PRINCIPLES OF FUNDRAISING

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PRINCIPLES OF FUNDRAISING

• Session D5

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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.

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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.

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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?

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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?

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5. KNOW WHERE THE POTENTIAL FUNDS ARE.
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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?

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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?

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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?

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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, dont confuse the potential client
  by sending other proposals
• Always acknowledge support in reporting.

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11. REGIONAL POPS TRAINING COURSE - ASIA