Corporate and Major Gift Fundraising Services

Wed, October 30th, 2019

Invitation to tender for the provision of corporate and major gift fundraising..

Overview

Invitation to tender for the provision of corporate and major gift fundraising advice and 6- month plan, with specific focus on Torus Foundation’s youth offer, currently being delivered at the charity’s flagship project; FireFit Hub (FFH) in South Liverpool.

Torus Foundation is looking to commission an organisation with significant track record in delivering corporate and major gift fundraising.

Torus Foundation does not have a corporate or major gift fundraising function and is looking to diversify income streams in order to sustain and grow charitable activities.

The fundraising plan will set out a suitable model to build strategic corporate partnerships and engage charity patrons / ambassadors through a range of sponsorship packages.

Context

Torus Foundation’s mission is ‘For Stronger Communities’; working with people to create a platform for lasting change.

As the charitable arm of the Torus Group, Torus Foundation is a diverse and ambitious social purpose organisation committed to unlocking potential and creating thriving and sustainable communities.

A proportion of commercial profits made by Torus Group members is donated through Gift Aid to the foundation, ensuring that FFH and other key projects across the three heartland areas of Liverpool, St Helens and Warrington have a solid base to grow sustainable social projects.

Sector-leading youth services are a key part of Torus Foundation’s offer; delivered seven days a week at FFH, Liverpool’s only Super Youth Zone, unlocking opportunities for young people and the wider community. Open access youth provision is delivered for 6 – 21 year olds, providing a safe space where young people feel they belong, build resilience and develop their talents.

The Youth Zone provides over 30 different activities for the young people to take part in, engaging up to 100 young people each evening in positive diversionary activity. Young people have access to sporting facilities, including a double sports hall, 3G football pitches, dance studios, cardiovascular gym, core functional gym, chill out zone, digital suite and café.

The centre is also unique in that it opens during the day for community and commercial use, providing a range of health and wellbeing activities for adults to engage in.

An ongoing challenge for the centre is generating enough income to meet the running costs each year, whilst providing a varied and engaging youth offer. Income at FFH is mainly via a proportion of the gift aid donation from Torus Group, alongside trading activities (hire of the centre) and restricted grant income to deliver specific youth programmes.

Fundraising at FFH is currently coordinated by the Fundraising and Business Development Manager. There is not a wider fundraising team, therefore the plan will need to reflect the staff resource available for this function.

Scope

To develop a new corporate and major gift fundraising plan for Torus Foundation at FFH, setting out an effective model with tangible actions.

Aims

• To identify best practice within corporate fundraising, helping to shape a brave strategic partnership approach, driven by the charity to create equal partnerships recognising and achieving benefits for all.
• To create a 6-month plan for both corporate and major gift fundraising.
• To support in establishing a framework to identify, secure and sustain high value partners with shared vision, values and objectives.
• To develop an approach to sponsorship packages, patron modelling and engagement of high net worth individuals.
• To inform a digital and social media communications plan engaging corporates and high net worth individuals, establishing a clear case for support, call to action and impact reporting mechanisms.

Proposal

The proposal should detail a research plan which will cover the following distinct elements:

1) Sector and competitor analysis: Evaluation of existing best practice approaches to corporate and major donor within the youth sector at local level, as well as wider perspective for regional/ national charities.
2) Corporate and major gift fundraising principles: Creation of clear case for support and set of principles to shape the donor journey, including identification of a relevant prospect list. Evaluation of Torus Foundation’s proposed range of
sponsorship packages alongside any additional alternative frameworks not yet considered.
3) Recommendations: Presentation of recommended corporate and major gift fundraising pathways, based on analysis and principles findings.

This research will complement an internal piece of work currently underway, to develop messaging around social purpose and case for support for activities at FFH, including improvements to the existing website.

Outputs

• Corporate and Major Gift Fundraising 6-month plan
• Prospect list
• Recommended sponsorship packages
• Framework for donor stewardship
• Support developing key documents including; a Giving Protocol, Communications Plan and written agreements for donations.

Timescales

Research to be completed with recommendations by 30th November 2019.

Budget

Full proposals should not exceed £10,000 excluding VAT. The budget should break down to include day rates and detail timeframes to deliver the research outcomes.

The charity will consider proposals for follow-up support, recommended by the consultant, in order to create a successful programme beyond the initial piece of research completed in November 2019.

Questions for tender

1. Track record; detail your experience in this field
2. Examples of delivering two successful partnerships
3. References (different to the successful partnerships)

Proposal should be sent to: Partnerships@TorusFoundation.org.uk by Wednesday 30th October 2019.

Contact Stephanie Hill, Business Development and Fundraising Manager on 07860409119 for more information.

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Torus Foundation

The Observatory, 1 Old Haymarket, Liverpool, Merseyside, UK, L1 6RA

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