Exiting Fundraising Strategy

Messrs G Owen & Co

Exiting Fundraising Strategy | Training

EXITING FUNDRAISING STRATEGY

Ideas for Today and Tomorrow

WELCOME to Messrs G Owen & Co

Exiting Fundraising Strategy

TRAINER:

VOLUNTARY SECTOR & FUNDRAISING CONSULTANT

PreparationLinking : 1

Go&Co

Training

Group

Funder

Preparation Linking : 2

Gathering evidence of need & the benefits to those served

Preparing

Grant-application

Proposal

Budget

Projections

Guidelines for Initial Report : 1

The following sheet will be completed at your first Monitoring Meeting, when your Contract has been agreed and signed.
There is a column (comments from Service Provider) where your comments will be included on the form. The sections are divided up into 5 catagories to cover all areas of your service delivery. Your project will be monitored under these catagories.
Messrs G Owen & Co

Date:
INITIAL MONITORING MEETING:
Name of Organisation:
Those attending:
Activity/Task Comments from Service Provider
Comments from [Insert Name of Project] Action

1. Work Plan:
Draft Work Plan attached and agreed
2. Targets and outcomes:
Agreed and dates are clear
Methods for evidencing agreed

3. Agreed reporting and dates
Feedback sheets
Statistical data

INITIAL MONITORING MEETING: Date:
Organisation:
Activity/Task Comments from Service Provider

Comments from [Insert Name of Project] Action

3. Agreed reporting and dates
Quarterly Report
4. Processes/expectations clear
Process if Projects are unable to deliver

Forms and cut off dates

Finance expectations/cut off dates
Future Meetings & dates
Meeting 6 months prior to end

INITIAL MONITORING MEETING: Date:
Organisation:
Activity/Task Comments from Service Provider
Comments from [Insert Name of Project] Action

Do you have an Information Pack
Are you clear on the contents
5. Plans and Policies
Is a Referral Process in Place
Is it clear how referrals are made
Is there an Exit Strategy
Is there a Participation Strategy
Does it link to feedback expectations
Have all policies been submitted

Visit to Project
INITIAL MONITORING MEETING: Date:
Organisation:
Are there templates from which will assist
7. Are there any training requirements

ACTIONS AND DATES:
Completion Dates Dates

1 Work Plan
2 Targets and outcomes
3 Reporting and dates

4 Processes and expectations

Info Pack

5 Plans and Policies
Taining needs

Guidelines for Progress Report : 2

Part Year Progress Report

Guidelines

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 to the [Insert title of Leader Monitoring Worker/Leader]. The Form allows you to make your comments to date, alongside comments from the [Insert Project].
Please fill in your comments and email them back to the [Insert Project].
Your feedback forms (from children & young people on the Project) and statistical information will need to be handed in to the [Insert title of Leader Monitoring Worker/Leader].
Once all information is received it will be kept on file and used to measure how well your project is operating.

We will allow you the maximum time to complete information.
For Example:
Quarter 1 (April-June)
Cut Off Date 31st July
Quarter 2 (July- September)
Cut Off Date 30th October
Quarter 3 (October-December)
Cut Off Date 31st January
Quarter 4 (January-March)
Cut Off Date 30th April
If there are concerns from either party, a follow-up meeting may be scheduled to discuss this further.
The shaded column on the Report (Comments from Service Provider) is for any comments you would like to make regarding your progress over the last Quarter. The sections cover 4 catagories: Workplan, Targets and Outcomes, Feedback Sheets and Reports and your Quarterly returns for Finance and for the [Insert the Name of Secton which will oversee monitoring].
To assist you with your comments, we have included the following guidelines:

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

2. Targets and Outcomes Reached-The [Insert Project] will attach your targets and outcomes which were agreed with you at your Initial Monitoring Meeting. The Targets were listed as Actions 1-4. If these have been reached and evidence is attached, please state 'on target'. If this is not the case, please include your comments and any relevent dates for supplying this information.

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

Part Year Progress Report

Guidelines
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.
Statistical Feedback

This is for any information you have received from other Oganisations/Agencies e.g. Information from [Insert statutory and other agencies from which monitoring data can also be collected] etc.

