Fundraising Exiting Strategy

Fundraising !!
Exiting
Strategy
Gordon Owen

Ideas for Today and Tomorrow

Copyright & Liability Disclaimer

© 2012 by Gordon Owen
All Rights Reserved. These materials are the copyright of
Gordon Owen and any dissemination, distribution, or un-
authorized use is strictly prohibited.
No part of this publication may be reproduced in any
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By reading this document, you assume all risks associ-
ated with using the advice given below, with a full under-
standing that you, solely, are responsible for anything
that may occur as a result of putting this information
into action in any way, and regardless of your interpreta-
tion of the advice.
You further agree that the Author cannot be held respon-
sible in any way for the success or failure of your busi-
ness as a result of the information presented below. It is
your responsibility to conduct your own due diligence re-
garding the safe and successful operation of your busi-
ness if you intend to apply any of the presentation and in-
formation in any way to your business operations.

i

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© Terms of Use
You are given a non-transferable, “personal use” license
to this product. You cannot distribute it or share it with
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ii

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iii

1
TRAINER:

GORDON OWEN
WELCOME
to Gordon  

Owen’s   VOLUNTARY SECTOR &

Fundraising FUNDRAISING CONSULTANT

Exiting
Strategy

4

2
Preparation
GO

Linking • 1 Training

Group Funder

5

3
Preparation
Linking • 2

Preparing
Gathering evidence
Grant-application
of need &
Proposal
the benefits to GO
Budget
those served
Projections

Learning

Group Funder

6

4
Guidelines
The following sheet will be completed at your first Monitoring Meeting, when your Contract has been agreed and signed.
There is a column (comments from Service Provider) where your comments will be included on the form.
The sections are divided up into 5 catagories to cover all areas of your service delivery.
Your project will be monitored under these catagories.
Date:

Name of Organisation:
Those attending:
Activity/Task
1. Work Plan:
Draft Work Plan attached and agreed
INITIAL MONITORING MEETING:

Comments from Service Provider
Messrs G Owen & Co

Comments from [Insert Name of Project] Action

for Initial 2. Targets and outcomes:
Agreed and dates are clear

Monitoring • Methods for evidencing agreed

1 3. Agreed reporting and dates
Feedback sheets

Statistical data

7

5
Guidelines
INITIAL MONITORING MEETING: Date:
Organisation:
Activity/Task
3. Agreed reporting and dates
Quarterly Report

Processes/expectations clear
[Funder's] process if Projects are unable
to deliver
Comments from Service Provider Comments from [Insert Name of Project] Action

for Initial Forms and cut off dates

Monitoring • Finance expectations/cut off dates

2 Future Meetings & dates

Meeting 6 months prior to end

8

6
Organisation:
Activity/Task Comments from Service Provider Comments from [Insert Name of Project] Action
Do you have an Information Pack
Are you clear on the contents

5. Plans and Policies
Is a Referral Process in Place
Is it clear how referrals are made

Guidelines Is there an Exit Strategy

for Initial Is there a Participation Strategy
Does it link to feedback expectations

Monitoring • Have all policies been submitted

3 Visit to Project

9

7
Organisation:

Are there templates from [Funder's] which will assist
7. Are there any training requirements

ACTIONS AND DATES: Completion Dates Dates
1 Work Plan

Guidelines 2 Targets and outcomes

for Initial 3 Reporting and dates

Monitoring • 4

Info Pack
Processes and expectations

4 5 Plans and Policies

Taining needs

10

8
Part Year Progress Report - Guidelines
The following Progress Report will be sent out to you between month 3 and 9 of your contract and will need to be filled in and returned
to the [Insert Title of Lead Worker/Leader who monitors]. The Form allows you to make your comments to date, alongside comments from the [Insert Project].

Please fill in your comments and email them back to the [Insert Project].
Your feedback forms (from [Insert Project Title]) and statistical information will need to be handed in to the [Insert Title of Lead Worker/Leader who monitors]
Fund. Once all information is received it will be kept on file and used to measure how well your project is operating.

