FUND DEVELOPMENT CONSULTANT
Project Purpose
BALANCE for Blind Adults wishes to retain a Fund Development Consultant who will develop a comprehensive and sustainable fund development plan and a donor engagement strategy.
Who we are
BALANCE for Blind Adults is a lively not-for-profit agency with strong roots in the community. We have more than 30 years’ experience training adults who are blind or partially sighted. We offer free instruction one-on-one or in a group setting.
The BALANCE mission is to generate opportunities for those living with vision loss through innovative, inclusive, community-oriented programming and partnerships. Our strong community focus keeps us grounded and our spirit open to change.
Our vision is for people to live a quality, enriched life that is engaged with communities and free of social barriers.
Background
The services provided by BALANCE are free of charge to our clients, because the cost is covered by the Toronto Central Local Health Integration Network (TC-LHIN)
In addition, our generous donors assist BALANCE to improve and expand our service and program offerings and with our daily operations. Grant revenues are also a part of our financial picture as a not-for-profit organization. We also offer training and consultation to those working with persons who are blind or partially sighted, and to our clients’ workplaces, for a fee.
One of our strategic priorities is to grow the organization’s capacity in fund development. Our Board of Directors and executive leadership are ready to take fund development to its next level. To accomplish this, we need a fund development plan that will establish the necessary building blocks to sustainand grow fund development. We also recognize that with the number of individuals who are connected to our brand, we have a wonderful opportunity to invest in a donor engagement strategy that will allow us to acquire and retain donors.
Scope of Work
Establishing the building blocks of a sustainable Fund Development Program:
- Develop a Strategic Fund Development Plan.
- Provide guidance and recommendations to set up and sustain a Board Development Committee.
- Develop a compelling case for support.
- Implement a database to manage, support, grow and sustain a long-term fund development plan.
Develop a donor engagement strategy
- Increase the pool of people who make the first gift.
- Increase the commitment of current donors.
Proposal
The proposal should include a completed questionnaire (Appendix A of this Request for Proposals) covering various aspects of the criteria.
Questions and Submission:
Deborah Gold, Executive Director, d.gold@balancefba.org
| Schedule | Date |
| Request for Proposals Posted | February 9, 2018 |
| Questions Submitted Deadline | April 6, 2018 |
| Responses provided to all RFP respondents | April 18, 2018 |
| Proposals due | May 10, 2018 |
| Review and Selection Process | May 11-18, 2018 |
| Contract signed and project commencement | May 25, 2018 |
| Project completion | July 27, 2018 |
Appendix A
| Item | Rated Criterion | Response |
| Capabilities of the Firm and Team (40%) | ||
| 1. | Describe your firm, including its size, information on the number of each level of professional staff in the firm and any additional information you think relevant to providing the services to BALANCE. | |
|---|---|---|
| 2. | Describe your firm’s experience in creating fund development plans for not-for-profit organizations, especially those funded by the Ministry of Health and Long-Term Care. | |
| 3. | Please provide 3 client references we may contact. | |
| 4. | Describe the size, composition and organization of the professional team proposed for this assignment. Please provide the CVs of the proposed partner, manager, and auditors | |
| Value Add (20%) | ||
| 1. | Describe what other value add services your firm can provide to BALANCE for Blind Adults. | |
| Cost (40%) | ||
| 1. | Provide the proposed fee to provide a sustainable fund development plan for BALANCE for Blind Adults. Please provide fee as a fixed cost assessment for the proposed scope of work, exclusive of HST. | |