Podcast
Questions and Answers
What is a key difference between remedial and planned public relations programmes?
What is a key difference between remedial and planned public relations programmes?
What is the primary goal of 'fact-finding' in public relations planning?
What is the primary goal of 'fact-finding' in public relations planning?
Which of the following is NOT a key aspect considered when establishing public relations objectives?
Which of the following is NOT a key aspect considered when establishing public relations objectives?
How does the public relations department contribute to successful fundraising?
How does the public relations department contribute to successful fundraising?
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What is the primary purpose of publicity in the context of public relations?
What is the primary purpose of publicity in the context of public relations?
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Why is it important for a planned public relations programme to be flexible?
Why is it important for a planned public relations programme to be flexible?
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Which of the following is an example of an objective that aligns with a fundraising department's goal?
Which of the following is an example of an objective that aligns with a fundraising department's goal?
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What is the final step in the public relations planning process?
What is the final step in the public relations planning process?
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What is the primary advantage of broad-spectrum fundraising for NGOs?
What is the primary advantage of broad-spectrum fundraising for NGOs?
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Which factor is crucial for evaluating potential funding sources?
Which factor is crucial for evaluating potential funding sources?
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Which of the following is NOT a fundraising method mentioned?
Which of the following is NOT a fundraising method mentioned?
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How should potential donors be evaluated to improve fundraising effectiveness?
How should potential donors be evaluated to improve fundraising effectiveness?
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What impact do donor directories serve for NGOs?
What impact do donor directories serve for NGOs?
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What is a critical step before selecting fundraising methods?
What is a critical step before selecting fundraising methods?
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Which statement about missionary organizations is accurate?
Which statement about missionary organizations is accurate?
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Why is research on potential donors vital for an NGO's fundraising efforts?
Why is research on potential donors vital for an NGO's fundraising efforts?
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What is the primary purpose of a philosophy statement in an organization?
What is the primary purpose of a philosophy statement in an organization?
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How do Christian organizations typically demonstrate their beliefs?
How do Christian organizations typically demonstrate their beliefs?
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Why is it crucial for NGOs to identify their stakeholders?
Why is it crucial for NGOs to identify their stakeholders?
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What should goals developed by an organization be based on?
What should goals developed by an organization be based on?
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Which characteristic is essential for a clearly written goal?
Which characteristic is essential for a clearly written goal?
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What effect can vague goal-setting have on an NGO?
What effect can vague goal-setting have on an NGO?
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What is a potential drawback of setting value-laden goals in an NGO?
What is a potential drawback of setting value-laden goals in an NGO?
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Which of the following examples would be considered a well-defined goal?
Which of the following examples would be considered a well-defined goal?
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Which group consists of individuals who were previously supporters of the NGO but are currently not providing support?
Which group consists of individuals who were previously supporters of the NGO but are currently not providing support?
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What is the primary benefit of involving board members and volunteers in validating the needs statement?
What is the primary benefit of involving board members and volunteers in validating the needs statement?
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What is essential in the communication plan to ensure effectiveness?
What is essential in the communication plan to ensure effectiveness?
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What type of donors are characterized by their current active support for the NGO?
What type of donors are characterized by their current active support for the NGO?
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Which action is recommended to effectively recruit new donors for an NGO?
Which action is recommended to effectively recruit new donors for an NGO?
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In relation to volunteers, what mindset should NGOs maintain for optimal engagement?
In relation to volunteers, what mindset should NGOs maintain for optimal engagement?
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What outcome should a validated needs statement lead to in an NGO?
What outcome should a validated needs statement lead to in an NGO?
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What distinguishes future donors from other categories?
What distinguishes future donors from other categories?
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What is the first step in the strategic planning process?
What is the first step in the strategic planning process?
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Who primarily holds the responsibility for strategic planning within an organisation?
Who primarily holds the responsibility for strategic planning within an organisation?
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Which phase of the budgeting process comes last?
Which phase of the budgeting process comes last?
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What must be defined before preparing a budget?
What must be defined before preparing a budget?
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Why is it important for people to be involved in designing a strategic plan?
Why is it important for people to be involved in designing a strategic plan?
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What is the purpose of conducting a SWOT analysis during the strategic planning process?
What is the purpose of conducting a SWOT analysis during the strategic planning process?
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In what way does the budget support fundraising efforts within an organization?
In what way does the budget support fundraising efforts within an organization?
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What role does budget comparison play in the budgeting process?
What role does budget comparison play in the budgeting process?
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According to the passage, what is the primary purpose of a cash budget?
According to the passage, what is the primary purpose of a cash budget?
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Which of the following is NOT a source of cash for an NGO, as mentioned in the passage?
Which of the following is NOT a source of cash for an NGO, as mentioned in the passage?
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What is the starting point for analyzing the uses of cash in a cash budget?
What is the starting point for analyzing the uses of cash in a cash budget?
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Which of the following is an example of capital expenditure, as mentioned in the passage?
Which of the following is an example of capital expenditure, as mentioned in the passage?