We will allow you the maximum time to complete information.

For Example:
Quarter 1 (April-June)
Cut Off Date 31st July

Guidelines Quarter 2 (July- September)

Quarter 3 (October-December)
Cut Off Date 30th October

Cut Off Date 31st January

for Progress Quarter 4 (January-March)
Cut Off Date 30th April
If there are concerns from either party, a follow-up meeting may be scheduled to discuss this further.
The shaded column on the Report (Comments from Service Provider) is for any comments you would like to make regarding your

Report • 1 progress over the last Quarter. The sections cover 4 categories: Workplan, Targets and Outcomes, Feedback Sheets and Reports
and your Quarterly returns for Finance and for the [Insert Title of Lead source who monitors].
To assist you with your comments, we have included the following guidelines:

1. Workplan - Please state 'on target'. If this is not the case, please include your comments and a date this will be completed by

Services Delivered-Please state 'on target'. If this is not the case, please include comments as to why services were not
delivered as anticipated-any problems you have encountered and how you intend to move forward in the next quarter

2. Targets and Outcomes Reached-The [Insert Project] will attach your targets and outcomes which were agreed with you
at your Initial Monitoring Meeting. The Targets were listed as Actions 1-4. If these have been reached and evidence is attached,
please state 'on target'. If this is not the case, please include your comments and any relevant dates for supplying this information.
It may be that we already have this information already on file. Please make a note of when the information was submitted.

11

9
Part Year Progress Report - Guidelines

3. Feedback sheets-Please make a note in your comments sections if you have attached feedback forms or it they have been
submitted previously. If sheets are still being developed, please include your comments and a date for completion.

Statistical Feedback-This is for any information you have received from other Organisations/Agencies e.g. Information from
[Insert Title of statutory or other agency(ies) sources, Data collected from the [Insert statutory or other agencies source from which data can be gathered] etc

Organisational Report-Please comment if you have included this in the last section of this Report
Guidelines 4. Returns from [Insert statutory or other agencies source from which data can be gathered] - Please make comment if you had any difficulties with submitting information
Financial Returns-Please make comment if you had any difficulties with submitting this information on time

for Progress 5. Policies-Have we received all copies of Policies requested when you first made application for funding
Have we received your Participation Strategy. Please indicate if Policies are attached

Report • 2 Referrals-We would like to know if referrals are coming through the avenues you had anticipated in your Application and also
if you are able to refer on to different Agencies and to other [Insert Project] Projects if necessary

6. Visit to Project-Will give details of the visit and some feedback from the [Insert Project]

Thank you and please do not hesitate to call us if you have any enquiries

12

10
Messrs G Owen & Co
PART YEAR PROGRESS REPORT: Quarter 1
Name of Organisation: Quarter 2 2
Quarter
Contact Person: Quarter 33
Quarter
Date: Quarter 4
Activity/Task Comments from Service Provider Comments from [Insert Project] Yes Actions
1. Work Plan updated for next Qrt
Services delivered as anticipated

Guidelines 2. Targets & outcomes reached
Any variations
Action 1

for Progress
Action 2

Action 3

Report • 3 Action 4

3. Feedback-Reports attached
Feedback from [Insert Service Users]

Feedback from parents/carers

13

11
Messrs G Owen & Co
Quarter
Quarter
Date: Quarter 4
Activity/Task Comments from Service Provider Comments from [Insert Project] Yes Actions
3. Feedback-Reports attached CF suggestions to improve systems?
Statistical data attached

Organisational Report included CF suggestions to improve systems?

