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New
from the Capital Appeals Team |
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case
studies |
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 Action
Planning’s capital appeals team is led by Margaret
Martin and helps organisations to secure large sums of
money to fund capital projects. We can provide a comprehensive
service from start to finish, from an initial health
check on your readiness to launch an appeal or a fundraising
feasibility study through to full campaign management, ‘hands
on’ fundraising, mentoring, training and ongoing
support.
Planning and preparation
are the keys to success when running a capital appeal
and Action Planning’s capital appeals team
helps clients to follow a proven route. Drawing upon
years of fundraising experience with a wide range
of organisations, and making use of extensive in-house
resources including research and bid-writing teams,
we provide a range of services which span the whole
capital appeal process. These include:
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a health
check to see
whether the organisation is ready to embark upon
a capital appeal; what steps need to be taken
in preparation and what timeline is achievable,
plus our recommendations for the way forward. |
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a fundraising
feasibility study which gives an external perspective on whether
the appeal target can be achieved and where the
funds are likely to come from. It typically includes
developing the ‘case for support’,
the business case as to why a donor should support
the project, quantitative desk and on-line research
to identify possible sources of funding, qualitative
research, personal interviews with a sample pool
of potential donors and supporters to test the
case for support, seek opinions on the project
and assess the potential level of financial support,
and preparation of a final report which evaluates
the findings, assesses how much might be raised
over what time frame and recommends the most effective
strategy to achieve this.
We can also use our ‘Wealth Intelligence’ service
to screen your database, if you have one, against
the largest UK database of the wealthy, to find potential
major donors amongst your supporters. |
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support with the implementation
of your appeal, which is tailored to your needs.
We can undertake individual elements within the
appeal such as Appeal Committee management, major
donor development, bid-writing or research, help
you appoint an appeal manager or place with you
an experienced Action Planning consultant to prepare
and deliver the strategy and fully implement the
appeal. |
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mentoring,
training and support which can be provided at the level required and
may range from occasionally mentoring your team,
to running bespoke in-house capital appeal training. |
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 “Action
Planning have provided excellent support and expert guidance through
our Capital Appeal, from feasibility study, though strategic planning
to practical help with research and preparation of applications.”
Heléna Holt, Director, the Attlee Foundation |
