*LIVE VIRTUAL COURSE* Maximising Your Capital Campaigns (Management Level) (29 & 30-Sep-20)

*LIVE VIRTUAL COURSE* Maximising Your Capital Campaigns (Management Level) (29 & 30-Sep-20)

Date: Tuesday 29th to Wednesday 30th Sep 2020

Day 1
09:45 Login and test equipment
10:00 Course start
16:30 Course finish

Day 2
09:45 Login and test equipment
10:00 Course start
16:30 Course finish


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Capital Campaigns are one of the most effective ways to raise large amounts of funds over a specific period of time. But, a capital campaign is often a large scale undertaking which requires a number of staff, board members and volunteers working together to deliver a complex project successfully.

This practical two-day course ensures that you will have the knowledge and tools required to plan, manage and close a successful capital campaign; avoiding the common pitfalls and helping you to meet your goals.

Who should attend?

  • Fundraisers that are considering a capital campaign and want to know what they have to do to prepare the organisation to run a successful capital campaign
  • Campaign chairs and members of capital campaign boards
  • Self-employed consultants to charities that provide capital campaign direction


What you will learn?

You will learn the crucial three key elements of a successful capital campaign which include:

Planning a Capital Campaign

  • Establishing if you are ready to run a successful capital campaign
  • Assessing the risks and opportunities by conducting research and a feasibility study
  • Developing your capital campaign strategy and brand
  • Establishing the timetable and phasing of the campaign
  • Selecting and recruitment of staff, volunteers and leaders
  • Identifying the roles and responsibilities of a campaign board


Managing the Campaign

  • Identifying the six phases of the capital campaign structure – from Private to Public appeal
  • Managing your campaign board expectations
  • Applying appropriate solicitation tactics
  • Learning how to keep you, your team and the campaign on track
  • Sticking to your budgets and keeping costs down
  • Implementing the communication and marketing plan


Closing the Campaign

  • Converting pledges to donations
  • Developing donor stewardship and post campaign relationships
  • Evaluating your campaigns performance
  • Planning and preparing for what is next
  • Recording and reviewing lessons learnt


Course Fees:

£290 IoF Individual members

£345 non-Individual members

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

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

About Your Trainer:

Gill Jolly FInstF(Dip) has over 25 years experience in the charity sector working as a fundraiser, manager, director and trainer of fundraisers and support teams with a wide variety of sizes and types of organisation. She now runs her own consultancy and works with not-for-profit organisations across the UK and Europe providing a wide range of bespoke fundraising and management consultancy services. Gill has worked with the IoF since 2000 delivering fundraising’s professional qualifications and leading courses on strategy, management and implementation.

The techy bit

The course is being delivered via the online platform zoom. To enable you to interact with your tutor and your class you will need to have access to a microphone (or access to a landline phone) and ideally have a working video link via a camera. To test compatibility with your system, you can join a test meeting via this link https://zoom.us/test

Privacy Notice

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

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.

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 process your payment


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.

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

Further details and contact information

IoF Academy
Email: academy@institute-of-fundraising.org.uk
Telephone: 0207 840 1020

Book now

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