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PRINCIPLES OF FUNDRAISING

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;

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PRINCIPLES OF FUNDRAISING

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  1. PRINCIPLES OF FUNDRAISING Session D5

  2. 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.

  3. 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.

  4. 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. 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?

  6. 5. KNOW WHERE THE POTENTIAL FUNDS ARE.

  7. 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. 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. 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. 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. 11. REGIONAL POPS TRAINING COURSE - ASIA

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