Course Description

Module Coverage

1. Fundraising Strategies and Ethics

i. Principles of Ethical Fundraising:

  • Importance of maintaining donor trust.
  • Aligning fundraising practices with the organisation’s mission and values.
  • Transparency in communicating fundraising goals and fund allocation.

ii. Strategic Fundraising Approaches:

  • Diversifying funding sources: individual donors, corporations, and grants.
  • Creating annual and multi-year fundraising plans.
  • Tailoring approaches for major donors versus grassroots campaigns.

iii. Fundraising Challenges and Solutions:

  • Addressing donor fatigue and economic challenges.
  • Building resilience through innovative strategies.

iv. Case Study & Example:

  • Case study: A Singapore-based charity’s approach to maintaining donor trust through transparent reporting.
  • Example: Unethical fundraising practices that led to reputational damage.

2. Developing Fundraising Processes and Methods 

i. Creating a Structured Fundraising Plan:

  • Setting clear goals and KPIs for fundraising campaigns.
  • Identifying target donor segments (corporate vs. individual donors).
  • Establishing annual vs. project-based fundraising strategies.

ii. Fundraising Methods for Charities:

  • Direct donations and recurring giving programmes.
  • Corporate sponsorships and matching gift programmes.
  • Peer-to-peer fundraising and crowdfunding initiatives.
  • Special events and charity auctions.
  • Charitable legacy donations and bequeaths.

iii. Legal and Compliance Considerations:

  • Following the Fund-Raising Regulations under the Charities Act.
  • Ensuring proper donor disclosure and transparency.

iv. Case Study & Example:

  • Case Study: How a mid-sized charity structured a multi-year fundraising campaign.
  • Example: The effectiveness of recurring giving programmes in sustaining non-profit cash flow.

3. Grant Writing and Management Best Practices 

i. Essentials of a Successful Grant Proposal:

  • Understanding the funder’s mission and objectives.
  • Crafting a compelling narrative: problem statement, objectives, and methodology.
  • Budgeting and demonstrating value for money.
  • Setting measurable outcomes for evaluation.

ii. Managing Grant Funds:

  • Allocating funds according to donor restrictions and project needs.
  • Monitoring progress and ensuring compliance with grant terms.
  • Reporting outcomes to funders.

iii. Avoiding Common Pitfalls:

  • Misalignment with grant objectives.
  • Poor financial management leading to compliance issues.

iv. Case Study & Example:

  • Case study: Reviewing a successful grant application, highlighting its strengths.
  • Example: Challenges in managing multi-year grants and solutions adopted.

4. Donor Stewardship and Reporting 

i. Building Long-Term Relationships with Donors:

  • Strategies for effective communication: newsletters, social media, and events.
  • Personalising donor experiences for major donors and smaller contributors.

ii. Transparency and Impact Reporting:

  • Structuring reports to show how funds are used and the impact achieved.
  • Balancing quantitative data (e.g., numbers served) with qualitative stories (e.g., beneficiary testimonials).

iii. Accountability Frameworks:

  • Leveraging guidelines from the Code of Governance for Charities and IPCs.
  • Ensuring timely reporting to meet donor expectations and regulatory standards.

iv. Case Study & Example:

  • Case study: A charity’s impactful annual report that improved donor retention.
  • Example: Effective use of storytelling to highlight project outcomes.

5. Fundraising Technologies and Tools 

i. Leveraging Technology in Fundraising:

  • Overview of online donation platforms (e.g., Giving.sg, JustGiving).
  • Using CRM systems for donor management and engagement.
  • Running effective crowdfunding campaigns.
  • Efficiency and efficiency of fundraising (e.g. use of third-party fundraising providers)

ii. Innovations in Fundraising:

  • Virtual fundraising events and hybrid campaigns.
  • Accepting cryptocurrency donations and using blockchain for transparency.
  • Social media campaigns: platforms, strategies, and metrics.

iii. Evaluating Technology:

  • Cost-benefit analysis of different tools.
  • Selecting platforms based on the charity’s size and needs.

iv. Case Study & Example:

  • Case study: How a local charity used a crowdfunding platform to exceed its fundraising goals.
  • Example: Comparing fundraising results before and after adopting a donor CRM system.

Instructor Image

Ee Chuan Yoong

FCA (Singapore), CISA, CISM, CIA, CFE, ISCA (FFP), ASEAN CPA

Current Board Treasurer on three profits spanning a co-operative society, a healthcare association and a professional membership association. Former Chairperson and member of the Audit Committee for SAFRA (the Singapore Armed Forces Reservist Association).Ee Chuan has spent 29 years driving fraud risk management and awareness, internal audit and IT Security, Governance and Cybersecurity with deep exposure to non-profit board roles spanning Audit Committee Chairman, Treasurer and Board Member.Former Head of Internal Audit driving internal audits covering operational, compliance and IT domains in the public sector. Leading data analytics and forensic investigations whilst supporting CET training in procurement audits, fraud risk management and internal controls.He is a Fellow Chartered Accountant (Singapore), Certified Information Systems Auditor, Certified Information Security Manager, Certified Internal Auditor, Certified Fraud Examiner, ISCA Financial Forensic Professional and ASEAN CPA.

4 CPE Hours

Lesson

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