M&GSQ Securing Funding workshop Brisbane 2009

1. Fundraising Practices and
Principles
Presented by
Nigel Harris, Executive Director, Mater Foundation
Museum & Gallery Services Qld.
Securing Funding Workshop
6th May 2009

2. Fundraising Market
700,000 NPOs (Australian Non-profit Data Project 1996)

35,000 have staff and 20,000 have DGR status

Giving of money, goods and services $11b in 2004/05

$7.7b from individuals

$3.3b from businesses

87% of adult Australians give

67% of businesses give

41% of adult Australians volunteer an average 132 hours

per year
Total volunteering: 836m hours

(Source: Giving Australia 2005)

3. Understanding Philanthropy and
Fundraising
Philanthropy - voluntary action for the public good,

including voluntary service, voluntary association
and voluntary giving. Robert Payton
Fundraising is the gentle art of teaching the joy of

givingHank Rosso
raising resources for the support of an organisation,

cause, person or animal.
a necessary part of a non-profit organisation’s life

cycle but not the main objective.
the means to the end - the real goal is to reach

those in need.

4. A Focus on Mission
Mission – What an organisation

believes in and is today.
 What are you trying to accomplish?
 Inputs
 Activities
 Outputs
 Outcomes
 Impact

5. Identifying Your Market
What is the constituency - who are the

`stakeholders’?
Beneficiaries; Service Recipients

Volunteers; Committees; Board

Staff

Donors & Supporters; Prospects; Candidates

Government (Regulators)

Broader Public

What Return-on-Investment (ROI) do stakeholders

seek? What broadly and specifically do they want from
your organisation?

6. Identifying Your Market

7. A Case for Support
Case – the reasons why an organisation both

needs and merits philanthropic support,
usually by outlining the organisation’s
programs, current needs and plans.
Case statement – a presentation that sets

forth a case.

8. A Case for Support
Objectives
Cause at hand

 Action addressing cause
 Statement of goals
 Expected results

9. Planning and Budgeting
Formulating Plans – Background

Developing a strategic plan
•
Evaluating alternative opportunities
•
Operational Plans
•
Specific tasks/steps
•
Timelines
•
Allocation of responsibilities; resources
•
Contingency plans
•

10. Planning and Budgeting
Formulating operational plans – Content

Identifying Resources
-
Identifying Support
-
Program Options – money earned; money
-
repaid; money given
Marketing Mix
-

11. Planning and Budgeting
Budgeting

Functional and Financial elements
-
Dealing with limitations and expectations
-
Developing a budget
-
Historical information
-
Performance projections
-
Market issues
-
Contingency planning
-

12. Planning and Budgeting
Linking resources with plans and budgets

Considerations
-
Who is available – skills & abilities
-
Priorities
-
Tasks involved
-
Time required
-
Established or Developmental projects
-
Plan inclusions – allocation of responsibilities &
-
estimate of time for each program

13. People – Volunteers and Staff
Volunteer roles

Programs

Board and Committees

Staff roles

Fundraising

Management and Program


14. Fundraising Program Options
Donor programs

Special events

Community programs

Community groups

Corporate gifts, Sponsorship & CRM

Philanthropic trusts

Merchandising & Gaming

Capital fundraising and major gifts

Bequests


15. Legal and Ethical Frameworks
Governance issues

Legal frameworks

Organisational structures

Fundraising and Other relevant regulations

Taxation regulations

Ethical codes and frameworks


16. A Key Question
Is Fundraising a Priority for your

Organisation?

17. Fundraising Practices and
Principles
Presented by
Nigel Harris, Executive Director, Mater Foundation
Museum & Gallery Services Qld.
Securing Funding Workshop
6th May 2009