Resource Mobilisation Presentation

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    What is Fundraising?

    This is the selling of an idea to others whohave the means to contribute money, time,

    service or support in kind to make it

    happen.

    What is Resource Mobilization?This is the bigger effort of ensuring that the

    institution has adequate funds to develop

    and conduct activities.

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    Key conceptsThis is done through; Proposal writing

    Concept papers

    Letter to donors

    Trainings

    Rent Charity walks

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    Types of donors

    Corporate (Coca Cola company, Digicel,Banks, GT & T).

    Families and Foundations.

    Individual donors INGO

    Church agencies.

    Multi-National /UN agencies Government agencies.

    Multilateral Development Banks.

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    Where do donors get money?

    Road walks/Charity walks. Market auctions.

    Concerts and exhibition games.

    Contributions from salaries. Personal will commitments.

    Government taxes.

    Sale of rights (Advert pictures whensold).

    Court claims.

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    What motivates donors to give?

    Concern for good will. Duty to give; religious goals.

    Guilt: B.A.T due to its product that

    causes lung cancer. Personal experience: former victim of

    the same experience.

    Being asked. Personal benefit: Political ambition.

    Peer pressure.

    Corporate responsibility.

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    Donor pyramid

    One time giver Regular giver

    Committed giver

    High value donor.

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    Common Fundraising Strategies

    Ability to ask

    People give to people to help people

    Credibility

    Understand donors need.

    Know the relative standard of giving (Applying for littleor more money)

    Donors are people not offices. They can like you, get

    annoyed, upset. Etc.

    Show peoples need. Set an example.

    The 80/20 rule: More efforts more funding.

    Seeking for long term partnership.

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    Never forget the 6Rs.

    Right organization Right donor

    Right amount

    Right way

    Right time

    Right course.Be patient, never give up, try and try.

    Say thank you for good or bad news.

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    Tips on fundraising

    Network. Start with local opportunitieslike; individuals at local levels,

    beneficiaries, other non governmentorganizations, community based

    organizations, Religious leaders,

    cultural leaders, government structuresi.e. Toshaos, Councilors, RDC, DEOs,

    etc.

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    Involve Donors: Let donors be part of

    your operations like getting involved inmonitoring and evaluation, ask them to

    be part of board members at the

    executive if they can.

    Work with celebrities: involve popularpeople as partners like cultural leaders,RDCs, DEOs or patrons of your project.

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    Know the donor: You should seek for fundingfrom the donor you know how it operates, lend

    funding and trusted.

    Working with international volunteers: As they

    mobilize resources physically, economically andsocially where one can acquire experience.

    Watch grammar and spellings: this is one ofthe areas one should be very keen with whenmobilizing resources in terms of proposal writing,

    concept papers and letter writings.

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    Understandable project: show the clearunderstanding of the project you are

    seeking funding for. Make clarity of theproject to show donors that you know it.

    Appraisal process: one should know theproposal review processes.

    Proof read: to be very sure of yourspellings, grammar and other errors, one

    should be in position to review or proof read

    the proposal before submission to the

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    Consider joint proposals: Using net works toavoid duplication of service delivery, when writing

    project proposal one should be knowledgeable ofpartner operational areas and seeking for

    reference from partners who must have got

    funding from the same donor. Thats why joint

    proposals are important.

    Fundraising Committee: Establish a fundraising

    committee and a clear plan for resourcemobilization.

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    Desperate: Avoid sounding desperateto a donorbecause donors may consider you to be having

    inadequate capacity to handle funds once fundedor mismanage.

    Embassies: Utilise embassies for moreinformation about funding opportunities or about

    particular funding. They are in position to support

    or recommend you for funding from other donors.

    Reference:Ask for and attach reference contact

    details on your proposal to avoid donors todoughty your capacity, integrity etc.

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    One Individual: Donors fear to fund oneindividual owned organization. One should be in

    position to explain the capacity of running theorganization, beneficiaries and partners.

    Jargons: One should use the donor jargonsoften. You should dance to donors tune than one

    to force donor to dance to their tune. The use of

    creole language may not work out there like m-

    thing or mi instead of Me, them men wherethey may not understand.

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    Limitations for Organizations.

    Great Competition: Donors receive a lotof proposals for funding yet they may not

    fulfill all their needs.

    Lack of Accountability: Lack of properaccountability, credible references, resource

    transfers, registration issues limitorganizations to access funding.

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    Heavy work Load: there may be heavywork load in funding, monitoring and

    evaluation of large number of smallorganizations than small number of big

    organizations.

    Lack of necessary structures: There maybe insufficient structures that may not fulfill

    funding priority area therefore limits fundingopportunity.

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    Common fundingmechanisms/Jargons

    RFF-Request For Funding. RFP-Request For Proposals.

    FOA-Funding Opportunity

    Announcements. LOI-Letter Of Intent/Interest.

    CFC-Call For Concepts. Scholarships

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    Key steps

    Proposal writing is a step by stepprocess that should be well managed.

    Planning

    Writing Submission

    Follow up to find out if awarded orrejected.

