An introduction to fundraising from wealthy private individuals.

TOPICS COVERED

Donor Characteristics - Motivations - Fundraising Efficiency - Tax Rules - Wealth Screening - Capacity Screening - Connection Screening - Data Sources - Initial Contact - Meeting Venues - Decision Makers - Asking - Cultivation Meetings - Practice Meetings - Record Keeping - Relationship Building - Events - Retention - Donation Systems - Reporting Back - Showing Appreciation - Recognition Systems - Token Gifts - Recognition Events - Donor Clubs

PARTICIPANTS

For staff members, volunteers, trustees or board members of charities, schools, healthcare or public sector organisations who wish to carry our major donor fundraising for their organisation. People who provide advice to organisations are also welcome.

WORKSHOP FORMAT

Workshops consist of talk, questions and answers. There are no power points or audio visuals. There are no break out sessions, role playing exercises or group activities. Participants are not expected to introduce themselves. Workshops run better if participants are on video but it is not compulsory. Each workshop follows a script. By using scripts more topics can be covered in less time with complete accuracy. Participants are sent a copy of the script by email after the workshop. The trainer may add unscripted remarks during the workshop to liven things up. Workshops do not require prior knowledge. Everything is explained in everyday language. Jargon and acronyms are kept to a minimum.