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Writing your Application | Fundraising
Writing your Application | Fundraising
EXECUTIVE SUMMARY A brief outline of the proposal





Problem
Solution
Funding requirements
Organisation and its expertise

THE STATEMENT OF NEED


Why is this project necessary?
The problem evidence of need, facts and statistics
Who are you helping? comments and quotes from beneficiary group(s)
Why is the issue important?
What would be the consequences if nothing was done to address the need?

PROJECT DESCRIPTION


Nuts and bolts Show how the project will be implemented

Objectives
Methods
Staffing and administration
Monitoring and Evaluation

BENEFITS FOR THE PROSPECTIVE DONOR what will they get out of it?


Business benefits, e.g. value of press coverage and PR
Corporate citizenship, and how it fits with their aims
Opportunities for employee involvement through volunteering
Opportunities for in store/branch promotion
Branding on promotional materials
Networking and contact with key government figures

BUDGET Financial description of the project


How much the project will cost in total?
How much will you need from the funder?
Income already received or expected

ORGANISATION INFORMATION Introduction and background to your Organisation


History
Main activities
Location and size
Aims and objectives
Beneficiaries and services

CONCLUSION Summary of the proposals main points



Final appeal for your project

Big Lottery Fund Application Guidence


[Please see also illustration via the Big Lottery Fund© Click on the BLF Logo below]:






TrainingZONE



Create a form letter for a mailing

Whether you marketing an appeal letter, soliciting donations, or creating your Organisations/Groups Newsletter, the ability to create a form letter in Microsoft Word for Mac really pays off. The Data Merge Manager makes it easy to combine data from the Office Address Book with your letter to create a customised mailing for each contact that you choose. This article will help you:

Prepare the main document for your letter
Select the data source
Select the records you want to merge
Preview and merge data

Prepare the main document for your letter

As with any data merge operation, the first step in creating a form letter is to create a main document. The main document contains the text that you want to include in your letter as well as the instructions for your data merge.

These instructions tell Word what information to include from the Office Address Book. When you print or send your letter, Word combines the instructions from the main document with the information from the Office Address Book in a new document.

1. Click New Blank Document .
2. On the Tools menu, click Data Merge Manager.
3. Under Main Document, click Create, and then click Form Letters.



Select the data source

In the example in this procedure, you will use contact information from your Office Address Book as the data source for your letter.

1. In the Data Merge Manager, under Merge, click Query Options.

2. In the main document, type the text that you want to appear in each letter and insert a merge field where you want to merge data from the data source. For example, type Dear and then drag and drop the First_Name field from the Merge Field section of the Data Merge Manager so that it appears at the beginning of your letter. Your letter should look like this:



Select the contacts you want to merge

After you have selected the data source and created your letter, you can select the specific contacts you want to send the letter to. For example, you can choose to include only contacts that are assigned to a certain category, or you can select certain contacts from your entire address book.

1. In the Data Merge Manager, under Merge, click Query Options.

2. On the List mail merge recipients by pop-up menu, do one of the following:

To select contacts based on Category, click Categories and select the check box next to each category that you want to include.

To select individual contacts, click Complete record and select the check box next to the contacts that you want to include.

Preview and merge data

Before you print your letters, you can preview them to make sure that they appear the way you want them to.

1. In the Data Merge Manager, under Preview, click View Merged Data.

2. Word displays the letter as well as the data from the Office Address Book in place of the merge fields.

Tip To preview the label for a particular contact, click the arrow buttons, or type a record number in the Go to Record box.


3. When you are satisfied with the layout of your letter, you have several options for merging the data:

To send merged information directly to a printer, click Merge to Printer under Merge. A new letter for each of your contacts is printed.

To store merged information in a new document, click Merge to New Document under Merge. A new document is created with a letter for each contact separated by a page break. You can save this document for printing later.

Tip: If you are using Microsoft Entourage as your default e-Mail program, you can send your form letters as e-Mail messages to contacts from the Address Book. For more information about sending form letters as e-mail messages, search for Distribute merged form letters as e-mail messages in Word Help.








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