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Why is it important for corrective action systems to be future-oriented?
Why is it important for corrective action systems to be future-oriented?
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What is a key characteristic of an effective corrective action system?
What is a key characteristic of an effective corrective action system?
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Which of the following is NOT a factor emphasized by the passage as contributing to the effectiveness of corrective action systems?
Which of the following is NOT a factor emphasized by the passage as contributing to the effectiveness of corrective action systems?
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How do special project budgets contribute to the fundraising planning process?
How do special project budgets contribute to the fundraising planning process?
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Flashcards
Broad-spectrum fundraising
Broad-spectrum fundraising
A fundraising approach that diversifies financial sources to ensure resilience.
Financial resilience
Financial resilience
The ability of an organization to withstand financial challenges without major distress.
Individual donors
Individual donors
The primary source of funding for Christian NGOs, often more reliable than large organizations.
Fundraising methods
Fundraising methods
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Gift source analysis
Gift source analysis
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Potential giving sources
Potential giving sources
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Donor directories
Donor directories
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Research on donors
Research on donors
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Past Donors
Past Donors
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Active Present Donors
Active Present Donors
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Inactive Present Donors
Inactive Present Donors
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Future Donors
Future Donors
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Needs Statement
Needs Statement
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Communication Plan
Communication Plan
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Volunteer Force Activation
Volunteer Force Activation
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Face-to-Face Solicitation
Face-to-Face Solicitation
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Philosophy Statement
Philosophy Statement
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Christian Organisation Beliefs
Christian Organisation Beliefs
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Stakeholders
Stakeholders
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Goal Development
Goal Development
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Value-Laden Goals
Value-Laden Goals
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Vague Goals
Vague Goals
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Clear Goals
Clear Goals
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Missionwork Example
Missionwork Example
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Cash Budget
Cash Budget
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Purpose of Cash Budget
Purpose of Cash Budget
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Revenue Budget
Revenue Budget
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Expense Budget
Expense Budget
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Capital Expenditure
Capital Expenditure
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Special Project Budget
Special Project Budget
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Corrective Action Systems
Corrective Action Systems
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Characteristics of Effective Corrective Actions
Characteristics of Effective Corrective Actions
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Strategic Planning Process
Strategic Planning Process
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SWOT Analysis
SWOT Analysis
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Mission Statement
Mission Statement
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Stakeholder Analysis
Stakeholder Analysis
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Organizational Goals
Organizational Goals
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Budget Preparation Phase
Budget Preparation Phase
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Budget Comparison Phase
Budget Comparison Phase
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Corrective Action
Corrective Action
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Public Relations
Public Relations
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Publicity
Publicity
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Remedial Programme
Remedial Programme
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Planned Programme
Planned Programme
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Fact-finding
Fact-finding
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PR Planning Process
PR Planning Process
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Establishing Objectives
Establishing Objectives
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Public Awareness
Public Awareness
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Study Notes
Theology of Fundraising
- Disagreement exists on the Biblical model for fundraising, with some advocating against it and others towards manipulation.
- Examples of fundraising are found in both the Old and New Testaments.
- Numbers 18, the Levites were funded by the tithes of the people.
- 2 Corinthians 8-9, Christians are encouraged to give to those in need.
- 2 Corinthians 9:6-15 discusses giving, highlighting the giver's rewards (dependence on God, more giving) and impact on others (meeting needs, glorifying God, proving faith, fostering love and prayer).
- The church's ministry, as depicted in Acts, encompasses various needs (handicapped, widows, orphans). However, many of these roles are now assumed by parachurch organisations or the government.
- Missionary NGOs are often parachurch organizations and largely operate independently from local churches.
- Christians should prioritize giving to their local church before supporting parachurch organizations.
The Problem
- 87% of US charitable giving goes to religious causes in the past decade, reflecting a similar trend in South Africa.
- South African Christian NGOs often lack professionalism in their fundraising planning.
- Expenditure planning is usually robust, but income planning is often lacking. This includes crucial aspects such as: defining the organization's business, specifying needs, defining objectives, developing fundraising methods, assessing fundraising expenses, and planning for NGO operations.
- Many South African Christian organizations often indirectly request funds by mentioning financial needs in letters and newsletters.
The Solution
- Fundraising is a demanding, systematic process.
- Any organization, large or small, can develop and implement a sound fundraising plan.
- A fundraising cycle provides a framework for planning, especially for new NGOs.
- A book titled Making Volunteering Work (ISBN 0-9583948-7-3) by Michele Williams is recommended for volunteer engagement.
The Fundraising Cycle
- Step 1: Examine the Case – Document the organisation's mission, needs and reasons for support. Not fundraising proposal but an in-depth case statement to support it.
- Step 2: Analyse Market Requirements – Assess if the cause and financial needs are worthwhile and supported by the community.
- Step 3: Prepare Needs Statement – Detail the organization's needs, verified by all stakeholders. Translated into programme plans including a budget.
- Step 4: Define Objectives – Clearly defined goals and measurable objectives for each project, leading towards broader goals. Directly tied to the project budget and fundraising.
