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Leading Communities

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Leading Communities Mr Patrick Moriarty Director Training and Development www.ourcommunity.com.au – PowerPoint PPT presentation

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Title: Leading Communities


1
Leading Communities
Mr Patrick Moriarty Director Training and
Development www.ourcommunity.com.au
2
Todays Program
Fundraising - developing an annual fundraising
plan The components Addressing the
issues Building Community Partnerships
Identification Partnerships Engagement
Grant Applications for schools Understanding
the Australian grants landscape Identifying and
searching out grants Describing your school in
the best light Outlining a grant
proposal Monitoring, Evaluating and Reporting
Back
3
The Annual Fundraising Strategy for Schools
4
  • Why do we bother with fundraising?

5
Why do we bother with fundraising?
  • From the pilot project we found that
  • 47 never submitted a grant to philanthropy (42
    business)
  • 42 500 or more students vs 10 less than 100
  • Commitment and enthusiasm (8 exc, 32 good)

6
Creating the Annual Fundraising Strategy
  • Participative
  • Simple
  • Priorities for fundraising
  • Creative

7
All Schools Need Funds
Fund Raising is Essential for establishing
andSUSTAININGSocial Capital
8
The Annual Fundraising Strategy
Assign fundraising as a priority responsibility
(Why are you fundraising?) Develop an inclusive
strategy Work out the elements what mix? Gain
School Council approval Communicate widely and
often Keep fresh e.g. Akuna Long Lunch as this
was getting a bit stale changed to Akuna under
the starts
9
Ambivalence about fundraising?
Is the fundraising function highly enough valued
in the school and in the school community? What
fees would result if fundraising did not occur?
10
Who leads the Fundraising Plan and Action
  • Options
  • A designated staff member (or part thereof)
  • The parent body
  • A specifically designated committee with parents,
    interested staff, students

11
A simple fundraising mix
  • Grants
  • Affinity - members, friends, supporters, alumni
    business memberships
  • Individual donations leads to wills, bequests and
    life insurance
  • Community events
  • Sponsorships
  • Business opportunities

12
Annual Fundraising Strategy
  • Grants - Gov, Corporate, Philanthropic
  • Affinity - members, friends, supporters, alumni,
    business memberships
  • Individuals - donations, wills, bequests, life
    insurance
  • Community events sausage sizzle, Annual School
    Concert
  • Sponsorships Major or minor
  • Business Opportunities Hiring Hall, Facilities,
    Catering for Tenders

13
Grant making within a fundraising context


75 of all funds raised come from individuals
donations and bequests and not from grants
14
Members, Friends and Alumni More Funds
  • Relationship Building
  • Establishing an expanding database
  • is there an opportunity for student involvement
  • Communication 4 newsletters a year
  • is there an opportunity for student involvement
  • Ask for additional donations for special projects
  • Invite affinity network to all events

15
To Build Individual Donations
After relationships and initial donation start to
flow from the affinity groups, schools can start
to lock away - Wills, bequests and life
insurance policies 67 rated donor data base as
poor
16
The OC Donations Online Facility the Australian
Giving Centre
  • www.ourcommunity.com.au/giving/main.jsp
  • Younger donors
  • Double the amount of the donation
    (average 125)
  • Attracting donors to the hub as well as the
    organisations
  • Adding to the data base
  • Another source of marketing for donations

17
Community Events
Community events should be fun and if the aim is
to make money, make sure that they make
money..and remember to invite everyone on the
donor data base( BUILDING RELATIONSHIPS IS
NECESSARY TO ATTRACT DONATIONS)
18
The community event business plan
  • Aim
  • Offset Costs (donated, in kind)
  • Minimise Expenditure (single pt of control)
  • Increasing NET profit every year

19
Business opportunities
  • Does the product/activity have to fit the
    school?
  • Is there a market where the issues of equity can
    be addressed?
  • Should the business be a separate entity?
  • Can students be involved?
  • Are there ethical issues?

