Revisit, Review, Reforecast your Fundraising Strategy and Annual Plan (12-Mar-25)

Strategy
12 March 2025
10:00AM to 04:30PM

Individual Prices

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Package Type Available To Price
Individual Member 2024 Fee Held Until 31.12.2024 All Days Individual Members £199
Non-Individual Member 2024 Fee Held Until 31.12.2024 All Days Non Individual Members £257

Now more than ever a fundraising strategy and an annual plan are vital to ensure your organisation has the confidence to generate income to continue to operate and provide the services needed.

Standard Content

This course will help you focus on what questions to ask, what implications to consider and what actions to take to ensure an organisation-wide engagement.

Since re-working projected income figures at the start of the current crisis, many fundraisers and managers are now having to revisit and review their whole plan again, as well as re-forecast income and expenditure for the rest of the financial year and beyond. The key aim is to avoid having “all your eggs in one basket”, ensuring you have a diverse range of income streams to help enable your organisation to be more sustainable.

It is essential to think strategically during this process. Whilst your plan will identify some potential quick wins, it should also help the organisation appreciate some potential longer-term gains provided the process has a joined-up approach. We must all work to avoid planning ‘piece-meal’ as we look to come out of the Covid-19 crisis and look to the medium and long term.

Who should attend?

This course is designed for people responsible for, and involved in co-ordinating fundraising strategy, those involved in re-planning their fundraising activities, reviewing their current plan or looking for pointers to help with the process. This course is also for those looking to diversify income streams. 

Benefits for you and your organisation

Attending this course will provide a day for you to immerse yourself in the planning process as well as share thoughts and ideas with others. It’s also an opportunity to find out how the Covid-19 pandemic has changed other charities’ approaches to fundraising, plan how you can make up lost income and identify and build support from new donors and funders. As a result of attendance, you should have increased confidence in your revised strategy and plan and be enabled to communicate the impact. By sharing this information about your strategy, activities, resources, plans and budgets you can play a leading role in shaping how your organisation will continue to operate for the rest of the current year and beyond.  

Learning outcomes
  • Understand the current fundraising landscape
  • Describe the areas of your fundraising plan that have been affected already and how
  • Identify what areas will struggle to meet their target and by how much
  • Understand how to try and minimise any losses by looking to replace activities or increase activity in other areas
  • Share strategies for keeping to similar ROIs to the original plan
  • Consider your annual plan within a strategic context and the implications for the rest of the period the strategy was due to cover
  • Reflect changes in service delivery and income needs within your targeting and other aspects of your plan
  • Consider what fundraising techniques are currently yielding results and what will be necessary to implement or expand them in your charity
  • Have confidence when reviewing and reforecasting
  • Understand more about current donor motivations and the role of stewardship and an enhanced donor experience
  • Retain a sense of calm knowing you’re not alone
What's covered in the course
  • The current fundraising landscape – data and latest trends, etc
  • Undertaking a fundraising audit to gain a clear understanding of the current situation
  • Analysis of income and expenditure along with other key data to help with re-forecasting (both income and expenditure)
  • Tips to help you get to grips with your funding needs and changes to your service delivery
  • Your fundraising portfolio now and for the future - options for diversification
  • Donor motivations and stewardship as a key part of the plan

THE LIVE VIRTUAL TRAINING EXPERIENCE

The Chartered Institute of Fundraising's live virtual training is delivered by trainers who are leading experts in their chosen discipline. Each virtual course has been especially designed to deliver a rich virtual learning experience. Your course will feature:

  • Zoom platform learning environment
  • Interactive engagement with the trainer and peers
  • Group discussions and exercises
  • Real-life case studies and examples
  • Ample Q&A opportunities throughout the sessions

TECHNOLOGY REQUIREMENTS

The course is being delivered via the online platform zoom. To enable you to interact with your tutor and your class you will need to have access to a microphone (or access to a landline phone) and ideally have a working video link via a camera. To test compatibility with your system, you can join a test meeting via this link https://zoom.us/test

About your trainer

Gill Jolly FCIOF(Dip) has a background in psychology and over 30 years' experience in the charity sector working as a fundraiser, manager, director and trainer of fundraisers and support teams with a wide variety of sizes and types of organisation. She runs her own consultancy Achieve-Consultants Ltd www.achieveconsultants.co.uk and works with not-for-profit organisations across the UK, Europe and beyond providing a wide range of bespoke fundraising and management consultancy services. Gill has worked with the IoF since 2000 delivering fundraising’s professional qualifications and leading courses on strategy, management and implementation.

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