fundraising training ltd
the skilled grantseeker programme
advanced training courses
EARLY 2009
venue: 44 Portland Place, London W1B 1NE
mapweb www.fundraisingtraining.co.uk
These courses have been developed for fundraisers
with over a years’ experience in grant seeking.
They are ideal if you are looking for answers to
specialist questions
Each of these courses will aim to develop your skills
and confidence in solving complex fundraising
problems, but above all they will challenge
conventional thinking.
This series of courses will develop your skills in the
three key elements of grant seeking:
➔
Financial skills
➔
Proposal writing
➔
Building relationships with funders
We’ll aim to equip you to become a confident and a
fully rounded fundraiser, who can master approaches to
all types of grant maker
You can attend all three courses – as a complete
package – or each one individually.
If there are more than six people from the same
organisation, then it might be worth considering an
in-house version of any of these events. Contact us for
details.
Fundraising Training Ltd was set up by Bill Bruty in
2002 to provide high quality training for
Contents
the trust fundraising trainee initiative 1
an introduction to the scheme 2
taking on a trust fundraising trainee 3
the training courses 4
assignments for the Talent programme 5
the on-line tutors and trainers 6
contact information for registration 7
➔
financial skills for fundraisers
a one day training event on 9 February 2009
The Tutor
John Cammack A qualified accountant, manager and teacher who has worked as Head of International Finance at Oxfam GB (1982-1990) and senior lecturer at Oxford Brookes University (1990 – 2002). John now works as a freelance consultant with a range of UK and international charities. He has authored several publications on financial management in the voluntary sector.
financial skills for fundraisers advanced £150
Aims
To enable participants to interpret the financial information of a funder.
Explain how using financial information can improve one’s approaches to funders.
Equip participants to present their budget proposals in a format that is ideal for funders.
Equip participants to understand the accounts of their own charity and to explain key financial issues.
Outcomes
As a result of attending this course, participants will be able to: ➔ identify key financial documents published by a funder
➔ interpret a Statement of Financial Activities, a Balance Sheet and their related documents
➔ describe the key issues within their own charity’s accounts ➔ present a project budget in a format that complies with good
accounting practice.
This course is suitable for…
Fundraisers who need to research a wide range of trusts and other grant-makers and who need to represent financial information as part of funding applications.
The programme
9.30 Introduction and Introduction to the event, agreeing course aims
10.00 Understanding the accounts of a charitable trust and a company – the balance sheet and profit & loss (or equivalent) account
11.15 Coffee
11.30 Using financial information to improve approaches to a funder
12.30 Lunch
13.30 Understanding your own charity’s accounts 15.15 Tea
15.30 Presenting project budgets effectively 16.15 Course Review and Evaluation
➔
the art of applications
The Tutor
Bill Bruty has been in fundraising for over 20 years. He has been a Fundrasing and Marketing Director in two national charities (BTCV and Children’s Aid Direct) and has successfully raised money from every type of donor. He is recognised as one of the UK’s leading fundraising trainers.
the art of applications advanced £150
The programme
09.45 Registration and coffee 10.00 The ‘Pulitzer Checklist’ 11.15 Coffee
11.30 Conveying the appropriate mood in proposals 12.30 Lunch
13.30 Balancing emotion and reason in informal proposals 15.15 Tea
15.30 Incorporating mood into complex proposals 16.15 Course review and evaluation
16.30 Depart
Aims
Joseph Pulitzer captured the essence of persuasive writing:
“Put it before them briefly so they will read it, clearly
so they will appreciate it, picturesquely so they will
remember it and, above all, accurately so they will
be guided by its light.”
This course will look at how to implement these ideas.
Conveying the appropriate “mood” within an application is as important as the content, therefore this event aims to help people tailor their writing style for different donors. We will look at how to master the balance between emotional and rational arguments in proposals.
Outcomes
As a result of this course you will be able to:
➔ Use the ‘Pulitzer Checklist’ in order to produce well balanced applications
➔ adapt your writing style in order to present the same information to very different donors
➔ convey appropriate moods and emotions within complex application forms
The Tutor
Bill Bruty has been in fundraising for over 20 years. He has been a Fundrasing and Marketing Director in two national charities (BTCV and Children’s Aid Direct) and has successfully raised money from every type of donor. He is recognised as one of the UK’s leading fundraising trainers.
➔
building relationships with funders
Contents
the trust fundraising trainee initiative 1
an introduction to the scheme 2
taking on a trust fundraising trainee 3
the training courses 4
assignments for the Talent programme 5
the on-line tutors and trainers 6
contact information for registration 7
Aim of the event
This course will look at techniques that can be employed to enhance your chances of submitting a successful application. We will demonstrate the importance of developing long term relationships and that this requires careful planning and management.
Outcomes
As a result of attending this event, you will be able to:
➔ Plan activities across all four key stages in developing a relationship ➔ Use at least one new technique for each of the following stages of
relationship:
The first year of new funding
Testing the potential of a relationship Maintaining a long term relationship
➔ Use the Relationship Management Checklist to assess the health of your relationship with funders.
building relationships with funders advanced £150
The programme
9.45 Introduction to the event, agreeing course aims 10.00 The Relationship Management Checklist
11.00 Coffee
11.15 Using the telephone to build a relationship 12.30 Lunch
13.30 Testing the potential of a relationship 15.00 Tea
15.15 Long term management 16.15 Course Review and Evaluation 16.30 Depart
➔
the skilled grantseeker programme
booking form
please send the following information to the address above
Please send me a booking confirmation and payment details
Name ________________________________________________________ Organisation ___________________________________________________ Address _______________________________________________________ ______________________________________________________________ ______________________________________________________________ telephone _____________________________________________________ e-mail ________________________________________________________ I would like to attend:
Financial Skills ... £150
The Art of Applications ... £150
Building Relationships with Funders ... £150
