Organisational Development: Capacity-Development/ Strengthening for Organisations| Module 7: Resource Mobilization for CBOs and RLOs (Refugee-Led Organizations

resource mobilization

Resource mobilization for a fundraising community organization involves the strategic acquisition and management of various resources, including financial, human, and material resources, to support the organization’s mission and activities. It’s about identifying, attracting, and utilizing resources efficiently to achieve the organization’s goals. Here are key aspects and documents involved in resource mobilization:

  • Strategic Planning:
    • Strategic Plan: This document outlines the organization’s mission, vision, goals, and strategies for achieving them. It serves as a roadmap for resource mobilization efforts.
  • Fundraising Planning:
    • Fundraising Plan: A detailed plan that outlines the fundraising goals, target audiences, fundraising methods, and timelines. It may include strategies for individual donations, grants, events, and partnerships.
  • Legal and Governance Documents:
    • Legal Registration Documents: Proof of the organization’s legal status, such as articles of incorporation, bylaws, and tax-exempt status documentation.
    • Board Resolutions: Documents indicating the board’s approval for fundraising activities.
  • Financial Documents:
    • Budget: An estimate of the organization’s income and expenses over a specified period. It helps in determining the financial resources required for various activities.
  • Financial Reports: Documents showing the organization’s financial history, including income statements, balance sheets, and cash flow statements.
  • Donor-related Documents:
    • Donor Database: A system for tracking donor information, contributions, and communication history.
    • Donor Communication Plan: A plan outlining how the organization will communicate with donors, including acknowledgment letters, newsletters, and updates.
  • Grant Proposals:
    • Grant Proposal Templates: Standardized templates for creating grant proposals tailored to different funding opportunities.
    • Grant Guidelines: Documents outlining the criteria and requirements for specific grant opportunities.
  • Marketing and Outreach:
    • Marketing Materials: Brochures, flyers, and other promotional materials to effectively communicate the organization’s mission and fundraising needs.
    • Social Media Plan: Strategies for utilizing social media platforms to raise awareness and attract donors.
  • Human Resources:
    • Volunteer Agreements: Documentation outlining the roles, responsibilities, and expectations for volunteers.
    • Staff Recruitment and Training Materials: Documents related to the recruitment, training, and management of staff involved in fundraising activities.
  • Monitoring and Evaluation:
    • Monitoring and Evaluation Plan: A plan outlining how the organization will assess the effectiveness of its resource mobilization efforts and adjust strategies accordingly.
  • Event Planning:
    • Event Proposals and Plans: Documents detailing the logistics, budget, and goals of fundraising events.

Having well-prepared and organized documents in these areas can contribute to the success of resource mobilization efforts for a fundraising community organization. Keep in mind that the specific documents required may vary based on the organization’s size, structure, and the nature of its fundraising activities.

About Maggie

* I am a certified Peace and Conflict Consultant (Akademie fur konflikttransformation - Forum ZFD/ Germany) * Project Advisor at Civil Peace Service/ GIZ Kenya

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