Hsbc Breakfast 2011

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The basics of fundraising strategy

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STRATEGY

John BaguleyCEO

International Fundraising Consultancy

Strategy is about recognising the

challenges and adapting to meet them.

CHALLENGES

• Government.• Grant-making

organisations.• Companies.• Individuals.• Trading – fees.• Events.• Internet.• Recruiting fundraisers…

AGE COHORTS

Age Cohort Media

SENIORS 1901 - 1924 Letter

SILENTS 1925 - 1945 Letter

BOOMERS 1946 - 1964 Letter. Phone. Email

GEN X 1965 - 1980 Email. Internet. Phone.

GEN Y 1981 - 2000 Mobile. Internet. Email.

Many people have become very very rich indeed…

A strategy based on incremental improvement is not going to meet ambitious plans.

Research is far more important than we realise.

If no one has heard of you no one is going to give to you…

“BE DISTINCT OR EXTINCT”

Trust in Allah but tether your camel…

BEST PRACTICE

Research: benchmarks, techniques, prospects, supporters, internet.

Invest Major donors.Legacies.Social media.Special events.Design.

The Fundraising Pyramid

Legacies

Major GiftsCommitted Giving

AppealsRecruitment

Special events Marketing:StoriesVideoRelationships

Strategy is about planning where you will be in 3 or 5 or 10 years time – not next week or next year.

Strategic investment

ResearchBusiness plan

Best techniques

Invest in fundraising &

communications

Monitor and evaluate to

meet targets

“I saw the angel in the marble and carved until I set him free.”

MICHELANGELO

QUESTIONS?

John Baguley

www.ifc.tc

THANK YOU!

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