1] Address your appeal to the right person.
2] Tailor your appeal to the prospect.
3] Include a clear statement of Organisation’s work and objectives.
4] State clearly how much money you need and include a budget.
5] Tell them what the money’s for.
6] Break a large appeal down into realistic chunks for particular items.
7] Include the latest accounts.
8] Offer to go and see them and follow up the letter within a week.
9] State the benefits for them.
10] Be positive and upbeat about the Organisation and your ideas.
Checklist for identifying Trusts/Foundations
• Have they donated previously?
– Check computer and paper records.
• What are the objectives of the Trust/Foundation?
– Are we eligible to apply?
• What is the giving capacity of the Trust/Foundation?
– Look at their income and expenditure – what are they capable of giving?
• What are the types of grants they normally give?
– capital projects, scholarships, fund over several years?
• What are their conditions for a grant and what are their exclusions?
– Do we have to raise some of the money before approaching them? Geographical constraints?
• When do the trustees meet?
– Monthly, quarterly, as necessary? How far in advance do they like proposals?
• Do they have a formal application form or guidelines?
– Do they require a summary of the project first?
• Who are the Trustees/Settler/Administrator?
– Do we know any of them?
• Do we have any Trustee contacts?
– Do any of our Trustees know any of theirs? How can we make use of this?
• What kind of projects do they like to fund and which part of our work is most likely to find favour?
– Look at previous giving history. If unsure, seek advice from the Administrator.
• How much should we ask for?
– Look at previous history. If unsure, ask the Administrator.
• Who is the best person to submit the application?
– Director, Chairperson, Secretary, Fundraiser
• Who should the letter of application be addressed to?
– The Chairman of the Trustees, the Secretary, Administrator
• Would the Administrator/Trustees like to visit?
– Do they ever visit applicants’ projects? Would they like to visit a project as an introduction to our work?
The above forms part of a guide and reference to fundraising techniques, things to consider, and contacts for new, small, and emerging Groups/Organisations in the Charity/Third Sector seeking to improve their engagement with potential funders in the Corporate and Charitable Trusts/Foundations Sectors. The above also provides for more details examples, illustrations to resources and points of contact saving hours/days of onerous work and research to discover on the web. Invaluable contextual material for inspiring ideas and positive way to deal with the whole issue of fundraising in this climate.
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