A presentation delivered on Corporate, Major Donor & Trust Fundraising delivered by Deirdre Murphy from NICVA at NICVA's member event on 7 October 2014.

1. Corporate, Major Donor &
Trust Fundraising

2. Developing Your Fundraising Mix
Tuesday 7th October 2014
Deirdre Murphy, Fundraising Advice Officer,
NICVA

3. Let’s talk about
• Planning your fundraising
• What we mean by Corporate, Major Donor
and Trust Fundraising
• How to build good relationships

4. How much do you need to raise?

5. Different methods
Fundraising
Community
Individual
Giving
Committed
Giving
Major Donor Corporate
Online
Legacy
Gift aid
Schools
Campaigns
Groups
Events

6. What is your fundraising capacity?
• Fundraising resources?
• Fundraising?
• Skills?
• Allies, networks, contacts….?
• Facilities, volunteers, USP!?

7. Types of Income
• Restricted
• Unrestricted

8. Companies
In kind
Project
Event Connections
Corporate
Fundraising
Sponsorship
Awareness
Staff
Partnerships
Donations
Cause Related
Marketing
Payroll
Giving
Local
business
Appeals
Regular
Giving
Staff Charity
Fund
Events

9. Major Donors
• What is a Major Donation?
• What is a Major Donor?
• Treating them differently
o Capacity to give again at or above set level
o Individuals or syndicates
o Multi-annual or one-off donations

10. Trusts www.grant-tracker.org

11. Applying for Grants
• Properly plan and cost your projects
• Thoroughly research funder
• Get in touch with the funder
• Apply in good time
• Read and use the guidelines
• Fully complete the form with all enclosures
• Check postage
• Keep records
• Make several applications

12. Completing an Application Form
• Esmee Fairbairn Foundation Video
http://www.youtube.com/watch?v=bgzIrDmeKf8

13. Legacies
Pledgers
Donor Journey
Major Donors
Mid Value Donors
Committed Donors
Regular Donors
Donors
Responders
Incidental Donors

14. Building Relationships
Research
Identify
Solicit Cultivate
Steward

15. 4 Ways to Increase Your Income
the size of the donation / grant / profit
the 1234 of donors / funders / buyers
the frequency frequency of donations
the longeeeeeevity of donations

16. Key Principles of Fundraising
1. You have to ask
2. The personal approach
3. Understand the donor’s viewpoint
4. Fundraising is selling
5. Credibility and PR
6. Know how much to ask for
7. Say thank you
8. Long-term involvement and commitment
9. Accountability and reporting back

17. Institute of Fundraising Code of Fundraising
Practice
“The principle of self-regulation is to allow
individuals and fundraising organisations to
demonstrate best practice, eliminate poor practice
and increase public trust and confidence in the
voluntary and community sector”.
http://www.institute-of-fundraising.org.uk/guidance/code-of-fundraising-
practice/

18. Fundraising Advice Service
Tel: 028 9087 7777
deirdre.murphy@nicva.org
@nicva_FRAdvice
Fundraising Advice NICVA
www.nicva.org
www.grant-tracker.org