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

Events Fundraising: Strategy & Planning (Management Level)

6 October 2026 10:00am to 7 October 2026 4:30pm
Online
Training Courses
- Events Fundraising
- Strategy
EVT-10047
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

Non-Individual Member Fee

£393.00

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Individual Member Fee

£323.00

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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.

Topics covered in this course

Getting started: what to do and who to involve
Finding and researching the material to inform your case
Consideration of each of the main component parts
Work in teams to help refine the case
Pulling it all together
Getting your written case ready to use
Making a verbal approach
Keeping the case statement up to date and interesting

Learning outcomes

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

Develop and use your own successful event project plan
Demonstrate how you will deliver against your project plan
Construct a business case for your event using appropriate data to support your case
Understand and be able to diﬀerentiate between events fundraising and other fundraising techniques
Understand the importance of team dynamics and apply team management techniques to help motivate individuals and encourage constructive feedback
Evaluate and review your event eﬀectively by looking at event components, results and stakeholder feedback (for example: suppliers, volunteers, sponsors) and identify improvement ideas for your next event

About your trainer

Juliet Ellis

More?

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.