Introductory Pack on Funding and Finance for charities and voluntary groups

This is an excellent publication jointly published by NCVO and others. It is full of essential information that will help you successfully fundraise.

Here is a brief summary of the contents:

1 Preparing to fundraise

Fundraising plans and the fundraising cycle

Tool – How to prepare and use a Case for Support

The fundraising budget

2 Who should carry out fundraising?

3 Fundraising principles

Choosing the right fundraising activity

General principles and legal requirements for fundraising

Data protection

4 Fundraising from individuals

How much should donors be asked for?

Tool – Fundraising from individuals jargon buster

Traditional fundraising methods with individuals

New technology fundraising

Competitions, raffles and lotteries

Committed giving

Tax-effective giving

Major donor fundraising

Legacy fundraising

Tool – Legacy fundraising jargon buster

5 Fundraising from businesses and corporate organisations

Payroll giving


Cause-related marketing

6 Fundraising from Trusts and Foundations

7 Fundraising from communities

Event fundraising

Local schools and youth groups

Clubs and associations

You can download the full publication from this link:


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