Course Overview

Learn how to prepare a 3-year plan to drive sustainable fundraising growth.

This practical, hands-on masterclass will equip you to create an effective fundraising strategy. The session builds on valuable pre-work with interactive tools, group discussion, case studies, research findings and masses of experience to help you confidently craft the outline of your strategy. Working through our 6-step process, we examine the fundraising market, your organisational culture, donor motivations, your fundraising portfolio, how to influence donor behaviour and the enablers of success. The session draws on analysis of the drivers of fundraising success from surveys with over 700 fundraisers, more than 25 years of developing strategies for 100 organisations and acclaimed sessions run at IFC in Asia and Europe.

Who is this course for?

Fundraisers either at entry or intermediate level.

Designed for fundraisers wanting to take their approach to the “next level” this course is designed for anyone with responsibility or interest in developing overall or program specific fundraising strategies.

Ambitious fundraisers aiming to step up to leadership roles.

Those new to the fundraising sector are looking for valuable context and insights from CEOs or board members of organisations with emerging fundraising programs or strategies that need refreshing.

Learning Outcomes

By the end of the course, you will:

• Understand the strategic planning process and be ready to apply it within your organisation
• Have created an outline plan and identified key issues to address in your fundraising program
• Understand the trends and influences on fundraising in Australia and what that might mean for your organisation
• Have applied key benchmarks to your fundraising program to see where future returns can come from
• Have access to a suite of tools to assist with strategic planning.
  

Key Topics

Understanding the market: political, economic, social, and technological factors influencing fundraising; fundraising trends; and how to assess competitors.

Understand your organisation – fundraising culture (including survey results); ambitions and internal enablers.

Understand your audiences – your need, brand, proposition, and donor motivations for giving to you.

Manage your portfolio – review key drivers and the associated effort and reward for each type of fundraising, including key financial benchmarks and trends.

Influence donor behaviour – the importance of research, nudges and journeys.

Enabling success means creating a culture of innovation, making a case for investment, managing and mitigating risks, knowing what to measure, and understanding how to create synergy.

Course Materials

Pre-work: Top-line benchmarking report. A fundraising success survey will be used to ascertain your fundraising readiness.

Take away: Business canvass with an outline plan and issues.

Content: Evidence-based benchmarks, case studies, examples, and research outcomes.

Delivery

3 x full days via Zoom

Meet the facilitator

Click here to read Martin Paul's bio.

Guidelines for enrollment

1. Make sure you have a login for the FIA Learning Hub. Click "Sign In" or "Forgot Password" if needed.
2. You can enrol a staff member if they already have a login.
3. If you require assistance, please email training@fia.org.au.

CFRE

Full participation in Strategic Planning for Fundraising is applicable for up to TBA continuing education points in Category 1. B – Education of the CFRE International application for initial certification and/or recertification.

FIA Code

This course relates to the following aspects of the FIA Code of Conduct:

• FIA Code 4.10 and 4.11 Conduct towards Donors.