Fundraising strategy

Evidence demonstrates that the most effective fundraising organisations have a strategic approach, which connects their fundraising to their strategic plans and advocacy work. However, in a recent survey of repositories only 33% of respondents had a fundraising strategy.

We advise archive services to develop a strategic approach to fundraising. This should include:

  • creating a case statement, evidencing the need for funding support
  • an analysis of potential funding sources and who might be competing for these
  • identifying appropriate funding techniques and the resources needed to implement them
  • outlining responsibilities within the organisation relating to delivering the strategy
  • setting targets and realistic timescales
  • identifying a budget for implementation

We also provide guidance on managing performance, establishing development trusts and strengthening governance for archive services.

Other archive services have found the resources below helpful in preparing their strategies.

Using advisory letters

The National Archives does not supply archive services with formal letters of support for funding bids or other related purposes.

Development trusts

The National Archives has produced guidance aimed at those working in archive services.