Guidelines 4. [Insert Project] Returns
[Insert Leader Source who Monitor]

for Progress Were returns submitted on time

All information included

Report • 4 Returns submitted electronically

Information accurate

14

12
Messrs G Owen & Co
Quarter
Quarter
Date: Quarter 4
Activity/Task Comments from Service Provider Comments from [Insert Project] Yes Yes
Financial Returns
Were receipts on time

Was the information accurate

Guidelines Did costs remain 'in budget'

for Progress
5. Policies
All outstanding polices submitted

Has a Participation Strategy
been developed

Report • 5 Is Participation Strategy on target

Referral Process
Is referral process in operation

Is there an Exit Strategy

15

13
Messrs G Owen & Co
Quarter
Quarter
Date: Quarter 4
Activity/Task Comments from Service Provider Comments from [Insert Project] Yes Yes
Were referrals from Agencies
suggested in your original
application

Guidelines Were anticipated no's reached

for Progress Is there a process in place for
referring young people on to
other Agencies

Report • 6
Are referrals being made on
to other Agencies
If so, how many this Quarter

6. Visit to Project
Have you been visited or date set

16

14
SERVICE PROVIDER ORGANISATIONAL REPORT:
Please give an overview of how your Project is going, the good and not so good - along with any changes you have made to service
delivery or staffing.
Please include any outings and any feedback or comments received regarding your Service.

Guidelines
for Progress
Report • 7

17

15
Messrs G Owen & Co
PROGRESS REPORT SUMMARY: Quarter 1
Quarter
Quarter
Date: Quarter 4
[Insert Project] TO FILL IN -
PREVIOUS ACTIONS: CURRENT ACTIONS c/fwd
1 Completed 1 Work Plan:
2 Completed
3 Completed 2 Targets and outcomes
4 Completed
5 Completed 3 Reports

Guidelines 4

5
Returns

Policies

for Progress Incomplete Actions:
1
2
6 Visit to Project
Comments from [Insert Project]

Report • 8 3
4
5
Current Actions: from this Report
1
2
3
4
5
6

18

16
The Purpose of the Final Report : As a supportive document for alterna-
tive funding.

As a tool to assist with determining funding beyond 31 March, if further ap-
plication is made to the [Insert Name of Project]. The Process:-

Guidelines 1. You make comments against the given headings$
$

2. Return the form (with your comments) to the [Insert Name of Project]
for Final 3. We make our comments, based on what you have written and on our
Report • 1 experience of working with you

4. We return our comments to you$ $ $ $ $

5. You comment on what we have said$$ $ $

6a If you agree, we both sign it off$ $ $ $ $

6b If we don't agree, then a meeting will be arranged between us$ $

7. We both sign it off$ $ $ $ $ $ $ $

8. This form should be completed before application for funding takes
place.$ Each category listed is made up of several questions and will be
graded as 'target met', 'partially met' or 'not met'. The grading will take
into consideration that the first Quarter will be more of a learning time,
however it would be expected that the following Quarters should be pro-
ducing the expected outcomes. Where this is not the case, there may be
good reason for any variation and this will be noted in the comments and
reflected in the grading.$ $ $ $

If you have any concerns with the grading, you can book a meeting to dis-
cuss the paper and any necessary changes will be made accordingly. This
sheet should however, accurately reflect the overall comments and discus-
sions from your past Monitoring Reports. The [Insert Name of Project]
will clearly indicate the basis for any grading of 'partially met' or 'not met'.
$

19

17
This Form may be used as a reference for to other Funding Agencies, if required.
Messrs G Owen & Co
Date:
FINAL REPORT:
Those attending:
Activity/Task Comments-Service Provider Comments-[Insert Name of Project]
1. Exit Strategy
Is Exit Strategy adequate

Target Met Partially Met Not Met
2. Targets and outcomes:
Were targets/outcomes met

Guidelines If not, was their valid
reason for this

for Final Was evidencing clear and
submitted on time

Report • 2 3.Agreed reporting & dates
Were feedback sheets on time

Were Qrtly Reports Submitted
Was information informative

Was statistical data adequate
and on time

20

18
Date: FINAL REPORT
Those attending:
Did the Quarterly Report
cover the req'd information

Were Qrtly Monitoring Forms
completed/returned on time

4. Processes/expectations

Guidelines Did Project change significantly
from original agreement

Did the Project run without

for Final ongoing supervision
Was the Project visited

Did visits reflect information
from Reports and feedback

Report • 3 Was the Project flexibile
where necessary, adapting
to changing needs

Did the Project evidence that
young people have been
consulted and that the Project
has evolved in line with this

