Exiting Fundraising Strategy

Messrs G Owen & CoMessrs G Owen & Co

Exiting Fundraising StrategyExiting Fundraising Strategy

Ideas for Today and Tomorrow

WELCOME to Messrs G Owen WELCOME to Messrs G Owen & Co & Co

Exiting Fundraising StrategyExiting Fundraising Strategy

TRAINER:TRAINER:

GORDON OWENGORDON OWEN

VOLUNTARY SECTOR & VOLUNTARY SECTOR & FUNDRAISING FUNDRAISING CONSULTANTCONSULTANT

Please turn off or put on silent/vibration all mobiles.Please turn off or put on silent/vibration all mobiles.

Preparation Preparation Linking • 1 Linking • 1

Training

Group Funder

GO&Co

Preparation Preparation Linking • 2 Linking • 2

Learning

Group Funder

Preparing Grant-application

ProposalBudget

Projections

Gathering evidence of need &

the benefits to those served

GO&

Co

Guidelines for Initial Monitoring • 1Guidelines for Initial Monitoring • 1


Action

Quarterly Report

to deliver

Meeting 6 months prior to end

Future Meetings & dates

INITIAL MONITORING MEETING: Date:

Processes/expectations clear[Funder's] process if Projects are unable

Forms and cut off dates

Finance expectations/cut off dates

Comments from [Insert Name of Project]Activity/Task Comments from Service Provider

Organisation:

3. Agreed reporting and dates


ActionActivity/Task Comments from Service Provider Comments from [Insert Name of Project]

Is there an Exit Strategy

5. Plans and Policies Is a Referral Process in PlaceIs it clear how referrals are made

Does it link to feedback expectations

Visit to Project

Is there a Participation Strategy

INITIAL MONITORING MEETING: Date:Organisation:

Do you have an Information Pack Are you clear on the contents

Have all policies been submitted


Dates

1

2

3

4

Info Pack

5

Completion Dates

Organisation:INITIAL MONITORING MEETING: Date:

Targets and outcomes

Work Plan

Taining needs

Processes and expectations

Plans and Policies

Reporting and dates

ACTIONS AND DATES:

Are there templates from [Funder's] which will assist7. Are there any training requirements

Guidelines for Progress Report • 1Guidelines for Progress Report • 1Part Year Progress Report - Guidelines

and your Quarterly returns for Finance and for the [Insert Title of Lead source who monitors].

1. Workplan - Please state 'on target'. If this is not the case, please include your comments and a date this will be completed by

Services Delivered-Please state 'on target'. If this is not the case, please include comments as to why services were not

The shaded column on the Report (Comments from Service Provider) is for any comments you would like to make regarding your

The following Progress Report will be sent out to you between month 3 and 9 of your contract and will need to be filled in and returned

For Example:Quarter 1 (April-June)

to the [Insert Title of Lead Worker/Leader who monitors]. The Form allows you to make your comments to date, alongside comments from the [Insert Project].

please state 'on target'. If this is not the case, please include your comments and any relevant dates for supplying this information.

Please fill in your comments and email them back to the [Insert Project]. Your feedback forms (from [Insert Project Title]) and statistical information will need to be handed in to the [Insert Title of Lead Worker/Leader who monitors]

Quarter 3 (October-December)

If there are concerns from either party, a follow-up meeting may be scheduled to discuss this further.

We will allow you the maximum time to complete information.

2. Targets and Outcomes Reached-The [Insert Project] will attach your targets and outcomes which were agreed with you

progress over the last Quarter. The sections cover 4 categories: Workplan, Targets and Outcomes, Feedback Sheets and Reports

delivered as anticipated-any problems you have encountered and how you intend to move forward in the next quarter

It may be that we already have this information already on file. Please make a note of when the information was submitted.

