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Fundraising
Training Programme South West 2008
Articulate
is based in the South West and runs a wide range of fundraising
and planning workshops designed to help local fundraisers and
charity leaders make the very most of their resources, without
travelling unnecessarily far. All of our workshops are delivered
by highly experienced trainers who have proven track records in
gaining results for a wide range of charities, both large and
small. Based upon results not theory Articulate's training will
give you the tried and tested tools to help you succeed.
2008-09
Charity Planning & Fundraising Training Workshops in Bristol
Developing
A Successful Trusts & Grants Fundraising Programme 24th October
2008, Bristol
Marketing
Legacies - the gold at the end of the rainbow, 20th November 2008,
Bristol
Successful
Fundraising From Major Donors, 4th December 2008, Bristol
Business
Planning For Charities, 15th January 2009, Bristol
How
To Win & Keep Company Support, 10th October 2008, Bristol
Running
A Successful Capital Appeal, 6th November 2008, Bristol
Face
To Face Legacy Fundraising For Volunteers & Staff - Bespoke
Training at charity premises
| Sustainable
Future - How To Develop A Fundraising Strategy - 27th November
2008, Bristol |
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Cost:
£78
Date: 27th November 2008
Place: Bristol
Time: 10.00 am - 4.00pm
Aimed
at:
Fundraising staff, chief executives and trustees tasked with delivering
sustainable fundraising strategies
Description:
A workshop designed to help those new to fundraising strategy
or charities with limited staff or resources. Unlike most strategy
workshops this will not be a general guide that is impractical
for smaller organisations to follow. The course leader will take
participants step by step through a proven process to create practical
and achievable plans to meet each charity's goals with the resources
available.
Outcomes:
- Confidence
and understanding of how to develop a sustainable funding strategy
- Definition
of your organisation's essential fundraising goals and time scales
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Assessment of your fundraising assets
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Objective assessment of your organisation's fundraising potential
using a specially designed scoring model
- Full
understanding of the realistic funding sources for your organisation
and expectations
- Decided
approach regarding suitable projects, funding sources and offers
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Understanding of what promotional material you will need
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Realistic appraisal of necessary resource and skill requirements.
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An outline action plan
Format:
A highly interactive course with a combination of overheads, exercises
and brainstorms plus a workbook containing guiding principles
to use for future reference.
| Developing
A Successful Trusts & Grants Fundraising Programme 24th
October 2008, Bristol
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Cost:
£78
Date: 24th October 2008
Place: Bristol
Time: 10.00am - 4.00pm
Aimed
at:
Those new to fundraising from trusts and statutory grants or who
have limited knowledge upon which they'd like to improve.
Description:
A workshop designed to help those new to grants fundraising and
those wishing to expand upon limited knowledge. The course leader
will take participants step by step through the process of grant
and trust fundraising from researching prospects to gaining project
information and drafting winning applications. A crucial part
of the course will be giving an insight into nurturing and maintaining
support.
Outcomes:
- Understanding
of the available research sources and how to use them to find
suitable prospects and to produce prospect profiles
- Knowledge
of funder's needs, what they will and will not fund and the trends
- Understanding
of what information you will need to collect and how
- Ability
to present the case for support in the most persuasive way
- Understanding
of how to build and maintain valuable relationships with funders
- Ability
to develop an effective trusts administration programme
Format
A highly interactive course with a combination of overheads, role-plays,
brainstorms and exercises and a workbook containing guiding principles
to use for future reference.
| Marketing
Legacies - The Gold at the end of the Rainbow, 20th November
2008, Bristol
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Cost:
£78
Date: 20th November 2008
Place: Bristol
Time: 10.00 am - 4.00pm
Aimed
at:
All fundraisers whose charity has not yet established a legacy
programme or those who wish to improve it.
Description:
Legacies provide British charities with hundreds of £millions
every year. They are the single biggest form of income and offer
the best ROI of any fundraising form. Yet for many charities they
are the last area of development, sitting at the back of the queue
after such fundraising approaches as events and trusts. In this
fast-paced, informative 1-day workshop, delivered by a course
leader who has marketed legacies for some of Britain's best known
charities including the National Trust and the RSPCA you will
find out the true worth of legacies and hear how some of the most
successful charities, large and small, have unlocked millions.
Outcomes:
- You
will leave this highly interactive course armed with the necessary
skills and creative thinking to successfully cultivate your charity's
future income.
