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Subject: Fwd: Coaching 16 April 2018 - Attention Wayne
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Dear Wayne

Please see email below. If you can let me know what could be seen as =
spam, it would really help.  I have phoned in weekly for about 7 weeks =
now to get the emails to this particular client released, and your =
machines don=E2=80=99t seem to be learning.

Many thanks!
Catherine


Begin forwarded message:

From: Catherine <catherine@fundingsolutions.co.za>
Subject: Coaching 16 April 2018
Date: 16 April 2018 at 11:21:29 SAST
To: Sibonelo Hlalaphi <sibonelo@numeric.org>
Cc: kristen@numeric.org

Dear Nelo

Notes: Trevor Noah foundation - vulnerable children in education. // =
Followed up with Douglas - emailed him. // Lottery progressing.=20

Funding raised : Mott MacDonald (R8259);=20
Pending proposals: Jasco (R321,000), PSG (R171,500), GIB (R171,000), =
Toyota (R2,0400), Concor National (R171,000), Grand slots=20
Proposals to go: Lottery, KBFUS, Misk, Grand Slots, Concor CT (R85,000)


NEW donors:
Jannie Mouton Foundation - ask her more about what they are looking to =
fund=E2=80=A6 they look for new ideas - do they fund a start up process =
=E2=80=A6 do you also fund expansion funding? =E2=80=9CI have submitted =
a proposal but my fear right now after talking to you, is that I may =
have been able to submit a more appropriate proposal, if I had had the =
chance to connect with you like this.  Could I come to your offices for =
just 10 minutes to discuss the parameters of a new proposal that I could =
submit before your board sits?=E2=80=9D=20
Lottery - deadline is Wednesday 18th April (personal deadline).
Southern African Trust - the local conduit for DIFFOD money - UK =
government funding in SA. Call coming out in May, so it=E2=80=99s worth =
building a relationship with them before.=20
Grand Slots - sending proposal today. =20
Shuttle worth Foundation - did fund under R20,000 before. // Seems they =
want you to apply for a fellowship. // Phone and find out if they only =
work through the Fellowship programme, or if they also fund NPOs through =
other channels? WE have been a recipient of funding from you in the past =
- is there any way we could be considered for ongoing funding?=20
African Bank -=20
GIB - meeting this Wed, sending her proposal today. Once sent, phone and =
check she has received it, and ask her if the proposal was detailed =
enough? Clara - didn=E2=80=99t get back to you.  Have had meeting are =
doing final meetings - =E2=80=9CI am looking forward to hearing from you =
today=E2=80=A6 but I am out of the office, I will phone you later this =
week or next week.=E2=80=9D // Clara - sent her email saying would be =
away.  Responded yesterday with a no. // Didn=E2=80=99t even read the =
proposals - decided to keep existing programmes - financial year ends =
March - asked if can call re discretionary funding // Contact again Jan =
2019.=20
Concor - thanked for meeting with her.  Asked for details of other =
colleagues in other places.  Hasn=E2=80=99t responded. =E2=80=9CI really =
understand how busy you are, so to save you time and effort I managed to =
track down Emma=E2=80=99s contact details myself.  I trust it is in =
order if I go ahead and contact her without an introduction=E2=80=9D.=20
Toyota - sent proposal for discretionary funding=E2=80=A6 will call her =
back in May. R20,400 for sponsoring 6 learners. // followed up.  Would =
get back to Nelo in May.=20
Toyota CT -  Isabell Cilliers - CSI. Will call her. // Been working on =
budgets this week. Might be available tomorrow.  Will call.=20
Standard Bank - complicated website.  Still trying to get hold of him. =20=

BCX - got contact details, will call. Claudette - struggling to get hold =
of her.  Spoke to her on the phone. says normally answers questions on =
email.  Sent her email with 2 questions - how do you start partnerships, =
and do they fund maths partnerships. Will try and follow up today=E2=80=A6=
// answered email - BCX doesn=E2=80=99t provide funding for schools - =
sent email saying we aren=E2=80=99t a school=E2=80=A6 hasn=E2=80=99t =
responded yet.//Hoping to call. Portia Morris is the other person. Tell =
Portia about where you are with Claudette and see if she has an answer.=20=