Fund. Once all information is received it will be kept on file and used to measure how well your project is operating.

at your Initial Monitoring Meeting. The Targets were listed as Actions 1-4. If these have been reached and evidence is attached,

Cut Off Date 31st July

Cut Off Date 30th October

Cut Off Date 31st January

Cut Off Date 30th April

To assist you with your comments, we have included the following guidelines:

Quarter 2 (July- September)

Quarter 4 (January-March)

Guidelines for Progress Report • 2Guidelines for Progress Report • 2

Statistical Feedback-This is for any information you have received from other Organisations/Agencies e.g. Information from

Organisational Report-Please comment if you have included this in the last section of this Report

4. Returns from [Insert statutory or other agencies source from which data can be gathered] - Please make comment if you had any difficulties with submitting information

[Insert Title of statutory or other agency(ies) sources, Data collected from the [Insert statutory or other agencies source from which data can be gathered] etc

Financial Returns-Please make comment if you had any difficulties with submitting this information on time

if you are able to refer on to different Agencies and to other [Insert Project] Projects if necessary

Thank you and please do not hesitate to call us if you have any enquiries

3. Feedback sheets-Please make a note in your comments sections if you have attached feedback forms or it they have been submitted previously. If sheets are still being developed, please include your comments and a date for completion.

5. Policies-Have we received all copies of Policies requested when you first made application for funding

Referrals-We would like to know if referrals are coming through the avenues you had anticipated in your Application and also

Have we received your Participation Strategy. Please indicate if Policies are attached

6. Visit to Project-Will give details of the visit and some feedback from the [Insert Project]

Part Year Progress Report - Guidelines

Guidelines for Progress Report • 7Guidelines for Progress Report • 7Please give an overview of how your Project is going, the good and not so good - along with any changes you have made to service

SERVICE PROVIDER ORGANISATIONAL REPORT:

delivery or staffing.Please include any outings and any feedback or comments received regarding your Service.

Guidelines for Final Report • 1Guidelines for Final Report • 1The Purpose of the Final Report: As a supportive document for alternative funding

As a tool to assist with determining funding beyond 31 March, if further application is made to the [Insert Name of Project]. The Process:-

1. You make comments against the given headings 2. Return the form (with your comments) to the [Insert Name of Project] 3. We make our comments, based on what you have written and on our experience of working with you 4. We return our comments to you

5. You comment on what we have said 6a If you agree, we both sign it off

6b If we don't agree, then a meeting will be arranged between us 7. We both sign it off

8. This form should be completed before application for funding takes place

Each category listed is made up of several questions and will be graded as 'target met', 'partially met' or 'not met'. The grading will take into consideration that the first Quarter will be more of a learning time, however it would be expected that the following Quarters should be producing the expected outcomes. Where this is not the case, there may be good reason for any variation and this will be noted in the comments and reflected in the grading.

If you have any concerns with the grading, you can book a meeting to discuss the paper and any necessary changes will be made accordingly. This sheet should however, accurately reflect the overall comments and discussions from your past Monitoring Reports. The [Insert Name of Project] will clearly indicate the basis for any grading of 'partially met' or 'not met'.

Guidelines for Final Report • 2Guidelines for Final Report • 2Date:

Activity/Task Comments-Service Provider Comments-[Insert Name of Project]

2. Targets and outcomes:

Was statistical data adequate

If not, was their valid

Was evidencing clear and

Were feedback sheets on time

Were Qrtly Reports Submitted

3.Agreed reporting & dates

Was information informative

and on time

This Form may be used as a reference for to other Funding Agencies, if required.Messrs G Owen & Co

FINAL REPORT:Name of Organisation:Those attending:

Is Exit Strategy adequate1. Exit Strategy

Were targets/outcomes met

reason for this

submitted on time

Target Met Partially Met Not Met





Guidelines for Final Report • 3Guidelines for Final Report • 3

Guidelines for Final Report • 4Guidelines for Final Report • 4Date:

Comments-[Insert Name of Project]

submitted on time

Name of Organisation:Those attending:

order, easily followed and

Has Referral Process met

Activity/Task

accurately totalled

Comments-Service Provider

Were financial receipts

need to expand the service

feedback expectations

other AgenciesWere there referrals on to

5. Plans and Policies

Were Forms accurateand submitted on time

Were receipts in a logical

Did Participation reach

Was there evidence of a

expectations

expectations and link to

FINAL REPORT








Guidelines for Final Report • 5Guidelines for Final Report • 5

Getting Beyond the Getting Beyond the Wastepaper Bin - Plan Ahead Wastepaper Bin - Plan Ahead

PLAN AHEAD Think in terms of months not weeks - Trusts may meet only twice a year. Funding may be committed 18 months ahead.