Understand the types of charitable bequests, their average worth,
who gets them and which ones your charity should pursue
- Know
the points at which you can talk to people about legacies
- How
long before you can expect to see the returns
- Learn
who are the people most likely to leave your charity a legacy
and how you can spot them, including database modelling
- Uncover
what motivates someone to make such a significant gesture, including
findings from Qualitative research studies from leading fundraising
bodies
- Ability
to structure a legacy programme - how to market to your donor
base and what you can do to influence loyalty, including using
media channels effectively to find new legacy supporters, face
to face legacy marketing and the use of volunteers, using your
web site effectively, engaging solicitor support and interfacing
with national legacy initiatives
- Knowledge
of how to run a free will scheme and what you can expect
- Confidence
to think creatively and develop compelling propositions for your
communications
- Understanding
of what to watch out for - the legal pitfalls
- Tools
to measure your success
- Techniques
to keep your donors' support until the very end
Format:
Combines a mixture of overheads, guided discussion, brainstorms,
case studies and group assignments.
| Successful
Fundraising From Major Donors, 4th December 2008, Bristol
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Cost:
£78
Date: 4th December 2008
Place: Bristol
Time: 10.00am - 4.00pm
Aimed
at:
Fundraisers, appeal committee volunteers and senior charity staff
who recognise the potential of fundraising from major donors.
Description:
Major donors still provide one of the largest sources of fundraising
support for British charities yet they require an approach quite
distinct from the usual office-based fundraising 'ask'. In this
one-day workshop delegates will learn the techniques needed to
unlock this valuable support, whether for revenue or capital appeal
fundraising.
Outcomes:
- Understanding
of what constitutes a Major Donor, what motivates them to give,
what causes do they prefer?
- Knowledge
about how much they will give and how
- Tools
to find Major Donors and research in-depth profiles to inform
your approach
- Understanding
about how to reach these Major Donors - the two tier power circles
and how to break in
- Knowledge
about how to present the Case for Support & develop propositions
which will suit your charity
- Ability
to create a Major Donor fundraising structure that will get results
and retain support, including volunteer groups, administration,
loyalty building and how to use your senior staff
- Confidence
to make the ask - how to approach Major Donors, when to make the
ask and how to do it
- Knowledge
about the forums which Major Donors use to inform their decisions
Format:
Combines a mixture of overheads, guided discussion, brainstorms,
case studies and group assignments related to your charity.
| Business
Planning For Charities, 15th January 2009, Bristol
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Cost:
£78
Date: 15th January 2009
Place: Bristol
Time: 10.00am - 4.00pm
Aimed
at:
Trustees,
managers and fundraisers working within small to medium charities
aiming to create deliverable services and products in line with
the need of their beneficiaries and their organisational strengths.
Description:
A
business plan motivates and directs the individuals within an organisation,
giving them the confidence to work to their strengths. It is also
crucial to identify fundraising needs and is often requested by
funders. This highly praised and fast-paced workshop explains all
aspects of the business planning process using a range of tried
and tested models to help keep your organisation on track on the
path to successful business planning.
Outcomes:
- Thorough
understanding of the processes of business planning and the confidence
to use them
- The
beginnings of a Business Plan framework for your own organisation
and an Action Plan
- An
understanding of the following processes:
§ How to use market research and what to look for
§ How to plan and prioritise service/product development
in line with market need
§ How to create feasible Project Plans
§ How to deliver financial forecasts
§ How to pass the 'acid test' of feasibility - assessing
the market for funding
Format:
A mixture of overheads, discussion and brain-storming and at each
stage there will be practical exercises to practice business planning
skills which delegates can take away with them.
| How
To Win & Keep Company Support, 10th October 2008, Bristol
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Cost:
£78
Date: 10th October 2008
Place: Bristol
Time: 10.00am - 4.00pm
Aimed
at:
Anyone
tasked with raising money from companies i.e. sponsorship managers
in arts organisations, corporate fundraisers, capital appeal managers,
charity trustees and capital appeal committee members
Description:
Corporate fundraising can open a whole host of doors for charities,
from raising enormous sums of money to enabling the charity to
deliver otherwise impossible outputs. It is one of the most creative
forms of fundraising but also one of the most resource-intensive.
It pays to get it right. In this one-day workshop you will learn
the basics of corporate fundraising and how to adopt a creative
approach to make it deliver for both you and your partners.
