Getting Started with Fundraising Planning · Why plan your fundraising? •Good practice •If you...
Transcript of Getting Started with Fundraising Planning · Why plan your fundraising? •Good practice •If you...
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Getting Started with Fundraising Planning
Claire Haffenden
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Why plan your fundraising?
• Good practice• If you have a business plan it’s the next step in
planning• Helps to make you to make informed choices • Could be a tool to ask Trustees for a
fundraising budget
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Organisationalobjectives
What’s inplace
already?What’s goingon internally? Vision/
Mission
What’s goingon out there?
Competitors &Collaborators
Fundraising objectives
Fundraising Audit
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• Do you have a business plan in place?• Was there a previous fundraising
strategy?• Are there records of your fundraising
efforts so far?• Who has been doing the fundraising?
What’s in place
already?
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• Vision – what would you like to achieve in the long term?• Mission – a declaration of your core
purpose
Vision/Mission
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Our vision is to make the UK a great place
to grow older.
We do this by inspiring, supporting and enabling in a
number of waysSamaritans Vision is
that fewer people die by suicide.
We work to achieve this vision by making it our mission to alleviate
emotional distress and reduce the incidence of suicide feelings
and suicidal behaviour.A world in which
every child attains the right to survival,
protection, development and
participation.
To inspire breakthroughs in the way the world treats children and to achieve immediate and lasting
change in their lives.
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What are your short and medium term goals?• To set up a youth group• To continue to run existing services,
but improve quality
Organisationalobjectives
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• Who is doing similar work to you?• Consider more than just charitable
organisations• How do you work with them? Could
a competitor become a collaborator?
Competitors & Collaborators
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Socio-CulturalTechnologicalEconomicEcologicalPoliticalLegalEthical
What’s going on out there?
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• Strengths, Weaknesses, Opportunities, Threats
• Internal analysis• Areas of fundraising
What’s going on
internally?
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3 or 4 objectives for the period of your strategy for example:• To increase donations from individuals towards core
costs• To focus on trust fundraising and gain £40k towards
project costs• To run at least 5 community fundraising events a year
FundraisingObjectives
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Organisationalobjectives
What’s inplace
already?What’s goingon internally? Vision/
Mission
What’s goingon out there?
Competitors &Collaborators
Fundraising objectives