Southern Palace - =E2=80=9CDonique suggested I make contact with you - I =
understand from your office that you are out in the field a lot.  When =
would be a good time to phone you?=E2=80=9D Lerato out on leave.=20
Mott MacDonald engineering -  results supposed to be out on Friday, but =
were in Germany branch, will be sent out to SA on net today. // Chat to =
John and say you want to call the CSI person.=20
Growth Point - Easter leave issue.  Deadline 30 April. // Available next =
week Monday.=20
Concor CT - proposal in.=20
PSG - send an email. Followed up with email saying they had a discussion =
- finance and chair person spoke - will contact foundation. Jannie =
Mouton Foundation. Dr. Bosman.=20
Jasco - Will try and pin the person down this week and get back them. =
Edmund. Could email him saying you understand he must have got tied up - =
you are actually away this week, so perhaps you can connect next week?=20=

Gascon - Dane is busy, received urgent call while on the phone, wasn=E2=80=
=99t available later=E2=80=A6 are still developing CSI strategy.=20
KFD Wilkinson - engineering. -  Currently in process of appointing =
someone, get back to them in April. // Already allocated funding for the =
year, however Candice asked Sibonelo to send an email to accounts just =
in case there is some discretionary funding there. // Call Candice, =
explain Megan suggested you email her, you didn=E2=80=99t want the email =
to land on her desk without background history. =20
Glencor - Zodwa. Hung up the phone.  Called again last week hoping dust =
had settled.  // Tried to contact bigger Glencor- head offices.  Asked =
for CSI person.  Strict on giving out names and contacts.  Send email, =
if no one gets back to you within a week then contact them.=20
Avenge -=20
PSG - Jannie Mouton Foundation - only have a cell number. Called twice. =
Has the proposal - =E2=80=9CNathan has already sent you our proposal - I =
am concerned however about us not having had a conversation, before you =
read the proposal.  I could come to Stellenbosch next week for a =
physical meeting if that would suit you.  I would just appreciate the =
opportunity to have face to face discussion about whether or not we fit =
your funding criteria.=E2=80=9D=20


URGENT

Exarro - kept trying and no one picked up the phone. Keep trying. // Got =
3 different numbers - Zela Tengani - Moketsi another contact - Tebogo is =
responsible. =20
Vittol=20
ARM


