Transcript Major Gift Training Seminar

W
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L
C
O
Successful
Community
Fundraising
Events
M
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Linda Pawlowski 2011
Answers please …
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What are your organisation’s objectives?
What type of events do you need?
Who will you invite to these events?
What are your different event
objectives?
What else is happening?
What will your success look like?
Who do you need involved?
How will you publicise the events?
Differentiate between
In-house events
 Arm’s length events
 Community fundraising events
and between
 Different income streams (donations,
raised funds, earned income)
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Project Outline
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Choose one event and run through a
project outline for it (bullets)
Strategy -
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Risks
Accident or Injury
Theft or Sabotage
Problems Relating to Alcohol
No Shows etc.
Liability
Are necessary contracts in place
If you are selling alcohol
you will need a
Liquor Licence
Strategy
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– Risks - Health & Safety
Remember that Health & Safety at Work Act
covers ALL activities that take place in the
public domain
Conduct a risk assessment for each and every
one of your activities
If you are using a commercial fair make sure
that every ride has its MOT and that you obtain
a Safety Certificate for the whole fairground
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Risks – Making it Legal
Liability
 Always take out Public Liability Insurance
 Consider cancellation and all risk cover
VAT
 On the whole small or medium scale events will be unlikely
to be liable for VAT but always check you are exempt
 Charities may be able to claim back VAT so always use
official purchase orders where possible
Public Entertainment Licences
 If you are holding an event where singing or dancing is the
main attraction you may require a Public Entertainment
Licence
Bye-laws covering public places (make yourself
aware)
Strategy 
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Risks – Making it Legal Cont.
Street Collection Permits
 Register well in advance if you want to have a collection on
public property
 Establish the requirements of your local council and abide
by them
 Keep the paperwork and accounting clear so that you will be
able to satisfy the post collection return properly
 Look out for new regulations
Lottery Registration
 5 Types
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Small Lotteries
Private Lotteries
Society Lotteries
Local Authority Lotteries
National Lotteries
Strategy
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– Risks - Health & Safety
Remember that Health & Safety at Work Act
covers ALL activities that take place in the
public domain
Conduct a risk assessment for each and every
one of your activities
If you are using a commercial fair make sure
that every ride has its MOT and that you obtain
a Safety Certificate for the whole fairground
Planning – Marketing & Communications
Joe Saxton, Nfp 2008
What’s the message?
Activity
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Who do you need to target in your
marketing and communications
plan?
Understand your audiences – what is
the pull for them?
Planning -
Budget – Key Points
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Use a simple accounting system
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Estimate your expenses carefully, allowing a wide margin for
problems Best Case/Worst Case
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Make sure that basic expenditure can be met
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Obtain sponsorship and donations early on
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Ask for quotes as far as possible
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Discuss major expenditure with your committee
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Negotiate over everything
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If you need a bank account open it at least two
weeks before you need it
Planning 
Budget
Tracking Your Actual Expenses
Planning -
Event schedule
Implementation
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Finalise plans &
prepare for
implementation
Consider how you will
communicate with key
audiences
Consider how you will
motivate the people
involved in the project
Design and implement
monitoring and
evaluation
Implementation
Briefings
 Verbal – meeting or written
 All staff and key individuals with a
responsibility
 Overview of objectives for event
 Addresses, contact names and numbers
 Event timings
 Notes about special guests
 Q&As
Ongoing Project Activity
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Review
Measure success
Learning
Follow up with key audience
Stewardship
Ongoing Activity - Stewardship
Stewardship is the process whereby an
organisation cares for and protects its
philanthropic support – its gifts and
those who give them – in a way that
responds to donors’ expectations and
respects the act of giving.
Ongoing Activity-Stewardship
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Maximising the impact of your event
Who has been involved?
Thank and be creative to plan ahead
Advise on how donations are being spent
Advise of problems or delays
Tell them about the successes
Invite them to see their achievements