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 6th May, Thursday 3 July 10 am - 4 pm
The Resource Centre, London

An intensive one-day course for experienced capital fundraisers on how to get more from your appeal.


 

Attendance fee: £145 per person including VAT,
presentation materials and lunch.

Margaret Martin
 

This is an advanced workshop on appeal planning and implementation for the experienced capital fundraiser. Presented by Margaret Martin, Director of Capital Appeals at Action Planning and Jim Clifford, Partner and Head of Strategic and Advisory Services to charities at Baker Tilly, the programme looks in depth at how to:

recruit top-level people for your Appeal Committee, develop the strategy for the committee and manage the committee’s work

get your Board and on board, and help them to lead by example. We look in detail at how to involve your Trustees and other senior level volunteers in opening doors, engaging interest and making the ask

secure major donors for the appeal, and retain them as revenue supporters

implement the appeal, assess what management model and support is needed to run the appeal and manage delays and shortfalls

use prospect research to add to your knowledge of prospects and donors as the appeal progresses

convert capital donors to revenue givers on completion of your appeal.

structure your project to minimise VAT liability

plan and schedule the work to reduce net cost and disruption

make use of the full range of financing options, including loan stock, to leverage donated funds

design your new asset to maximise earned income

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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