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?

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.

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?

Introduction to Fundraising

The workshop is for people who wish to move into fundraising, have just started in fundraising or have responsibilities for fundraisers.

We examine each of the different areas of fundraising - public donors, major donors, legacies, trusts and corporates. We explain how the different areas fit together and support each other to create a balanced fundraising effort.

We look at how much investment each area of fundraising requires, what returns to expect and how long it is likely to take to achieve those returns. We examine what the rest of your organisation could be doing to help make your fundraising more successful.

Fundraising Regulations & GDPR

The workshop looks at who the regulatory bodies for fundraising are and what they regulate. We examine GDPR, PECR and the other regulations governing fundraising activities.

We describe each of the most important procedures to follow. Past enforcement actions and the penalties issued to organisations that broke the rules are described. We explain 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.

Project Management 

Managing Staff

The workshop is for people who wish to manage staff, have just started managing staff or have responsibilities for managing staff. Topics covered include:

Leadership Challenges  -  Performance Measures  -  Managing Performance  -  Structures

Leading Change  -  Organisational Cultures  -  Succession Planning  -  Effective Meetings

Managing Teams  -  Developing People  -  Delegating Work  -  Empowering People

Encouraging Learning  -  Developing Individuals  -  Performance Reviews  -  Mentoring