20
The Business Plan
  • When will the business break even?
  • Will the real costs be covered?
  • How much surplus will be reinvested in the
    business?
  • Is there a business?

21
Lets try and answer some of these key questions
  • Who is accountable for overall fundraising now
    would you change this for any component?
  • Who is in the fundraising group?
  • Relationship to Parent Association
  • What components of the fundraising strategy can
    you realistically expect to develop over the next
    6 months?

22
Values
  • In the next ten minutes discuss who you will or
    wont deal with?

23
Community Partnerships The Mix
Business as a Collection Point
Volunteering
In-kind Donations
Pro-bono or Discounted Services
Sponsorship
Skills and Knowledge
Mentoring
Sharing/Donation of premises and other
Infrastructure
Employment/Work Experience
Community Involvement Programs
Monetary Donations
Scholarships Awards
24
Forming Partnerships The Benefits to Schools
  • Projects and achievements
  • Improved Morale
  • Increased knowledge and skills
  • Profile and Influence
  • Opportunity to develop alternative paths

25
Forming Partnerships The Start
  • What are your values?
  • What does your school community need/want?
  • Who could help?
  • How could they help?
  • Why would they help?

26
Values?
  • Would your school community want your school
    partnering with
  • Fast food?
  • Alcohol?
  • Gambling?
  • Local Government?
  • An environmental group?
  • It is important therefore to set some ground
    rules upfront with your school community - Is
    this a school debate?

27
What do you want/need?
  • Develop a wish list what are you trying to
    achieve through a partnership?
  • Increased profile for school in community
  • Motivate School Community
  • Increase capacity or skills
  • Helps establish Long-Term Fund Raising Strategy
  • Demonstrate that school is part of community
  • MORE THAN JUST MONEY OR GOODS (although money
    is also very welcome)

28
Who Are the Partners?
  • Other Schools a school cluster for bigger
    impact?
  • Local Community Groups (sport? environment?)
  • Local Government (programs, facilities)
  • Major Corporations?
  • Local businesses? What type? What do they bring?

29
For example Collecting on behalf of a School
  • The business having a collection tin or box in
    school colours for a nominated school on its
    front counter for donations from customers or
    visitors.

Paying an amount to a school on goods sold
  • The business providing a percentage of the sale
    price on an item/items to their community group
    partner.
  • The business donating to their partner a 50c gift
    for every one of a specially marketed item
    (cakes, wine) sold.

30
Volunteering
  • Individual volunteering
  • Could see individual business staff reading to
    children at library, or planting trees with
    school for an environment group in an area they
    are trying to rehabilitate.
  • Employee volunteering
  • Could see business staff working together to
    build or improve a school playground, or to act
    as marshals/guides for a special event held by
    the school.

31
  • Partnerships can be one antidote to parent fatigue

32
Volunteering my favourite
  • Joining a school council or committee
  • Where business staff can provide expertise in a
    role on the school council or committee.

33
In-kind Donations
  • Donations of goods
  • A restaurant/cafe donating food for a breakfast
    program.
  • Donations of services
  • Hairdressers providing free haircuts for children
    in need.
  • Donations of resources
  • Business allowing school partner to use your
    photocopier to print off flyers
  • Sharing key promotional vehicles
  • This could see a business advertise an upcoming
    school event or promote school enrolment in its
    newsletters or advertising and vice versa for the
    school.

34
Scholarships Awards
  • Creating a scholarship
  • Business and community group partners can work
    together to create a scholarship in a field of
    mutual interest benefiting the scholarship
    winner and the community.
  • Creating an award
  • An award can be established which can again
    reflect the areas of interest of both business
    and the school.

35
Sponsorship needs marketing
Marketing the messagePositioning the
sponsorThe ethics of particular sponsors for
schoolscorporates government local ..and
large NGOs who want to take their programs to
schools56 rated their ability to identify and
sell an opportunity as poor36 of those that
had sponsors rated the sponsors happiness with
arrangement as poor
36
Sponsorship - marketing
  • Make a list of all marketing vehicles
  • Newsletter
  • Events
  • Conferences
  • Media
  • - local newspaper
  • - community broadcasting station
  • Signage (position, position, position)
  • Can you think of this valuation as a
    cluster/partnership ?

