Leads: Anne Marie Brennan, Development Director Gina Wallace, Stakeholder Director, YBI. YBP representatives.

1. 26 May 2010
Resource Raising:
Key principles and network best
practice

2. Agenda
1. Fundraising for sustainability
2. Examples from YBI Network
3. Non-financial resource raising
Agenda

3. Financial sustainability
Fundraising
Outsourc-
ing loan
fund
Partner-
ships
So what does it look like
• Stable, reliable financial position
• Deliver services and plan future activities
• Long term survival and growth
How can it be achieved?
• Different ways but the most common in
our network is fundraising
• Successful, well-planned fundraising with
a mix of donors will bring sustainability
Important: there is no magic formula!

4. Start with your organisation
Step 1: Clear vision
• 1,3,10 years
• Articulate it
• Plan to achieve it
Step 2: Organisational priority
• The most important thing!
• Team effort
• Your Board
Step 3: Demonstrating impact
• Show your results
• Data capture & management
• Know your costs versus benefits

5. Know your target market
• What’s in your market?
• Local, national, regional, international
• Segment and strategise
• Matching priorities
• Events?
Think ‘outside the box’ –
other non-profits
• What else is out there?
Who funds them?
How do they communicate?
• Could you partner with any to
fundraise?
Then focus on your donors
Donor mix essential for sustainability
• Mix of corporate, public sector, foundations, multi-lateral
• Small number of donors can be risky
• If possible never leave yourself with just one funding source

6. What you do
Why it is important
Activity: Developing your ‘elevator pitch’
How you do it
Your results and
impact to date
What support you
need
How to engage

7. Communicating to potential donors
Logos
Photos
Clear relevant
messages

8. Communicating to potential donors
5 Top tips for Meetings (FLALF!)
• Face-to-face always best
• Listen carefully, find out interests
• Agree next steps
• Leave materials and contact details
• Follow-up
Proposals
• New donor, new proposal
• Research, research, research
• Values, culture, language
• Project OR general activity
Case studies
Fact sheets
Testimonials

9. Managing your donors
Easier to keep
a current donor
than find a new
one!
The basics
Maintain & maximise
Bring the past to life!
Understand
Analyse
Acknowledge
Communication
Feedback
Structured management
Why?
Other
support?

10. Good practice from the YBI Network –
New ways of raising funds in Russia
Boris Tkachenko, YBR

11. Good practice from the YBI Network –
Successful public sector fundraising
Margaret Gibson, Geoff Leask PSYBT

12. PSYBT
Scottish
Government
European
Funding
Scottish
Enterprise
Local
Authority
PSYBT – Public Sector Support

13. Non-Financial Resource Raising:
is it worth it?

14. What are non-financial resources?
• Volunteering – donation of time and expertise, either as an individual
or through a company scheme
• Pro Bono – donation of a professional service that you would normally
pay for. Done through a company.
• Advisory – position on advisory committee, or available for occasional
guidance and advice as required
• Governance – formal governance role, either through company or as
an individual.
• In-kind – a donation of a ‘thing’ rather than people
• Other

15. What are the benefits?
• Low (financial) cost
• Bring in needed expertise, without taking on permanent or contract
staff
• Raise skill level of core team
• Provide fresh and alternative perspective on challenges
• Build relationships with organisations / open up new networks
• Raise profile

16. How to use them successfully?
• Time
• Management
• Be specific
• Some projects are more appropriate
to be done by you
• Manage your donor!

17. Assessing if they’re worth it
• Measure impact
• Cost
• Bigger picture

18. Yes! They’re worth it.
So how do we get them?
• Existing & new corporate relationships
• Existing volunteers / mentor networks
• Business organisations, eg Chambers of
Commerce, local networking
organisations, Rotary clubs
• Core component of fundraising strategy
• YBI

19. Questions?