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workshop menu

Presentations and Short Workshops

These sessions can last anywhere between 1 to 3 hours. Designed to be delivered in-house for your organisation they are bespoke and designed to address issues relevant to your charity.

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Fundraising Trends

5-year fundraising trends, emerging opportunities and risks. This session is designed to inform fundraising strategic planning, identify opportunities for future growth and underpin sustainable income generation planning at your charity.

Suitable for upto 30 participants

Level - Fundraising and non-fundraising managers and leaders.

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What is a Funding Model?

What is a funding model and how can it help to integrate your charity's fundraising activity with the rest of the organisation?  Why do charities need a funding model? How can you build an effective funding framework for your charity? 

Suitable for upto 30 participants

Level- Fundraising and Finance senior managers and leaders. CEOs.

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How to create a strategy.

Whether you're creating an orgnaisational strategy or a fundraising strategy this session provides helpful tips and tools.  We will also identify success criteria and metrics as part of a balanced bank of measures.

Suitable for between 10 - 50 participants

Level - Charity Leaders.


Interactive Workshops

These half-day to one-day workshops offer an opportunity for in-depth interaction, detailed discussions and learning.

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Fundraising Today - Funding Tomorrow - Financing the Future

Explore the evolution of fundraising, emerging trends and the future of financing social good. 

This session takes you on a time-travelling journey to the future of income generation so that you can re-imagine your strategy.

Suitable for between 8 - 20 participants

Level - senior fundraisers/leaders and senior finance leaders.

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Building Income Pipelines

Learn how to improve budgeting, forecasting and managing risk to income by using simple prospect pipelines.  At the end of this session you will be proficient in building and maintaining robust,effective prospect and income pipelines to improve fundraising performance.

Suitable for between 5 - 10 participants.

Level - Fundraisers at all levels, senior fundraising and finance managers and leaders.

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Diversifying Income

Starting with asset optimisation we will use case studies to learn about how organisations have generated income from capital, data and mission assets.  

Then we'll explore new and emerging income sources outside the traditional fundraising portfolio to decide which opportunities could work for your charity.

Suitable for  between 5 - 15 participants.

Level - Fundraising managers, fundraising leaders, Finance Directors and CEOs.




For Trustees

These sessions can be designed to fit within both Board meeting or away-day agendas and are designed to help Trustees get to grips with their fundrasiing responsibilities.

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Introduction to the Charity Sector

This session is for Trustees who want to better understand the third sector and their role in it.  It provides a potted history of the sector, focussing on areas of interest to Boards, specifically around governance, accountability , strategy and risk.  We will cover Charity Commission guidelines in detail and explore what they mean for Board members during times of stability and crisis.

Suitable for between 10 - 20 participants.

Level - CEO and Trustees.

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Introduction to Fundraising

A step-by-step introduction for Trustees who have little or limited experience of fundraising.

This session covers the basics of fundraising strategy and delivery as well as fundrasiing trends and horizons.

It also covers charity commission requirements and best practice for Trustees, and how to fundraising competencies for your Board and your fundraising staff teams.

Suitable for between 8 - 20 participants

Level - CEOs and Trustees.


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