Fundraising-Blueprint-Small-Charity-Fund

FUNDRAISING
BLUEPRINT

How to use Fundraising Blueprint

Small charities need two things to enable them raise money. They need the knowledge of the nuts and bolts of effective fundraising: what exactly they have to do to raise much needed funds; and they need the actual wording to use in approaches to each of the different types of funding source ( What exact words to use when contacting a local company, local wealthy donor, local cash donor, local legacy or In Memoriam donor for example).

 

In the following pages you will find Guidebooks which set out the methods you need to use and the Documents that to put these methods into effect.

 

Just choose which Guidebooks and Documents you need to implement the kind of fundraising you want your charity to undertake.

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Choose the resources that will help you most to achieve your fundraising targets.

 

GUIDEBOOKS

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Guidebook: How effective fundraising works

Discover that there's much more to fundraising than just collecting money. This Guidebook introduces you to the fundamentals of success from fundraising.

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Guidebook: Basic fundraising strategy

Use this guide to setting up a successful general revenue fundraising strategy, including raising money for core costs. This strategy is used successfully in the UK and all round the world.

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Guidebook: Writing a Case for Support

A case for support is a vital document, especially for Trust and Company Fundraising

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Guidebook: A guide to making Trust Grant applications

A practical guide to making successful applications to Grant-making trusts

Guidebook: A guide to company giving

A practical guide to gaining support from local and national companies

Guidebook: Fundraising by Direct Mail

A practical guide to sending polite but effective letters to members of the public asking for help

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Guidebook: Individual Giving: Fundraising For Major Gifts

A practical guide to gaining the support of wealthy local and national benefactors

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Guidebook: Legacy Fundraising

A step-by-step guide to setting up a successful legacy fundraising programme

Guidebook: Fundraising for Capital Projects

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1. PREPARING TO FUNDRAISE

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Guidebook: How effective fundraising works

Discover that there's much more to fundraising than just collecting money. This Guidebook introduces you to the fundamentals of success from fundraising.

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Introduction to fundraising

Use this Powerpoint summary as a quick guide to the key elements of a successful fundraising programme. Also useful as a presentation to trustees and staff.

Guidebook: Basic fundraising strategy

Use this guide to setting up a successful general revenue fundraising strategy, including raising money for core costs. This strategy is used successfully in the UK and all round the world.

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All Preparing To Fundraise Documents

- Guidebook: How effective fundraising works

- Introduction to fundraising

- Guidebook: Basic fundraising strategy

 

2. WORKPLANS

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Fundraising workflow

Infographic that sets out the building blocks of an effective fundraising programme

Workplan

Build your own fundraising action plan with this template

Workplan – financial projection

Project financial returns from applying the fundraising action plan you have created.

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All Workplan Documents

- Fundraising workflow

- Workplan

- Workplan – financial projection

 
 

3. CASE FOR SUPPORT

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Guidebook: Writing a Case for Support

A case for support is a vital document, especially for Trust and Company Fundraising

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Writing a Case for Support

Here’s the list of all the headings for key information that needs to be in any Case for Support

A guide to making a Case for Support 1

This is NCVO’s guidance on what any Case for Support needs to contain and has a Case for Support template in it.

A guide to making a Case for Support 2

This is guidance given by NCVO and the Cabinet Office on what any Case for Support needs to contain and has a Case for Support template in it.

Example 1 of a successful Case for Support

Here’s an example of a Case for Support that was successful in landing funds and grants.

Example 2 of a successful Case for Support

Here’s another example of a Case for Support that was successful in landing funds and grants.

Example 3 of a successful Case for Support

A further example of a Case for Support that was successful in landing funds and grants.

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All Case For Support Documents

- Guidebook: Writing a Case for Support

- Writing a Case for Support

- A guide to making a Case for Support 1

- A guide to making a Case for Support 2

- Example 1 of a successful Case for Support

- Example 2 of a successful Case for Support

- Example 3 of a successful Case for Support

4. TRUST GRANT APPLICATIONS

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Guidebook: A guide to making Trust Grant applications

A practical guide to making successful applications to Grant-making trusts

Basic Trust Letter – smaller trusts

Use this as a letter template with your own variations to apply to smaller trusts

Grant application to larger trusts

Use this as a letter template with your own variations to apply to larger trusts.

Example of actual trust appeal letter to local and national trusts 

Use this as inspiration, with your own variations, when applying to trusts which welcome a letter rather than applying by form or online.

