Developing a Fundraising Strategy

A workshop to help you create a fundraising strategy and improve your strategic decision-making

Developing a fundraising strategy

A strong fundraising strategy helps you to decide how to fund and sustain your work, prioritise different fundraising opportunities and make best use of your limited resources.  Developing an effective strategy requires a methodical approach, a sound knowledge of how fundraising works and an honest evaluation of organisation’s position.

This course is ideal for you if you’re looking to:

  • Identify how best to fund and sustain your organisation’s work in a challenging fundraising climate
  • Harness the many different ideas from colleagues and trustees / directors into a coherent fundraising strategy
  • Establish clearer expectations for what fundraising success should look like

It’s common to feel overwhelmed by countless different fundraising opportunities and ideas, making it difficult to make best use of your limited resources. We’ll be walking you through a comprehensive process for developing a smarter and more focused fundraising strategy, as well as a number of powerful decision-making techniques with wider use.

We’ll start by introducing some vital foundation exercises that you should do before developing your fundraising strategy to articulate why fundraising is necessary, review your current performance and identify how to reach key fundraising audiences.

We’ll then show you how to evaluate and prioritise different fundraising activities, and ensure that you have the key build blocks in place for long-term fundraising success. Along the way we’ll be doing several group exercises and sharing plenty of real-life examples from charities and social enterprises.

Developing Fundraising Strategy

Libby Brown, Leap East CIC

“A good balance of information from the trainers and activities. The trainers were extremely knowledgeable and created an informal, friendly environment”


10:00 am Introduction
10:15 am Group discussion: what are the biggest challenges when developing a fundraising strategy?
10:45 am Our comprehensive process for developing a fundraising
11:00 am Five exercises to lay the foundations for your fundraising strategy
12:45 pm Lunch
1:30 pm Scoping & prioritising fundraising activities
3:00 pm What else do you need for long-term fundraising success?
3:45 pm Setting up for fundraising success
4.15 pm Questions and feedback
4.30pm Close

Course facilitators

Mike Zywina is an experienced fundraising consultant and Director of Lime Green Consulting. Lime Green Consulting help ambitious charities and social enterprises to be more strategic, become more sustainable or access new funding – they provide a mix of strategic consultancy, hands-on fundraising support, training and mentoring. Mike was previously Fundraising Manager and a member of the Senior Management Team at Link Community Development, overseeing a thriving fundraising portfolio raising £600,000 per year.

Gemma Pettman helps charities to raise both their profile and vital funds. She’s supported causes ranging from city farms to youth unemployment. Demonstrating impact through storytelling is a crucial part of Gemma’s work, particularly when applying to trusts and foundations. As well as raising much-needed income, she has received praise from funders for her use of sincere and straightforward language.

“I didn’t expect to come away with so many things I can action straight away. I’m now really excited to go back and discuss everything with my colleagues.” Katherine

“Mike and Gemma were fantastic. Really well structured and clear. Can’t wait to share what I’ve learned with my team and would definitely return to another workshop.” Ben

“Very personable trainers, enjoyed peer-to-peer learning and insights. Thorough process – will be implementing a lot to refresh our strategy. Thanks!” Jo

“Very good and helpful training, pitched at the right level. Good and expert facilitators. Useful!” Christina

“Thank you for clear, concise, realistic information delivered in a friendly, inclusive way. See you again!” Rose


The course takes place from 10:30am – 4:30pm at our offices in The Fire Station, 139 Tooley St, London Bridge:


For this one day workshop  plus all course materials you pay:

Organisational turnover £1m + £149
Organisational turnover £500,000 – £1m £129
Organisation turnover £100,000 – £499,999 £109
Organisational turnover less than £100,000 £79
Developing a fundraising strategy picture

Claire Tarling, Dorset Advocacy

“Lots of information - worth the price and the journey!”

How to book your place

You can choose to pay by credit / debit card or you can request to pay by invoice. In both cases, you will be redirected to a booking form that we need you to complete.

If you have any questions about the course or the booking process please contact SSE’s Marketing and Engagement Officer, Charlie Wright on 020 7089 9120 or email

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