37
Starting the relationship
  • One tactic - Principal for a day
  • the CEO/ owner of business
  • President of Rotary/Lions/Probus
  • local government mayor/councilor
  • Larger NGO
  • Famous past student?

38
Forming Partnerships The Approach
  • Dont ask for your partner to solve the world
    ask for them to tip their toe in the water (build
    the relationship)
  • Develop a professional approach tell them why
    you are a good fit for them?
  • Dont undersell the school community - value your
    assets reputation
  • Professional research the organisation (annual
    reports, what else they have done in your
    community)
  • If you know any staff (or better still have a
    parent who is a staff member or manager) talk
    with them and work out who to approach

39
The Top 10 Tips for developing successful
partnerships
  1. Dont ALWAYS start by asking for MONEY
  2. Start by getting a clear view about what it is
    exactly you want the partnership to achieve
    what does each party bring to the table
  3. Express it simply in a written format and also
    broken down into overheads (no more than 10)
  4. A face to face meeting to present the vision
    (FIND THE DECISION MAKER)
  5. An agreement drawn up with the details and
    questions resolved - sometimes takes a number of
    meetings.

40
The Top 10 Tips for developing successful
partnerships
  1. Establish regular meetings to discuss the
    progress and mutual satisfaction with the project
  2. Gradual deepening of the relationship This can
    be by broadening the relationship or by engaging
    the partner in other events
  3. Internally think about planning for next steps in
    the relationship
  4. Dont assume the partnership is forever plan
    for the separation (in advance who keeps the
    dog)
  5. Thank the partner in writing, in meetings, in
    public

41
The 11th tip
  • If you want to end a partnership QUICKLY
  • Walk across the road and invite a competitor to
    be involved
  • Never thank a partner
  • Always expect something and never give in return
  • Let the relationship stagnate
  • Send a submission like these..

42
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43
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44
Forming Partnerships Communication
  • Communicating with your partners regularly is
    critical if you want to build the relationship.
  • Set up regular meetings
  • Provide partner with information that they can
    use in their own communications (photo
    opportunities)
  • Demonstrate what you have achieved (e.g. survey
    school community?)
  • Tell them what you have done for them and value
    it (who else is paying what e.g. sporting
    clubs, charities)
  • Thank them (regularly)

45
Your table is the group
  • Brainstorm as many partners as possible
  • Select the most likely strategic partner
  • List your marketing values
  • Outline the different ways in which you can
    partner
  • Select the starting point

46
Homework - School Partnerships
  • Identify 2 partners (NGOs, business, local
    government)
  • Spell out ways in which you intend to set up the
    partnership e.g. collection points,
    volunteering, scholarships etc.
  • Estimate the value of school all assets and
    marketing vehicles dont undersell

47
How Schools Can Win More Grants
48
Grant Session Objectives
  • Understanding the Australian grants landscape
  • Identifying and searching out grants
  • Describing your school in the best light
  • Outlining a grant proposal
  • The grant seeking golden rules

49
How well do you fare?
  • Sourcing grants - knowing where the are
  • Process for applying
  • Application itself
  • Relationship management SPAR

50
An Overview of Grants in Australia
  • Government - Federal
  • - State
  • - Local
  • Philanthropy
  • Corporate grants vs sponsorship

51
Government grants in a total grant context
Commonwealth
States
Local
Private philanthropy
Corporate
52
Philanthropic grants
  • Family foundations (e.g. Myer Foundation)
  • Master trusts (e.g. ANZ Charitable Trust)
  • Corporate grant making (Telstra Foundation)
  • Community Foundations

53
1st step is knowing where, when and how
  • Easy Grants Newsletter
  • Information Every Month and support for grant
    seeking
  • Comprehensive - every grant in Aust
  • In time (approx 2 months ahead)
  • Proactive
  • Advice and Tips

