ACCESS TO FINANCE

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About Course

This course is structured to provide an understanding of the key issues in access to finance and enable the trainee to appreciate the importance of proposal writing in business. The course begins by familiarizing the trainee with the definitions and concepts of fundraising, roles of boards, proposal writing and budgeting process.

The module also examines the various technique of access to finance before presenting and discussing proposal writing format to enable the trainees develop a clear understanding of the important steps of writing the proposals. Other important issues examined are budgeting process and board’s involvement.

It might be useful to think of the written proposal as “a door opener”. It is an important way to get the attention of a possible donor or source of funding. But you might also think of the other ways in which ‘the door can be opened’. Phone calls and personal approaches can also be important in the process of gaining funding. Wherever possible, a written proposal needs to be accompanied by some other contact. Even with phone calls and personal approaches there will be a time when a written proposal will need to be prepared. What follows is reference material explaining the various issues and steps involved in writing proposals and fundraising.

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Course Content

FORMS OF FINANCING
a) Introduction b) Common forms of financing c) Sources of financing a business d) Examples of loans

  • Introduction
  • QUIZ

FUNDRAISING PLANNING
a) Fund raising b) Importance of learning fund raising c) Role of Boards in Fund Raising

BUDGETING
a) Budgeting b) Budget Summary c) Example of simple Budget

PROPOSAL WRITING AND ANNEXES
This module summarizes the art of proposal writing

FREE REFERENCE MATERIAL

CERTIFICATION

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