workshops
running a successful capital appeal
an intensive one-day workshop on how to fundraise successfully for capital projects.

introduction course
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advanced course
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securing major donors
an intensive two-day course on how to identify, engage and retain high net worth individuals as major donors to your organisation read on... Download PDF >>

Pragmatic Planning
A one-day workshop with David Saint on how to develop an inspiring, achievable and fundable strategic plan. read on... Download PDF >>

funding the future of your church
Two one-day workshops for church leaders, presented in three locations. read on... Download PDF >>

Preparing bids for statutory contracts
an intensive two-day course, recently adopted by Futurebuilders England find out more..
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Tuesday 15 April, Thursday 12 June
10 am - 4 pm
The Resource Centre, London

An introductory one-day workshop presented by Action Planning on how to fundraise successfully for capital projects.


 

Attendance fee: £145 per person including VAT,
presentation materials and lunch.
This intensive, ‘hands on’ one-day workshop is designed to enable participants to acquire the particular tools and skills required to deliver a successful capital fundraising programme.

Presented by Margaret Martin, Director of Capital Appeals at Action Planning, and colleagues on the Capital Appeals Team, the workshop will help you to:

Margaret Martin
 

“A very interesting day, particularly hearing case studies of successful campaigns.”
Benjamin Morrison, Head of Capital Appeals, Jewish Care

“It was impressive to get such a wide range of input from practitioners who really know their subject.”
Mary Harvey, Fundraising Director, Notting Hill Housing Trust

“A thought-provoking workshop on what
is entailed in running capital appeals.”
Sue Hedger, Fundraising Manager, Yeldall Manor


workshop content:
This workshop will help you to:

devise a planning process which takes your project from inception, through feasibility testing to full implementation

identify and profile potential institutional and individual donors who may be prepared to support your project, using wealth screening to identify high net worth supporters

implement a feasibility study which establishes how much is likely to be raised and from what sources

develop and test a persuasive ‘case for support’
and tailor this to the needs of each potential funder

recruit an effective appeal committee, and equip members to make an effective ‘ask’

implement the ‘private’ phase of the campaign in which major gifts are sought from key institutions and major donors

follow this with an effective ‘public phase’ which motivates the wider community and other stakeholders

Organised by Action Planning in association with Third Sector and Baker Tilly



conferences
A one-day conference with top-level presentations from the main statutory, lottery and trust funders, presented in three locations.
Action Planning, Waymark House, 19 Cedar Road, Sutton, Surrey SM2 5DA  T:020 8642 4122  F:020 8770 2090  office@actionplanning.co.uk
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