54
A winning grant process
  • Agenda item bring up at meetings/ roles
    responsibilities
  • Nominate a scout to search for grants

55
Grant seeking
  • Easy Grants
  • Whats the problem you need to solve
  • Look up the categories
  • Find the grants
  • Assess
  • for suitability
  • amount (ave, min,max)
  • guidelines
  • Check the closing date

56
List problems you want to solve through grants
What is the problem to be solved? How will you solve it? How Much will it cost? How long will it take?
Large proportion of school is CALD and literacy is a major problem Develop a visual storytelling program to assist in their literacy learning 5,000 One year program
Accessibility in school needs to be improved to improve access Ramps to classes 32,000 Three months
57
A winning grant process
  • Develop a process for submission on time
  • Different ways for each organisation
  • Volunteers/ Paid
  • Fulltime/ Part time/ Commission
  • Save time through templates
  • Phone to confirm suitability
  • Research (statistics, relevant data, reference to
    similar successful projects)

58
Finding the right fit to seek grants
  • Select the topic for the issue or area for the
    grant
  • Brainstorm every grants area possible

Draw a matrix
59
Lateral thinking about grants
For example develop a school band
Arts Education Youth Family Community Health Multicultural Disability
Potential Funding v v v v v v v v
Are you doing anything innovative/inclusive?
60
Looking Beyond the Narrow Category View
  • Think outside the square and think how else you
    contribute to the local community.
  • What is your constituency who are your parents
    and what programs do you undertake?
  • Are your activities encouraging healthy practices
    or an anti-drug, anti-alcohol, anti-smoking
    attitudes?
  • Do you service a large multicultural or
    indigenous group?
  • Are you providing opportunities for youth to
    learn leadership skills?
  • What is the school doing to promote harmony or
    community cohesion?

61
The Grants Template
  • Vibrant Description of Your School
  • Re-use for most applications and for marketing
    and communication (e.g. sponsorship
    proposal,brochures)
  • Why is your school the best in the world?
  • What is school known for?
  • Who loves school and why?
  • Your school staff and parent committee
  • Your annual budget
  • (4 to 6 pages on your school Who, What, Where,
    When, Why, How)

62
How do you apply the template
  • grant application applications/forms are unlikely
    to be exactly the sameHowever most if not all
    will want to know about you and your school
  • You now have one document with many sections that
    can be cut and pasted (CAREFULLY) to save time
    BUT it still needs to be tailored to the grant
    (and priorities - DONT just use one for all).

63
You think that the grant suits your needs
  • READ the Guidelines
  • READ AGAIN
  • Check upper and lower limits
  • When does it close (plan to meet it)
  • What is the average grant?
  • What groups/projects/programs have won the grant
    previously?
  • What is the tone, type (i.e. hints) of the words
    used

64
Saving time and creating relationships
  • The phone call
  • The meeting
  • Resilience in the face of the arrogant brush-off
  • Remember court orders apply to stalking (it may
    also heavily reduce your chance of grant success)
    weigh up the relationship (yes/no answers sure
    warning sign)

65
The Proposed Project
  • Define the problem/need
  • Clearly defined and achievable objectives
  • Specific
  • Realistic
  • Achievable within timelines
  • Result in outcomes that can be measured
  • Who is involved (internal/external)?

66
The Methods
  • Activities list them against a timeline
  • Steering of the project
  • Mobilisation and expansion of network
  • Accountable person and CV
  • Professional submission (back of envelope wont
    usually cut it)

67
The Methods
Activity Budget Timetable
Activity 1 June 3 July 4
Activity 2 June 6 July 13
Activity 3 July 14 Aug 29
Activity 4 Aug 30 Nov 30
Activity 5 Dec 1 Feb 27
If template provided - USE IT
68
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69
Timeline
  • Keep it realistic
  • Budget in sync with timeline
  • A milestone spreadsheet?