IMPORTANT

BCX - struggling to get hold of the person. Arnold. Doesn=E2=80=99t have =
a PA. // Double check - go back to the receptionist and ask =E2=80=9CWho =
is in charge of your CSI?=E2=80=9D // Phone again and ask who is the =
company secretary, then double with company secretary that Arnold is the =
right guy.=20
JASCO electronics - said email rather. Keep trying. // Spoke to PA - =
Makwengato - CSI person, difficult to get hold of him. Spoke to his PA - =
mentioned currently are restructuring for education strategy is=E2=80=A6 =
asked what it looked like, not at liberty to discuss yet. Asked about =
financial year or discretionary funding=E2=80=A6 will call him again =
tomorrow. // Phone the PA at the end of this week, =E2=80=9CCan you give =
me an idea of when I could phone back to find out about what your new =
strategy looks like?=E2=80=9D Edmund. // Got meeting with JASCO - going =
to JHB tomorrow. // Had good meeting.  Liked the sponsor a classroom =
proposal.  Also mentioned assisting with Learner Management System.  =
Needs more development.   They want to do it rather than giving you =
money to do it.  Asked for proposal by 8 March - LSM and classroom =
sponsorship. Asked for R150,000 for LMS, and then added 2 classes to =
that. //Follow up mid March if haven=E2=80=99t heard. // Spoke to him - =
financial year ends June and July - finishing off existing programmes - =
want to start a continuous programme in new financial year. Call Edmund =
again in June.=20
Concor - had meeting. Very direct and to the point.  Said had read AR, =
liked what Numeric does, trying to get rid of one NPO and replace with =
another.  Ended with send us a proposal.   We have an office in CT we =
can connect you with. Sent her email thanking her after the meeting.  =
Told her want them to sponsor 2 classes - about R200,000 - R170,000.  =
Want something with national appeal - one class in CT, one in  JHB.  =
Won=E2=80=99t look at it in the next 2/3 weeks as only meeting in May.  =
Will send her the proposal in April, and thereafter the AR as another =
point of contact, in May going to JHB again and will see if can meet =
with her then. // Called Donique - understand you are busy=E2=80=A6 =
could I confirm these names at the other companies - are these the right =
people? She gave someone else at Southern Palace.. (Lerato).Asked about =
specific time and dates to send the proposal=E2=80=A6 meeting first week =
April. // Send it to her on the 20th of March so she has time to prepare =
the board back.=20
Concor CT - Emma - spoke to her. Didn=E2=80=99t seem impressed at all =
that Donique sent her on. Wasn=E2=80=99t impressed the Donique referred =
her=E2=80=A6 spoke to about their funding criteria instead - discussed =
the R85,000 per classroom motion. Going to put in for 1 classroom. Could =
ask for Maths camp or Olympiad =E2=80=A6Phone her this week=E2=80=A6 I =
am working on the proposal, I am considering asking you to assist us =
with either X @ RY or Y @ Rxxx - which do you think your Trustees would =
be most in favour of?=20
Southern Palace - Lerato - keep trying.=20
Growth Point - called and called - have a call out not for 15 April. =
Keep mentioning that course needed to be accredited.=20
Fluor - phone switchboard - can you please tell me who is in charge of =
your CSI? =E2=80=9CMy name is Nelo, and I am phoning from an NGO called =
Numeric that does maths education.  I don=E2=80=99t want to waste your =
time, and my time, by sending you a proposal that doesn=E2=80=99t fit =
your criteria - can you please tell me a little bit about your giving =
criteria so that I can see if it is worth my while submitting a =
proposal.=E2=80=9D YOU WANT TO GET YOUR DONOR TALKING=E2=80=A6  // will =
keep trying to get hold of Linda.// Phone and get email addresses - =
phone the receptionist, get the email addresses - =E2=80=9CI know this =
is very cheeky of me, I haven=E2=80=99t managed to have a phone call =
with you yet, but I am coming to JHB to visit donors this week. Would it =
be possible to meet with you, I believe we do fit your criteria? If you =
cannot make a meeting I trust you won=E2=80=99t mind if I drop off some =
annual reports as I pass your office.=E2=80=9D // STEM - Catherine had =
good conversation with Linda Ncumali - used to work with NPOs and knows =
the territory. Sincere and humble. // Called her over and over again.  =
Not getting through. Thando=E2=80=A6=E2=80=9DI am feeling so scared that =
I am making a nuisance of myself in your office - I am sure you and =
Thando can see my number coming up, and I am sure you must be annoyed by =
how many times I am calling you=E2=80=A6I am just so desperate to have a =
conversation with you, as I think we fit your criteria for funding 100% =
and I would hate to submit a proposal that missed the mark=E2=80=A6 if =
there is time when you would be able to pick up the phone, please let me =
know when I should call=E2=80=A6=E2=80=9D=20
M&R - will phone after budget meeting in April.  //Spoke to her again =
last week to find out about discretionary funding - no don=E2=80=99t.  =
Sent email after phone call that she hadn=E2=80=99t received it, hunted =
it down together - insistent that they speak after budget meeting.=20
Lottery - Emmy - going to work on this application. If Numeric budget is =
R8million CS suggests R2 million, expect to get R500,000. R16,000 to =
sponsor a learner in a class.  Sit with Kristen - where are the gaps in =
the budget that need to be filled, bearing in mind that the Lottery does =
do salaries.  Also ask them for some of the programme costs - when you =
have the basic budget drawn up, go to the Lottery offices and ask to =
speak to Emmy, and say to her this is what I have drawn up so far=E2=80=A6=
am I on the right track? // Looked at application, has filled in =
everything.  Have some questions for clarity=E2=80=A6 // filling in =
forms, waiting for numbers. // Have good contact with Emmy.
GIB - Clara - submitted and called her - confused about meeting - phone =
her and talk about your confusion=E2=80=A6  was initially nice and ready =
to answer questions - this time was a bit bothered by the phone call.  =
Want a third point of reference to gauge where she is.
MISK=20

