Fundraising training for heritage organisations funded by HLF, and run by WCVA in partnership with CyMAL and the Funding Centre.
Catalyst Cymru - Heritage Fundraising provides
learning and development opportunities for staff and volunteers in
heritage organisations in Wales. These learning interventions
are designed to upskill and increase the confidence, competency and
effectiveness in fundraising of staff and volunteers, so that they
can increase their organisations' funding from private donors,
corporate sources and trusts and foundations.
Recognising that people learn in different ways, Catalyst Cymru
provides a diverse range of learning opportunities for staff and
volunteers of all skills experience, expertise and knowledge. The
learning opportunities in the second year include:
- Training courses
- Networking events
- Action learning sets
- Executive coaching
- Organisation visits
- Online learning resources-WCVA's Learning Zone
Catalyst Cymru also offer delegates telephone and email access
to our expert trainers following attendance at events.
Catalyst Cymru's training runs at locations throughout Wales, so
you will always be able to find something suitable close to you.
The training is for participants of all skills, experience and
Our training incorporates a mix of presentations, case studies,
practical group work and discussion.
The programme is supported by WCVA's Learning Zone, an exciting
online learning resource available to heritage organisations in
Learners will be able to access resources prior to training and
after attending an event.
Specific resources can also be made available to those learners
unable to attend the face-to-face sessions, who still want to find
out more about sustainable funding.
Please see below for details of upcoming courses. To book a
place complete and return an application
form to email@example.com or
contact Helpdesk on 0800 2888 329
Fees are £20 per person for 1 day courses
£10 per person for ½ day courses. Our
networking, action learning sets and organisation visits are
Developing corporate relationships - 1 day
25 May 2017 - Cardiff
Assist heritage organisations to better understand the
opportunities for engaging with and working with business.
Fundraising for support from companies in Wales can be quite a
challenge. This one day course introduces the main principles of
- Understand the different ways which businesses give (financial
donation, gifts in kind, sponsorship, employee volunteering)
- Appreciate the benefits of corporate support to your
organisation and to the company
- How to research, identify and engage with potential corporate
- How to prepare a compelling case for support from a
People who have little fundraising experience but understand the
distinction between corporate fundraising, trusts and foundations
and fundraising from individuals
Developing a membership or friends of scheme - 1/2
6 June 2017 - Conwy
14 June 2017 - Newport
Provide museums with the practical knowledge to setup a
membership or friends of scheme and engage with and develop
successful relationships with members.
Workshop - Presentation and interactive exercises to explore the
need for and development of membership programmes, and participant
brainstorming/input around and into programme development and best
practice for their own organisations.
- Understand the stages of the membership marketing
- Be able to develop a successful membership recruitment
- Improve membership retention rates
- Develop fruitful relationships with members
- Understand key metrics to evaluate success
- Ensure that you comply with legal requirements
- Share best practice with other heritage membership
Trustees, staff and volunteers in heritage organisations.
It is suitable for those with some experience of fundraising and/or
marketing who want to improve their skills and develop the
practical knowledge to set up a successful friends of/membership
Developing a fundraising strategy - 1 day
20 June 2017 - Wrexham
27 September 2017 - Bridgend
The funding landscape is changing for third sector organisations
in Wales with many seeing cuts to their statutory funding. At the
same time there are opportunities out there for organisations to
raise funds from private sources. This course will help
organisations to position themselves to take advantageous of the
opportunities by taking a strategic approach to fundraising.
This course will help you to develop a fundraising plan for your
organisation by taking stock of where you are now, mapping out
where you want be and planning how you are going to get there. It
will cover the elements of a fundraising planning framework and how
these fit in with other strategic planning processes, including
mission, vision and values and organisational objectives.
The course will teach you how to carry out a fundraising audit
using strategic planning tools such as PEST analysis, competitor
analysis, collaboration analysis, market analysis and internal
analysis.Participants will go away armed with a better
understanding of strategy and the knowledge that there is more to
strategic planning than the ubiquitous SWOT analysis. They will be
armed to develop and implement a winning fundraising strategy for
- Understand what a fundraising strategy is and why you need
- Be able to develop and implement a realistic fundraising
- Appreciate the role of the fundraising audit in developing a
- Be able to use tools such as PEST and SWOT analyses properly as
part of the planning process
Trustees, staff and volunteers.
It is suitable for those that are new to fundraising and/or
thinking about implementing fundraising in their organisation for
the first time. It is also suitable for those with some experience
of fundraising who want to take a more strategic approach to their
Ideally participants will be those with responsibility for
developing and implementing fundraising strategy in their
Using technology to fundraise - 1
27 June 2017 - Caerphilly
11 July 2017 - Colwyn Bay
This course will explain how small and medium-sized
organisations can use digital tools for fundraising and compare the
different opportunities and channels - web, email and social media
available. It will provide practical, mostly free/low-cost tactics,
with some sense of priority order for organisations to use and test
and give confidence in using digital tools to support their
The course is designed to make the most of digital tools to
increase and enhance fundraising with digital tools. It will
- Raising funds online and who is raising funds online?
- Making the most of your website and email
- What works? The power of images and how to create your own
- what tools to use, and how to analyse your websites
- Understand how charities and organisations are using digital
tools to support fundraising
- understand the different tools and channels available, plus
some tools to help judge which are more relevant to your
- use a structured approach to adding digital tools, from making
the most of your website, through to using email more effectively,
and using social media channels like Facebook and Twitter
The course is appropriate for staff at heritage
organisations with fundraising responsibility even if they don't
have 'fundraiser' in their job title.
Delegates should have some basic experience of one or more
fundraising methods. Digital experience is not required, beyond
ability to use a laptop or mobile phone/tablet.
Legacy fundraising - 1/2 day
12 July 2017 - Cardiff
Increase the understanding of heritage organisations of the
potential for developing legacy fundraising
This course provides an introduction to legacies, the extent of
legacy giving in the UK and the different kinds of legacies.
It looks at what motivates people to leave a legacy to heritage
organisations and how your heritage organisation can go about
making the case for support. It covers in detail the
different marketing techniques which are available to promote
legacies as well as how to embed legacies in your organisation and
measure the success of legacy fundraising activity.
- Create a plan for legacy fundraising
- Understand what motivates people to leave a legacy
- Develop appropriate cases for support
- Implement legacy fundraising activity
- Discuss key issues and share experiences with other heritage
Trustees, staff and volunteers in heritage organisations
including museums, libraries and archives and natural heritage
organisations. It is intended both for those new to legacy
fundraising and also those with some experience wanting to increase
their understanding of the potential for promoting legacies and
wanting to share experiences with other heritage organisations.
Need to get your Fundraising in order, but unable to attend on
the above dates? Don't worry. We can arrange bespoke training
sessions for you. You decide where the training will be held;
what subjects your sessions will cover, how and when they would
like training to delivered and we'll organise it for you. Again,
availability is limited-get in touch to discuss your training
requirements as soon as possible to avoid disappointment.
Organisation visits-Fully Funded-Up to £1,000 available
Provide your heritage organisations with the opportunity
to visit and learn from other flagship organisations who have
achieved fundraising success.
Your organisation will:
- Learn from flagship heritage organisations with firsthand
experience of successful fundraising
- Learn about the key issues to consider when adopting new income
- Give you the opportunity to discuss fundraising issues facing
your organisation and find out how other heritage organisations
have overcome them
For more information, contact Richard Roberts on 01970