  – Marketing support, e.g., web, branding
Your case statement


  1. Who are you?

  2. How much do you want?

  3. What do you want it for?

  4. Why should I give?
Moving the money

• Specialized intermediary, e.g.,
  The American Fund for Charities,
  CAF America
• A cooperating US charity
• Grants to UK charities that are
  ‘equivalent’
• ‘American Friends’ group

and

• Direct gifts without tax advantage
Remember…


      US fundraising is a supplement to UK
      giving

      People give to people
         …and there are lots of people in the US
         …with UK ties or sympathies


      Embark with confidence!
Evaluation



      • Your own assessment

      • External evaluation
Thank you !
Wine Reception
You are warmly invited to attend the
wine reception in the Library and
Lecture Hall
Please hand in your yellow forms to
reception. Thank you

								
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