Major Donor Fundraising Planning & Strategy (Management Level) (22 & 23-Feb-22)

Major Donors
22 - 23 February 2022
10:00AM to 04:30PM

Individual Prices

Package Type Available To Price
Individual Member Fee All Days Individual Member £290
Non-Individual member fee All Days Non Member £345

This is a course designed specifically for anyone responsible for creating a strategy and plan in major gift fundraising or who wants to prepare for a role where this will be part of the job.

Standard Content

Growing major gift fundraising success is as much about individual relationships as it is watching the indicators of success in your organisation and making great decisions about where to invest your resources. If you want to understand what a healthy planning process looks like and what insight you need to gather to make great strategic decisions in your organisation then this is the course for you.

Kim will take you through how to map where you are starting from and how to position where you want to be. You will be introduced to tried and tested concepts and cutting edge ideas that successful teams are currently using to measure the quality of their relationships. Importantly, this will also help you to assess how ready your organisation is to respond to your current and prospective supporters’ needs. You will also explore all of the options you have ahead of you, get tools to help you decide where to allocate your resources and how to make decisions that are right for you and your organisation.

By the end of this two day course you will leave inspired and with a clear roadmap for how to create your strategy and plan in major gift fundraising.

Topics covered *
  • Planning process
  • Gathering Major Donor Insight - internal and external factors
  • Engagement options for major donors
  • Strategic decision making
  • Designing Major Donor Fundraising for the organisation you are in
  • Strategic direction
  • Preparing a plan
  • Timescales
  • Gift tables
  • KPIs
  • Monitoring and evaluating
  • Tips to maximise your success
  • Personal roadmap for your strategy and plan
After attending the course you will be able to
  • Describe the components of a good planning process and see where to make adjustments to your current process
  • Identify all the important insights necessary to build a picture of where you are starting from in your fundraising 
  • Establish what your fundraising options are for the years ahead 
  • Identify what your priority areas for investment are 
  • Make strategic decisions on what your major gift fundraising should entail 
  • Create a clear and straightforward plan for major gift fundraising 
  • Describe which metrics you want to use to monitor your major gift fundraising plan 
  • Build a gift table to reflect the work ahead that will need to be resourced 
  • Design KPIs that drive great fundraising results

*Please note that this course adopts a ‘just in time teaching’ approach. This means that whilst there is core content, specific content will be chosen based on the delegates that attend on the day and some items may be replaced with more appropriate content for people’s backgrounds and interests on agreement with the delegates.

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


About your trainer

Kim van Niekerk: Kim inspires and develops people who raise income for charities into great fundraisers. Recognised as a leading educator in creating communication mindsets and a respected coach, trainer and speaker, Kim has spent 14 years working across the social enterprise, charity and corporate sectors.

Kim is a Fellow of the Royal Society for the encouragement of Arts, Manufactures and Commerce and an Associate for Open Innovation experts, 100% Open and Faculty Member of the European Investment Bank, Social Innovation Tournament Bootcamp at Catolica University in Lisbon. She is also a lecturer with the Institute of Fundraising in the UK.

Kim has previously worked as a pitch coach on the UBS Future of Finance competition and the NESTA Innovation in Giving Fund and a funding coach for the UK Cabinet Office investment in Small Charities through the Chartered Institute of Fundraising.

Before freelancing, Kim was a founding Director of the FSI, a Foundation building the capacity of small charities by delivering free expert fundraising and communications training. In its start up three years Kim worked with over 400 non profit organisations across the UK.

Prior to The FSI, Kim was fundraising with the UK’s largest businesses, high net worth individuals and Foundations as a Campaign Manager for the NSPCC’s FULL STOP Campaign. In three years Kim was promoted twice to co-ordinate lead gifts and major events in the UK and Russia and raise over £16 million for the protection of children.

Kim has trained, mentored and coached over 1000 individuals from every shape and size organisation (and most sectors!) in communication and relationship techniques.

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