Challenge
With more than 70 years dedicated to caring for and supporting older adults in São Paulo, the British Charitable Foundation has always considered ensuring the sustainability of its activities a top priority.
With the goal of renewing, improving, and expanding its fundraising efforts, British Charitable Foundation partnered with IDIS to design a resource mobilization strategy capable of sustaining the organization’s activities in the long term, with the perspective of expanding services for a population that continues to grow. The partnership with IDIS takes place within the context of the Foundation’s mission to provide support and care for people aged 60+ experiencing different levels of vulnerability.
Solution and Results
IDIS led a process that resulted in a Resource Mobilization Plan aligned with the Foundation’s goals.
The process began with an institutional diagnosis to map revenues, assets, and key strengths, confirming British Charitable Foundation’s credibility, its comprehensive care model, and its strong alignment with the longevity agenda. Based on this assessment, the plan defined objectives for different audiences, identified potential investors, reinforced the importance of expanding fundraising among individual donors—with special attention to the British community—and recommended fostering partnerships that could reduce costs through donations of products and services.
As a result, the British Charitable Foundation now has a clear audience segmentation and tailored messaging, guidelines for the governance’s role in fundraising, and an implementation roadmap with defined goals, channels, and responsibilities, guiding both the execution and monitoring of the strategy.
“The work with IDIS was essential for the British Charitable Foundation to better understand where it stands and where it wants to go. The Foundation has been caring for older adults for more than 70 years and wants to look to the future, especially regarding the sustainability of the resources needed to maintain and expand its activities. For that, the knowledge and guidance from IDIS were decisive,” says Andrew Greenlees, Vice President of British Charitable Foundation.
Sustainable Development Goals (SDGs)
About the Organization
Aware that aging is an inherent part of life and a reality that involves biological, psychological, economic, social, and cultural changes, the British Charitable Foundation works to promote the dignity and well-being of people aged 60 and over who, for various reasons, have experienced a reduction in their autonomy and in their networks of protection and care to different degrees over time.
