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

It’s common to feel overwhelmed by countless fundraising opportunities and ideas, making it difficult to make best use of your limited resources. A strong fundraising strategy helps you to decide how best to fund and sustain your work, and prioritise these different opportunities and ideas. This is crucial even during the current coronavirus crisis – and while many organisations are understandably currently focused on securing their short-term funding position, long-term planning is still important too.


Developing an effective strategy requires a methodical approach, a sound knowledge of how fundraising works and an honest evaluation of your organisation’s position. We’ll be walking you through a comprehensive process for developing a smarter and more focused fundraising strategy, and sharing a number of powerful decision-making techniques.


We’ll start by introducing some vital foundation exercises that you should do before developing your fundraising strategy. These will help you to articulate why fundraising is necessary, review your current performance and identify how to reach key fundraising audiences. Many of these exercises are also hugely helpful for any short-term contingency planning that you’re currently doing.


We’ll then show you how to evaluate and prioritise different fundraising activities, and ensure you have the key build blocks in place for long-term fundraising success. We’ll also share some insight into how the current coronavirus crisis is impacting different types of fundraising, and how you can work with donors and funders in response.

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


Please note that the course isn’t intended to be a basic overview of how fundraising works for complete beginners.

“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


This course will be delivered online for the foreseeable future, due to social distancing restrictions. We have divided it into two webinars taking place on the same day.

Morning webinar (10:00-11:40 with a short break midway)

  • The challenges currently facing fundraising, and the importance of a good fundraising strategy
  • Reviewing your current fundraising performance and understanding what needs to change
  • Building a clear picture of how different types of fundraising work, and their potential for you
  • Articulating the need for fundraising: how much do you need to raise and why?
  • Some powerful analytical tools to help you – Enhanced SWOT Analysis & Audience Mapping

To get the most from the course, we recommend that you make use of the time between the two webinars to do your own independent follow-up work related to the course. We’ll be setting you some suggested exercises on the day to help with this.

Optional Q&A: How to work with your Board and team to plan for your fundraising strategy? (15:00-15:30)

Afternoon webinar (15:30-17:10 with a short break midway)

  • Deciding which fundraising activities to do, which to discard, and how to resource your plans
  • Developing your central case for support, and why this is so important
  • Identifying other marketing and communication materials needed to support your fundraising
  • Creating a fundraising culture to ensure that your whole organisation supports your fundraising
  • How to forecast income, set targets and measure your fundraising activity

We’ll also be staying online for 30 minutes after the second webinar for a bonus Q&A session on strategic planning and fundraising during the Covid-19 recovery period.

Course facilitators

“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

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.



All our learning will be taking place in live online sessions until further notice.

Joining details will be emailed to you in the run up to the workshop.


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

Organisational turnover £1m + £159
Organisational turnover £500,000 – £1m £139
Organisation turnover £100,000 – £499,999 £119
Organisational turnover £50,000 – £99,999 £99

Organisational turnover less than £50,000

or individuals unattached to an organisation



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Book your place immediately with a credit or debit card via our website using Stripe, our payment processor. We’ll send you a booking confirmation right away (check your spam too).

Please only request an invoice if absolutely necessary and if it is for an amount over £100.

Please note our terms and conditions: we can offer a full refund provided you give us at least 7 days’ notice (within 7 days you can substitute the participant for someone else).  

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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 charlie.wright@sse.org.uk.