Corporate Fundraising (Management Level) (14 & 15-Aug-24)

Corporate Partnerships
14 - 15 August 2024
09:00AM to 04:30PM

**FULLY BOOKED** This two day course gives participants the understanding, knowledge and tools to create an effective strategy for corporate fundraising (CFR) and to develop and manage complex corporate partnerships.

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I would highly recommend this course to anyone who is looking to expand their knowledge and skills in corporate fundraising. Julia's breadth of knowledge is hugely inspiring and she covers every aspect of corporate fundraising in this course from current trends and ethical issues to strategies and legal agreements. I've come away with a clear plan of action for my team and a newfound confidence in my role!

Lara MacDonald, Senior Corporate Partnerships Executive at CHAS (Children's Hospices Across Scotland)

Who should attend?

This course is designed for participants with a minimum of 2 years fundraising experience. To gain maximum benefit from this course you should have a minimum of one year of practical corporate fundraising experience.

Benefits for you and your organisation

Attending this course will help ensure your corporate fundraising operation is well planned, managed and operated effectively and most importantly of all, is maximising corporate income for your charity.

By the end of the course you will be able to
  • Describe the corporate sector and the strategic issues relating to the corporate sector which impact upon corporate/charity partnerships
  • Describe the full range of fundraising mechanisms appropriate to corporate fundraising
  • State the techniques required to maximize income from the full  range of CFR mechanisms
  • Create innovate win- win partnerships
  • Explain the strategic issues in relation to corporate fundraising research
  • Create a corporate fundraising strategy for a charity
  • Identify the role CFR plays in a charity’s overall business plan
  • Describe the range of options for structuring a corporate fundraising department and the skills required to carry out CFR
  • Describe the proposal and pitching processes involved in winning many CFR partnership and  the skills required to make them successful
  • Develop an account management strategy
  • State the legal and tax issues relevant to corporate fundraising
  • Explain some of the ethical issues in relation to corporate fundraising
What's covered in the course

Day 1

  • Charities and the corporate sector – data and latest trends
  • Managing corporate fundraising mechanisms
  • Product promotions
  • Creating innovative partnerships
  • Corporate fundraising strategy

Day 2

  • Corporate fundraising department structures, CFR skills and the role of CFR in a charity
  • The application and pitching processes
  • Account management strategy
  • Legal and tax issues
  • Ethical issues

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

Julia Worthington BA Hons, MCIOF(Dip), MILM 

Julia has been a fundraiser for over twenty-five years, working as a volunteer and professional fundraiser, for national, regional and international charities. Her experience spans community, corporate, major donor, individuals’ capital appeals and she loves putting together a fundraising strategy! For the last six years she has been a consultant, trainer, coach and mentor, running her own consultancy, Amber Consulting. 

Her portfolio includes providing consultancy for Lloyds Bank Foundation Enhance programme, as their fundraising specialist in the North West, supporting small charities; working as a trainer for the Institute of Fundraising on the hugely successful ‘Giving to Heritage’ programme, as well as their standard training programme.  

Coaching is her true vocation and over the last three years she has specialised in coaching those involved in fundraising or development, to achieve their professional and/or personal goals. Julia achieved her ILM Level 7 qualification in Executive Coaching and Mentoring in 2018, her own personal and professional goal! 

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