A comprehensive 2-day course which covers the strategic and planning elements of fundraising

Developing a fundraising strategy 719


This course will help organisations to position themselves to take advantageous of the opportunities by taking a strategic approach to fundraising.

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 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

Who this course is for

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.


2 days

We can also tailor this course for your organisation, contact us for an informal discussion about your learning needs.