Developing Donor Support: Selected Ways & Means for African Non-profits

This book is made up of two sections: a 7-part narrative of the fund development process, and a set of 43 downloadable templates that are hyperlinked to pertinent sections in the text. The sections complement each other, but they can also be treated as distinct and separate. This means that you can choose to read the work as a tutorial OR to concentrate on either section alone. Do realise that the templates are intended to make developing donor funds more systematic and efficient – they are not short-cuts. They are practical tools to help drive the process from planning and project design, through the imperative stewardship programme and into the communication strategies that underwrite the progression. Each may be accessed by clicking on the link icon wherever it appears in the text. You can also use the QR code on page 12 or click here to download the zip file with all the templates.

The text is essentially a storyboard of the fund development process. It follows the stages, the techniques, and the tools involved in attracting and appreciating donor support that both makers and managers should find useful. But instead of being another macro journey through the duties of a fundraiser, this is more of a micro look at the individual responsibilities and descriptions. The variety of checklists, models, 70 accompanying illustrations, along with the downloadable templates help the reader navigate this journey.

The list of contents is deliberately extensive to make it easy to navigate to any section without laboriously having to scroll through the e-booklet. I would, however, recommend that readers who require a more comprehensive look at the whole process, turn to Jill Richie’s excellent and detailed overview in her Fundraising for Non-profits: A guide to starting and resourcing NPOs in South Africa.

Templates: 

FD 1 Guide to writing a strong mission statement

FD 2 Service Pledge

FD 3 S.W.O.T. Analysis worksheet

FD 4 Strategy Map

FD 5  14-Step Theory of Change worksheet

FD 6 Log Frame Analysis (LFA) worksheet

FD 7 Success Equation worksheet

FD 7.1  Success Equation worksheet – Excel

FD 8  Sample Success Equation

FD 9 Case for Support Statement

FD 10 Case for Support checklist

FD 11 Project Outline Canvas

FD 12 Fundraising Plan worksheet

FD 13 Simple Action Plan

FD 14 Balanced Scorecard action plan

FD 15 Sample Gift Chart worksheet

FD 16 Fundraising Forcaster Worksheet1

FD 17 SAMPLE budget checklist

FD 18 Multi-Yr Budget Template

FD 19 Summary Budget template

FD 20 Operating Budget & Tracker Template

FD 21 Budget-vs-actual-chart

FD 22 Fundraising Campaign Gantt Chart

FD 23 Fund development - Task Tracker1

FD 24 RACI Template

FD 25 Campaign Readiness Profile

FD 26 Cash Flow template

FD 27 Constituency (Ubuntu) Circle

FD 28 Constituency (ubuntu) manifest

FD 29 Prospect information worksheet

FD 30 Key questions grant-makers ask

FD 31 Sample AI Prompts

FD 32 Concept note template

FD 33 Letter of Enquiry template

FD 34 Proposal Template

FD 35 Results-Based Management reporting template

FD 36 Quick cost-benefit worksheet

FD 37 Sponsorship Valuation & ROI templates

FD 38 Sample Sponsorship proposition template

FD 39 Sample Stewardship Plan

FD 40 Strategic communications planning guide

FD 41 Communications plan worksheet

FD 42 Communications Schedule

FD 43 Workload inventory worksheet