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If we need to raise funds, where do we start?

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Get organised!

If you have an idea or project that you want to put into practice and need some money to make it all happen, then you need to plan ahead to give yourself the best chance of success. The longer you spend on the planning phase the better you will be able to present your organisation and your project or idea to those who might be interested in supporting you.

Get a Constitution!

Even if you only consider yourselves to be an informal voluntary or community group, you should have, and adopt, a Constitution or set of rules. This will help to show that you are well organised and are clear about your aims and objectives. It will also be something to refer back to if there are any disagreements within your group. Some helpful information on how to draw up a Constitution or set of rules can be found on - www.awardsforall.org.uk (click on England then How To Apply and follow links)

Get a set of accounts!

You should always produce a set of annual accounts to show what money has been received and what money has been paid out over the past year. It's a good idea to get your accounts certified as an accurate record by someone not connected with your group.

Get a bank account!

Open a separate bank account for your organisation or group and ensure that at least two people are named as signatories to the account. These two people should not be related. This will help to ensure that nobody can be accused of misappropriating the group's money.

Be clear about what you are raising money for

If you want to raise money for a particular project, idea or area of your work it is a good idea to start by putting some basic information together. Using the headings below, try to be as concise as possible and write a few lines under each one. Get some input from the members of your group and make sure that everyone agrees with the final version.

1. What do we want to do or achieve?

2. Why do we want to do or achieve this?

Perhaps you have consulted local people or undertaken a survey that shows a need for what you want to do. Some basic facts and figures will always help to make a stronger case, e.g. number of children who have no xyz, lack of any xyz in abc area

3. How are we going to do or achieve this?

Include how long it will take as well as the actions you will need to take

4. What do we need in order to do this?

Don't just think about money - think about other resources that you can put into the project, such as volunteers, free professional advice

5. Who will benefit and how?

Be clear about how many people will benefit from what you are doing. Use figures where you can based on realistic estimates.

6. How will we know we are successful/have achieved what we set out to do?

Think about how you will know if what you are doing, which you explained under point 1., has been achieved or is successful, eg a survey of people benefiting when the project is underway to get their opinions.

7. How much will it cost?

Your budget which should be realistic, so do some research and don't err on the side of caution. Remember to include VAT in your calculations if you will incur it but can't reclaim it

Now that you have put this information together you are ready to start thinking about where to get the money from in order to achieve what is involved.

Other useful sources of information

- www.awardsforall.org.uk has useful information about Constitutions and accounts (click on England then How To Apply)

Raising Money For Good Causes £5.99

Pub: Directory of Social Change - online bookshop - www.dsc.org.uk

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