“Preparing for a meeting with a potential funder to discuss a new project is a process similar to writing a detailed case for support. I would want to work to understand the need for the project, the objectives, outcomes, impact, monitoring and evaluation, costs and time frames. Ideally in fact, I would have the case for support written.
To do this, I would have to work closely with the project delivery team. I would particularly want to discover the detail of how the need for this new project was identified and whether beneficiaries were involved so that I could paint the picture to the funder.
I would also research the funder in detail, looking at similar projects and organisations they have funded so that I can explain why our project would be a good fit. I would set expectations of what to expect from the meeting by sending an agenda and outline to the funder in advance.
Finally, whilst I would spend the time to gain full understanding of the project, I would ask the project manager to attend the meeting with me so that they could answer any operational questions and ensure that we are on the same page from the outset.”
In summary, hiring a new trust fundraiser can seem like a big task but, through ensuring that you have the right questions and expectations, you can give candidates a fair opportunity to demonstrate why they are the right person for the job.
This article was written by Amy Appleton in March 2019. If you would like to discuss or comment on the content please feel free to get in touch at firstname.lastname@example.org