We can take a good look at your charity and let you know if you're ready for a capital appeal. Can you prove the need? Do your trustees and senior people agree about the need for a capital appeal? Do you have the resources to undertake a capital appeal? Have you already engaged architects and do you have some good plans and images? Have y
We can take a good look at your charity and let you know if you're ready for a capital appeal. Can you prove the need? Do your trustees and senior people agree about the need for a capital appeal? Do you have the resources to undertake a capital appeal? Have you already engaged architects and do you have some good plans and images? Have you costed out the project in a professional way? How much capital appeals expertise and experience do you have within your organisation?
We can begin the capital appeal by preparing carefully. Producing the case statement. and appeal brochure. Undertaking the donor research. Recruiting the appeal leaders. Sounding out the principal donors.
When this has been completed we will have enough to write up a Feasibility Report to tell you if the appeal is heading in the right direction or not (and then advise accordingly).
If we get the green light from the feasibility report then we can move on to the main Private Phase when we approach and ask donors of all kinds for their support. This is carried out in a 'quiet' way with personal meetings, lunches and sometimes even games of golf! The Private Phase is the most important part of the capital appeal and wi
If we get the green light from the feasibility report then we can move on to the main Private Phase when we approach and ask donors of all kinds for their support. This is carried out in a 'quiet' way with personal meetings, lunches and sometimes even games of golf! The Private Phase is the most important part of the capital appeal and will bring in 80-90% of the total.
Once we are assured that the appeal will be successful, we then undertake the Public Phase with members of the public fundraising for the appeal. for the last 10-20%.
After some time now living with the coronavirus we can confidently report that all is now 'safe & well' when it comes to capital appeals.
At the beginning of the Covid crisis many projects were put on hold as donors were not too confident giving to a capital project.
But after going through the worst part we see that donors now fully understand about working with the likes of Zoom,/Teams calls and conferences.
Indeed, as everyone has now become confident and used to Zoom calls, we have found that there is a distinct advantage now in that it is now much faster to arrange Zoom calls with prospective donors than it was (in the past) to try and arrange face-to-face meetings with them.
We can now arrange an online meeting with a prospective donor within a week or two - whereas pre-Covid it could easily take up to 4-6 weeks to arrange to meet with them!
Member – Association of Fundraising Consultants (18 years)
Member – Chartered Institute of Fundraising (32 years)
Certified Fund Raising Executive – CFRE (25 years)
Finance Monthly Global Awards – Fundraising Adviser of the Year UK (2017 & 2018)
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