1]Direct your appeal to the right person.
2]Tailor your call to potential.
3]Include a clear statement of the work and goals of the organization.
4]Clearly indicate how much money you need and include a budget.
5]Tell them what the money is for.
6]Decomposes a great appeal into realistic pieces for certain items.
7]Include the latest accounts.
8]Offer to go see them and follow up on the letter within a week.
9]State the advantages for them.
10]Be positive and optimistic about the Organization and your ideas.
Checklist to identify trusts / foundations
• Have they given before?
– Check computer and paper records.
• What are the objectives of the Trust / Foundation?
– Do we have the right to request it?
• What is the donation capacity of the Trust / Foundation?
– Look at their income and expenses: what are they able to give?
• What types of grants do they usually give?
– Capital projects, scholarships, funds for several years?
• What are your conditions for obtaining a grant and what are your exclusions?
– Do we have to raise some money before we approach it? Geographical limitations?
• When do the bosses meet?
– Monthly, quarterly, if necessary? How far in advance do they like the proposals?
• Do they have a formal application form or guidelines?
– Do they first require a summary of the project?
• Who are the trustees / liquidators / administrators?
– Do we know any?
• Do we have fiduciary contacts?
– Do any of our bosses know any of them? How can we use it?
• What kind of projects do they like to fund and what part of our work is most likely to get favor?
– Look at the previous story. If you are unsure, consult your administrator.
• How much should we ask for?
– Look at the previous story. If you are unsure, ask your administrator.
• Who is the best person to submit the application?
– Director, president, secretary, fundraiser
• Who should the application letter be addressed to?
– The chairman of the trustees, the secretary, the administrator
• Do you want to visit the administrator (s)?
– Do you ever visit applicants’ projects? Would you like to visit a project as an introduction to our work?
The above is part of a guide and reference to fundraising techniques, things to keep in mind and contacts for new, small and emerging groups / organizations in the charity / third sector looking to improve their commitment to potential funders of corporate and charitable trusts / Foundation Sectors. The above also provides examples of details, resource illustrations and contact points, saving hours / days of heavy work and research to discover on the web. An invaluable contextual material to inspire ideas and a positive way to address the whole issue of fundraising in this climate.
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