Getting Beyond the Getting Beyond the Wastepaper Bin - Research Wastepaper Bin - Research Donor Donor

RESEARCH THE DONOR Read up on their policy and priorities. How much do they normally give? Find out the right contact name When is the best time to apply? Do they issue guidelines How do they like to be approached?

Getting Beyond the Getting Beyond the Wastepaper Bin - Package Wastepaper Bin - Package your Project your Project

PACKAGE YOUR PROJECT Identify unique selling points Package specific needs Prepare a proper budget Consider unit costs or a choice of costs

Getting Beyond the Getting Beyond the Wastepaper Bin - Plan your Wastepaper Bin - Plan your proposal proposal

PLAN THE PROPOSAL Organise your information Gather supporting documents Decide on a format

Questions & AnswersQuestions & Answers

Where to Get More Information Where to Get More Information

Help Help Support Support

Gordon Owen e-Mail: [email protected]

Web Site: http://websites.uk-plc.net/Messrs_G_Ow

en__Co

[Striving to Create Provisions for Tomorrow’s Organisations]

GPO • [GO & Co] – MMIII1

Youth-focused Grant Bodies • 1Youth-focused Grant Bodies • 1Children & Young People’s Unit: General Information. The primary aim of the Regionis to develop and manage 34 Children's Fund Programmes, On Track and Street crimeprogrammes that will make a positive difference to the life experience and prospects forchildren and young people in London.

The work of the Regional Team will be shaped and determined by four key themes:

• Prevention: reducing the vulnerability of children and young people• Participation: engaging and consulting children, young people, parents and communities• Partnerships promoting activities which bring together a range of stakeholders• Strategy: planning and joining together activities

The Children's Fund London Regional Team is part of the Children and Young People'sUnit. The London Regional Team is based in the: Government Office for London.Riverwalk House, 157-161 Millbank, London. SW1P 4RR. http://www.cypu.gov

Youth-focused Grant Bodies • 2Youth-focused Grant Bodies • 2BBC Children In need Appeal: The next deadlines for applying for funds from BBCChildren in Need are 30 November 2003 and 30 March 2004.

The new 2003/4 application forms will be available from early September 2003. I f youwould like to receive a copy in the post please call us on 0208 576 7788 so we can addyou to our mailing list. http://www.bbc.co.uk/pudsey/apply/.

Esmee Fairbairn Foundation: You can apply if:

• You are a registered charity OR properly constituted organisation. The purpose forwhich you are applying must be legally charitable and your constitution must allow you tocarry out the work you propose. We will need to see a copy of your constitution or set ofrules. [Read Information to help you apply for further guidance on their website].• Your proposal falls within their funding priorities – see website.• The work for which you want funding will happen in the future, i.e. has not already taken place• The work will benefit a group of people, not an individual• The work will benefit people within the UK.In the first instance please telephone the enquiry number for whichever of ou r fourProgrammes you consider most relevant to your idea.http://www.esmeefairbairn.org.uk/apply.html.

Youth-focused Grant Bodies • 3Youth-focused Grant Bodies • 3Youth Music: Youth Music is a charity which distributes its funds in a variety of ways -open programmes which are open for application - grants of up to £20,000 available -and solicited programmes which are run in partnership with bigger organisations.

Youth Music's current funding lasts until 2005. Over that period they intend to bolsterexisting programmes and provide new music-making opportunities. Youth Music fundsprogrammes which cover all kinds of music - classical, music technology, jazz, folk,Asian music and many others.On their website you can find out further details about each of their programmes,download application forms, find out what programmes are running in your area, and ifyou are already funded by them you can log your events and submit your monitoringform and final report. http://www.youthmusic.org.uk/funding/applicationarea/default.htm.