Outcomes:
- What
corporate giving is worth
- The
rules of corporate fundraising - how it differs from other types
of support
- What
companies want to get out of any relationship - the 3 basic needs
- and the most popular causes
- The
different types of support on offer, the principles, the differences
and what will be expected of you
- How
to research prospects and store information
- How
to define a project to match the type of support on offer. How
to identify your best projects, what information will be needed
& decide which types of support will suit your project
- How
to package your charity's work in the most creative and show-stopping
way to make sure you win a company's support
- How
to build relationships with companies from making the first contact
to keeping them loyal
- How
the most successful charities make and win 'The Pitch' for support
including looking at some of the most effective sales principles
and packaging
- What
will you need to invest and when you can expect to see returns
- How
to evaluate the effectiveness of support
Format:
A highly interactive course with a combination of overheads, role-plays,
brainstorms and exercises and a workbook containing guiding principles
to use for future reference.
| Running
A Successful Capital Appeal,
6th November 2008, Bristol |
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Cost:
£78
Date: 6th November 2008
Place: Bristol
Time: 10.00 am - 4.00pm
Aimed
at:
Fundraisers, Chief executives and trustees tasked with planning
and driving the fundraising strategy which will make their project
vision a reality.
Description:
Led by a trainer who has run numerous successful capital appeals,
including successfully completing two £2m and one £1m
appeals in the last 4 years alone, this workshop is designed
to give charity leaders the skills and processes they need to
assess the feasibility of their venture, research and construct
the Gift Table, the central propositions and the delivery structure
essential to achieving their aims. This workshop will help them
to plan the stages of the appeal from private to public phase,
to handle very different approaches such as media and high net
worth volunteers and to anticipate an dovercome the problems.
Outcomes:
- Confidence
and skills to plan and deliver a successful capital appeal
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Objective assessment of the feasibility of your project
- Full
understanding of the realistic funding sources for your project
and expectations
- Knowldege
about key processes such as developing the Gift Table
- How
to run a private or public appeal or both including how to run
a media campaign
- Decided
approach regarding suitable projects, funding sources and offers
- How
to set up a fundraising committee and keep it motivated and
on track
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Understanding of what promotional material you will need
-
Realistic appraisal of necessary resource and skill requirements.
-
An outline action plan
Format:
A highly interactive course with a combination of overheads,
exercises and brainstorms plus a workbook containing guiding
principles to use for future reference.
| Face
To Face Legacy Fundraising For Volunteers & Staff, Bespoke
Training at charity premises
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Cost:
£900
Delegates: up to 20
Time: 9.30am - 4.00pm
Background:
Legacies
provide British charities with hundreds of £millions every
year. They are the single biggest form of income and offer the
best return on fundraising investment of any fundraising approach.
In this fast-paced, informative 1-day workshop delivered by a
course leader who has marketed legacies for some of Britain's
best known charities including the National Trust and the RSPCA
volunteers will find out the facts about legacies, their worth,
the different types and what they mean both for the individual
and their family and for your organisation.
This workshop is for: Volunteer fundraisers with responsibility
for promoting legacies to individuals face to face and the fundraising
staff who support them.
Outcomes:
-
Discover how the loyalty required to give such a tremendous gift
is nurtured and will leave with the confidence and skills needed
to open the path to some of the most rewarding relationships possible.
- Understand
the types of charitable bequests, their average worth, who gets
them, which ones to pursue and how long before the charity sees
the money
- Understand
the benefits of leaving a bequest in a will: to the person and
the charity
- Know
when and who to ask
- Understand
what motivates someone to make such a significant gesture, including
findings from Qualitative research studies from leading fundraising
bodies
- Confidence
to think creatively for your charity & find your key legacy
proposition
- Develop
ways of maintaining loyalty now you have won it
- Choosing
the value: what a supporter's money could buy
- How
to encourage the act of leaving a bequest e.g. Free Will Schemes
- What
works when communicating about legacies - the 8 things that all
legacy communications should do
- What
to watch out for - the legal pitfalls
- Measuring
your success - what records to keep and how to do it
- Staying
the distance - keeping your donors' support until the very end
- the various ways to maintain loyalty
Format:
Combines a mixture of overheads, guided discussion, brainstorms,
case studies and group assignments.
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About
The Trainer 
Tina
Antonio, Articulate's Director,
has 17 years experience in the sector, in a planning, fundraising
and communications capacity.
She
spent 6 years working with one of Europe's most successful marketing
agencies directing charity clients that included Christian Aid
and the RSPCA, for whom she helped raise funds in the region of
£15 million. She has also headed up fundraising and PR departments
for both local and national charities.
Since
founding Articulate she has worked with a wide range of charities,
helping them plan and deliver both capital and revenue fundraising
programmes as well as develop winning business plans.
She
has spoken at several fundraising conventions and is a joint winner
of a Gold Professional Fundraising Award
for a major giving video.
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