Developing a Heritage Fundraising Plan
About This Workshop
This is one of two foundation level workshops for all heritage organisations undertaking
any fundraising activities. Throughout the day, learners will be introduced to a structured
model that can be used to develop bespoke fundraising plans to meet any fundraising
need. The course will offer practical guidance on how to create and implement the plan;
utilising existing people and resources to maximise income.
Time: 10:00-17:00 Arrival from 09:45
Who should attend this Workshop?
Any member of staff, volunteer, committee member or trustee, or Heritage Open Day
organiser from a heritage or community group with responsibility for developing and
delivering fundraising activities for a heritage project or organisation.
In addition, applicants should be
actively engaged in fundraising
willing to cascade the learning within their organisation
willing to demonstrate how their organisation would benefit from the fundraising
Assuming you can answer 'yes' to all of the above this workshop is for you!
Professional fundraisers are welcome, although the workshops are primarily aimed at
those who have little or no experience in the types of fundraising covered by the
Learners should come to the training with a specific fundraising need in mind for which
they intend to develop a fundraising plan. If a Fundraising Strategy or Plan or anything
similar already exists for their own heritage project or organisation, then learners should
bring that along.
On completion of this course, it is expected that learners will be able to:
Develop a fundraising plan for a fundraising activity.
Review the fundraising environment, identifying appropriate fundraising
Conduct a review of the performance of past fundraising activity.
Establish objectives, timescale, budget and appropriate fundraising techniques.
Discuss your fundraising plan with your Director, manager and other relevant
colleagues/stakeholders and seek authorisation for its go ahead, as necessary.
Ensure that any relevant legal and ethical requirements have been met and that
that (if appropriate) your plan takes account of your organisation’s policies and
Outline of Content
The six topics are:
1. Establishing the Case for Support – What type of plan do you need and what
is the purpose? Using audit tools to research the current position learners will
understand how to collate relevant evidence to inform their planning.
2. The Case in Practice – How to interpret the audit information using a SWOT to
select priority areas for fundraising.
3. Research & Segmentation - Creating donor profiles for existing donors to
understand how to attract prospects demonstrating the value of prospect
research to identify, cultivate and steward donors and where to source prospect
4. Developing the Plan – Setting fundraising objectives, determining appropriate
strategy and tactics to achieve targets. Understanding the components of a
5. Implementing the Plan – Focus on the parts of the written plan that are
concerned with implementation. These include, schedule, budget and monitoring.
6. Monitoring & Evaluation – Articulating the measures for success that can be
tracked and monitored during the delivery of the plan. How to identify risks set
control measures to keep the plan on track to deliver the objectives to be
evaluated on completion.
The course will use a range of methods including:
Trainer directed presentation
Learner personal reflection
Whole group discussion
Small group case study work
Practical tasks in pairs
Heritage Expert input (where appropriate)
These workshops are designed to expose trainees to fundraising activities to which the
trainee may not have had previous experience, such as fundraising with corporates,
individuals, trusts, and other donors. We would like attendees to provide feedback on
progress in applying the training in their organisation within 12 months of attending the