Self-certified CPD Training - Preparing fundraisers to work with professional advisors to better support clients on their donor journey

A course designed specifically for high value fundraisers.

Self-certified CPD Training - Preparing fundraisers to work with professional advisors to better support clients on their donor journey

Event details
Location and contact details for this event.
Event type: 
Training
Date: 
18 May 2021 - 9:00am to 12:00pm
Venue address: 
WEBINAR
Organisation: 
Philanthropy Impact
Please note that this training course can
only be booked by contacting Victoria Shaw
 
 
 

This is a course developed especially for charity Major Donor and corporate fundraisers. The purpose is to inform and educate fundraisers who work with (U)HNWI, to understand the role of their professional advisors (private client advisors, wealth management, private banking, independent financial advice, tax and legal sectors and family offices); and how to strengthen professional relationships that will transform your fundraising. With an emphasis on the use of business case language, the  course will enhance communication focused how to identify and meet the needs of advisors’ clients.

The course will be highly interactive making use of case studies on how fundraisers can address solutions to challenges in innovative and collaborative ways. The implications of CRUK and another charity’s research will be discussed.

 
Adviser impact on Giving
Philanthropy Impact’s research demonstrates that 12% of UK wealthy population take some sort of philanthropy advice from their advisors and their giving accounts for 58% of the £2B given annually. Advisors play a key role e.g. UHNW individuals when supported by advisors on their philanthropic journey give 17 times more - £335k vs. £19K.
 
Course content
This course will look at how professional advisors work, their values and goals – what motivates them. As a fundraiser, working with professional advisors can transform fundraising by changing the traditional view of donors and how you can collaborate to support them.

We will also explore what philanthropists are looking for when working with advisors. The course will give an overview of informative statistics and trends in (U)HNWI giving and giving patterns in the UK and internationally and how the oncoming wealth transfer is shifting the face of wealth with women and millennials stepping up as a majority of wealth holders. We will explore the structures used by (U)HNWIs such as different tax reliefs and DAFs. The course will be highly interactive making use of case studies on how fundraisers can address solutions to challenges in innovative and collaborative ways. The implications of CRUK and another charity’s research will be discussed.

Questions to be addressed at the course
 
  • What can fundraisers learn from advisors to change the way they view wealthy donors and philanthropy?
  • Who are professional advisors and what motivates them? How can you as a fundraiser work together with them to help meet their client needs?
  • What is the spectrum of advisors and what are their roles?
  • Managing expectations of fundraisers
  • What internal and external challenges do fundraisers face in this process?
  • How can we make the fundraising sector more innovative and a space for collaboration and not only competition?

Trainers:  John Pepin, CEO, Philanthropy Impact and Sianne Haldane, Philanthropy Advisor

CPD: 180 minutes (3 hours) self-certified CPD points

Registration: by 15 May (limited to 12 fundraisers). Register by sending an email to registration@philanthropy-impact.org or victoria.shaw@philanthropy-impact.org

Cost: £315 - we are offering a 30% discount on the original price of £450

 Philanthropy Impact members: £280

Members of the Chartered Institute of Fundraising: £280

Cancellations received in writing 5 working days prior to the event will receive a full refund. 

It is regretted that cancellations made after this time will not receive a refund. Terms and conditions.

 

Download the training invitation as a PDF.

Event registration
Event cost: 
Members £280/ Non-membesr £315
Registration: 
registration@philanthropy-impact.org