We offer a range of learning opportunities to help improve an organisation’s financial sustainability, equipping them with the knowledge and expertise to grow and diversify their funding

D1 An introduction to sustainable funding

By the end of the course, participants will:

  • understand the concept of sustainable funding
  • understand how organisations can diversify their income base to achieve financial sustainability
  • appreciate the skills and approaches required to adopt an entrepreneurial culture
  • understand the importance of having a mix of income streams
  • learn how to explore and extend their funding and financing options

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D2 Business and strategic planning

By the end of the course, participants will:

  • understand the difference between business and strategic planning
  • understand the purpose of business and strategic plans and why every organisation needs one
  • appreciate the benefits of the planning process
  • be able to develop comprehensive business and strategic plans

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D3 Grants - fit for funding

By the end of the course, participants will:

  • learn how to write concise and compelling applications
  • understand how good research, realistic outcomes and accurate budgeting can improve the chances of an application being accepted
  • be able to build relationships with grant givers and meet their expectations

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D4 Introduction to tendering

The course will:

  • improve understanding of the differences between grants and contracts
  • increase knowledge in the area of tendering
  • provide guidance about the tendering process
  • explore the potential of joint working when considering public service delivery 

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D5 Developing trading opportunities

By the end of this course participants will be able to:

  • assess their potential for trading goods or services
  • understand the processes involved in developing a trading idea
  • develop a competitive advantage
  • know where to go for further information, help and advice

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D6 Loan finance

By the end of the course, participants will:

  • understand the advantages and disadvantages of loan finance
  • be in a position to decide if loan finance is an option
  • explore commercial and other sources of loan finance
  • know where to go for further information, help and advice 

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D7 Making assets work

By the end of the course, participants will:

  • understand the advantages and disadvantages of asset based development
  • decide if asset based development is an option
  • appreciate the skills required to develop, manage and ensure the long-term sustainability of such ventures
  • explore sources of funding and finance for assets 

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D8 Community fundraising

By the end of this course participants will be able to:

  • create a plan for fundraising from their local community
  • develop appropriate cases for support
  • recruit, manage and support fundraising volunteers
  • implement community fundraising activity
  • ensure they comply with relevant legislation and best practice
  • know where to go for further information, help and advice 

Available in English only. If you require these course materials to be translated please contact training@wcva.org.uk
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D9 Individual giving

By the end of this course participants will be able to:

  • understand what motivates people to give
  • create a plan for fundraising from individual
  • develop appropriate cases for support
  • take advantage of tax-effective donations and gifts
  • ensure they comply with relevant legislation and best practice
  • know where to go for further information, help and advice 

Available in English only. If you require these course materials to be translated please contact training@wcva.org.uk
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D10 Internet fundraising

By the end of this course participants will be able to:

  • create a plan for fundraising from digital media
  • develop appropriate cases for support
  • implement digital fundraising activity
  • ensure they comply with relevant legislation and best practice
  • know where to go for further information, help and advice 

Available in English only. If you require these course materials to be translated please contact training@wcva.org.uk

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D11 Planning and writing successful funding bids (intermediate)

By the end of the course, participants will be able to:

  • understand the current funding climate in Wales and its impact on funders
  • review their current approach of developing a bid
  • apply new tools and techniques to give their bids a winning 'edge'
  • understand and meet the expectations of funders 

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D12 Working with outcomes (beginner)

By the end of the course, participants will be able to:

  • understand the benefits of using an outcomes approach and how it relates to their work
  • identify and describe the activity, results and difference that their work will make
  • design and implement a monitoring and evaluation system for gathering and analysing information

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D13 Preparing a sustainable fundraising strategy

By the end of the course, participants will:

  • understand what a sustainable funding strategy is and why they need one
  • learn how to explore and extend their fundraising options
  • be able to construct a realistic and sustainable fundraising strategy

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D14 Running a successful capital appeal

By the end of the course, participants will be able to:

  • Assess whether your organisation is ready for a capital campaign
  • Plan your campaign
  • Ensure effective leadership
  • Manage the campaign, implementing the private and public phases of the appeal through to completion
  • Ensure you comply with relevant legislation and best practice

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D15 Introduction to trust fundraising

By the end of this course participants will be able to:

  • Understand what are grant-making trusts and foundations
  • Be aware of what trusts fund
  • Know how to research trusts
  • Appreciate the key factors in a successful application
  • Recognise how to connect with and develop relationships with trusts
  • Ensure they comply with relevant legislation and best practice

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 D16 Getting fit for fundraising

By the end of this course participants will be able to:

  • Understand what is meant by fundraising and the different sources of fundraised income
  • Understand the legal requirements and best practice in relation to fundraising
  • Be able to decide whether their organisation is fit for purpose
  • Appreciate the skills and approaches required to fundraise
  • Understand the fundraising planning cycle

Available in English only. If you require these course materials to be translated please contact training@wcva.org.uk

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D17 Gift aid registration

By the end of this course participants will be able to:

  • Register with HM Revenue and Customs to claim Gift Aid
  • Get Gift Aid declarations from your donors
  • Keep appropriate records
  • Make a claim for Gift Aid
  • Promote Gift Aid
  • Ensure you comply with relevant legislation and best practice
  • Know where to go for further information, help and advice

Available in English only. If you require these course materials to be translated please contact training@wcva.org.uk

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D18 Introduction to payroll giving

By the end of this course participants will be able to:

  • Understand the principles of payroll giving
  • Be able to make decisions about the best way for your charity to benefit from this source of unrestricted income
  • Gain practical skills to make the most of payroll giving for your charity
  • Share inspirational ideas for promoting payroll giving
  • Ensure your organisation complies with relevant legislation and best practice
  • Know where to go for further information, help and advice

Available in English only. If you require these course materials to be translated please contact training@wcva.org.uk

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D19 An introduction to legacy fundraising

By the end of this course participants 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
  • Comply with relevant legislation and best practice
  • Know where to go for information, help and advice

Available in English only. If you require these course materials to be translated please contact training@wcva.org.uk

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