70
Community Support
  • Evidence
  • Letters-current and targeted to the project
  • Financial - can you do what you say
  • In kind - who is doing what for you
  • Local Newspaper Articles
  • Research (as before)

71
Budget
  • Match budget to activities
  • Match timelines to budget
  • All items of expenditure under headings
  • A percentage of overheads (check)
  • Contingency (check)
  • Cost in volunteer time (check)
  • What are you putting in?

72
Budget Format - Income
Income
Earned Income Ticket Sales, publication sales
Cash Contributions Green Family Foundation (committed) Local Council (pending)
In Kind Contributions Hammer Hardware (timber building supplies) Volunteers _at_ 25 per volunteer per hour Campbell High School (free rent of school hall)
Amount Requested from Foundation for this grant
Income Total
73
Budget Format - Expenditure
Expenditure
Salaries and Wages (Project Specific)
Administration Postage Telephones Stationery and Office Supplies
Rental Special facilities or equipment
Publications Print Electronic Brochures, websites, booklets
Transport Buses, Taxis
Equipment and other project materials (Itemise all project specific items under broad headings)
Evaluation
Contingency Keep to a maximum of 5 of total budget (if allowed)
Expenditure Total
74
Future Sustainability
  • How will the project be sustained?
  • Does this mean continuing past the life of the
    grant? How?
  • Spell out the impact a one off project will have.

75
Layout Clean and Simple
  • On time, by email (if allowed)
  • A summary on the front (if allowed)
  • An index
  • Within a numbered page limit - 4 to 6 max
  • Check spelling, grammar, facts and figures
  • Use bullet points
  • Active rather than passive voice
  • Check that the budget adds up
  • Check that you havent got another grant provider
    named

76
Monitoring
  • Monitoring - systematic and regular updates
  • If in your project plan you have identified
    points of reporting REPORT properly.
  • Even if you havent planned reporting points it
    is worth doing this as it can keep your project
    in track and also identify if you have hit a
    stumbling block.
  • If you have you are better off discussing it up
    front rather than waiting for the crisis to hit.

77
Evaluation
  • Assuming that you have kept your funder informed
    as to the project status it is worthwhile
    evaluating your project at several points.
  • AS you progress keep track of whatever you said
    you would achieve as OUTCOMES
  • Keep checking am I delivering what I said I
    would? How did I say I would evaluate this
    project?

78
What are your outcome measurements?
  • Qualitative parent/child satisfaction,
    perceptions
  • Quantitative - Increased membership, no of
    attendees
  • Horses for courses - size, length, amount if
    its a 200 grant for equipment dont go
    overboard
  • Have you achieved what you set out to do _ LESSON
    DONT OVERPROMISE

79
Winning the grant and more and more
  • Celebrate Internally But first thing to do is
    say thanks
  • Invite funders to any events, openings (if they
    attend acknowledge them in speech)
  • Send regular reports and communications
  • Acknowledge funders on all materials
    (newsletters)
  • and verbally
  • .THEN LET THEM KNOW WHAT ELSE YOU WANT TO DO

80
Not winning is not losing in the future
  • Murder is illegal
  • Ask for a debrief
  • Should more information have been provided?
  • Was there one particular area (or many) where
    they could improve?
  • - Would they consider another application in
    future?

81
Collaboration
  • Everyone is looking for efficiencies
  • Consultation
  • Joint submissions
  • A Learning network
  • DGR - ( tax deductibility) Auspicing/partnering
    it adds weight but we need to see evidence of
    the support e.g. a draft timetable of when
    groups will use facility)

82
Our Community Helping Schools


To become viable, sustainable Dont forget if
you think its bad now .. When I look at the
younger generation, I despair for the future of
civilisation. (Aristotle, 300 BC) Youre never
alone
83
Homework - Grants
  • Develop your 4-6 page school template.
  • Identify who in your school is going to receive
    Easy Grants and identify who will apply (send me
    their details)
  • Apply for at least two grants in the next two
    months Im happy to provide feedback preferably
    send by email to patrickm_at_ourcommunity.com.au
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