Training

Developing a Fundraising Strategy – Small Charities Coalition

Developing an effective fundraising strategy requires a methodical approach, a sound knowledge of how fundraising works and an honest evaluation of your organisation’s position. We’ll be walking you through a comprehensive process for developing a smarter and more focused strategy, and sharing a number of powerful decision-making techniques.

Posted: 10/03/2022


We’ll start by introducing some vital foundation exercises to do before developing your fundraising strategy. These will help you to articulate why fundraising is necessary, review your current performance and identify how to reach key fundraising audiences. We’ll then show you how to evaluate and prioritise different types of fundraising, and ensure you have the key building blocks in place for long-term fundraising success.

This course is ideal for you if you’re looking to:

  • Identify how best to fund and sustain your organisation’s work in a challenging fundraising climate
  • Harness the many different ideas from colleagues and trustees / directors into a coherent fundraising strategy
  • Ensure everyone within your organisation pulls together on fundraising, and agrees what fundraising success should look like

This course is for people working for small charities who have at least some fundraising experience already, but want to develop a more strategic and sustainable approach. It will equip you with the ability to evaluate and prioritise different fundraising opportunities and ideas, make better use of your limited resources, and more confidently navigate the post-Covid fundraising landscape.

Timetable

This course will be delivered online for the foreseeable future, due to social distancing restrictions. We have divided it into two webinars taking place on the same day. We will be setting you some exercises to do independently between these two webinars. To get the most from the course, and capitalise on the opportunity to get individual feedback from the trainers, we recommend that you set aside this time to complete the exercises.

Morning webinar (10:00-12:00 with a short break midway)

  • The challenges currently facing fundraising, and the importance of a good fundraising strategy
  • Reviewing your current fundraising performance and what needs to change
  • Building a clear picture of how different types of fundraising work, and their potential for you
  • Articulating the need for fundraising: how much do you need to raise and why?
  • Some powerful analytical tools to help you – Enhanced SWOT Analysis & Audience Mapping

Afternoon webinar (14:30-16:30 with a short break midway)

  • Q&A: How can you work with your Board and team to plan for your fundraising strategy?
  • Deciding which fundraising activities to do, which to discard, and how to resource your plans
  • Developing your central case for support and other materials to support your fundraising
  • Creating a whole-organisation fundraising culture
  • Forecasting income and setting targets

Trainer Bio: Mike Zywina

Mike has extensive experience as a fundraiser, consultant and charity Trustee. After heading up the fundraising team at an international development charity for five years, he set up Lime Green Consulting to help smaller charities to be more strategic, become more sustainable and access more funding – they provide a mix of strategic consultancy, hands-on fundraising support, training and mentoring.

Trainer Bio: Gemma Pettman

Gemma helps charities to raise both their profile and vital funds. She’s supported causes ranging from city farms to youth unemployment. Demonstrating impact through storytelling is a crucial part of Gemma’s work, particularly when applying to trusts and foundations. As well as raising much-needed income, she has received praise from funders for her use of sincere and straightforward language. 


"Just to say a huge thanks ... I am looking forward to progressing with this project thanks to your support, advice and guidance"

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