2014 Activity Plan/Fundraising

Lead member of staff

Katherine Bavage

Indicative budget amount

£28,500

Description and overall rationale

This programme refers specifically to the current costs of processing membership fees and donations by staff and our outside agencies such as Paypal, as well as other fundraising costs which may be incurred.

Timelines - i.e. what happens quarter by quarter

This is an ongoing activity area where in each quarter we will check that the operational guidelines (listed below) are being followed.

Success criteria and Metrics - overall and quarter by quarter breakdown if relevant

Goals

We ensure a stable, sustainable and diverse funding stream:

• Number of separate donors reaches 6000 (civi)
• Funds received from sources other than WMF fundraiser or FDC reach £295,000
• Proportion of funds from sources other than WMF fundraiser or FDC is 47%
• Proportion of funds from direct debits is 45%

We have a thriving community of WMUK volunteers:

• Donor newsletter - An open rate of 35%, and from open emails a clickthrough rate of 40% (civiCRM)

Operationally, we want to make sure that the following things take place:

• To collect all donations in a timely and efficient manner
• All donors to receive a thank you message within two working days (CiviCRM)
• All donors to receive regular e-newsletters informing them of the chapter’s activities (CiviCRM)
• Gift Aid on applicable donations to be claimed on a monthly basis (CiviCRM)
• All payments to be reconciled on a monthly basis (CiviCRM)

Risks

• Funding income risks: Restrictions to fund-raising by Foundation lasts beyond end 2014 (to mitigate, Reserve fund to soften future impact, Rebuild fences with Foundation, Maintain good governance, Diversify funding base)
• Economic downturn reduces flow of support from individuals
• Poor donor stewardship
• Data Protection Act issues