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    Direct Letter

    This is request of funding that caneither be of urgent or long term but its

    mostly appropriate with urgent needs

    like in disaster times, calamity,sickness, etc that can catch donors

    attention to give at any time.

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    SCPDA, South Rupununi, Region #9

    20th Nov 2012

    Canadian Disaster Fund

    Canada Embassy

    I am Samson Esudu, Fundraising & Public Engagement Advisor,SCPDA. Best regards go to you for the support you have always rendered tothe people of Guyana especially in responding towards disasters. Much as

    many agencies are on the frontline in disaster management, its also of our sad

    note to the people ofAishalton village who have been cut off by the flooded

    river for a period of2 months and lack immediate alternatives to access basicneeds like food items, their homes are also flooding which has inflated pricesof all commodities. They have lost hope for the next year.

    Over1000 people are in this area and there is immediate need forfoodand non food items which is worthy US$500,000 for the first 6 months period.

    By then floods will have reduced.Thanks for your commitment and partnership in working hand in hand for

    the disaster response.

    Yours in Partnership

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    Concept Paper/Note

    Catch attention during opening. Tell what the gift will do.

    Be personal; give names.

    Highlight volunteer aspects of the work.

    Describe the real gaps to be met.

    Offer hope/solutions.

    Show appreciation well in advance.

    Base the appeal on past success. Present a permanent solution.

    NB:KISS (Keep It Simple and Short)

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    Families &Foundations/Individual Donors.

    Bill and Melinda Gates Foundation. Ford

    Clinton Foundation George W. Bush Foundation

    Presidential Malaria funds.

    Google www.foundations.org

    http://www.foundations.org/http://www.foundations.org/
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    INGOs & Church Agencies.

    Conservation International World Wildlife Fund

    Forest Peoples Programme Catholic Relief Services

    VSO/Cuso International

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    Multi-National /UN Agencies

    United Nations Childrens EducationFund(UNICEF).

    World Health Organisation.(WHO)

    United Nations Development Plan(UNDP)

    United Nations Human Rights

    Commission.(UNHRC) World Food Programme(WFP)

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    Government Agencies.

    USAID-USA DFID-England

    JICA-Japan

    CIDA-Canada SIDA-Sweden

    GTZ-Germany

    AUSAID-Australia etc. especially at theirembassies.

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    Multilateral Development Banks

    World Bank International Monetary Fund(IMF)

    Service and Membership Clubs

    Rotary clubs.

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    Other than money;

    Ask for equipment likecomputers, printers,

    Scholarships Recommendation letters

    Board membership.

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    Roles of Managers/Staff

    Initiate meetings and partnershipwith donors.

    Identify and solicit for resources. Plan and coordinate with donor

    agencies.

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    Assignment/Exercise

    Reflect over your projectQn 1 Which donors should you target?

    2 Why?

    3 What strategy will you use to bringthese on board?

    4 What are the challenges?

    5 How can they be over-come?

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    Project Proposal

    This is a deliberate expression of

    intended activities in order toachieve the target goals and

    objectives at specified period of

    time.

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    Contents of a proposal

    1. Executive summaryThis answers the questions what is the project allabout.

    This is a critical section of the proposal. It is readfirst or may be last. Donors may not have time to

    read entire proposal which is bulky and compose

    of statements that they may not be understanding

    or not connected to each. When writing executive

    summary, it must be short and clear to the point

    comprising of what is in the entire proposal.

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    2 Profile.Who are we?

    This section describes yourorganization/group/association/company. Its

    credibility (Audited financial statements and

    references add value). Also provide information

    about the nature of your organization, size of its

    annual budget, your major funding sources,

    institutional goals etc.

    Outline the track record of your organization,experience in planning, managing, implementing,

    monitoring and evaluating similar interventions.

    Di hi t i

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    Discuss your achievements in

    similar area. Include a short resume

    or c.v. of key staff and show howwonderful and trustworthy a pair of

    hands you are as in a team. Sustainability of the project should

    clearly be elaborated.

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    3. Problem StatementThis answers the question Where are

    we?

    It covers the background as well as an

    analysis of the need to be addressedby the proposed intervention. It should

    be confined to the aspects of the

    situation that are relevant to thesituation and intervention you are

    proposing.

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    Explaining the following;

    How you or organization got involved inidentifying the problem. Was it through a

    baseline survey?

    Explain the nature of the problem. Explain the magnitude and relevance of

    the problem.

    Do the analysis of unmet need. Relate the problem to

    national/international policies/focus

    especially the millennium development

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    4. Goals & ObjectivesIt answers the question Where do we

    intend to go?GOALthis highlights the reason for the

    project or rationale for hiring the project.The project may have only one goal. The

    goal is affected by other projects. The

    project may not achieve the goal in itslifetime.

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    PURPOSE - what the project hopes to achieve by the

    time it is finished? What change has occurred as a

    result of this project? A project may have only onepurpose.

    OUTPUTS - What will project leave behind when it is

    finished? Concrete, practical things left in place by the

    time the project in finished. Sometimes referred

    deliverables. Can be used as milestones of what has

    been accomplished at various stages during the life of

    the project.ACTIVITIES - How the project will achieve its outputs

    and what the project will actually do during its

    lifetime.

