Global Education Investments - Fundraising & Engagement policies

Global Education Investments - Fundraising & Engagement policies

• 1.
  Fundraising & Partnershipprocess 1 2 Understand our client and Launch the fundraising set up a resource program and deploy the mobilisation strategy operational strategy Assets, liabilities & objectives are A tailored approach is being assessed to define the budget applied to each partner/donor Partnership Development Portfolio Management Project Analysis and Management Complex multi-stakeholder environments Policy and Strategy Support and Supervision 4 3 Allocation to fundraising, Reassessement resource mobilisation & Investment Solutions Periodic review of client’s profile A calibrated allocation to suit (M&E) and fund’s performance the budget and objectives (donor) to each client (funded private or public organisation) © Global Education Investments - 2012
• 2.
  Seven GEI PartnershipFundamental Independent strategic fundraising operations and flexible asset allocation Global and tailored Customized solutions to meet approach for private client and partner objectives and public stakeholders Reactive Experience sharing Dedicated account management team (direct access) Financial and Reaching out to current operational security. and new public/private Rigorous selection of donors with a diversified granted organisations portfolio of instruments such as direct contributions or advanced finance (markets) M&E plan and Performance Framework Mobilising the Civil Society Service Delivery indicators networks while involving a Work plan analysis wide range of partners Guideline of cooperation, expectations, roles and responsibilities © Global Education Investments - 2012
• 3.
  Overall Operational Processand GEI policies External Sources Internal Sources Request for proposals CEO Principal Recipient and Strategic fundraising activity and asset allocation Managing Director grant contextual Fundraisers information Account Managers Relationship Managers Analyst RM Market data, academic research Tactical allocation/Choice of Investments (direct contribution and/or advanced finance) Asset management counterparties, compliance and due diligence assistance Performance & Risk Monitoring (adjustments & arbitrage) © Global Education Investments - 2012