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TUL 640-8 Fundraising

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Urban Leadership Foundation
Urban Leadership Foundation

Fundraising requires careful consideration and planning. Personal fundraising may involve raising $50,000 per year for 50 years of ministry, or 50% of needs through faith. Developing credibility through church involvement, accomplishing work for the poor, starting discipleship groups, and accessing foundation or business funding are suggested. US foundations operate like tribes with rituals and barriers, so researching databases, familiarizing with 990 forms, and building relationships are important. Proposals should be simple, with visuals, clearly describing needs, vision, strategy, leadership, and finances. Accountability through reporting is as important as success. Effective communications include regular reports, brochures, newsletters, websites, blogs, conferences, and fundraising letters.

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Fundraising—beyond Cupcakes TUL 640—Lecture March 6,2015 Viv Grigg
Considerations for MATUL students: Level 1: Personal Fundraising  Next years: each of you might average $50,000 (wage to survive in the US) x 50 yrs = $2,500,000  If living by faith most people have the ability to raise (50%) of their needs  Consider being a part of a church denomination. This greatly increases that  Accomplish something well on the field in benefit of the poor. This gives you a focus and credibility.  Start cell groups and disciple when back in the US each tiem and these people will support you for the long run  NGO’s to survive need to spend 10-15% on fundraising
Considerations for MATUL students:  How do you support the funding of projects you want to develop? Schools, NGO’s, movements?  Build a resource base for long term sustainability…you are accountable for the gifting's God has given you.  Access foundation and business money for projects over an extended period of time.  The US $ will crash in the next few years. Brazil or China are the likely next financial resource bases in the future. For now access eh US resources. Build credibility:  Build your leadership capital= your Mana + your studies + your expereince + your wisdom + your spirituality + your location in the web of relationships of your people.  Organizational skills  Develop in character  Seek to accomplish something while in the MATUL
US Foundations as a tribehave connections with each other. A herd….pecking order, rituals, barriers to access, Search Databases  Foundation are well known and easy to track down  990 is the Foundation tax form which is open to public. Get familiarized with it.  Take a course in the Grants Foundation site (600$) www.foundationcenter.org  Most won’t fund buildings or overhead costs only “hands-on” projects (Businessmen will fund those or retirees who want a name)  A good start up Foundation is the “Mustard Seed Foundation” Msfdn.org  Relationship building during the completion of a grant is in important step. As you work through application call contact and build a relationship. Possibly even have him/her check the application before you submit applications.  Work towards their deadline. In your proposal, plan for the delay of funds--- meaning from the point of when you get “approval” to the point when the funds are in the “bank” may be from 1-3 months.
Businessmen/women Not part of Foundation network, they just show up Do not write an academic document for them. They want to make a decision quickly Successful businessmen are often deeply insecure people… Plan to counsel them…they just want friends. Call them once in a while, visit… Involve them in what you are doing Pastor them… They are interested in OUTCOMES and PROJECTS not PHILOSOPHY
Self Case Study-- 7 page proposal This what you keep always updated and available. Then for each proposal you pull bits and pieces from this master document. • Keep it simple, just seven pages. • Lots of white space • A pic per page • A left column with a quote or a picture. Cover Page: Catchy title ◦ Executive summary--300 words (densely written) ◦ 1st line: the focus of the project and the need ◦ 2nd line: vision and how you will meet the need ◦ 3-4th line organization description ◦ 5th line: Further description ◦ 6th line: Who will do the work/leadership ◦ Final line: xxx Amount of funding needed over yyy years for 3 outcomes ◦ Location, phone, contact person
Self Case Study 2nd page: Needs Page (draft a creative title) ◦ Most of the page will be white space ◦ Describe the need 3rd page: Vision ◦ Organizational Vision ◦ 1st paragraph description of vision referencing the need. ◦ Be precise—logic model inputs 4th page: Strategy ◦ Describe the steps that will be taken for project implementation 5th page: Leadership ◦ Leadership: Describe, in one paragraph each, the CEO and leaders. ◦ Include an Org Chart and staff selfies ◦ History of the Organization
Self Case Study 6th page: Organization financials (previous year or 3) ◦ Income and expense ◦ Demonstrate major sources of funds ◦ 5-7 expenses (better to be project specific than things like postage) ◦ Balance sheet 7th page: Org budget and Reporting System (Accountability) ◦ 3 year budget (Simple 5 lines income, 5-7 expenditure) ◦ Reporting System (Accountability) Integrity in your reporting is worth more than your success. Possible Appendices ◦ Legal NGO registration ◦ Annual Report ◦ Recommendations
Key Communications 1. Yearly 4 page Report with Graphics and stories 2. Brochure 3. Monthly thankyous and newsletter 4. Website 5. Blog 6. Yearly conference 7. November fundraising letter

