text only | text size text smaller text larger

 

Programme outline


Please note that case studies often involve evening work.

The programme may be subject to change depending on the results of the pre-course questionnaire.

Day 1: Sunday

1.30

Tea & coffee

2.00

Welcome

  • introductions
  • key principles
  • strategy review

3.30

Break

4.00

Strategy 1

  • 7 stage =mc model
  • creating case statements
  • analysing your situation

5.30

Strategy 2

  • fundraising cycles
  • defining competitors
  • defining structure

7.30

Dinner

 

Day 2: Monday

9.00

Strategy 3

  • key sources: trends and typology
  • making the ask
  • maintaining relationships

10.30

Break

11.00

Research 

  • published resources
  • web research
  • using the NAFS library

12.30

Lunch

1.30

Trusts and Foundations 1

  • understanding foundations?
  • barriers to success
  • writing winning proposals

3.00

Break

3.30

Trusts & foundations 2

  • understanding foundations
  • problem statements
  • practice

5.00

Break

5.15

  Foundation Case Study

6.00

Close & review

7.30

Dinner


Day 3: Tuesday

9.00

Relationship Fundraising 1

  • individual giving
  • upgrading donors
  • donor triangle & wedge

10.30

Break

11.00

Relationship Fundraising 2

  • individual giving
  • upgrading donors
  • donor triangle & wedge

12.30

Lunch

1.30

Major Donors

  • what is a major donor
  • major donor engagement
  • managing major donors

3.00

Break

3.30

Sponsorship Case Study

  • course participants work on case study 

4.15

Break

4.45

Sponsorship Case Study (continued)

  • course participants work on case study

7.30

Dinner


Day 4: Wednesday

9.00

Effective Business Sponsorship 1

  • the sponsorship spectrum
  • characteristics of sponsorship
  • key trends

10.30

Break

11.00

Effective Business Sponsorship 2

  • hygiene factors and motivators
  • access points
  • pricing Sponsorship

12.30

Lunch

1.30

Effective Communication Skills 1

  • pitching for money
  • building sponsor confidence
  • key skills

3.00


Break

3.30

Effective Communication Skills 2

  • building donor rapport
  • reinforcing key messages
  • building credibility

5.00

Break

5.30

Sponsorship Case Study

  • participants work on case study

7.30

Dinner


Day 5: Thursday

8.45

Video Case Study

  • video presentation exercise
  • participants video-ed
  • action/learning

10.30

Break

11.00

Feedback and Review

  • team feedback and coaching
  • research opportunities
  • personal review

12.30

Lunch

1.30

Using New Media in Fundraising (Guest Speaker: Howard Lake)

  • types of new media
  • itegrating new media in your work
  • free time

3.00

Break

3.30

Small Organisation Case Study

  • working with a small team
  • maximising leverage
  • working with your board

Or

Running a Capital Campaign

  • feasibility studies
  • campaign stages
  • linking campaign and other work

4.30

Any questions panel

5.15

Break

7.30

Dinner

10.00

Informal Social Event


Day 6: Friday

9.30

Making Legacies Count

  • legacy motivators
  • key tactics
  • marketing legacies to audiences

10.45

Break

11.15

Strategy Review and Action Planning

  • review personal skills
  • outline organisational plans
  • identify goals

1.00

Lunch & depart

Share this page

| More
testimonial image

I will always remember the experience ofbeing filmed doing a 'pitch'. It meant for the first time ever, that I saw how I might appear to a potential donor or sponsor. It was possibly more of an eye-opener than I was expecting! Since then I think very carefully about just how I want to come across when asking for money.

Colin McKenzie, Chief Executive, The Charleston Trust

The Relationship Fundraising Session really opened my eyes to individual giving, and made me realise that this source has massive potential for Russell-Cotes. Since attending the School I've been working it into our strategic plan, and now I'm incredibly optimistic about the future of our fundraising!

Kerry Curtis, Marketing and Audience Development Manager, Russell-Cotes Art Gallery and Museum


 

 

 

Transforming the performance of ethically-driven organisations worldwide