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Fundraising & Small Grants Workshop

Copyright © 2016 SteetGames UK

Learning Outcomes

You should now:

• understand the current fundraising landscape and the different sources of funds for doorstep Sport

• recognise the differences between sources of funding

• understand the different approaches required for compiling small grants

• be able to clearly demonstrate in your application the local economic, social and sporting needs. As well as the impact your project has

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Getting to know you..

• Favourite food?

• Favourite Sports Team?

• If you could have tickets to any sporting event what would it be and why?

• If you could be a film or TV character for a day who would you be and why?

Module 1:

Understanding the fundraising landscape at present and the challenges of securing funding

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What is Fundraising?

• In pairs discuss what you think fundraising is?

• Create a definition for Fundraising

What is Fundraising?

• Fundraising does not have anything to do with money?

• If this statement is true what is fundraising?

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Who do you Know?

Questions to consider

• Who do I know?

• Who brings the children to the sessions?

• Who do the volunteers know?

Challenges

What do you believe are some of the challenges faced when trying to bid for funds within the community sport sector?

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Module 2:

Recognising the differences between a grant, commissions and commercial contracts

Definitions

• Match the definitions to the sources of funding

• What is the best type of Funding?

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What is the most effective form of fundraising?

£4.28

£9.56

£2.97

£2.38

£6.44

£2.06

£-

£2.00

£4.00

£6.00

£8.00

£10.00

£12.00

CommercialSponsorship/Charity of

the year

Trusts and Small Grants Individual WealthyDonors

Fundraising Events Direct DebitGiving/Memberships

Local fundraising

Series1

Small Grant v Big Grant

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Module 3:

Small Grants Overview

Standard Requirements

What are the standard requirements for a small grant application?

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Governance/Incorporation

What is Best?

• Registered Charity

• Community Interest Company (CIC)

• Social Enterprise – Company limited by guarantee

Bid Writing Priorities

• In what order would you work on each of the components above for a grant application or funding bid?

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Stats

What stats can we use?

• What statistics could you use as evidence within an application?

• Why and when should they be used?

• Where do we get them from?

Evidence & Data

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Module 4:

Understanding & writing effective bids for small grants

Researching the funder

In groups discuss:

• what info you may require about a funder that will help you decide whether or not to apply to them

• where are you going to find this information?

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Which Grant?

Which grant shall I apply for?

• Awards for All v Sport England Small Grant

• Both funders will fund sport

• What are the key differences? – Discuss

Which Grant?

• All funders have a clear idea of what they will fund

• What are the key elements of your project?

• Is it an increase in sports participation?

• Is it to improve health and wellbeing?

• Is it more about the social side of sport?

• Is it more about the wider benefits of sport?

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What needs to go into an application for a small grant?

• Introduction

• Brief history of organisation (Include the organisations values)

• Why the need for the project?

• What are the projects key objectives?

• How will this be achieved?

• Future needs

• Project budget and funding required?

Introduction to your Project

• Describe your project in 3 words or 3 very short sentences

• Using the template complete the 1st section - A brief Introduction to your project

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What is Eligible for Funding?

What Are Funders Looking For?

• Clear outputs and outcomes that focus on new activity

• Meet funders priorities (usually sports development priorities)

• Well planned & managed programme

• Accurate costings

• Good evidence of need

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What is Eligible for “in-kind” Contributions?

• What is an “in-kind” Contribution?

• How do you show it within an application?

• Why and how would you prove its value?

What is Eligible for “in-kind” Contributions?

IN-KIND - Partnership Funding (Taken from Sport England Active Women Funding Round)

Eligible Ineligible

Officer time - Employment of new additional officer

Existing Officer time – where existing position is backfilled and that the particular officer to be part of the action plan and project costs offers recognised specialist expertise. A compelling argument would have to be made.

Reductions in facility hire – facility must be usually hired out on a regular basis for a monetary value and demonstrated through audited documentary evidence

Marketing and Advertising Costs – where they are directly linked to interventions and activity

New equipment

Office and Administrative Service Costs - including office rental, telephone, stationery etc that are directly concerned with new activity required to deliver the project.

