Local fund-raising

Documentation for local fundraising


Raising local funds from individuals and institutions based on work done is yet to reach its full potential. The prime need here—apart from a good programme!—is to effectively communicate the work done. This communication is an integral part of building public awareness of the organisation, which leads to fundraising.

Communicating the work done is a necessary part of building solidarity and raising funds. Documenting the work done for the purpose is vital to enhance credibility and demonstrate accountability. A strong programme of raising funds locally helps an organisation to diversify its sources of support and funding, leading to a greater degree of sustainability.


This course will enable participants to have a good grasp of techniques and skills to so that the work of the organisation is documented in a manner that ensures that it can be used for communicating the work done and raise funds.


Participants will have input sessions in the forenoon, which will be thematic. They will then translate this [for instance gender] into their organisational needs and make a document [for instance brochure] for communication and fundraising. It is designed so that each participant takes back at least one brochure and an appeal of high quality.


·      The courses are intensive with only 5—15 participants.

·      The courses will be finalised depending on the specific requirements of the participants, within the broad framework given below.

·      Participants must be prepared to do a lot of writing.

·      Preparatory material is sent out a week in advance to maximise course time efficiency.





Introduction to communication and fundraising


Values in, and ethics of, communication and fundraising

Governance – Roles and Responsibilities



Skills and techniques

·      Motivators for Giving and the Philanthropic Spirit  


Communicating to ‘Civil Society’ groups and individuals


Communicating to corporate sector

·      Face to Face Capital Campaigns

·      Legacy Programmes

·      Payroll Giving and Non-Financial Gifts





·      Basics of documentation

·      The importance of local fundraising.

·      The Fundraising Planning Cycle

·      Review of fundraising and the role of Civil Society

·      Basic principles of Resource Mobilisation and Fundraising

·      Analysing the needs of a Programme or Project

·      Analysing the Donor Market

·      Examining the Sources of Potential Income

·      How to Prepare a Budget for your Proposals

·      Fundraising Strategy Plan

·      Media Relations

·      Branding, Marketing, Sponsorship, Cause-related Marketing, Self-Generated Income, Direct Mail

·      Setting up an Administrative System





·      Reporting

·      Skills

·      Essential information systems.

Case study




·      Documentation

·      Communication

·      Fundraising.

Into the organisational information system.