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All Trust Grant Applications Documents

- Guidebook: A guide to making Trust Grant applications

- Basic Trust Letter – smaller trusts

- Grant application to larger trusts

- Example of actual trust appeal letter to local and national trusts 

 
 

5. COMPANY FUNDRAISING

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Guidebook: A guide to company giving

A practical guide to gaining support from local and national companies

Company letter – looking for senior business leader involvement

Letter reaching out to the local business community for involvement with the charity

Introduction letter – offering to explore mutual interests

Letter reaching out to invite a business to explore how it and the charity can co-operate for mutual benefit

Example 1 of successful company fundraising letter – staff costs 

Take inspiration from this appeal letter to companies for help with staff costs

Example 2 of successful company fundraising letter – donation appeal

Take inspiration from this donation appeal letter to companies

Example 3 of successful company fundraising letter – annual appeal

Take inspiration from this annual appeal letter to companies

Example 4 of successful company fundraising letter – annual ball/event

Take inspiration from this ball/event invitation letter to companies

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All Company Fundraising Documents

- Guidebook: A guide to company giving

- Company letter – looking for senior business leader involvement

- Introduction letter – offering to explore mutual interests

- Example 1 of successful company fundraising letter – staff costs

- Example 2 of successful company fundraising letter – donation appeal

- Example 3 of successful company fundraising letter – annual appeal

- Example 4 of successful company fundraising letter – annual ball/event

6. INDIVIDUAL GIVING: CASH DONATIONS

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Guidebook: Fundraising by Direct Mail

A practical guide to sending polite but effective letters to members of the public asking for help

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Annual Fund advance notification

Use this letter to give donors advance notification that you are shortly going to launch your Annual Fund Appeal

Annual Fund Appeal

Use this letter to launch your charity’s annual appeal to cash donors

Case History Appeal 

Use this letter as the basis for an appeal based on a compelling case history of a beneficiary of the charity’s work.

Summer Appeal 1

Use this letter to launch a Summer Appeal

Summer Appeal 2

Use this alternative letter to launch a Summer Appeal

Volunteer Appeal

Use this letter to invite members of the public to volunteer for your charity

Emergency Funding Appeal 1

Use this letter to raise funds to cover an unexpected emergency

Emergency Funding Appeal 2

Use this Alternate letter to cover an unexpected emergency.

Annual Raffle

Use this letter to launch your Annual Raffle

Monthly Raffle

Use this letter to launch your Monthly Raffle

Annual Prize Draw 1

Use this letter to launch your Annual Prize Draw

Annual Prize Draw 2

Use this alternate letter to launch your Annual Prize Draw

Monthly Prize Draw

Use this letter to launch your Monthly Prize Draw

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All Individual Giving: Cash Donation Documents

- Guidebook: Fundraising by Direct Mail

- Annual Fund advance notification

- Annual Fund Appeal

- Case History Appeal

- Summer Appeal 1

- Summer Appeal 2

- Volunteer Appeal

- Emergency Funding Appeal 1

- Emergency Funding Appeal 2

- Annual Raffle

- Monthly Raffle

- Annual Prize Draw 1

- Annual Prize Draw 2

- Monthly Prize Draw

 

7. INDIVIDUAL GIVING: FUNDRAISING FOR MAJOR GIFTS

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Guidebook: Individual Giving: Fundraising For Major Gifts

A practical guide to gaining the support of wealthy local and national benefactors

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Gift Table

Use this tool for planning every Major Gifts campaign. It helps you decide if you have sufficient prospects at every level of gift to achieve any set fundraising target

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Cultivation Calendar

Use this calendar to plan out contacts with all prospective donors to a Major Gifts Campaign.

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Major Gifts Action List

Use this Action List to guide you in preparation and execution in any Major Gifts campaign.

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Major Gifts Prospecting Guide

Use this guide to help identify good donor prospects to add to your Prospect List

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January Major Donors Appeal Letter

Use this letter to kick-start the year’s Major Gifts fundraising effort.

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Chair of Trustees Appeal Letter

Use this letter during the Major Gifts Appeal year.

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Major Donor Letter – Annual Gift Appeal

Use this letter to ask for a one-off annual gift

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Major Donors Annual Report cover letter introducing legacy giving

Use this letter to introduce donors to the possibility of donating to the charity with a gift in their will.