- Step 5: Involve Volunteers – Engages volunteers in the planning process to foster commitment.
- Step 6: Validate Needs Statement – Gather input and feedback from all relevant stakeholders to ensure the needs statement accurately reflects current needs.
- Step 7: Evaluate Gift Markets (Sources) – Identify potential donors from individuals, trusts, corporations, and government. Assess the capacity and interest of each source.
- Step 8: Select Fundraising Vehicle - Choose appropriate fundraising methods (annual funds, direct mail, special events etc).
- Step 9: Identify Potential Giving Sources – Evaluate potential donors in terms of their capacity, interest, and accessibility.
- Step 10: Prepare Fundraising Plan – Transform research and conclusions into a structured plan. Address important questions (case, soundness, objectives, needs, budget, available resources).
- Step 11: Prepare Communication Plan – Craft a strategy to effectively communicate the organisation's needs to potential donors. Includes feedback and questions.
- Step 12: Activate the Volunteer Force – Involve volunteers in face-to-face interactions with potential donors to help secure donations.
- Step 13: Solicit or Ask for the Gift – Someone proactively seeks donations from potential donors.
- Step 14: Renew the Gift – Follow up with past donors proactively to maintain the relationship and build repeat giving.
Fundraising Preparation
- Effective planning is critical for fundraising success.
- Organizations should develop a strategic plan encompassing not just operational details but also a broader scope examining potential opportunities and threats.
- Public relations plans, consistent with overall organizational objectives, should be developed.
Fundraising Preparation - Fundamental Organisational Issues
- Identify the organisation's current position (personnel, projects, services, operations, facilities)
- What kind of business is being operated? Understand organisational mission and objectives.
- Conduct a SWOT analysis (identifying strengths, weaknesses, opportunities, and threats).
- Be mindful of the relationship between the NGO's business and its surrounding conditions, especially considering the need to maintain a consistent belief system (like if the NGO is religious).
Environmental Scanning and Forecasting
- Regularly assess external factors impacting the organisation.
- Monitor economic conditions (interest rates, inflation, unemployment, commodity prices).
- Be aware of changes in laws, regulations, and the political climate.
- Track technological advancements to leverage and adapt to changes.
- Be attentive to trends in social, demographic, labor markets, etc.
- Track and understand competition for donations and funding.
Organisational Identity Issues
- Develop clear statements of mission and philosophy, identifying stakeholders.
- A well-defined mission statement concisely communicates the organisation's purpose and should be used in all communication with donors. Stakeholders' analysis helps identify the ideal donor base.
Organisational Values and Philosophy
- Craft a philosophy statement clarifying the organisation's core beliefs and principles.
- Identifying stakeholders allows a better understanding of whom serves and how donations will be used to achieve their needs.
Goal Development
- Translate issues from the internal and external scans into measurable organizational and divisional goals.
- Communicate goals clearly and with measures of success.
Organisational Goals
- Establish priorities for the entire organisation.
- Align divisional goals with the overall organisation's mission.
- Set a reasonable number of goals for each planning cycle.
Divisional Goals
- Align with the organisational goals.
- Provide guidance for operations and measuring performance.
Fundraising Goals and Plans
- Set realistic revenue goals dependent on community, past giving, project needs, and other external factors.
- Develop long-term strategies to build a stable donor base (e.g., annual giving programmes).
Developing Action Steps and Schedules
- Operationalize the plan with specific, measurable action steps and timelines.
- Allocate responsibility for each objective.
Tying the Plan to The Budget
- The plan must correlate to the budget.
- A budget should communicate expected expenses.
Budgeting Phases
- Preparation: Finalize policies, plans, and goals before budgeting.
- Comparison: Regularly compare actual results against anticipated results.
- Reaction: Have response mechanisms to address deviations between planned and real outcomes.
Budgeting Methods
- Incremental: Build on the previous year's budget with adjustments.
- Zero-based: Create a completely new budget, meticulously accounting for every expense.
Types of Budgets
- Revenue (Income): Detail all sources of income.
- Expense: Categorise and account for expected costs.
- Cash: Predict inflows and outflows of funds.
The Budgeted Income Statement and Balance Sheet
- Integrate all sub-budgets into the overall picture.
Tracking and Measuring
- Monitor progress towards goals.
- Respond to issues promptly and adapt as needed.
- Employ systems to ensure accuracy and relevance in the information collected.
Public Relations Programme
- Actively engage with stakeholders.
- Craft effective communication strategies.
- Develop procedures for programme evaluation and modification.
The Case Statement
- Develop a thorough and detailed case highlighting needs, solutions, and justifications for support.
The Fundraising Proposal
- Communicate the organization's story, needs, and the value proposition for prospective donors.
- Tailor proposals to the specific interests of each audience.
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Description
Explore the complex theology surrounding fundraising in Christianity, drawing insights from both the Old and New Testaments. This quiz discusses biblical principles of giving, the role of the church, and the impact of non-profit organizations on local ministries. Test your understanding of these theological perspectives and their practical implications.