Small triangular colour flags banner with the blue sky and clouds behind. Concept of an event.

Events Fundraising: Strategy & Planning (Management Level)

25 February 2026 10:00am to 26 February 2026 4:30pm
Online
Training Courses
- Events Fundraising
SC0941
Current

This engaging events fundraising training course is designed to help you to evaluate the performance of your current portfolio of events and drive forward your events. Being able to run a great fundraising event is the first step towards realising potential of events for your organisation. Knowing which should stay in the schedule, how long they will remain effective and where you should make investment in new events comes down to your strategy and planning skills. This course will enable you to set clear objectives, work effectively across fundraising functions and deliver a balanced portfolio of events to appeal to the right audiences at the right time.

Course Fees

Individual Member Fee

£317.00

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Non-Individual Member Fee

£385.00

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Key Information

Who should attend?

This course is designed for people who have been working in an event fundraising capacity for 2 years plus. The course includes content related to people management and therefore learners should either be new managers or aspiring to a managerial role within the event fundraising field.

Learning outcomes

By the end of the course you will be able to:

Develop your events strategy for the year ahead
Use your strategy to review, measure and analyse your success in terms of return on investment
Construct a balanced portfolio of events
Effectively manage your events fundraising budget including preparation of annual budgets
Differentiate between marketing techniques and know how and when to effectively apply them
Identify event sponsorship opportunities and how they can be implemented successfully
Select appropriate management techniques and styles to ensure positive internal and external relationships are created and maintained
Prepare effective reports using your plans and key results for use internally and externally
Identify and apply the key learning points from your completed events to help your future planning

About your trainer

Juliet Ellis

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Juliet Ellis

Biography:

Juliet has spent almost 30 years raising millions of pounds for charities.

At Mencap – where she was promoted five times – she made the charity the leading proponent of sponsored overseas events, and as a consultant she has helped multiple organisations – from large nationals such as Mind and Alzheimer’s Society to hospices of all sizes and teeny tiny charities - to develop and grow their event fundraising programmes.

In recent years she has added governance and strategic reviews (both of individual campaigns as well as overall fundraising strategy) to the support she offers, and is a massive proponent of collaboration and breaking down silos.

Juliet is also the Chair of the Chartered Institute's London and South East regional group, is a Non-Executive Director of the mindfulness and coaching social enterprise Rising Minds, and a Trustee for The Sleep Charity.

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.