BACKBURNER

South African Development Fund based in Boston - focus a lot on advocacy =
in SA even in education.  Going to phone and ask a lot of questions.=20
CIPLA - based in India.  Pharmaceutical company.  Do fund education all =
over the world in third world countries.=20
PSG/ Jannie Mouton Foundation- Jannie Mouton foundation - ask Kristen if =
she did look into them. They are new, launched last year. =E2=80=9CInnovat=
ive projects in education that empower young people=E2=80=A6 their focus =
at the moment is ECD=E2=80=9D - phone and say, =E2=80=9CI have heard =
that your focus this year is ECD, we are primary school maths project =
that we think is very innovative, can I ask you whether in addition to =
your ECD focus, you will also be considering other programmes this year? =
Get her talking=E2=80=A6 see if she is prepared to come for a visit. =
Foundation=E2=80=99s name Jannie Mouton Foundation. If you cannot find =
the telephone number on the website, then phone PSG head office in =
Stellenbosch and ask for the telephone number of the foundation. // Has =
received the proposal - will follow up this week.=20
Rand Gold Resources - mining - don=E2=80=99t seem very big. JSE list. =
Tried switchboard and they said he wasn=E2=80=99t available. Ask - is he =
on leave?=20
Glencor - was no name, but know how to deal with this. // Spoke to Zoba =
- asked if could call her another time, said she prefers if you could =
send an email - sent her one on Thursday - gave her until today - phone =
tomorrow - I did send you an email, I understand that you have probably =
been very busy, so I just wanted to quickly phone you - I don=E2=80=99t =
want to waste your time and my time sending your information on email if =
we don=E2=80=99t fit your criteria - can I ask what you fund in the =
education space, and if you fund in Soweto? =E2=80=9CDear Zodwa - I am =
feeling so embarrassed - I obviously caught you at bad time when the =
line was cut - although you had said I should email you, I was just =
phoning again to say that I am coming to JHB and I was wondering if we =
couldn=E2=80=99t have a face to face meeting. As it turns out however, I =
don=E2=80=99t have any spare time for another meeting.  I will email you =
as you requested=E2=80=A6.=E2=80=9D=20
BMW - called twice. Got hold of her.  Told Nelo the whole strategy.  Got =
all their organisations.  No opportunity. Used t be perfectly aligned.  =
Now do education and health. Don=E2=80=99t fit into the volunteerism - =
next point of contact is CALL ME IN NOVEMBER. May have discretionary =
funding=E2=80=A6=20
PPC - not available at the moment. Keep trying. Khabira.=20
HCI - November.=20
ENGEN - called and spoke to Adela  - don=E2=80=99t do primary school and =
they are happy with the project they currently fund. Been running it for =
10 years. Dismissive on the phone. Phone reception, get her email =
address - send her a mail saying, =E2=80=9CThank you for all the =
information you gave me on the phone, I understand that you are you are =
funding at the moment. Would it be okay with you if I check in with you =
every 6 months to find out if anything has changed from your side?=E2=80=9D=
=20
Altron - Natasha
Empower - sent by a contact of Kristen=E2=80=99s.  Did research. Have a =
form to fill in. Say they don=E2=80=99t respond to unsolicited proposals =
or enquiries. // Called and spoke to Shelby.  Person responsible for SA =
partnerships is Catherine, will be back mid-Feb.  Got her email, but =
won=E2=80=99t email her anything until have spoken to her. // Called.  =
Big fat no. Not starting new relationships. All funds allocated right =
now.  May be looking for new proposals in 2019.=20
Gascon - call again in April. Haven=E2=80=99t figured out strategy yet, =
everything up in the air.  Will start having those conversations in =
April.  =20

