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    How To Get Donor Mapping Right

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    AVAJA AVAJA
    Here are the key steps: 1. Build a template with columns for donor name, funding priorities, funding amounts, deadlines, contact details, your organization's priority level, etc. 2. Conduct research on existing, past and potential new donors through donor websites, annual reports, your networks etc. 3. Populate the template with donor details and prioritize them based on their match with your goals. 4. Review the donor map periodically to track opportunities and update priorities. The map helps prepare focused proposals for suitable donors.

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    How To Get Donor Mapping Right

    Uploaded by

    AVAJA AVAJA
    125 views12 pages
    Here are the key steps: 1. Build a template with columns for donor name, funding priorities, funding amounts, deadlines, contact details, your organization's priority level, etc. 2. Conduct research on existing, past and potential new donors through donor websites, annual reports, your networks etc. 3. Populate the template with donor details and prioritize them based on their match with your goals. 4. Review the donor map periodically to track opportunities and update priorities. The map helps prepare focused proposals for suitable donors.

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    How to Get Donor Mapping Right

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    Here are the key steps: 1. Build a template with columns for donor name, funding priorities, funding amounts, deadlines, contact details, your organization's priority level, etc. 2. Conduct research on existing, past and potential new donors through donor websites, annual reports, your networks etc. 3. Populate the template with donor details and prioritize them based on their match with your goals. 4. Review the donor map periodically to track opportunities and update priorities. The map helps prepare focused proposals for suitable donors.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    125 views12 pages

    How To Get Donor Mapping Right

    Uploaded by

    AVAJA AVAJA
    Here are the key steps: 1. Build a template with columns for donor name, funding priorities, funding amounts, deadlines, contact details, your organization's priority level, etc. 2. Conduct research on existing, past and potential new donors through donor websites, annual reports, your networks etc. 3. Populate the template with donor details and prioritize them based on their match with your goals. 4. Review the donor map periodically to track opportunities and update priorities. The map helps prepare focused proposals for suitable donors.

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    Download as PPTX, PDF, TXT or read online from Scribd
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    How to get donor

    mapping right
    What a good donor map looks like
    10 steps of building income for your organization
    1. Diversification of funding and revenue streams. Have a Funding Strategy

    2. Set minimum funding level

    3. Define minimum management fee to be recovered or gross margin

    4. Set the parameters and stick to them!

    5. Have a system to find and assess opportunities


    10 steps of building income for your organization
    6. Match the funding streams you choose to your mission, not the other way around

    7. Be prepared to participate flexibly - from lead to sub to associate all options can add
    value

    8. Work on partnerships with larger/established partners

    9. Add surge capacity to your proposal writing team

    10. Understand income development as a key part of business as usual not something to
    be done ad hoc
    Why Map Donors?
    For CSOs - Time is Money! - Donor mapping works to align your vision and mission with
    opportunities and funding bodies that match your organisation's goals. A donor map
    aggregates donor information from across the industry and gives a targeted understanding
    of:
    1. Which opportunities are suitable to be investigated further for detailed profiling and
    research
    2. Which donors are high, medium or low priority as per parameters set by you
    3. Prioritisation of opportunities, which donors or calls for proposal need immediate
    attention
    4. Your organisational strategic plan - What your short-term and long-term prospects
    should be and how to best achieve them.

    A good donor map is the difference between constantly trying to fund your NGO and
    strategic sustainable funding for your NGO
    How to Donor Map?
    1. Build a Template - A donor map needs to be a live accessible and
    interactive document (ideally cloud-based or on a platform). Donor
    2. Understand your Parameters - Donors have a range of criteria papping is
    and eligibility standards. Your organisation has specific a simple
    capabilities and a mission to fulfil. Make sure that both of those and
    Logical
    aspects are accounted for within your donor map. Time wasted process
    on ineligible projects is de-motivational and costly.
    3. Research the Donors - This is an exercise of strategic importance;
    the devil is often in the detail. Time spent conducting proper
    research builds effective prospect lists as well as avoids
    disappointment.
    Build a template and set parameters
    1.  It is important to understand who and what you are mapping! Your funding
    strategy should determine your organisational ambitions - The donor map
    should help identify which donor can help you fulfil those ambitions.
    2.  Use a simple but accessible tool to build your template - We have found
    that simple, and shared documentation is what our most effective clients use.
    3.  Set the parameters clearly - A coherent approach to donors based on their
    funding envelope, experience and capability requirements, as well as their
    requirements for certain local registrations is key.
    4.  Make sure that your mission drives the donor map, funding for fundings
    sake does not make a strong NGO.
    A few questions to consider when building a template

    1. What is your short-term, medium-term and long-


    term funding target?
    2. Which projects/programmes/thematic areas do
    you need funding for?
    3. Which areas are new/innovative/might attract
    funding?
    4. What are the no-go areas of your funding policies?
    5. What type of donors are you looking for?
    6. Which geographical areas do you seek funding
    for?
    Donor Research
    There are 3 main types for donor research:

    1.  To research your existing donor agencies, partners and foundations.


    2.  To research your competitors and peers sources of funds.
    3.  To explore the NGO-donor organization common portals and
    databases. Examples:

    A combination of those three tools is often the best approach.


    Donor communications
    1. Segment your lists and adapt your strategy and tactics:
    New donors: For a first-time donor, reiterate your appreciation for their gift and
    welcome them to your cause. This is your opportunity to encourage them to give
    again.
    Major donors: If you have a major donor program, chances are you’ve already been
    sending out major gift-related communications. If not, create a mailing list with your
    major donors and regularly communicate the impact of their generosity.
    Recurring donors: Your messages to monthly donors should thank them for their
    continued support and inform them about the progress your organization is making
    through your initiatives.
    Lapsed donors: Communicating with a lapsed donor is all about convincing them to
    rejoin your cause. Tell them about your current programs and ask how you can
    improve upon their past experiences.
    Donor communications
    Leverage a multichannel communications approach:
    • Phone calls
    • Texting
    • Social media
    • Email
    • Direct mail
    • Paid ads

    Combining these communication channels provides multiple touchpoints


    for interaction.
    Tips & tricks
    1.  Invest time and human resources - at least once a week
    2.  Keep it simple and accessible
    3.  Use a practical tool that is intuitive and easy to use
    4.  Share it with the larger team but only give a few people admin
    access
    5.  Have a bookmark folder with the regular opportunity
    websites/databases/documents to consult
    6.  Create google alerts for the most relevant donors/calls
    Exercise: Donor mapping for your organizations
    • With the colleagues from the organization research potential donors
    based on the template
    • Time for the exercise: 25 minutes
    • Presentation: 3 minutes

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