This workshop uses practical exercises to help you with:
The course covers all the main aspects of financial management, looking backwards at annual accounts and forwards at
planning tools, and how these are linked:
Financial management:
Management reporting:
Statutory Financial Statements:
Budgeting:
Cashflow projections:
Who are you approaching for support and why? If your application doesn’t fit don’t force it into a funder’s
guidelines – you will explore how to make the best match between the work you want to fund and the most
appropriate funder.
How many funders is one too many? With over two decades of fundraising experience Pam knows why you should pursue
different sources of support and how to avoid seeking funding every three years…and she’ll let you in on
it!
It’s not OK to have your application stand out from the crowd… it’s A-OK! Sing your own praises when writing
proposals, which include organisational case statements that can be modified to suit different funding
applications – it’s a skill and Pam will show you how!
It’s important to make the most of what you’ve got – you will look at how to engage your management committee,
volunteers and other staff in supporting your efforts and making your fundraising more effective!
What comes first, the funder or match funding? Partnerships and joint applications are key to third sector
fundraising, so you will examine how to make them work in your favour.
You know funding is not a quick progress, it takes time, effort and a lot of leg work especially when it comes to
research – Pam will take you through the role of research and how important it is in successful funding
applications… it is beyond looking in the directories.
Taking care of donors after the cheque is in the bank plays as important a part of funding as the application does,
it is more than just a thank you! You will explore the complexities of stewardship and the art of
cultivation.
Participants will be able to:
identifying the elements of an effective report;
plan a report;
develop the structure;
decide on the content;
identify the audience and use appropriate language;
understand appendices and references; and
overcome ‘writer’s block’.