Fundraising training for heritage organisations funded by HLF, and run by WCVA in partnership with CyMAL and the Funding Centre.

Catalyst Cymru

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
  • Workshops 
  • 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.

Training

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 knowledge.

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 Wales. 

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 training@wcva.org.uk 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 FREE  


Running a profitable heritage shop (Level: Beginners)

14 September 2016      Aberystwyth
22 September 2016      Wrexham       
6 October 2016             Newport

Provide heritage organisations with a practical introduction to the key aspects of operating a successful retail outlet in a museum or heritage site

Learning outcomes

By attending this course you will be able to:

  • Develop a planned approach to buying and product selection
  • Appreciate the importance of visual merchandising and display
  • Understand the financial aspects of retail management including key performance indicators
  • Understand the importance of selling and its vital role in the success of  a heritage shop

Legacy fundraising

13 October 2016         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.

Target group: Trustees staff and volunteers in heritage organisation 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.

Learning outcomes

By attending this course you will be able to:

  • 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 organisations

 


Fundraising from major donors

19 October 2016        Wrexham
27 October 2016        Caerphilly

This course will help you to understand how to successfully secure major gifts and give you the confidence and skills to approach wealthy individuals.

Major donor fundraising used to be the preserve of larger charities but today many smaller charities are achieving success in this field. Having just a few committed major donors can deliver a new source of income but finding the right ones and securing their support can be scary.

Target group: People who have some fundraising experience but are new to major gifts

Learning outcomes

By attending this course you will be able to:

  • Identify and assess potential major givers
  • Develop cultivation strategies tailored to each prospect
  • Feel empowered to 'Make the ask'
  • Understand the Process of thanking donors, recognizing their contributions and stewardship

Fundraising from trusts and foundations (intermediate)

8 November 2016        Rhyl
17 November 2016      Newport

Provide heritage organisations with the skills, knowledge and techniques to maximise income from charitable trusts and foundations and further develop their approach to trust fundraising.

Target group: People who have some experience of making applications to trusts and are seeking to improve their response rates and level of engagement with funders.

Learning outcomes

By attending this course you will be able to:

  • Develop a strategic approach to researching and profiling trusts and foundations.
  • Know how to successfully demonstrate impact
  • Learn how to plan, structure and write more engaging and persuasive copy
  • Recognise how to build sustainable relationships with grant makers
  • Create a dynamic work plan that improves productivity

 


Developing sponsorship opportunities

22 November 2016     Colwyn Bay
30 November 2016      Cardiff

Increase the potential of heritage organisations to develop opportunities and proposals for companies, which could increase revenue funding through sponsorship.

This course takes a practical approach to fundraising from companies and assumes some knowledge of sponsorship and corporate fundraising.  It is intended for those who already have fundraising experience, wanting to increase their understanding of the potential for fundraising from companies, specifically with regard to developing and managing sponsorship opportunities and corporate partnerships.

Target group: Trustees, staff and volunteers in heritage organisations including museums, libraries, archives and environment/ natural heritage organisations.

Learning outcomes

By attending this course you will be able to:

  • Understand what motivates companies to give
  • Identify and develop opportunities to attract sponsorship
  • Create a plan for fundraising from companies
  • Develop appropriate pitch for support
  • Understand how to evaluate and monitor performance
  • Understand the regulatory and tax implications of sponsorship

Gift aid registration surgeries

6 December 2016            Colwyn Bay
13 December 2016           Cardiff

To provide practical information for participants so that they are able to understand the benefits of income they could generate from Gift Aid and how to go about registering for and claiming Gift Aid on donations.

Gift Aid enables charities to reclaim the tax paid on donations from individuals - for every pound your organisation is given you can claim an additional 25 pence from HM Revenue and Customs (HMRC). By building this option into your fundraising strategy you can generate higher levels of unrestricted funding for your organisation. This workshop will look at the process of registering for and claiming Gift Aid in five simple steps, and it will also cover recent changes.

Target group: Trustees, staff and volunteers in heritage organisations. These sessions are aimed at those organisations not already registered with HMRC to claim Gift Aid, but will also be useful to those who are already registered who want to ensure that they are claiming on everything to which they are entitled and/or who want an update.

Learning outcomes

By attending this course you will be able to:

  • Be in a position to register with HMRC to claim Gift Aid
  • Encourage donors to complete Gift Aid declarations
  • Maintain appropriate records
  • Make a claim for Gift Aid
  • Promote Gift Aid
  • Ensure your organisation complies with relevant legislation and best practice

Bespoke training

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 per organisation!

Aim
Provide your heritage organisations with the opportunity to visit and learn from other flagship organisations who have achieved fundraising success.

Learning outcomes
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 streams
  • 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 631148.

catalyst footer