Charity fundraising toolkit

Tips & advice to get you started

This toolkit is designed to help you with your charity fundraising efforts, from beginning to end. It contains numerous fundraising ideas and ‘How to Guides’ to help you on your way.

There is also information on how to handle donations and what to do with the money once you have it. Here are some key questions that you need to ask before you start fundraising:

  • How much have you been asked to raise?
  • How long do you have to raise funds for?

Getting Started With Your Fundraising

Making a plan

One of the first things you will need to do is to set up your online fundraising page. As a charity, we prefer you to use Everyday Hero as it allows us to process your fundraising more efficiently. For more information on how to set up your page, please email us at

  • It may be helpful to make a timetable.
  • Breaking your target down into monthly goals is a great way of keeping on track.

Use this toolkit to organise a calendar of fundraising activity and you will soon see your sponsorship increase.

Tips on becoming a successful fundraiser 

Everyone can be a successful fundraiser, but here are some tips to help you along the way!

  • Understand exactly what you will be doing and what Habitat for Humanity does. Your supporters will definitely ask you! We have tons of resources we can send you that will explain the work we do, who we serve and what you will be doing.
  • Use your networks. Your networks include all the different groups of people you may know, including your online social networks.
  • Research local and national organisations that would be interested in what you are doing. This could include Rotary Clubs and local youth groups.
  • Tell everyone about your events. The key to successful events is promotion, so make sure you put your event on Twitter, Facebook and other social media sites. Send posters and leaflets to give to your sponsors and to promote your events.
  • Don’t be afraid to ask! You will not reach your target if you don’t ask people to sponsor you.

Ready to get started?

If you have decided to run your own event, the “how to” guide below will help you to think about the process from start to finish.

Some overall tips for organising an event:

  • Make sure that your event doesn’t clash with any other major events in your area or nationally
  • Write a checklist of all the things that need to happen before the day and make sure you prioritise
  • Try to get as much as possible donated for free by local businesses in return for a bit of publicity (e.g. mention them in a press release to the local paper, put their business cards on tables).
  • Whatever your event, always make sure that you have a display somewhere accessible about Habitat for Humanity and why you are raising money.

Before you book a venue

When booking a venue for your event, always consider the following:

  • Is the venue easy to access? Think about its location for your guests.
  • Does it have parking?
  • How many people can the venue accommodate?
  • Does the venue have the correct licenses needed for the event?
  • Can you take a percentage of the bar takings/ organise deals on drinks and food for your guests?

Before the event

  • Always approach your venue as early as possible.
  • Make sure the venue management is aware that you would like to use their space for a charity event. They often offer freebies and discounts to help make your event a success.
  • Prioritise selling tickets in advance rather than on the door. That way you know how many people are attending (keep a few extra to sell on the night).
  • Always be aware of how many tickets you have sold and how many are left. Your venue will have a strict policy on how many people it can accommodate for insurance and safety reasons.

During the event

  • Always try to arrive as early as possible at your venue, so that you have enough time to set up your event. Leave enough time to decorate, test technical equipment and check the venue staff are happy with the arrangements
  • You could place collection boxes around the venue – email our Supporter Services team if you need collection boxes:
  • Please do take lots of photos and send them into our Supporter Services team!

After the event

  • Thank all the attendees and let them know how much you raised. It’s a great feeling for them to know that they were part of a successful event.
  • Don’t forget to thank the venue for having you for the evening! It’s great news for them if the event was a success and by maintaining a good relationship, you could call on them again to host future events.
  • Once you have counted up the money you collect at the event, upload it onto your fundraising page as an offline donation.
  • Do give us a call and let us know how it went!

Managing the money

  • Whenever possible, direct your sponsors to your own online fundraising page.
  • Ask your sponsors to give you their sponsor money at the time that they sponsor you. It will save you having to catch up with them again after your sponsored activity.
  • Wherever possible, ask for a cheque (made payable to Habitat for Humanity). It’s too easy to get coins and notes muddled and it’s also easier to keep tabs on who has or hasn’t paid up.
  • If people give you cash, write down who has given you what. Write a cheque payable to Habitat for Humanity for the amount of cash or arrange a bank transfer. On the back of the cheque, or on a note with the postal order, write the names of the sponsors and the amount they gave.

If you would like a sponsorship form, email