21

19
Date: FINAL REPORT
Those attending:
Were Forms accurate
and submitted on time

Were financial receipts
submitted on time

Guidelines Were receipts in a logical
order, easily followed and
accurately totalled
5. Plans and Policies

for Final Has Referral Process met
expectations

Were there referrals on to

Report • 4 other Agencies

Did Participation reach

expectations and link to
feedback expectations
Was there evidence of a
need to expand the service

22

20
Guidelines
for Final
Report • 5

23

21
Getting
PLAN AHEAD
Think in terms of months
not weeks -
Beyond the  
Wastepaper Trusts may meet only
Bin - Plan
Ahead twice a year.

Funding may be
committed 18 months
ahead.

24

22
Getting
RESEARCH THE DONOR
Read up on their policy and priorities.
How much do they normally give?
Beyond the   Find out the right contact name
Wastepaper When is the best time to apply?
Bin -
Do they issue guidelines
Research
How do they like to be approached?
Donor

25

23
PACKAGE YOUR PROJECT

Identify unique selling points
Getting
Beyond the   Package speciﬁc needs
Wastepaper
Prepare a proper budget
Bin - Package
your Project Consider unit costs or a choice of
costs

26

24
Getting
PLAN THE PROPOSAL
Organise your information
Gather supporting documents
Beyond the  
Decide on a format
Wastepaper
Bin - Plan
your proposal

27

Where to
Get More
Information
Help ! Gordon Owen

Support
e-Mail: gowenandco@yahoo.com

Web Site: www.gowenandco.co.uk

[Striving to Create Provisions for

Tomorrow’s Organisations]

ISBN 978-1-291-31298-0
90000

9 781291 312980

© Gordon Owen Esq

xxix

Youth-focused Grant Bodies • 1

BBC Children In need Appeal: Deadlines for applying for funds from BBC Chil-
dren in Need are provide on their website below.

If you would like to receive a copy in the post please call us on 020 8576 7788 so they
can add you to their mailing list.

http://www.bbc.co.uk/blogs/childreninneed/posts/Welcome-to-our-new-look-website

Esmee Fairbairn Foundation: You can apply if:

• You are a registered charity OR properly constituted organisation. The purpose for
which you are applying must be legally charitable and your constitution must allow
you to carry out the work you propose. We will need to see a copy of your constitu-
tion or set of rules. [Read Information to help you apply for further guidance on their
website].

• Your proposal falls within their funding priorities – see website.

• The work for which you want funding will happen in the future, i.e. has not already

taken place

• The work will benefit a group of people, not an individual

• The work will benefit people within the UK.

In the first instance please telephone the enquiry number for whichever of our four
Programmes you consider most relevant to your idea.
http://esmeefairbairn.org.uk/apply-for-funding/guide-to-applying/

xxx

Youth Music: Youth Music is a charity which distributes its funds in a variety of
ways - open programmes which are open for application - grants of up to £20,000
available - and solicited programmes which are run in partnership with bigger or-
ganisations.

Youth Music's current funding lasts until 2005. Over that period they intend to bol-
ster existing programmes and provide new music-making opportunities. Youth Mu-
sic funds programmes which cover all kinds of music - classical, music technol-
ogy, jazz, folk, Asian music and many others.