British Council – Youth Connect: A significant number of progress. Interested readersneeds to see their Web site for further details.http://www.britishcouncil.org/education/connectyouth/download.htm

Youth-focused Grant Bodies • 4Youth-focused Grant Bodies • 4Jack Petchey Foundation: The aim of the Foundation is to help develop the potentialwithin young people aged 11-25, especially those struggling with 21st Century problems.The Foundation is eager to help young people take advantage of opportunities and playtheir part in society. http://www.jackpetcheyfoundation.org.uk/mainpage.html

Shine: SHINE is a dynamic new charity set up to fund educational support programmesfor children and young people from the most disadvantaged parts of Greater London.They focus on value for money investment and proven educational impact. We believethat we can support effective intervention in the lives of children and young people by:• Finding sound organisations to fund;• Developing solid proposals with them which have measurable educational outcomes;• Rigorously monitoring and evaluating all funded projects, establishing the exact impact on raising educational achievement levels; and• Replicating successful projects elsewhere.In order to achieve this they will fund only organisations and p rojects that meet theiressential criteria available from them direct or via CVS. They will also fund core costs.http://www.shinetrust.org.uk/fundingguidelines/index.htm

Youth-focused Grant Bodies • 5Youth-focused Grant Bodies • 5SureStart: Three programmes: SureStart; Child Care Link; Childcare Carers. Contactthe Barking & Dagenham Pre-School Alliance for further information. at: 020 8227 2163.http://www.childcarecareers.gov.uk/index.cfm?fuseaction=1.5.3&region_id=127.

The Welcome Foundation - Pulse: Funding youth arts projects inspired by biomedicalscience. This funding scheme supports performing arts projects that enable youngpeople to engage with biomedical science and encourage them to tackle complex,emotive issues. The key aim is innovation and performing arts companies should comeup with new ways of exploring science and engaging young people. Projects can bedeveloped by, for, or with young people up to 20 years old. Funding: The scheme hasthree levels of funding: grants up to £3000, £10 000, or £40 000.

Youth-focused Grant Bodies • 6Youth-focused Grant Bodies • 6Scope/subject boundaries: Any theme related to biomedical science and/or its widersocial impact can be explored. The funda mental principles of Pulse are empowerment,education, active engagement of young audiences and artistic innovation, so thescheme is as non-prescriptive as possible. Proposals that break normal artisticboundaries are encouraged. There will be no unreasonable restriction on what may besaid about issues around biomedical science. New ideas are encouraged and a list oftopic suggestions below may be helpful as a starting point.http://www.wellcome.ac.uk/en/1/pinpubscisocynghow.html.

Sport England: The National Lottery was set up by the Government in 1995 t o raiseextra money for good causes. Sport was named as one of the good causes to benefitfrom Lottery money and Sport England (then known as the English Sports Council) wasnamed as a distributor. Sport improves the quality of life for all and provides lastingbenefits in areas such as education, health, the regeneration of communities andpromoting social inclusion. Reviewing situation at present.http://www.sportengland.org/lottery/lottery_1.htm

Youth-focused Grant Bodies • 7Youth-focused Grant Bodies • 7The Sutton Trust: The Sutton Trust works primarily with organisations such as schools,universities, community groups, charities and research bodies. They are keen to ensu rethat the p rojects they support have the maximum impact, enabling as man y people aspossible to benefit. They are happy to discuss project proposals before applications aresent in, and as there is no formal application form, they can be flexible in our approachto potential projects. Examples of the type of organisations with which we work can befound in the Projects Information section. If your organisation is looking to apply forfunding, see their Application Guidelines. You can also read some Frequently AskedQuestions about organisation funding. http://www.suttontrust.com/organisations.htm

The Wates Foundation: The Foundation aims to alleviate distress and improve thequality of life by promoting a broad range of social priorities with a core area of specialfocus. Some priorities reflect the interests of particular Trustees. There is emphasis onthe physical, mental and spiritual welfare of the young and disadvantaged aged 8-25.Racial equality is stressed throughout. Grants are concentrated on projects on theGreater London area. http://www.watesfoundation.org.uk/guide.htm

Youth-focused Grant Bodies • 8Youth-focused Grant Bodies • 8Ragdol: F ocuses on g rants to promote projects, activities or event which promote theeducation and development of young children through the arts. Please see web site for‘how to apply’. http://www.ragdollfoundation.org.uk/index.html.

