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Maximizing Charitable Fundraising: Strategies and Challenges

This article delves into the nuances of fundraising for charities, exploring financial strategies, diversifying income sources, and navigating challenges such as government grants and stakeholder management. Learn about asset allocation, bequests, and smarter giving practices.

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Maximizing Charitable Fundraising: Strategies and Challenges

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  1. Charities and their Finances

  2. Half of us are emotional analysts

  3. FUNDRAISING CAN BE EXPENSIVE Merchandising Collections Sponsorship Bequests Source: Fundraising Institute, 1995

  4. Total Income 8%* *Excluding the Victorian Bushfire Appeal by Red Cross

  5. Fundraising Income 2%* N = 165 charities * Excluding the Victorian Bushfire Appeal by Red Cross

  6. ASIAN TSUNAMI APPEALS • Rasied $302m one off 10% increase in giving

  7. TSUNAMI GIVING PER CAPITA • Australia $13.86 • UK $13.84 • USA $4.22

  8. Bequests N = 165 charities

  9. Charitable Donations Scheme Donations linked to corporate profits Hunter Hall shareholders give 5% Total Donations to date of over $7.4m

  10. Cost Base Challenges • Gov’t grants short-term • Managing stakeholders is expensive • Aquitting grants is expensive • Competition for talent • Compliance and regulatory overheads

  11. Diversifying Income • Gov’t grants • Public fundraising • HNW supporters • Pledges – social media • Bequests • Corporate partnerships • Cause-related marketing • Social enterprise • Trusts, PPFs and foundations

  12. Charity Asset Allocation Vinnies NSWVision Aust. Investments and property $320m $177m % % Cash 30 2 Fixed Interest 2 8 Shares 1 25 Property 67 59 Managed Investments - 6

  13. Asset Liability Matching Liability Asset Class Cash management account Term deposits Diversified fund Equities for dividend growth Property/growth assets • Working capital • Grants in advance • Capex reserve • Purpose-related bequests • Corpus

  14. Smarter Giving • Discourage low-return, low-connection giving • Support innovation and excellence • Give infrastructure and long-term giving a premium • Board members, be active and clear • Financial circumstances + cause

  15. Smarter Giving It’s OK to ask questions and get the facts. Good people and good charities expect it.

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