TRANSFORMATIVE FUNDRAISING Bridging the gap between the fundraising and professional advice communities

Our research reveals that ultra-high net worth individuals give 17 times more when supported by their professional advisors on their donor journey, and yet a gap exists between the fundraising and professional advice communities, with both parties suffering from a lack of information and knowledge about how the other operates.

TRANSFORMATIVE FUNDRAISING Bridging the gap between the fundraising and professional advice communities

Event details
Location and contact details for this event.
Event type: 
9 May 2024 - 9:00am to 12:00pm
Venue address: 
Philanthropy Impact






Bridging the gap between the fundraising and professional advisory communities can add significant additional value to your fundraising efforts. Our highly interactive training session is designed to give you the knowledge and skills to strengthen your relationships with professional advisors, such as wealth managers, IFAs, tax advisors and lawyers. In turn, this will help support their clients on the donor journey.

This training will open the door to new commercial opportunities, improve your fundraising results, learn how working with professional advisors can transform fundraising by changing the traditional view of donors and how you can collaborate to support them, find out what philanthropists are looking for when working with advisors, enhance your communications by understanding the language of business cases and receive exclusive insights from guest speakers about current industry dynamics and best practice.

This is coupled with receiving 3 self-certified CPD points and a free copy of the Philanthropy Impact online handbook–your go-to resource for delivering an effective philanthropy advice service.

The course will be highly interactive making use of case studies on how fundraisers can address solutions to challenges in innovative and collaborative ways.

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?
  • 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?


Event registration
Event cost: 
£450 for non members - discounts available for Philanthropy Impact members
Register TODAY!!!
Suitable for: 
Major donor fundraisers, philanthropic managers and advisors