Fundraising Courses Offered
SAIF – www.saifundraising.org.za
Tel: 071 674 6392
Facilitator: Mrs. Di Milford.
Cell: 082 784 3729
Basic Fundraising Training for beginners:
1. Train “fundraiser” using Fundraising Manual No 1 – compiled and trained by Mrs. Di Milford.
2. Work with “fundraisers” and complete the applications for Non-Profit certificate from the Dept of Social Development and the Public Benefit Organisation, Section 18 (a) from SARS in Pretoria.
Check Constitution or Section 21 doc and ensure it is signed by the existing Management or Executive Board. Minutes of meetings – AGM date etc.
1. Continue with the Basic Fundraising Manual and assist delegates to work on a fundraising strategic plan and ensure that all required details are included. Work on a Fundraising Year Planner for the year. Complete a Results Based Management Tool and Activity Schedule together with a Report format. Outline requirements for a “generic” proposal document for each organization attending the training.
2. Summarize Manual 2 – This can be trained at a later stage as a “follow-up” training programme preferably within one year of completing the basic Fundraising Course.
Administration: Ensure that the following system is implemented and continued with.
1. File No 1. – Documents. This file to contain copies of the following documents.
a. Constitution – signed by latest Management or Executive Board.
b. Tax Exemption status.
c. Non-Profit certificate
d. Deed of Transfer – proof of ownership of land.
e. Staff personnel details.
f. Copies of ID docs of management
g. Financial Statements - + previous years. *ensure Audited statements.
h. Budgets in detail
i. Government department’s certificates. (if available)
2. File No 2. – Current donors.
a. This is a list of donors that are currently funding the organisation.
b. Donor information sheets kept in this file.
c. Donor information year planner in this file.
3. File No 3 – Old funding proposals file.
a. A-Z list of donors who have previously funded the organization.
4. File No 4 – New donor information file.
a. Information regarding new donors that have not been approached previously.
5. File No 5 – Proposal follow-up file.
a. This includes lists of proposal submitted but no response to date.
Fundraising Training for those who have been fundraising for more than one year or who have attended the Basic Fundraising Course:
This covers the following:
Analyze the fundraising strategies of a successful non-profit organization by
1.1 Determining the nature of the organisation
1.2 Analyzing the fundraising strategy for the organization
1.3 Determining what role is played in strategy design and implementation by organizations members
In particular, this will enable the learner to:
2.1 Examine the leadership role played by the Executive Board of a non-profit organization in fundraising
2.2 Determine the role played by the fundraising committee
2.3 Determine the rationale for the existence of the organization and its need to fundraise
2.4 Investigate organizational controls over spending
It will also enable the learner to:
3.1 Draft and write personalised letters of thanks and acknowledgement for all donations received
3.2 Establish a method of record-keeping of all donations received and responses made
3.3 Develop a system of periodic contact with all donors throughout the year
3.4 Find ways of recognizing and honouring donors
Added information and discussions:
4.1 Determine reasons why an organisation/cause should be supported
4.2 Recognise the various features of the fundraising terrain in the country
4.3 Determine the extent of corporate support of fundraising ventures, organisations and causes
4.4 Determine and apply ethics in a fundraising context
We then look at:
5.1 Drawing up a strategic plan
5.2 Explain how the Strategic Plan fits into the Fundraising Cycle and Calendar
5.3 Prepare a Case Statement for a non-profit organisation
5.4 Participate in the preparation of a fundraising budget and an action plan.
5.5 Evaluate the results of a strategic planning exercise
This will enable fundraisers to be more proficient in their fundraising strategy and plans.