On their website you can find out further details about each of their programmes,
download application forms, find out what programmes are running in your area,
and if you are already funded by them you can log your events and submit your
monitoring form and final report.
http://network.youthmusic.org.uk/funding

British Council – Youth Connect: A significant number of progress. Interested
readers needs to see their Web site for further details.
http://www.britishcouncil.org/

xxxi

Jack Petchey Foundation: The aim of the Foundation is to help develop the po-
tential within young people aged 11-25, especially those struggling with 21st Cen-
tury problems. The Foundation is eager to help young people take advantage of
opportunities and play t h e i r p a r t i n s o c i e t y.
http://www.jackpetcheyfoundation.org.uk/?looking-for-funding.html

Shine: SHINE is a dynamic new charity set up to fund educational support pro-
grammes for children and young people from the most disadvantaged parts of
Greater London. They focus on value for money investment and proven educa-
tional impact. We believe that we can support effective intervention in the lives of
children and young people by:

• Finding sound organisations to fund;
• Developing solid proposals with them which have measurable educational out
comes;
• Rigorously monitoring and evaluating all funded projects, establishing the exact
impact on raising educational achievement levels; and
• Replicating successful projects elsewhere.

In order to achieve this they will fund only organisations and projects that meet
their essential criteria. They will also fund core costs.
http://www.shinetrust.org.uk/site/pages/3_fundingguidelines.php

xxxii

SureStart: Three programmes: SureStart; Child Care Link; Childcare Carers.
See: https://www.gov.uk/find-sure-start-childrens-centre

The Welcome Foundation - Pulse: Funding youth arts projects inspired by bio-
medical science. This funding scheme supports performing arts projects that en-
able young people to engage with biomedical science and encourage them to
tackle complex, emotive issues.

The key aim is innovation and performing arts companies should come up with
new ways of exploring science and engaging young people. Projects can be de-
veloped by, for, or with young people up to 20 years old. Funding: The scheme
has three levels of funding: grants up to £3000, £10 000, or £40 000.

xxxiii


© Scope/subject boundaries: Any theme related to bio-
medical science and/or its wider social impact can be ex-
plored. The fundamental principles of Pulse are empower-
ment, education, active engagement of young audiences and
artistic innovation, so the scheme is as non-prescriptive as
possible. Proposals that break normal artistic boundaries
are encouraged. There will be no unreasonable restriction
on what may be said about issues around biomedical sci-
ence. New ideas are encouraged and a list of topic sugges-
tions below may be helpful as a starting point.
http://www.wellcome.ac.uk/Funding/index.htm

Sport England: The National Lottery was set up by the
Government in 1995 to raise extra money for good causes.
Sport was named as one of the good causes to beneﬁt from
Lottery money and Sport England (then known as the Eng-
lish Sports Council) was named as a distributor. Sport im-
proves the quality of life for all and provides lasting beneﬁts
in areas such as education, health, the regeneration of com-
munities and promoting social inclusion. Reviewing situa-
tion at present. http://www.sportengland.org/funding.aspx

xxxiv


The Sutton Trust: The Sutton Trust works primarily with organisations such as
schools, universities, community groups, charities and research bodies. They are
keen to ensure that the projects they support have the maximum impact, enabling as
many people as possible to benefit. They are happy to discuss project proposals be-
fore applications are sent in, and as there is no formal application form, they can be
flexible in our approach to potential projects. Examples of the type of organisations
with which we work can be found in the Projects Information section. If your organisa-
tion is looking to apply for funding, see their Application Guidelines. You can also read
some Frequently Asked Questions about organisation funding.
http://www.suttontrust.com/funding/

The Wates Foundation: The Foundation aims to alleviate distress and improve
the quality of life by promoting a broad range of social priorities with a core area
of special focus. Some priorities reflect the interests of particular Trustees. There
is emphasis on the physical, mental and spiritual welfare of the young and disad-
vantaged aged 8-25. Racial equality is stressed throughout. Grants are concen-
trated on projects on the Greater London area.
http://www.watesfoundation.org.uk/how_to_apply/

xxxv


© Ragdol Foundation: Focuses on grants to promote projects, activities or event which

promote the education and development of young children through the arts.

Please see web site for ‘how to apply’. http://www.ragdollfoundation.org.uk/

City Bridge Trust Fund: Their ongoing programme funding charitable activity in London.