New donors:

Annual reports:=20
LEAP=20
SAEP
Ikamva Youth=20
Smaller MMEs - these will be consultancies/ legal companies / smaller =
businesses who are in some way in the spotlight about their BEE =
scorecards. They may do business directly or indirectly with government =
and therefore need good BEE certification.  In the scorecards they need =
to give away money for Socio Economic Development . BEE verification =
agencies are a catch-all for these businesses.=20

Have a good week!
Cx


On 12 Apr 2018, at 11:54, Catherine <catherine@fundingsolutions.co.za =
<mailto:catherine@fundingsolutions.co.za>> wrote:

Dear Nelo

Notes:  not much to report on today.=20

Funding raised : Mott MacDonald (R8259);=20
Pending proposals: Jasco (R321,000), PSG (R171,500), GIB (R171,000), =
Toyota (R2,0400), Concor National (R171,000), Grand slots=20
Proposals to go: Lottery, KBFUS, Misk, Grand Slots, Concor CT (R85,000)


NEW donors:

Lottery - deadline is Wednesday 18th April (personal deadline).
Southern African Trust - the local conduit for DIFFOD money - UK =
government funding in SA. Call coming out in May, so it=E2=80=99s worth =
building a relationship with them before.=20
Grand Slots - sending proposal today. =20
Shuttle worth Foundation - did fund under R20,000 before. // Seems they =
want you to apply for a fellowship. // Phone and find out if they only =
work through the Fellowship programme, or if they also fund NPOs through =
other channels? WE have been a recipient of funding from you in the past =
- is there any way we could be considered for ongoing funding?=20
African Bank -=20
GIB - meeting this Wed, sending her proposal today. Once sent, phone and =
check she has received it, and ask her if the proposal was detailed =
enough? Clara - didn=E2=80=99t get back to you.  Have had meeting are =
doing final meetings - =E2=80=9CI am looking forward to hearing from you =
today=E2=80=A6 but I am out of the office, I will phone you later this =
week or next week.=E2=80=9D // Clara - sent her email saying would be =
away.  Responded yesterday with a no. // Didn=E2=80=99t even read the =
proposals - decided to keep existing programmes - financial year ends =
March - asked if can call re discretionary funding // Contact again Jan =
2019.=20
Concor - thanked for meeting with her.  Asked for details of other =
colleagues in other places.  Hasn=E2=80=99t responded. =E2=80=9CI really =
understand how busy you are, so to save you time and effort I managed to =
track down Emma=E2=80=99s contact details myself.  I trust it is in =
order if I go ahead and contact her without an introduction=E2=80=9D.=20
Toyota - sent proposal for discretionary funding=E2=80=A6 will call her =
back in May. R20,400 for sponsoring 6 learners. // followed up.  Would =
get back to Nelo in May.=20
Toyota CT -  Isabell Cilliers - CSI. Will call her. // Been working on =
budgets this week. Might be available tomorrow.  Will call.=20
Standard Bank - complicated website.  Still trying to get hold of him. =20=

BCX - got contact details, will call. Claudette - struggling to get hold =
of her.  Spoke to her on the phone. says normally answers questions on =
email.  Sent her email with 2 questions - how do you start partnerships, =
and do they fund maths partnerships. Will try and follow up today=E2=80=A6=
// answered email - BCX doesn=E2=80=99t provide funding for schools - =
sent email saying we aren=E2=80=99t a school=E2=80=A6 hasn=E2=80=99t =
responded yet.//Hoping to call. Portia Morris is the other person. Tell =
Portia about where you are with Claudette and see if she has an answer.=20=

