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.


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 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  

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 corporate fundraising.

Learning objectives

  • 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 supporters
  • How to prepare a compelling case for support from a company

Target group
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 day

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.

Learning objectives:

  • Understand the stages of the membership marketing lifecycle
  • Be able to develop a successful membership recruitment strategy
  • 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 organisations

Target group
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 scheme.

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 their organisation.

Learning outcomes:

  • Understand what a fundraising strategy is and why you need one
  • Be able to develop and implement a realistic fundraising strategy
  • Appreciate the role of the fundraising audit in developing a fundraising strategy
  • Be able to use tools such as PEST and SWOT analyses properly as part of the planning process

Target group
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 fundraising.

Ideally participants will be those with responsibility for developing and implementing fundraising strategy in their organisation.


Using technology to fundraise - 1 day

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 fundraising.

The course is designed to make the most of digital tools to increase and enhance fundraising with digital tools.  It will explore:

  • 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

Learning outcomes

  • 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 organisation
  • 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

Target group
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.

Learning outcomes

  • 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

Target group
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.


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!

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.

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