Moye, Fundraising, Conservation Trust Funds

1. Fundraising
Basic Training on Conservation Trust Funds
Cape Town, South Africa March 31 – April 2, 2009

2. CTF Sources of Funding
• Bilateral and Multilateral Donors
– endowment and sinking
– debt swaps
• Private Donations
– Foundations – mostly project
– NGOs – start-up and endowment
– “major donors” – largely untapped
• Private companies
– corporate foundations
– marketing campaigns
– biodiversity offsets
• Payment for Ecosystem Services
– tourism, water, etc.
– often revolving

3. Trends: Diversification of Funding
Sources – Private Sector?
Payment for Water Fund
Watershed (Guatemala,
Services Ecuador)
Voluntary Tany Meva
Carbon Offset Biocarbon Fund
Biodiversity Ecofondo (FAN-
Offsets Ecuador)
Private Peace Parks
Donations Foundation –
Club 21, Dutch
Postcode Lottery

4. Dutch Postcode Lottery Donation

5. Forever Costa Rica
• Goal: Costa Rica is 1st
•Private foundation country to meet CBD
operating as non-profit protected areas goal
investment bank for
environment • $50M endowment target
•Provides structuring,
• Single closing, project
resources and execution
partnership investment
approach based on
strategic plan

6. What does Success Look Like?
EFs which attract additional $
• Demonstrate shared principles with donors.
• Demonstrate host-country government support.
• Offer attractive governance & management structure
• Develop a remarkable track record (brand)
• Avoid being identified too much with a particular donor
• Offer economies of scale or value-added
• Offer incentives (e.g. subsidized admin costs)
• Offer a compelling strategy
• Work in areas of particularly high biodiversity value
Scott Lampman, USAID, 2007

7. Professional fundraisers are no
substitute for dynamic leadership
Board members and
CEOs need to develop
long-term relationships
with donors
Rosenzweig, Moye, Paniagua – RedLAC 2007

8. Typical Donor Conditions for CTFs
• Earmarked funds
• Matching funds
• Approval of key governance documents
• No objection to Board, asset manager
• Provision for return of funds in case of
dissolution
• Reporting and evaluation

9. Why a Fundraising Strategy?
• Establish 5 year goal with annual targets
to increase and diversify funding
• Coordinate fundraising efforts
• Stand out in a competitive environment
• Build long-term partnerships
• Tell a compelling story

10. Fundraising Steps
• Define the fundraising vision
• Perform financial gap analysis: capital needs
• Assess existing institutional capacity for
fundraising
• Identify potential sources of funding (research
donors) and match them to needs
• Develop targeted marketing materials and
proposals
• Implement fundraising strategy through Board,
staff, professional fundraisers
• Monitor, evaluate and modify

11. Fundraising Questions?
• How can you convince a donor to invest in
your fund instead of financing projects?
• What factors should be taken in to account
when calculating the minimum capital for a
fund?
• What compelling story do African funds have
to tell to raise funds?