Bridge House Estates Trust Fund: The ir ongo ing p rogramme fund ing cha ritab le ac tivityin London. All work mus t fall into one o f five priority a re as (the se a re the revisedpriorities which came into effec t in May 2003 ):* Acce s s fo r disab led peop le* London 's env ironment* Children and young peop le* Olde r peop le in the commun ity* S trengthen ing the volunta ry and community se ctorshttp://www.bridgehouseg ran ts .org.u k/

Commu nity Fund: P lease see the ir web s ite for bo th criteria (small & la rge gra nts) andapp licat ion form a t: http://www.community-fund.org.u k/

Youth-focused Grant Bodies • 9 Youth-focused Grant Bodies • 9 Living Spaces: A government scheme open to local groups offeringgrants of £1000-100,000 to fund projects that improve communityopen spaces.

Projects that q ualify and how to a pply - G rants can b e used tosupport activities such as; Creating or improving local parks or partsof larger parks; Creating or improving play areas or seating areas;Cleaning up neglected land in residential areas; Carrying out smallplanting schemes on verges or on estates; Restoring ponds,pathways gateways or boundaries.

Ideas for this scheme must come from the community. Groups do nothave to be registered charities. You will need to submit an applicationform, which are available from the www.living-spaces.org.uk websiteor by calling; 0845 600 3190. It is a rolling programme so there is nota deadline. Angela Casey, Groundwork West London. Tel: 020 87433040 E-mail: [email protected]

Youth-focused Grant Bodies • 10 Youth-focused Grant Bodies • 10 Community Engagement: The Forward work programme. Fundingin the region of £20,000 is available to co mmunity/voluntary groupswho are interested in taking part in a major new programme ofcommunity engagement activities around drug prevention, educationand treatment issues.

Projects that qualify and how to apply - In order to take part you mustbe; able to access people from your own community who are willingto undertake training and who you can manage with our support,whilst they work on a community engagement activity, e.g. a n eedsassessment activity. Willing to work with your local Drugs ActionTeam. Able to demonstrate that your community will benefit from thecapacity building opportunities that this project will bring.

Priority areas are: BME communities; Crack cocaine; Reducing drugrelated death; Community led drug resource development; Drug useand alcohol/ sexual health HIV/AIDS/teenage pregnancy. Applicationforms are now available. The closing date for receipt of completedapplication forms is Fr iday October 31st 2003. Eil een Jackson,Centre for Ethnicity and Health, University of Central Lancashire,Preston, PR1 2HE. Tel: 01772 892 774 Fax: 01772 892 780 E-mail:[email protected]

Youth-focused Grant Bodies • 11 Youth-focused Grant Bodies • 11 Make Space Development Fund: What's It For? Grantsto promote after school clubs for 11–16 year olds. Who CanApply? Clubs, schools and youth organisations. What IsAvailable? Grants of up to £15,000. Details - Cl ubs,schools and youth organisations can apply to the fund forgrants to create or develop after school clubs and activities.The use of the grants will be determined by the Make Spaceguidelines which were created in consultation with youngpeople themselves. The clubs should be for 11-16 yearolds, open regularly after school and in holidays. Theyshould provide a space for young people to spend time withfriends and take part in a r ange of activities, including IT,sports, music and arts.http://www.makespace.org.uk/home.asp

Fundraising on the Internet • 13 Fundraising on the Internet • 13 http://www.cypu.gov.uk/http://www.bbc.co.uk/pudsey/aboutus/\http://www.barnardos.org.uk/index.jsphttp://www.childrenincrisis.org.uk/http://www.britishcouncil.org/education/connectyouth/http://www.esmeefairbairn.org.uk/http://europa.eu.int/comm/http://www.hlf.org.uk/http://www.johnlyonscharity.org.uk/http://www.jackpetcheyfoundation.org.uk/http://www.makespace.org.uk/home.asphttp://www.princes-trust.org.uk/http://www.wellcome.ac.uk/en/1/pinpubscisocyng.htmlhttp://www.ragdollfoundation.org.uk/http://www.shinetrust.org.uk/index2.htmhttp://www.surestart.gov.uk/new/default.htmhttp://www.sportengland.org/http://www.suttontrust.com/http://www.watesfoundation.org.uk/http://www.youthsporttrust.co.uk/http://www.youthmusic.org.uk/funding/applicationarea/default.htm

Exiting Fundraising Strategy

Education

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