Transport Costs – where funded by a partner. Don’t forget actual purchase of vehicles are ineligible.

Volunteer Time – must meet the 4 principles criteria and accumulate to no more than 10% of in-kind partnership funding

General running costs (i.e. tax, electricity and gas bills)

Maintenance expenditure

Expenditure before award (prior commitment) unless without prejudice permission is awarded

Existing officer time (e.g. sport development officer) - acceptance would usually imply a revenue subsidy of public services and therefore substitution

Speculative income - (i.e. income to be raised throughout future years)

Time spent preparing funding application

Management time (e.g. management of CSN and co-ordination of CSN)

Provision of personal sports equipment and clothing

Self-Monitoring & evaluation costs or officer time

General Marketing and Advertising Costs – where they are NOT directly linked to interventions and activity

NOTE: all eligible in-kind contributions must be accounted for through a formal documented audit trail

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How do you Measure Impact?

• Firstly consider what impact your project will have

• Is it measurable?

• If so how will you measure it and then record the data

• Does the funder stipulate what they expect in the way of impact

Outputs & Outcomes

• What is the difference?

• Does it matter?

• Make sure you understand what the funder is looking for

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Good / Bad Application

Read the Streetwise trusts criteria and then the two example applications

• Who would you give a donation to?

• Why?

Common Mistakes

• Grant requirements and application instructions not read

• Unnecessary information sent

• Poorly presented

• No statement of how the money will make a difference

• No accounts sent

• Status of organisation not shown

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Common Mistakes

• Application impersonal – Appears to be mass produced

• Communication over friendly in tone

• Insufficient information sent to support application

• Amount of funding required not stated

• Application too plush

What do you do if successful?

• Acknowledge receipt of grant with a receipt

• ALWAYS send a thank you letter

• If you feel it is appropriate invite them to the project

• Keep records of amount of grant, and when received

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Tips & Tactics

1. Have a clear and descriptive title for your bid

2. Use language of funder wherever possible

3. Gain additional proof for the need not just your word alone

4. Don’t write the bid alone – appoint a bid team if possible

Tips & Tactics

5. Always be clear and concise – never waffle!

6. Clarify who you are, what you do, what your project is, how much it will cost and why they should give you the grant!

7. Prove credibility and track record: refer to quality assurance awards; previous grants secured; letters of support from organisations & individuals; quality of people who run your organisation

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Tips & Tactics

8. Use bullet points as they are effective at giving a clear, concise and professional message

9. Always get quotes or Estimates – improve your chances of getting a grant by getting accurate costings

10.How to work out in-kind costs (what is eligible)

Tips & Tactics

11.Emphasise robust financial controls are in place

12.Always mention MONITORING and EVALUATION to outline set targets and checking systems are in place

13.Always mention SUSTAINABILITY!

14.Avoid rushing the application

15.Keep good records

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Small Grants Available & Your Experiences…

Module 5:

An overview of large grants

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Large Grants

Large Grants Overview

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Module 6:

Summary & Evaluation

Summary

1. Exceed funders requirements – never rush the compiling of the grant application

2. Never be afraid to phone the funder and discuss your project with them

3. Develop a project to meet the criteria asked for – don’t force an existing project into a new bid!

4. Make sure you meet the needs of the funder and the community

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Summary

5. Ensure lots of quality evidence – it equates to a proven track record!

6. Mix technical answers with examples of good practice

7. Follow the instructions relating to the requirements of the bid very carefully and complete all sections, answer specifically and stick to word limits!

8. Wherever possible, have a dedicated bid writer!

Learning Outcomes

By the end of this session you should:

• understand the current fundraising landscape and the different sources of funds for doorstep Sport

• recognise the differences between sources of funding

• understand the different approaches required for compiling small grants

• be able to clearly demonstrate in your application the local economic, social and sporting needs. As well as the impact your project has

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Questions & Evaluation

Thank you for your efforts, for more case studies and infographics visit: http://www.streetgames.org/resources/case-studies

Copyright © 2016 SteetGames UK