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  

Running successful fundraising events

29 June 2016     Colwyn Bay
12 July 2016      Cardiff

Increase the potential of heritage organisations to organise fundraising events to provide a sustainable funding stream.

This course will take a marketing approach to developing successful fundraising events. It will look at how to go about planning, promoting and delivering events to raise money from individuals, organisations and the community.

It is intended for those new to fundraising and those with some experience, wanting to learn more about how to use fundraising events to increase awareness and income, to provide a sustainable funding stream for your organisation.

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

Learning outcomes

By attending this course you will be able to:

  • Understand supporters' motivations
  • Develop appealing fundraising ideas
  • Plan, promote and deliver fundraising events
  • Make a profit (return on investment)
  • Be safe and accountable

Building a case for support

15 September 2016 - Rhyl
21 September - Llandrindod Wells
29 September - Newport

Assist heritage organisations to develop an inspiring case for support to engage donors and motivate them to give generously.

Target groups: Beginners

Learning outcomes

  • Understand the importance of the case for support and its place in the fundraising planning cycle
  • Identify the information and resources needed to develop a case for support
  • Be able to draft a written case statement
  • Articulate a verbal case for support
  • Communicate the case for support to different audiences

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

4 October 2016         Colwyn Bay
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

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

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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