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Paragraph to add to first letter to Major Donor prospects

This is a useful paragraph to add to a first letter to Major Donor Prospects

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All Individual Giving: Fundraising For Major Gifts Documents

- Guidebook: Individual Giving: Fundraising For Major Gifts

- Gift Table

- Cultivation Calendar

- Major Gifts Action List

- Major Gifts Prospecting Guide

- January Major Donors Appeal Letter

- Chair of Trustees Appeal Letter

- Major Donor Letter – Annual Gift Appeal

- Major Donors Annual Report cover letter introducing legacy giving

- Paragraph to add to first letter to Major Donor prospects

 
 

8. LEGACY & IN MEMORIAM FUNDRAISING

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Legacies — the basics

A quick summary of the basics of legacy fundraising

A Legacy Mailing example

A good anonymized example of an actual legacy mailing that was successful

Assets checklist

Part of your charity’s legacy fundraising ‘toolkit’. Give this document to prospective legacy donors to help them document the assets they may want to give away

A good example of a Certificate of Membership to use alongside a legacy giving circle

Use this Certificate to recognise new members of a legacy giving circle

Example of "Our charity's story"

A key part of your legacy fundraising toolkit is Your Charity's Story. Here's how to create it.

Example of wording for legacy leaflet

A good example of wording for a legacy leaflet

Founders thank you letter

Use this thank you letter template for thanking people who join your Legacy Giving Circle

General Legacy Mailing

Use this as a basis for a general Legacy Mailing or Email

General legacy promotion letter 1

Here's another good example of a legacy promotion letter

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Guide to Types of Legacy Gift

A quick summary of the different types of legacy gift you can ask for.

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Kick-Starting Your Legacy Programme

An easy to follow plan to get your legacy fundraising programme off to a good start

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Legacy leaflet example

A good working example of a legacy leaflet

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Legacy leaflet exampIe 2

Another good working example of a legacy leaflet

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Legacy Mailing - Annual Update

Send this letter to introduce an Annual Update on the charity's work for donors

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Legacy Mailing Example 2

Here's another good example of a legacy promotion letter.

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Legacy Mailing Following Annual Report

Here's another good example of a legacy promotion letter to accompany an Annual Report/Review

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Legacy mailing-annual report

An alternative example of a legacy promotion letter to accompany an Annual Report/Review

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Legacy Officer Job Description 

If you want to recruit a legacy officer, use this job description

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Legacy Pledge Form

Invite supporters to let you know they intend to include a gift in their will.

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Letter to chair outlining responsibiIities 

If you have a Chair of a Fundraising Committee or Trustee who agrees to lead fundraising, this letter can help to clarify responsibilities.

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Make—a—Will-Leaflet copy example 

Use this template as a basis for a general Make a Will leaflet or Email

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Review—Your WiII IeafIet 

Use this as a basis for an invitation to donors to review their will Email

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Role Description - Legacy Working Group Chair

This document provides a description of the role of a Legacy Working Group Chair

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Solicitors first meeting letter

Use this letter to invite local solicitors to meet with you to discuss ways of working together

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Solicitors follow up letter

Use this letter to follow up a first meeting with local solicitors

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Thank you letter — invitation acceptance

Send this letter to thank a new member of your Legacy Giving Circle

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Thank You Letter Following No to Legacy Letter

Use this letter to politely thank a person who declines to join your Legacy Giving Circle

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Thank You Letter for Legacy Support

An alternative example of a thank you letter for joining a Legacy Giving Circle

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Will Planning Guide

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Thank you letters

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General thank you letter

Here's an all-purpose thank you letter

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Guidebook: Legacy Fundraising

A step-by-step guide to setting up a successful legacy fundraising programme

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All Legacy & In Memoriam Fundraising Documents

- Guidebook: Legacy Fundraising

- Legacies — the basics

- A Legacy Mailing example

- Assets checklist

- A good example of a Certificate of Membership to use alongside a legacy giving circle

- Example of "Our charity's story"

- Example of wording for legacy leaflet

- Founders thank you letter

- General Legacy Mailing

- General legacy promotion letter 1

- Guide to Types of Legacy Gift

- Kick-Starting Your Legacy Programme

- Legacy leaflet example

- Legacy leaflet exampIe 2

- Legacy Mailing - Annual Update

- Legacy Mailing Example 2

- Legacy Mailing Following Annual Report

- Legacy mailing-annual report

- Legacy Officer Job Description

- Legacy Pledge Form

- Letter to chair outlining responsibiIities 

- Make - a - Will - Leaflet copy example

- Review—Your WiII IeafIet

- Role Description - Legacy Working Group Chair

- Solicitors first meeting letter

- Solicitors follow up letter

- Thank you letter - invitation acceptance

- Thank You Letter Following No to Legacy Letter

- Thank You Letter for Legacy Support

- Will Planning Guide

- Thank you letters

- General thank you letter