Mae cynllunio yn rhan hanfodol o lwyddo i godi arian. Mae creu strategaeth codi arian yn ffordd ymarferol i helpu'ch mudiad i gynllunio gweithgareddau codi arian yn y dyfodol. Dylai'r strategaeth gael cysylltiad agos gyda'ch cynllun busnes, oherwydd bydd y strategaeth ariannu'n nodi sut byddwch yn cael hyd i'r adnoddau i wneud y gwaith sydd yn y cynllun busnes.  Bydd strategaeth ariannu hefyd yn eich cynorthwyo i gydlynu eich ymdrechion codi arian, fel eich bod yn gwneud cais i'r ffynonellau ariannu mwyaf addas ar gyfer eich gweithgareddau gwahanol.

[Translate to Cymraeg:] There are no hard and fast rules, but the following headings cover the range of subjects that your strategy should include:

Introduction - to include the purpose of the plan and summaries your current aims and objectives.

Case for support - Identify your unique selling point and demonstate why your work should be supported and what needs are you meeting?

Financial Overview - give a review of the current and historical financial situation including details of where current and previous funding comes from. This is particularly useful to see how dependent you are on different funding sources.

Future financial requirements - Identify what activities you are wanting to carry out and the resources needed to do this. Identify any funding already secured or applied for.

Funding opportunities - Identify all the funding options open to your organisation and assess them in terms of time and resources to develop, potential to generate income, how appropriate they are to your organisation, who could take them forward, what other benefits would the activity have (such as raising profile). Identify any barriers you are likely to encounter.

Resources - Relate funding opportunities to the activities you are undertaking. Which source of funding can be used for which activity. Some funding sources may be best suited to find 'core' activities others will be more suitable for project funding.

Timetable - Set a realistic timetable with milestones, but be careful not to do too much at once.

Monitoring and evaluation - Identify how the plan will be monitored (and by who) for progress and evaluated for effectiveness.

Funding strategy template

[Translate to Cymraeg:] Obtaining funding to cover core costs such as salaries, rent and utilities is a common challenge. This Guidance Note from Bond provides a step by step guide to developing a core funding strategy. 

Bond website