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CAPACITY BUILDING
AND FUNDRAISING
WORKSHOP
Meredith Campbell
Megan Dwyer
Agenda

•Building your story

•Planning and implementing fundraising
 campaigns

•Fundraising showcase
Amazon Heart
Why do we need a story?

• Educate

• Stickiness

• Motivating people to act
Where do you start?
The Case Statement
• Mission statement
• Goals
• Objectives
• Programs and services
• Finances
• Governance
• Staffing
• Service delivery
• Planning and evaluation
• History
Amazon Heart
Amazon Heart
The elevator pitch

• What problem are you trying to solve?

• How does your group solve it?

        What do you do and how does it help?
Stories and emotion Vs facts


"When Aeschines spoke, they said, ‘How
well he speaks.’ But when Demosthenes
spoke, they said, ‘Let us march against
Philip.”
Amazon Heart
The Breast Cancer Deadline 2020




      http://youtu.be/xo-m4x5Er7c
Activity

• Take 5 mins individually to come up with
  your group/organisation’s elevator pitch.

• Then in groups, test your pitch on each
  other.
Why do you need a story?

• Educate

• Stickiness – being memorable

• Motivating people to act
The sticky story

• Simple
• Unexpected
• Concrete
• Credible
• Emotional
• Stories
Building fundraising capacity

•Story

•Identifying your constituency (who to ask,
 and how much to ask for)

•How to ask – what kind of fundraising vehicle

•Planning a strategy
Identify your constituency (who to ask)
• LAI Principle – Linkage, Ability, Interest
Group                           Number of people
Board/committee
Management
Major Donors
Members
Clients
Employees
Volunteers
General donors
Others
Past participants
Past donors
Past Board/Committee members
People with similar interests
Your universe
How much can we raise?


Two ways of setting budgets:

• What we need to operate (goal)

• What we can feasibly raise (budget)
What is feasible?
Gift range            Donors needed         Prospects (Ratio)       Total
                          10% of donors = 60% of goal
             $5,000                    2                 14 (7:1)            $10,000
              2,500                    6                 42 (7:1)             15,000
              1,000                   18                108 (6:1)            18,000
               500                    34                170 (5:1)             17,000
                          20% of donors = 20% of goal
               250                    48                192 (4:1)             12,000
               100                    80                240 (3:1)             8,000
                          70% of donors = 20% of goal
      Less than 100                   412             1,236 (3:1)            20,000
                                                                            $100,000
Activity

•Choose a fundraising goal and using the
 table, work out how many donors you
 need at what level to reach your target,
 and how many prospects you need.

•How does this match with your table
 from the last activity?
How to ask
Channel         Individuals   Companies   Foundations Government NGOs
Donations           ✔             ✔           ✔                     ✔
Memberships         ✔             ✔           ✔                     ✔
Grants              ✔             ✔           ✔          ✔          ✔
Sponsorship                       ✔           ✔                     ✔
Cause related                     ✔
marketing
Events              ✔             ✔                                 ✔
Merchandise         ✔             ✔
Bequests            ✔
How to ask
•Face to face

•Telephone

•Mail/email

•Advertising

•PR
Amazon Heart

•Sponsorship
•Major gifts
•Direct marketing – email, mail
•Online fundraising
•Events – trivia nights, golf days, sausage
 sizzles
•Fundraising guide
Fundraising – what to do next?



Planning and execution   Tactics/steps
Case statement           Ask
Story                    Thank
Identify constituency    Communicate
Choose a channel         Involve
Measure and evaluate     Renew
Fundraising showcase
Nanbarrie Tea
Jamuan Teh Malaysia
Okinawa
Mothers Day Classic
Brave the breast
Feedback and suggestions

•Do you have a terrific fundraising idea or
 campaign to share?

•Questions?
Resources

•Showcase of Fundraising Innovation
 www.sofii.org
•Resource Alliance www.resource-
 alliance.org
 “The Worldwide Fundraisers Handbook”,
 Michael Norton
•Local fundraising associations
•Google!

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Fundraising Capacity Building