All work must fall into one of ﬁve priority areas (view their website for further details):

* Access for disabled people

* London's environment

* Children and young people

* Older people in the community

* Strengthening the voluntary and community sectors http://www.citybridgetrust.org.uk/cbt/

Lottery Fund: Please see their web site for both criteria (small & large grants) and application
form at: http://www.biglotteryfund.org.uk/

xxxvi


© Living Spaces: A government scheme open to local groups of-
fering grants of £1,000-100,000 to fund projects that improve
community open spaces.

Projects that qualify and how to apply - Grants can be used to sup-
port activities such as; Creating or improving local parks or parts of
larger parks; Creating or improving play areas or seating areas;
Cleaning up neglected land in residential areas; Carrying out small
planting schemes on verges or on estates; Restoring ponds, path-
ways gateways or boundaries.

Ideas for this scheme must come from the community. Groups do
not have to be registered charities. You will need to submit an appli-
cation form, which are available from the
http://london.groundwork.org.uk/ website or by calling; 0845 600
3190. It is a rolling programme so there is not a deadline. Ground-
work West London. Tel: 020 8743 3040

xxxvii


© Community Engagement: The Forward work pro-
gramme. Funding in the region of £20,000 is available to
community/voluntary groups who are interested in taking
part in a major new programme of community engagement
activities around drug prevention, education and treatment
issues.

Projects that qualify and how to apply - In order to take
part you must be; able to access people from your own com-
munity who are willing to undertake training and who you
can manage with our support, whilst they work on a com-
munity engagement activity, e.g. a needs assessment activity.
Willing to work with your local Drugs Action Team. Able
to demonstrate that your community will beneﬁt from the
capacity building opportunities that this project will bring.

Priority areas are: BME communities; Crack cocaine; Re-
ducing drug related death; Community led drug resource de-
velopment; Drug use and alcohol/ sexual health HIV/
AIDS/teenage pregnancy. Application forms are now avail-
able. The closing date for receipt of completed application
forms is Friday October 31st 2003. Centre for Ethnicity
and Health, University of Central Lancashire, Preston, PR1
2HE. Tel: 01772 892 774 Fax: 01772 892 780 E-mail:
info@uclan.ac.uk
xxxviii


Make Space Development Fund: What's It For?
Grants to promote after school clubs for 11–16 year olds.
Who Can Apply? Clubs, schools and youth organisations.
What Is Available? Grants of up to £15,000. Details -
Clubs, schools and youth organisations can apply to the
fund for grants to create or develop after school clubs and
activities. The use of the grants will be determined by the
Make Space guidelines which were created in consultation
with young people themselves. The clubs should be for 11-
16 year olds, open regularly after school and in holidays.
They should provide a space for young people to spend
time with friends and take part in a range of activities, in-
cluding IT, sports, music and arts.
http://www.makespace.org.uk/home

xxxix

Fundraising on the Internet • 13
[Potential Funders website url links]

http://www.governmentfunding.org.uk/Default.aspx

http://www.bbc.co.uk/pudsey/aboutus/

http://www.barnardos.org.uk/index.jsp

http://www.childrenincrisis.org.uk/

http://www.britishcouncil.org

http://www.esmeefairbairn.org.uk/

http://ec.europa.eu/contracts_grants/grants_en.htm

http://www.hlf.org.uk/

http://www.johnlyonscharity.org.uk/

http://www.jackpetcheyfoundation.org.uk/

http://www.makespace.org.uk/home.asp

http://www.princes-trust.org.uk/

http://www.we"come.ac.uk/Funding/index.htm

http://www.ragdo"foundation.org.uk/

http://www.shinetrust.org.uk/index2.htm

https://www.gov.uk/ﬁnd-sure-start-childrens-centre

http://www.sportengland.org/

http://www.suttontrust.com/funding/

http://www.watesfoundation.org.uk/

http://www.youthsporttrust.co.uk/

http://www.youthmusic.org.uk

xl

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