Southern Palace - =E2=80=9CDonique suggested I make contact with you - I =
understand from your office that you are out in the field a lot.  When =
would be a good time to phone you?=E2=80=9D Lerato out on leave.=20
Mott MacDonald engineering -  results supposed to be out on Friday, but =
were in Germany branch, will be sent out to SA on net today. // Chat to =
John and say you want to call the CSI person.=20
Growth Point - Easter leave issue.  Deadline 30 April. // Available next =
week Monday.=20
Concor CT - proposal in.=20
PSG - send an email. Followed up with email saying they had a discussion =
- finance and chair person spoke - will contact foundation. Jannie =
Mouton Foundation. Dr. Bosman.=20
Jasco - Will try and pin the person down this week and get back them. =
Edmund. Could email him saying you understand he must have got tied up - =
you are actually away this week, so perhaps you can connect next week?=20=

Gascon - Dane is busy, received urgent call while on the phone, wasn=E2=80=
=99t available later=E2=80=A6 are still developing CSI strategy.=20
KFD Wilkinson - engineering. -  Currently in process of appointing =
someone, get back to them in April. // Already allocated funding for the =
year, however Candice asked Sibonelo to send an email to accounts just =
in case there is some discretionary funding there. // Call Candice, =
explain Megan suggested you email her, you didn=E2=80=99t want the email =
to land on her desk without background history. =20
Glencor - Zodwa. Hung up the phone.  Called again last week hoping dust =
had settled.  // Tried to contact bigger Glencor- head offices.  Asked =
for CSI person.  Strict on giving out names and contacts.  Send email, =
if no one gets back to you within a week then contact them.=20
Avenge -=20
PSG - Jannie Mouton Foundation - only have a cell number. Called twice. =
Has the proposal - =E2=80=9CNathan has already sent you our proposal - I =
am concerned however about us not having had a conversation, before you =
read the proposal.  I could come to Stellenbosch next week for a =
physical meeting if that would suit you.  I would just appreciate the =
opportunity to have face to face discussion about whether or not we fit =
your funding criteria.=E2=80=9D=20


URGENT

Exarro - kept trying and no one picked up the phone. Keep trying. // Got =
3 different numbers - Zela Tengani - Moketsi another contact - Tebogo is =
responsible. =20
Vittol=20
ARM


IMPORTANT

BCX - struggling to get hold of the person. Arnold. Doesn=E2=80=99t have =
a PA. // Double check - go back to the receptionist and ask =E2=80=9CWho =
is in charge of your CSI?=E2=80=9D // Phone again and ask who is the =
company secretary, then double with company secretary that Arnold is the =
right guy.=20
JASCO electronics - said email rather. Keep trying. // Spoke to PA - =
Makwengato - CSI person, difficult to get hold of him. Spoke to his PA - =
mentioned currently are restructuring for education strategy is=E2=80=A6 =
asked what it looked like, not at liberty to discuss yet. Asked about =
financial year or discretionary funding=E2=80=A6 will call him again =
tomorrow. // Phone the PA at the end of this week, =E2=80=9CCan you give =
me an idea of when I could phone back to find out about what your new =
strategy looks like?=E2=80=9D Edmund. // Got meeting with JASCO - going =
to JHB tomorrow. // Had good meeting.  Liked the sponsor a classroom =
proposal.  Also mentioned assisting with Learner Management System.  =
Needs more development.   They want to do it rather than giving you =
money to do it.  Asked for proposal by 8 March - LSM and classroom =
sponsorship. Asked for R150,000 for LMS, and then added 2 classes to =
that. //Follow up mid March if haven=E2=80=99t heard. // Spoke to him - =
financial year ends June and July - finishing off existing programmes - =
want to start a continuous programme in new financial year. Call Edmund =
again in June.=20
Concor - had meeting. Very direct and to the point.  Said had read AR, =
liked what Numeric does, trying to get rid of one NPO and replace with =
another.  Ended