Resource Generation

It is a science because it requires a systematic way of

doing it.
 It is a process since it involves steps or procedures on how
to go about it.
 It is an art because it takes one’s creativity to come up
with new ideas to convince a prospective donor to give;
and different people can employ different “tricks” or ways
and means to get what they are asking for.
 It is a profession that is why there are a lot of professional
fundraisers hired by different organizations just to secure
funds.
Elements of Fund Raising

Objective and Purpose of Fund Raiser or Organization

The Requesting Party or Prospective User of Funds

The Prospective Donor – Provider of Funds

The Process of Exchange or Transaction between the

Grantee/Recipient of Funds and the Grantor/
Provider of Funds

Funds involved and the actual use of such fund

Strategies in Fund Raising
1. Externally-Driven Strategies
• Availing of government subsidy or government
programs
• Tapping individual gifts and contributions

2. Internally-Driven Strategies
• Savings mobilization
• Sales of services
• Institutional strengthening and net
working
• Credit and Diversification of service or credit
products
• Holding of special events
Ten Steps to Successful Fund Raising

1. Recognize the value of freedom of choice – the right of

concerned citizens to choose improvement for their
society.
2. Examine your own attitude to money.
3. Define goals clearly.
4. Develop a workable plan of action for spearheading
fund raising action.
5. Select your leaders.
6. Know your “public” (people for or against).
7. Rely on person-to-person contact.
8. Launch fund raising at the right stage in the campaign.
9. Ask for the money (be specific).
10. Don’t forget to say “thank you”.
General Lessons

Giving of grants is influenced not simply by the

viability reasonableness of a proposed project
but also by the credibility, integrity and
reputation of the individual proponent or
leader.
General Lessons

Be more creative to capitalize on partnerships

and networks.
General Lessons

Fund raising is not about money, it is all about

friend-raising and making lasting relationships
General Lessons
Resource Planning

Your Resource Plan

Your Resource Plan

I. Primary Plan
1. Nature
2. Target Amount or Resources
3. People Involved
4. Time Line

II. Secondary Plan

1. Nature
2. Target Amount or Resources
3. People Involved
4. Time Line
End