Group of people strategising at meeting table

Developing a fundraising strategy

Categories: Funding,

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Delivered through the medium of English



The funding landscape is changing for third sector organisations in Wales with many seeing cuts to their statutory funding. At the same time there are opportunities out there for organisations to raise funds from private sources. This course will help you position your organisation to take advantage of the opportunities by taking a strategic approach to fundraising.



Our fundraising strategy course will help you to develop a fundraising plan for your organisation by taking stock of where you are now, mapping out where you want to be and planning how you are going to get there.

It will cover the elements of a fundraising planning framework and how these fit in with other strategic planning processes, including mission, vision and values and organisational objectives.

The course will teach you how to carry out a fundraising audit using strategic planning tools such as PEST analysis, competitor analysis, collaboration analysis, market analysis and internal analysis.

You will go away armed with a better understanding of strategy and the knowledge that there is more to strategic planning than the ubiquitous SWOT analysis. You will also have the know-how to develop and implement a winning fundraising strategy for your organisation.


Learning outcomes

By the end of the course you will:

  • understand what a fundraising strategy is and why you need one
  • be able to develop and implement a realistic fundraising strategy
  • appreciate the role of the fundraising audit in developing a fundraising strategy
  • know how to use tools such as PEST and SWOT analysis properly as part of the planning process


Who this course is for

This course is for trustees, staff and volunteers of charities or third sector groups in Wales that want to know how to develop a fundraising strategy, or template for planning their corporate or community fundraising.

It is suitable for those that are new to fundraising and/or thinking about implementing fundraising in their organisation for the first time. It is also suitable for those with some experience of fundraising who want to take a more strategic approach.

Ideally participants will be those with responsibility for developing and implementing fundraising strategy in their organisation.


All our courses can be delivered bespoke and tailored to meet your organisation’s needs, please get in touch if you would like to discuss this further.