*LIVE VIRTUAL COURSE* Corporate Fundraising (Management Level) (11 & 12-Aug-20)

*LIVE VIRTUAL COURSE* Corporate Fundraising (Management Level)  (11 & 12-Aug-20)

Date: Tuesday 11th to Wednesday 12th Aug 2020

Time: Day 1

08:45 Log on and individual participant system checks recommended
09:00 Course start
17:00 Course finish

Day 2

08:45 Log on and individual participant system checks recommended
09:00 Course start
16:30 Course finish

Venue: Remote

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This will be the first time this course is delivered as a virtual live training event for the IoF Academy. The course will contain interactive content and the opportunities to share ideas and learning among all course attendees.

This two day course gives participants the understanding, knowledge and tools to create an effective strategy for corporate fundraising (CFR) and to develop and manage complex corporate partnerships.

Who should attend:

This course is designed for participants with a minimum of 2 years fundraising experience. To gain maximum benefit from this course you should have a minimum of one year of practical corporate fundraising experience.

Benefits to you and your organisation:

Attending this course will help ensure your corporate fundraising operation is well planned, managed and operated effectively and most importantly of all, is maximising corporate income for your charity.

By the end of the course you will be able to:

  • Describe the corporate sector and the strategic issues relating to the corporate sector which impact upon corporate/charity partnerships
  • Describe the full range of fundraising mechanisms appropriate to corporate fundraising
  • State the techniques required to maximize income from the full  range of CFR mechanisms
  • Create innovate win- win partnerships
  • Explain the strategic issues in relation to corporate fundraising research
  • Create a corporate fundraising strategy for a charity
  • Identify the role CFR plays in a charity’s overall business plan
  • Describe the range of options for structuring a corporate fundraising department and the skills required to carry out CFR
  • Describe the proposal and pitching processes involved in winning many CFR partnership and  the skills required to make them successful
  • Develop an account management strategy
  • State the legal and tax issues relevant to corporate fundraising
  • Explain some of the ethical issues in relation to corporate fundraising


What’s covered on this course:

Day 1

  • Charities and the corporate sector – data and latest trends
  • Managing corporate fundraising mechanisms
  • Product promotions
  • Creating innovative partnerships
  • Corporate fundraising strategy


Day 2

  • Corporate fundraising department structures, CFR skills and the role of CFR in a charity
  • The application and pitching processes
  • Account management strategy
  • Legal and tax issues
  • Ethical issues


There will also be a short piece of homework to be completed on the evening of Day 1

About Your Trainer:

Julia Worthington BA Hons, MinstF(Dip), MILM

Julia has been a fundraiser for over twenty-five years, working as a volunteer and professional fundraiser, for national, regional and international charities. Her experience spans community, corporate, major donor, individuals’ capital appeals and she loves putting together a fundraising strategy! For the last six years she has been a consultant, trainer, coach and mentor, running her own consultancy, Amber Consulting.

Her portfolio includes providing consultancy for Lloyds Bank Foundation Enhance programme, as their fundraising specialist in the North West, supporting small charities; working as a trainer for the Institute of Fundraising on the hugely successful ‘Giving to Heritage’ programme, as well as their standard training programme. Speaking at conferences for IOF North West, IOF Yorkshire and at IOF Convention, IDPE and the Hospices Conference.

Coaching is her true vocation and over the last three years she has specialised in coaching those involved in fundraising or development, to achieve their professional and/or personal goals. Julia achieved her ILM Level 7 qualification in Executive Coaching and Mentoring in 2018, her own personal and professional goal!

Course Fees: 

£290 IoF Individual members

£345 IoF Non-Individual Members 

If you require an invoice please ensure you book your place a minimum of 2 weeks before the start date of your course.

IoF Academy One and Two Day Open Course Booking Terms and Conditions

Privacy Notice

The Institute of Fundraising (IoF) of Charter House, 13-15 Carteret Street, London SW1H 9DJ is the Controller.

When you sign up to an IoF one or two-day short course, we use the information you provide in the following ways:

  • To administrate attendance to the course
  • To gain follow-up feedback from you about the course you have attended – this will be sent by email after the course has taken place
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  • To keep a record of the courses you have attended with the IoF
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We will provide trainers with your name, organisation and job title to enable them to tailor the course and manage attendance.

Relying on legitimate interests, we will keep your membership number (if applicable), first name, last name, job title, organisation and contact email address and details of the course title(s) and date(s) you attended for six years after your last interaction with the IoF. This is so that we can provide you with confirmation of the courses you have undertaken and to help us:

  • Review the popularity of our courses
  • Improve our services
  • For budgeting and financial review.


We are working with Zoom (processor) to enable us to deliver webinars and online learning. To access the course, you will need to register with Zoom, giving your name and email address. This personal data will be collected by Zoom and stored under the US Privacy Shield outside of the EEA.

Where Zoom detects that your IP address is coming from the UK or EU, you will be presented with a one-time privacy policy update for consent.

You will also be able to manage cookies preferences.

For more information on how Zoom use and protect your data see:



The Institute of Fundraising will use the information you provide to monitor delegate attendance and may contact you by email for feedback about the webinar/online learning.

To view our full privacy policy visit: https://www.institute-of-fundraising.org.uk/privacy-policy/

If you require an invoice please ensure you book your place a minimum of 2 weeks before the start date of your course.

Further details and contact information

IoF Academy
Email: academy@institute-of-fundraising.org.uk

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