Revisit, Review, Reforecast your Fundraising Strategy and Annual Plan (14-Mar-22)

14 March 2022
10:00AM to 04:30PM

Individual Prices

Package Type Available To Price
Individual Member Fee All Days Individual Member £190
Non-Individual Member Fee All Days Non Member £245

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.


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


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

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 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.

Members Only Content