Organisational Report

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

4. Returns from [Insert title of Leader Monitoring Worker/Leader]

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

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

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

Referrals

We would like to know if referrals are coming through the avenues you had anticipated in your Application and also if you are able to refer on to different Agencies and to other [Insert Project] Projects if necessary.

6. Visit to Project

Will give details of the visit and some feedback from the [Insert Project]
Thank you and please do not hesitate to call us if you have any enquiries:

[Insert title of Leader Monitoring Worker/Leader and contact details]
Messrs G Owen & Co
PART YEAR PROGRESS REPORT:
Quarter 1

Name of Organisation:
Quarter 2

Contact Person:
Quarter 3

Date:

Quarter 4

Activity/Task

Comments from Service Provider Comments from [Insert Project]
1. Work Plan updated for next Qrt
Services delivered as anticipated

2. Targets & outcomes reached
Any variations
Action 1
Action 2
Action 3
Action 4
3. Feedback-Reports attached
Feedback from [Insert Service Users Description, e.g. disabled]
Feedback from [Insert description of oter sources from whom feedback can be obtained]

Messrs G Owen & Co
PART YEAR PROGRESS REPORT:
Quarter 1

Name of Organisation:
Quarter 2

Contact Person:

Quarter 3
Date:

Quarter 4

Activity/Task Comments from Service Provider
Comments from [Insert Project]
3. Feedback-Reports attached suggestions to improve systems?
Statistical data attached
Organisational Report included suggestions to improve systems?
4. [Insert Project] Returns
[Insert title of Leader Monitoring Worker/Leader] Rtrns
Were returns submitted on time

All information included
Returns submitted electonically

Information accurate
Messrs G Owen & Co
PART YEAR PROGRESS REPORT:
Quarter 1

Name of Organisation:
Quarter 2

Contact Person:

Quarter 3
Date:

Quarter 4

Activity/Task Comments from Service Provider
Comments from [Insert Project]
Financial Returns
Were receipts on time

Was the information accurate
Did costs remain 'in budget'
5. Policies
All outstanding polices submitted

Has a Participation Strategy been developed

Is Participation Strategy on target

Referral Process
Is referral process in operation
Is there an Exit Strategy
Messrs G Owen & Co
PART YEAR PROGRESS REPORT:

Quarter 1

Name of Organisation:

Quarter 2
Contact Person:
Quarter 3

Date:

Quarter 4

Activity/Task Comments from Service Provider
Comments from [Insert Project]
Were referrals from Agencies suggested in your original application
Were anticipated no's reached

Is there a process in place for referring young people on to other Agencies

Are referrals being made on to other Agencies
If so, how many this Quarter
6. Visit to Project
Have you been visited or date set
SERVICE PROVIDER ORGANISATIONAL REPORT:
Please give an overview of how your Project is going, the good and not so good

along with any changes you have made to service delivery or staffing.
Please include any outings and any feedback or comments received regarding your Service.
Messrs G Owen & Co
PROGRESS REPORT SUMMARY:
Quarter 1

Name of Organisation:

Quarter 2
Contact Person:

Quarter 3
Date:

Quarter 4
[Insert Project] TO FILL IN -
PREVIOUS ACTIONS: CURRENT ACTIONS
c/fwd

1 Completed 1 Work Plan:
2 Completed
3 Completed 2 Targets and outcomes
4 Completed
5 Completed 3 Reports

4 Returns

5 Policies

6 Visit to Project
Incomplete Actions: Comments from [Insert Project]
1
2
3
4
5
Current Actions:

From this Report
1
2
3
4
5
6

Guidelines for Final Report : 3

Messrs G Owen & Co

Guidelines for Final Report

The Purpose of the Final Report:

As a supportive document for alternative funding

As a tool to assist with determining funding beyond 31st 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'.

This Form may be used as a reference for to other Funding Agencies, if required.