    ASSUMPTIONS AND RISKS diti th t

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    ASSUMPTIONS AND RISKS - conditions that

    exist beyond the real of control in a project and

    conditions that threaten the potential forachieving the project purpose.

    Which route shall we take?

    This refers to the design of the interventionsthat will meet objectives and contribute to

    the attainment of the specific objectives.

    The strategy is the core of the projectdesign. It may consist of a single or a

    number of simultaneous of sequential

    interventions.

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    5. Implementation plan.

    How shall we travel?This is a core section of the

    proposal that describes what isgoing to be done like how activities

    are to be carried out.

    Having described where you want

    to go and what route to take.

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    6. Monitoring and Evaluation

    How shall we know that we havearrived?

    Show the prospective donor the system

    for M & E at the design stage.Clearly state roles and responsibilities.

    Note that donors look for resultstherefore show Result Oriented

    Monitoring.

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    7. Budget

    How much will it cost?Enumerate anticipated costs of theplanned inputs and activities.

    Please note that budgets areforecasts not definitive statements

    of costs.Budget calculations should be

    clearly shown.

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    8. AppendicesEvidence of your descriptions.This is composed of any attachments

    like Certificate of registration,

    Recommendations from otherpartners/donors, audited reports, Bank

    statements etc. These add value to

    your proposal for funding. They showevidence of maturity in the same areas.

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    30 Reasons why your

    proposal request

    was not honored.

    These comments have been

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    These comments have been

    gathered from proposal reviews

    over the last 15 years. Theyhighlight the most common errors

    proposal writers make indeveloping and writing their

    proposals and illustrate by negative

    example what reviewers look for in

    winning proposals. All of these

    errors are avoidable.

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    Deadline for proposal

    submission was notmet

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    Guidelines for proposal

    content, outline and lengthwere not followed. Overall the

    most striking reason for lowmarked proposals was theconsistent failure of NGOs to

    fully responsive to what wasasked for in the request for

    proposals.

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    Proposals are notorganized so that their

    distinct sections can beeasily matched against

    the RFP evaluationcriteria

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    The project, althoughgood, was not a

    priority topic to the

    sponsoring agency.

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    Proposed project design

    and implementation werecompletely traditional. the

    proposed project offerednothing unusual,

    intriguing, or clever or itseemed to lack

    si nificance

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    Proposal was not clear in

    describing one or moreelements. or the proposal was

    not complete. For example, the

    proposal did not describe how

    the project would be managed,

    how activities would bemonitored and results evaluated

    and reported

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    The writer /agency does not

    seem to know well thesubject matter .For example,

    sources cited were out ofdate, or the proposal writer

    overlooked importantreference materials previous

    studies and projects.

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    Proposed project

    appeared beyond the

    capacity of theindividual or institution

    to implement.

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    Method for

    conducting the

    project was notexplained or seemed

    unsuited to theproject.

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    Budget was too

    high/too low.

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    Costs appearedgreater than the

    benefits, or it wasun clear who would

    benefit.

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    Constrains most likely

    to be encountered incarrying out the project

    are not considered andthere were no tactics

    for overcoming them

    presented

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    Rationale for choosing

    a particular approach

    as the best solution toa problem was missing

    or not very well thoughtout.

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    Lessons learnedfrom previous

    projects are notshown or are not

    made relevant to the

    proposed project

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    The proposed

    beneficiaries of the

    project had no role inidentifying problems and

    solution, therefore, itseems unlikely that

    benefits will be sustained

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    Work plans are too

    vague .they lackspecifics on what

    activities are to be

    done, why, how, when,in what sequence and

    b whom

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    Weak evidence is

    presented of abilityto meet schedules

    M

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    Management

    responsibility andcapability are not clearly

    demonstrated in terms ofplanning activities,

    budgeting funds,providing commodities,

    kee in records and

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    The quality of the

    writing is poor. Theproposal is hard to

    read, uses sweeping

    generalizations andjargons, is excessively

    re etitive and too lon

    Th l t i

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    The proposal contains an

    unreasonable number ofmechanical errors (e.g.

    typos, pages, upsidedown out of place)

    showing an inattention todetail and quality of work.

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    The project as

    proposed is overly

    involved with toomany elements

    under simultaneousimplementation.

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    The problemseems premature

    and warrants at

    most only pilotprojects.

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    The problem as

    stated seem more

    complex than what

    the writer appearsto realize

    Th bl

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    The problem

    statement is not of

    sufficient importanceor is unlikely to

    produce any new oruseful information.

    Th j t

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    The project as

    proposed is overly

    involved with toomany elements

    under simultaneousimplementation

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    The institutional

    setting isunfavorable

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    The projectproposes to rely on

    too heavily on

    insufficientlyexperienced staff.

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    Absence/reallocationof funds by the

    donor. This may bedue to an urgent

    need or calamity

    earth uake

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    Lack of follow-upwith the donor after

    submitting the

    proposal.

    Your proposal was not

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    Your proposal was not

    received

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    Get to groups andwrite proposal on

    areas of grouppriorities.