Understanding Fundraising - the Roles and Responsibilities of Trustees in Heritage Organisations - Bristol

Understanding Fundraising - the Roles and Responsibilities of Trustees in Heritage Organisations - Bristol

Date: Thursday 27th Apr 2017

Time: 09:45 - Registration
10:00 - Start
16:45 - End

Town/City: Bristol

Location: South West

Venue: Brunel's SS Great Britain

Directions / Address

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In the current environment where charity fundraising is in the spotlight it is even more vital that trustees understand their roles and responsibilities with respect to fundraising and appreciate how their charity will be affected by proposed regulatory changes. This one day interactive workshop will provide trustees with all the information and guidance they need to understand the role of fundraising in their heritage charity, the practical support they can offer to help maximise money raised and the governance issues with respect to fundraising.

Giving to Heritage is funded by the Heritage Lottery Fund under the Catalyst initiative. The Project is run in partnership with the Heritage Alliance and The Institute of Fundraising. 

Who should attend this Workshop?

This course is designed specifically for trustees and is suitable for Trustees at all levels - whether you are a new trustee and see the workshop a valuable part of your induction, an established trustee who wants a greater understanding of the fundraising issues that impact on the trustee role or a trustee of a charity which is embarking on a major fundraising campaign who wishes to appreciate what they can do to both support the campaign and gain assurance that it is being run effectively. 

In addition, applicants should be:

  • Actively engaged in fundraising
  • Willing to cascade the learning within their organisation
  • Willing to demonstrate how their organisation would benefit from the fundraising training


Your Trainer: Valentine Morby

Valentine has over 20 years third sector experience. His strong planning and analytical skills have helped to raise charities and clients in excess of £40m over his career. Valentine has worked with major national and European not-for-profits as well as a number of heritage clients including Bath Abbey, Portsmouth Historic Dockyard, Royal Crescent Museum, Roman Bath’s Foundtion and Blandford Forum Corn Exchange. Valentine has trained trustees, appeal boards, fundraising teams - as well as non-fundraising staff – in a range of fundraising techniques and he specialises in working closely with organisations so that they are able to create their strongest fundraising proposition and develop sustainable income streams. Valentine is a Trustee of the charity Mentoring Plus, an accredited IOF trainer and a mentor to a fundraiser in the south west.

We strongly recommend that you bookmark the Training and Events Calendar for further Heritage related workshops and other learning opportunities. 

The workshops on the Giving to Heritage programme are heavily subsidised by the Heritage Lottery Fund as and a result cost just £20 per person per workshop.

Giving to Heritage course fees can be taken by ONLINE payment only via credit or debit card and all fees are non-refundable; if you are unable to attend on the date booked please ensure your place is taken by a colleague.

Please note: places on Heritage Workshops are strictly limited to those actively involved in a Heritage group or organisation. They are NOT open to Consultants.

All bookings are actively monitored to ensure only individuals representing Heritage organisations benefit from the training opportunities provided by the Giving to Heritage programme. If you are in doubt about your eligibility to attend please contact the Team on 0207 840 3791 or at heritage@institute-of-fundraising.org.uk

For further details please see the Heritage Programme booking terms and conditions.


Further details and contact information

Ed Stannard
Email: heritage@institute-of-fundraising.org.uk
Telephone: 0207 840 3791

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