Messrs G Owen & Co
Date:

FINAL REPORT:

Name of Organisation:

Those attending:

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

1. Exit Strategy

Is Exit Strategy adequate

2. Targets and outcomes:

Were targets/outcomes met

If not, was their valid reason for this

Was evidencing clear and submitted on time

3.Agreed reporting & dates Were feedback sheets on time
Were Qrtly Reports Submitted

Was information informative

Was statistical data adequate and on time

Messrs G Owen & Co

Date: FINAL REPORT

Name of Organisation:

Those attending:

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

Did the Quarterly Report cover the req'd information

Were Qrtly Monitoring Forms completed/returned on time
4. Processes/expectations

Did Project change significantly from original agreement

Did the Project run without ongoing supervision
Was the Project visited

Did visits reflect information from Reports and feedback

Was the Project flexibile where necessary, adapting to changing needs
Did the Project evidence that young people have been consulted and that the Project has evolved in line with this

Messrs G Owen & Co

Date: FINAL REPORT

Name of Organisation:

Those attending:

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

Were Forms accurate and submitted on time
Were financial receipts submitted on time
Were receipts in a logical order, easily followed and accurately totalled
5. Plans and Policies

Has Referral Process met expectations

Were there referrals on to other Agencies

Did Participation reach expectations and link to feedback expectations
Was there evidence of a need to expand the service
To be completed by the [Insert Name of Project]

Messrs G Owen & Co

Date: FINAL REPORT

Name of Organisation:

Report By:

Total no of targets:

No of targets fully met:

Partially met:

Not met:

Comments for [Insert Name of Project]:

Any further recommendations/comments:

Evidence of Need to Expand:

Getting Beyond the Wastepaper BinPlan 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 Wastepaper Bin Research 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 Wastepaper Bin Package 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 Wastepaper Bin Plan your proposal

PLAN THE PROPOSAL

Organise your information

Gather supporting documents

Decide on a format

Questions & Answers

Where to Get More IInformationHelp Support

Gordon Owen

Web Site

Click on filing tray below:

[Striving to Create Provisions for Tomorrow's Organisations]

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Fundraising Exiting Strategy

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Youth-focused Grant Bodies : 1

Children & Young People’s Unit: General Information. The primary aim of the Region is to develop and manage 34 Children's Fund Programmes, On Track and Street crime programmes that will make a positive difference to the life experience and prospects for children 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's Unit. The London Regional Team is based in the: Government Office for London. Riverwalk House, 157-161 Millbank, London. SW1P 4RR.

Youth-focused Grant Bodies : 2

BBC Children In need Appeal: Deadlines for applying for funds from BBC Children in Need are generally between November and March annually.

New application forms will be available from about early September each year. If you would like to receive a copy in the post please call us on 0208 576 7788 so we can add you to our mailing list, or visit our web site by clicking here.

Esmée Fairbairn Foundation: You can apply if:

You are a registered charity OR properly constituted organisation. The purpose for which you are applying must be legally charitable and your constitution must allow you to carry out the work you propose. They will need to see a copy of your constitution or set of rules. [Read Information to help you apply for further guidance on their website.]

Your proposal falls within their funding priorities

Please see their 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 our four Programmes you consider most relevant to your idea.

Youth-focused Grant Bodies : 3

Youth 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 bolster existing programmes and provide new music-making opportunities. Youth Music funds programmes 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 if you are already funded by them you can log your events and submit your monitoring form and final report.

British Council

Youth Connect: A significant number of progress. Interested readers needs to see their Web site for further details.

Youth-focused Grant Bodies : 4

Jack Petchey Foundation: The aim of the Foundation is to help develop the potential within 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 play their part in society.

Shine: SHINE is a dynamic new charity set up to fund educational support programmes for children and young people from the most disadvantaged parts of Greater London. They focus on value for money investment and proven educational impact. They believe that they 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 projects that meet their essential criteria available from them direct. They will also fund core costs - visit by clicking to their web site here.

Youth-focused Grant Bodies : 5

SureStart: Three programmes: SureStart; Child Care Link; Childcare Carers. [Contact your local Pre-School Alliance for further information].

The Welcome Foundation

Pulse: Funding youth arts projects inspired by biomedical science. This funding scheme supports performing arts projects that enable young people to engage with biomedical science and encourage them to tackle complex, emotive issues. The key aim is innovation and performing arts companies should come up with new ways of exploring science and engaging young people. Projects can be developed by, for, or with young people up to 20 years old. Funding: The scheme has three levels of funding: grants up to £3,000, £10,000, or £40,000.

Youth-focused Grant Bodies : 6

Scope/subject boundaries: Any theme related to biomedical science and/or its wider social impact can be explored. The fundamental principles of Pulse are empowerment, education, active engagement of young audiences and artistic innovation, so the scheme is as non-prescriptive as possible. Proposals that break normal artistic boundaries are encouraged. There will be no unreasonable restriction on what may be said about issues around biomedical science. New ideas are encouraged and a list of topic suggestions below may be helpful as a starting point.

