Giving to Heritage Terms and Conditions

Please note the 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.

Places on the Giving to Heritage Programme are strictly limited to those actively working in or involved with a Heritage group, organisation or project; it is NOT OPEN TO CONSULTANTS WORKING ON HERITAGE PROJECTS. All bookings are actively monitored to ensure only individuals representing Heritage organisations benefit from the training opportunities provided by the Giving to Heritage programme. When registering for the first time, if your role in a Heritage context/organisation is unclear please contact us ( or call 0207 840 3791, prior to booking; if you do not qualify refunds will not be given

All participants must be willing to provide feedback to the IoF (for HLF) on progress in applying the training across their organisation (where applicable) within 12 months of the start of the programme and at any other time as requested.  All participants must also be able to cascade learning within their organisation.

HeritageLottery HA GTH

Institute of Fundraising (IoF) - Giving to Heritage Booking Terms and Conditions

General Booking Information

By proceeding with making a booking you are committing to a place on the stated workshop. (See below for Terms and Conditions relating to One-to-One Consultancy Sessions)

The IoF reserves the right to decline any application for any training event. If your booking is accepted, but it transpires that the training is not appropriate for you, IoF shall be entitled to cancel your place at any time. If we do cancel your booking we will notify you by e-mail and ask you to contact us. IoF will not be obliged to offer any compensation for disappointment suffered.

Start dates

The start date of a training event is the date of the first training session or day.


In the event of an attendee leaving the training for any reason, no substitute or replacement attendee can join in their place. It will also not be possible to be transferred to a later workshop in these circumstances. In these cases no refund or partial refund of course fees will be given.

Workshop Fees

Online: Payment can be taken online at time of booking by credit or debit card only.

Substitute attendees

A place on a training event can be used by a substitute attendee at no extra charge up to 24 hours before the start date of the training. Please email with details of the original attendee and the nominated substitute’s details, including name, job title, organisation, email address and telephone number.


Transferring courses

All fees are non-refundable and non transferable to alternative dates; if you are unable to attend on the date booked please ensure your place is taken by a colleague as above. Under exceptional circumstances and at the discretion of the Heritage Project Team, it may be possible for an attendee to transfer their training to another day up to a minimum of one full working week prior to the start date of a course by advising us in writing via email to AND contacting the team by phone on 020 7840 3791.


Cancelling attendance on a workshop

Cancellations must be received in writing via email to, and must contain the full booking details including delegate and organisation name and contact details. Fees are non-refundable.

The IoF is not obliged to share course materials with individuals in the case of cancellation or non-attendance.


Workshop dates, venues and postponement

IoF reserves the right to alter training dates, venues and location where necessary without liability. We will endeavour to give the delegate as much advance notice as possible of any such change via the attendee’s email address provided at time of booking. If the delegate is unable to attend training at the revised location or date, we will credit 100% of their course fees against a future course or, if requested, refund those fees.

In the event of cancellation, where an alternative cannot be provided in respect of a specific course, a full refund will be offered.

We cannot offer refunds for cancellations due to circumstances outside our control; including adverse weather conditions, transportation issues, major incidents or industrial action. We will not be liable for any other costs incurred including (for example) travel charges or any consequential damages, even if we were advised of these costs.

As the training may be cancelled up to 14 days prior to its start date, we recommend that attendees do not book travel arrangements before this time. Any travel or other costs incurred are entirely the attendee’s responsibility.  IoF does not accept any liability for reimbursement of any costs incurred by attendees booked more than 2 weeks before a workshop date.


Workshop outlines

In order to respond rapidly to changes in market demand IoF reserves the right to alter its course content and/or trainer at any time.


Workshop notes and training

IoF training notes and training cannot be relied upon for legal interpretation. Neither IoF nor its employees, trainers or consultants can accept responsibility for the actions of delegates, those of other people reading the course notes, or responsibility for any loss incurred as a result of relying on the course content or the course notes.


English language skills

To ensure our attendees are not placed at a disadvantage they should have a good command of written and spoken English. If you are in doubt about the standard of your spoken and written English as a guide, you will need to have an International English Language Testing Service (IELTS) level 6.0 score or, Test of English as a Foreign Language (TOEFL) score of 550 or equivalent.


Accessibility and special dietary requirements

We are responsive to your requirements so if you have any special accessibility requirements please contact so that we can make reasonable adjustments to enable you to get the most from our training: prior notice of at least one week is required to enable us to cater for your needs.

Unless otherwise stated all scheduled IoF training include liquid refreshments and a light lunch. The attendee must inform the Heritage Project team by email at of any special dietary requirements. We cater for vegetarian, medically recommended and religious restrictive diets only. Please note the IoF use external providers for all catering purposes and do not accept liability for any failure to meet special dietary requirements.

While we endeavour to cater for a range of dietary requirements and are committed to ensuring the safety of our delegates who have any allergy to nuts, peanuts or seeds; we cannot guarantee that our food does not contain traces of nuts, peanuts or seeds. Although we ask our suppliers to ensure that any foods known to contain nuts/peanuts/seeds or their derivatives are suitably labeled, it is impossible to guarantee that products believed not to contain these are 100% free from peanuts/nuts/seeds. This is due to suppliers increasingly stating that products are not free from nut contamination due to possible airborne contamination. If your allergy is severe please be aware the food provided via our suppliers to other delegates may contain traces of nuts, peanuts or seeds. You can download our allergy advice here.

If you have any questions or concerns, please contact at least 1 week in advance of the training start date to allow for your needs to be catered for.


Other terms

The IoF does not accept responsibility for attendees’ personal belongings or valuables, for example laptops or communications devices, brought to courses.  These remain the responsibility of the individual attendees.

The IoF reserves the right to remove any attendee from their training event should their behaviour be deemed inappropriate. In such event, no refund of fees or other costs will be made.

One-to-One Consultancy session specific

Once booked and on receipt of consultant contact details, it is your responsibility to contact the consultant directly to arrange a mutually suitable date and time.

Please note once booked you must avoid, wherever possible changing this appointment. If you really need to cancel you may cancel/ amend up to 14 whole days (2 weeks) prior to the agreed date and time. To do so please contact your chosen consultant (cc: If you cancel or do not inform the consultant that you are unable to attend the appointment after this time, you will not be offered another session for the duration of the GTH programme.

The Giving to Heritage One-to-Ones are not a substitute for in-depth consultancy; they are designed to give participants in the programme limited access to expert advice to help identify potential solutions and next steps. Each session is restricted to one hour only to enable a short focused discussion to take place on a chosen topic. Any participating heritage organisation can apply for repeat sessions either with the same consultant (or another). Given the limited resources of the GTH programme to underwrite the cost of these sessions the number of sessions per organisation may be limited per organisation; the programme reserves the right to apply a cap based on need, availability of consultants and consideration of potential benefit on a case by case basis.