North West Conference 2015 T he Art and Science of Donor Stewardship A presentation by Bill Bruty 4 th November 2015 Fundraising Training Limited Slide 1 T he Art and Science of Donor Stewardship ID: 397931
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Institute of FundraisingNorth West Conference 2015The Art and Science of Donor StewardshipA presentation by Bill Bruty4th November 2015
Fundraising Training Limited
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The Art and Science of Donor StewardshipWe will look at:The five pathways for securing new high value gifts The 14 components of a well managed relationship A strategy for long term management – based upon traditional farming techniques.This toolkit will work with all high value donors, from wealthy individuals, to Foundations, government departments and companies.Fundraising Training LimitedSlide 2Slide3
Bill BrutyStarted fundraising career in 1984, now a Fellow of the Institute of Fundraising in the UK.Successful in fundraising from major foundations, international governments, companies and wealthy individualsHas worked with over 100 organisations during the last two years, including: Cancer Research UK, Sightsavers, British Red Cross, as well as Porticus UK, Asia and Africa, Calvert Trust, ActionAid, The Samaritans, The African Women’s Development Fund and other local NGOs across Africa.Fundraising Training LimitedSlide 3Slide4
Who starts the dance?Fundraising Training LimitedSlide 4Slide5
The Five Pathwaysa Unsolicited, with no known previous contact – little or no management required to secure the gift b Unsolicited – complex, multi-faceted management secures the gift a Donor invites the approach, after low level previous contact – little or no management required to secure the gift b Donor invites the approach, after low level previous contact – complex, multi-faceted management secures the gifta Peer introduction - little or no management required to secure the gift b Peer introduction – complex, multi-faceted management secures the giftFundraising Training Limited
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The Five Pathwaysa Donor attends an event, then initiates the process – little or no management required to secure the gift b Donor attends an event, then initiates the process – complex, multi-faceted management secures the gift5 a Uninvited by donor - little or no management required to secure the gift b Uninvited by donor – complex, multi-faceted management secures the gift.Fundraising Training LimitedSlide 6Slide7
The Fourteen Attributes of a Well-Managed RelationshipMuscular Dystrophy CampaignHelp the HospicesUNICEF UKThe National TrustThe SamaritansDiabetes UKBritish Association for Adoption and FosteringSt Mungo’sParkinson’s UKMultiple Sclerosis SocietyMencapThe BrookeRSPBThe Scout AssociationCrisisSustransAlzheimer’s SocietyCentrepointPlatform 51 (formerly YWCA England and Wales)Concern Worldwide UKSightsaversFauna and Flora InternationalWorld Society for the Protection of AnimalsFreedom from Torture (formerly Medical Foundation for the Victims of Torture)ThriveArthritis CareCancer Research UK
YMCA EnglandBreast Cancer CareFamily Holiday Association
Action for MEAmbitious About AutismAmnesty International UK
Guide Dogs for the Blind
ACET International
Spana
CPRE
Refuge
Mines Advisory Group
British Tinnitus Association
Friends of the Elderly
Orbis
Dyslexia Action
AMREF UK
World Cancer Research Fund
Practical
Action
Cancer Research UK
Fundraising Training Limited
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The Fourteen Attributes of a Well-Managed RelationshipBeyond basic researchKnown link with your causeEasy to access and use record keepingDonor has attended a general event (where they can hide in the shadows)Donor has visited a project or your HQYou have visited the donorThey have taken part in a bespoke meeting with you either as a 121 or in a small group, ideally at a ‘neutral venue’You have appropriately followed-up, after a rejected proposalProposals have been developed in consultation with the donorYou have met their reporting requirementsYou have been sending them useful information without being askedYou have unpublished information about the donor which has been used to enrich the relationshipYour CEO or trustees have made proactive contact with the funderYou have up to three levels of contact with the donorFundraising Training LimitedSlide 8Slide9
Fundraising Training LtdBill Bruty: bill.bruty@fundraisingtraining.co.ukwww.fundraisingtraining.co.ukFundraising Training LimitedSlide 9