This course is fundamental for heritage organisations undertaking fundraising on a small or large scale. Throughout the day, learners will be introduced to a structured model that can be used to develop bespoke fundraising plans to meet any fundraising need. The course will offer practical guidance on how to create and implement the plan.; utilizing existing people and resources to maximise income.

Trainer profile

Karon Phillips has 20 years voluntary sector management and fundraising experience. In 2010 she founded Citrus Consultancy; and since then she has worked with a wide range of social welfare organisations including national and small local voluntary organisations.

What will I learn?training

By the end of this session you will have an improved awareness of:

  • Developing a fundraising plan for a fundraising activity
  • Reviewing the fundraising environment; identifying appropriate fundraising opportunities
  • Conducting a review of the performance of a past fundraising activity
  • Establishing objectives, timescale, budget and appropriate fundraising techniques
  • Discussing your fundraising plan with your line manager and other relevant colleagues/stakeholders and seek authorisation to go ahead as necessary
  • Ensuring that any relevant legal and ethical requirements have been met and that (if appropriate) your plan takes into account your organisation’s policies and procedures.

Benefits to you

You will leave the session with an understanding of the best practice for fundraising and gaining fundraising from appropriate sources.

Who should attend?

Any member of staff, volunteer, committee member or trustee who is responsible for Trust and Foundation fundraising.


Thursday 11th May 2017


1.15pm arrival for tea, coffee and networking for a 1.30pm start. The workshop will finish by 4.30pm.


£60 per person for OCVA Members
£65 per person from a charitable organisation who are not OCVA members
£70 per person from a non-charitable organisation


Oxford Office Furniture Training Suite
Floyd’s Row
St Aldates

There is no parking available, although we maybe able to assist those with disabilities. Please contact us to enquire if you have a disability. Our venue is serviced with good transport links, if you are driving you may wish to take advantage of the Park and Ride services located at Redbridge, Pear Tree or Oxford Thornhill. Alternatively you can park in one of the City Centre car parks such as Gloucester Green, Oxpens, Oxford Train Station or Worcester Street.

To check public transport options contact ‘Traveline’ on 0870 608 2 608 or visit: http://www.traveline.info/

Enquiries contact:

Telephone:  01865 251946
Email: training@ocva.org.uk

When contacting us please state the name of the course your correspondence is in relation to.


Please note there are two steps to this process and both steps of the process will need to be completed to secure your place.

Step 1: Please register your details with us on the form:

Please note that registration without payment does not constitute a booking. Both are required, and we do check. (Thanks!)

Step 2: Make payment within 2 working days of registering.

We’re using PayPal for this event. Select ‘pay with a debit or credit card‘ if you don’t have a PayPal account (there’s no need to sign in to PayPal).

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OCVA Members pay £60.00 GBP Preview Image
Charitable organisations who are not OCVA members pay £65.00 GBP Preview Image
Non-charitable Rate pay £70.00 GBP Preview Image

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