Sport England: The National Lottery was set up by the Government in 1995 to raise extra money for good causes. Sport was named as one of the good causes to benefit from Lottery money and Sport England (then known as the English Sports Council) was named as a distributor. Sport improves the quality of life for all and provides lasting benefits in areas such as education, health, the regeneration of communities and promoting social inclusion. Reviewing situation at present.

Youth-focused Grant Bodies : 7

The Sutton Trust: The Sutton Trust works primarily with organisations such as schools, universities, community groups, charities and research bodies. They are keen to ensure that the projects they support have the maximum impact, enabling as many people as possible to benefit. They are happy to discuss project proposals before applications are sent in, and as there is no formal application form, they can be flexible in our approach to potential projects. Examples of the type of organisations with which we work can be found in the Projects Information section. If your organisation is looking to apply for funding, see their Application Guidelines. You can also read some Frequently Asked Questions about organisation funding.

The Wates Foundation: The Foundation aims to alleviate distress and improve the quality of life by promoting a broad range of social priorities with a core area of special focus. Some priorities reflect the interests of particular Trustees. There is emphasis on the physical, mental and spiritual welfare of the young and disadvantaged aged 8-25. Racial equality is stressed throughout. Grants are concentrated on projects on the Greater London area.

Youth-focused Grant Bodies : 8

Ragdol: Focuses on grants to promote projects, activities or event which promote the education and development of young children through the arts. Please see web site for how to apply.

Bridge House Estates Trust Fund: Their ongoing programme funding charitable activity in London. All work must fall into one of five priority areas (these are the revised priorities)

[Please check their web site for update terms of reference which will change from time to time]:

Access for disabled people

London's environment

Children and young people

Older people in the community

Strengthening the voluntary and community sectors

Community Fund: Please see their web site for both criteria (small & large grants) and application form - click here.

Youth-focused Grant Bodies : 9

Living Spaces: A government scheme open to local groups offering grants of £1,000-100,000 to fund projects that improve community open spaces.

Projects that qualify and how to apply

Grants can be used to support activities such as; Creating or improving local parks or parts of larger parks; Creating or improving play areas or seating areas; Cleaning up neglected land in residential areas; Carrying out small planting schemes on verges or on estates; Restoring ponds, pathways gateways or boundaries.

Ideas for this scheme must come from the community. Groups do not have to be registered charities. You will need to submit an application form, which are available from the

website or by calling; 0845 600 3190. It is a rolling programme so there is not a deadline. Angela Casey, Groundwork West London. Tel: 020 8743 3040 E-mail:

Youth-focused Grant Bodies : 10

Community Engagement: The Forward work programme. Funding in the region of £20,000 is available to community/voluntary groups who are interested in taking part in a major new programme of community engagement activities around drug prevention, education and treatment issues.

Projects that qualify and how to apply

In order to take part you must be; able to access people from your own community who are willing to undertake training and who you can manage with our support, whilst they work on a community engagement activity, e.g. a needs assessment activity. Willing to work with your local Drugs Action Team. Able to demonstrate that your community will benefit from the capacity building opportunities that this project will bring.

Priority areas are: BME communities; Crack cocaine; Reducing drug related death; Community led drug resource development; Drug use and alcohol/ sexual health HIV/AIDS/teenage pregnancy. Application forms are now available. Eileen Jackson, Centre for Ethnicity and Health, University of Central Lancashire, Preston, PR1 2HE. Tel: 01772 892 774 Fax: 01772 892 780 e-Mail:

Youth-focused Grant Bodies : 11

Make Space Development Fund: What's It For? Grants to promote after school clubs for 11–16 year olds. Who Can Apply? Clubs, schools and youth organisations. What Is Available? Grants of up to £15,000. Details

Clubs, schools and youth organisations can apply to the fund for grants to create or develop after school clubs and activities. The use of the grants will be determined by the Make Space guidelines which were created in consultation with young people themselves. The clubs should be for 11-16 year olds, open regularly after school and in holidays. They should provide a space for young people to spend time with friends and take part in a range of activities, including IT, sports, music and arts - click here.

Youth-focused Grant Bodies : 12

Children In Need

Make Space.

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