Corporate Fundraising

Who are these companies? Why do they get involved? What do they like? What can you get from them? What can you offer them? What are the differences between donations, sponsorship, advertising and cause related marketing?

Are companies just like trusts? How do you find these companies? How do you research them? How do you contact them? How do you pitch to them? How do you negotiate with them? When should you say no?

How do you draft contracts? How do you manage the relationships? What could go wrong? What are the tax issues? What are the legal considerations?

Where do you find volunteers? How do you find the right volunteers? How do you attract volunteers? How do you run volunteer recruitment events? How do you interview volunteers?

How do you train volunteers? How do you motivate volunteers? How do you involve volunteers? How do you recognise volunteers? How do you recognise problems with volunteers?

How do you learn from volunteer problems? How do you retain volunteers? How do you manage volunteers? What about volunteers and your own staff? What about younger, older and employee volunteers?

Legacy Fundraising

Why do people make legacy gifts? What are the ethical issues? What are the regulations? What are the tax issues? What are the statistics? What are the trends? How can we integrate legacy fundraising into our other fundraising?

What are the sources for research? How should we set a budget? How should we evaluate our results? How should we forecast likely income? Should we use consultants? How should we build a case for support?

What media and marketing channels should we use? What about in memory giving? How should we setup our admin systems? What are the common problems & pitfalls?

The workshop is about creating and using databases to record information about your public donors, major donors, corporate donors, legacy pledgers, trusts and foundations.

We compare the online and offline options available from zero cost and low cost through to the ones costing tens of thousands of pounds per year. In addition to the outright cost we also examine the cost of lost productivity if you use systems too limited for your needs or alternatively systems that are too elaborate for the tasks you are carrying out.

In addition to assessing standardised off the shelf systems we also look at how to create your own bespoke database using the new low cost, user friendly database creation tools.

Major Donor Characteristics, Motivations and Requirements. Researching and Screening Major Donors. Encouraging, Involving and Retaining Major Donors.

Building Relationships with Major Donors. Major Donor Events and Activities. Setting Up Major Donor Clubs. Asking For Major Gifts. Looking After and Reporting Back to Major Donors.

Delivering on Major Donor Expectations. Showing Your Appreciation to Major Donors. Fundraising Budgets and Committees.

The workshop looks at who the regulatory bodies are and what they regulate. We look at each of the most important regulations and procedures to follow.

We examine past enforcement actions and the penalties issued to organisations that broke the rules. We look at GDPR, PECR and the other regulations governing fundraising activities. We look at how to prepare a check list of points you need to ensure that your organisation follows.

We look at how best to explain the regulations throughout your organisation and ensure that they are followed by staff, trustees, volunteers and supporters.