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TUL 640-8 Fundraising

  • 2. Considerations for MATUL students: Level 1: Personal Fundraising  Next years: each of you might average $50,000 (wage to survive in the US) x 50 yrs = $2,500,000  If living by faith most people have the ability to raise (50%) of their needs  Consider being a part of a church denomination. This greatly increases that  Accomplish something well on the field in benefit of the poor. This gives you a focus and credibility.  Start cell groups and disciple when back in the US each tiem and these people will support you for the long run  NGO’s to survive need to spend 10-15% on fundraising
  • 3. Considerations for MATUL students:  How do you support the funding of projects you want to develop? Schools, NGO’s, movements?  Build a resource base for long term sustainability…you are accountable for the gifting's God has given you.  Access foundation and business money for projects over an extended period of time.  The US $ will crash in the next few years. Brazil or China are the likely next financial resource bases in the future. For now access eh US resources. Build credibility:  Build your leadership capital= your Mana + your studies + your expereince + your wisdom + your spirituality + your location in the web of relationships of your people.  Organizational skills  Develop in character  Seek to accomplish something while in the MATUL
  • 4. US Foundations as a tribehave connections with each other. A herd….pecking order, rituals, barriers to access, Search Databases  Foundation are well known and easy to track down  990 is the Foundation tax form which is open to public. Get familiarized with it.  Take a course in the Grants Foundation site (600$) www.foundationcenter.org  Most won’t fund buildings or overhead costs only “hands-on” projects (Businessmen will fund those or retirees who want a name)  A good start up Foundation is the “Mustard Seed Foundation” Msfdn.org  Relationship building during the completion of a grant is in important step. As you work through application call contact and build a relationship. Possibly even have him/her check the application before you submit applications.  Work towards their deadline. In your proposal, plan for the delay of funds--- meaning from the point of when you get “approval” to the point when the funds are in the “bank” may be from 1-3 months.
  • 5. Businessmen/women Not part of Foundation network, they just show up Do not write an academic document for them. They want to make a decision quickly Successful businessmen are often deeply insecure people… Plan to counsel them…they just want friends. Call them once in a while, visit… Involve them in what you are doing Pastor them… They are interested in OUTCOMES and PROJECTS not PHILOSOPHY
  • 6. Self Case Study-- 7 page proposal This what you keep always updated and available. Then for each proposal you pull bits and pieces from this master document. • Keep it simple, just seven pages. • Lots of white space • A pic per page • A left column with a quote or a picture. Cover Page: Catchy title ◦ Executive summary--300 words (densely written) ◦ 1st line: the focus of the project and the need ◦ 2nd line: vision and how you will meet the need ◦ 3-4th line organization description ◦ 5th line: Further description ◦ 6th line: Who will do the work/leadership ◦ Final line: xxx Amount of funding needed over yyy years for 3 outcomes ◦ Location, phone, contact person
  • 7. Self Case Study 2nd page: Needs Page (draft a creative title) ◦ Most of the page will be white space ◦ Describe the need 3rd page: Vision ◦ Organizational Vision ◦ 1st paragraph description of vision referencing the need. ◦ Be precise—logic model inputs 4th page: Strategy ◦ Describe the steps that will be taken for project implementation 5th page: Leadership ◦ Leadership: Describe, in one paragraph each, the CEO and leaders. ◦ Include an Org Chart and staff selfies ◦ History of the Organization
  • 8. Self Case Study 6th page: Organization financials (previous year or 3) ◦ Income and expense ◦ Demonstrate major sources of funds ◦ 5-7 expenses (better to be project specific than things like postage) ◦ Balance sheet 7th page: Org budget and Reporting System (Accountability) ◦ 3 year budget (Simple 5 lines income, 5-7 expenditure) ◦ Reporting System (Accountability) Integrity in your reporting is worth more than your success. Possible Appendices ◦ Legal NGO registration ◦ Annual Report ◦ Recommendations
  • 9. Key Communications 1. Yearly 4 page Report with Graphics and stories 2. Brochure 3. Monthly thankyous and newsletter 4. Website 5. Blog 6. Yearly conference 7. November fundraising letter