Recording: Researching & Building Successful Trust & Foundation Pipelines, with Susie Stephens & Mike Sawkins
Date Recorded: 30th Sept 2020
Duration: 100 minutes
Format: Live Online
Course Type: Focus
For: Trust Fundraising, Prospect Managers, Fundraisers, Start up
Overview
This course covers techniques on how to research Trust & Foundations successfully, establishing both relevance and monetary value of their giving. It is also covers essential strategic tools to build a balanced Trust fundraising pipeline, including how to calculate potential income from a pool and, if needed, to build one yourself in excel. Whether you’re a beginner or advanced, this will have something for everyone!
This You Will Learn
Trust & Foundation research techniques, tips & tricks
Expert concepts for successful pipeline building and income projections
Practical Excel knowledge for pipeline management
About the Speakers
Suzie Stephens
Suzie has been working in Prospect Development for over a decade and brings a wealth of experience and knowledge of the profession, working in both non-profit and consultancy environments. She has worked with a range of organisations including national charities, specialist non-profits, educational institutions and start-up organisations, supporting a plethora of causes. As well as running The Prospect Development Company since 2016, Suzie was Prospect Development Manager at Save the Children UK (2010-2020), leading its Prospect Development Team with responsibility for all aspects of prospect research, pipeline management and due diligence.
Full bio here.
Mike Sawkins
Mike is an experienced trust fundraiser who has helped charities both large and small to secure grants ranging from £100 to over £100,000. He brings a unique perspective to the role, having obtained a PhD in Regenerative Medicine and spent several years in academia before bringing his grant writing and analytical skills into the voluntary sector. He also sits on the board of a grant-making trust, so he knows first-hand what funders are looking for in an application.
Full bio here.
Purchase
Comes with Slides, Recording + Excel template for Trust & Foundations pipeline valuation and tracking
Date Recorded: 30th Sept 2020
Duration: 100 minutes
Format: Live Online
Course Type: Focus
For: Trust Fundraising, Prospect Managers, Fundraisers, Start up
Overview
This course covers techniques on how to research Trust & Foundations successfully, establishing both relevance and monetary value of their giving. It is also covers essential strategic tools to build a balanced Trust fundraising pipeline, including how to calculate potential income from a pool and, if needed, to build one yourself in excel. Whether you’re a beginner or advanced, this will have something for everyone!
This You Will Learn
Trust & Foundation research techniques, tips & tricks
Expert concepts for successful pipeline building and income projections
Practical Excel knowledge for pipeline management
About the Speakers
Suzie Stephens
Suzie has been working in Prospect Development for over a decade and brings a wealth of experience and knowledge of the profession, working in both non-profit and consultancy environments. She has worked with a range of organisations including national charities, specialist non-profits, educational institutions and start-up organisations, supporting a plethora of causes. As well as running The Prospect Development Company since 2016, Suzie was Prospect Development Manager at Save the Children UK (2010-2020), leading its Prospect Development Team with responsibility for all aspects of prospect research, pipeline management and due diligence.
Full bio here.
Mike Sawkins
Mike is an experienced trust fundraiser who has helped charities both large and small to secure grants ranging from £100 to over £100,000. He brings a unique perspective to the role, having obtained a PhD in Regenerative Medicine and spent several years in academia before bringing his grant writing and analytical skills into the voluntary sector. He also sits on the board of a grant-making trust, so he knows first-hand what funders are looking for in an application.
Full bio here.
Purchase
Comes with Slides, Recording + Excel template for Trust & Foundations pipeline valuation and tracking
Date Recorded: 30th Sept 2020
Duration: 100 minutes
Format: Live Online
Course Type: Focus
For: Trust Fundraising, Prospect Managers, Fundraisers, Start up
Overview
This course covers techniques on how to research Trust & Foundations successfully, establishing both relevance and monetary value of their giving. It is also covers essential strategic tools to build a balanced Trust fundraising pipeline, including how to calculate potential income from a pool and, if needed, to build one yourself in excel. Whether you’re a beginner or advanced, this will have something for everyone!
This You Will Learn
Trust & Foundation research techniques, tips & tricks
Expert concepts for successful pipeline building and income projections
Practical Excel knowledge for pipeline management
About the Speakers
Suzie Stephens
Suzie has been working in Prospect Development for over a decade and brings a wealth of experience and knowledge of the profession, working in both non-profit and consultancy environments. She has worked with a range of organisations including national charities, specialist non-profits, educational institutions and start-up organisations, supporting a plethora of causes. As well as running The Prospect Development Company since 2016, Suzie was Prospect Development Manager at Save the Children UK (2010-2020), leading its Prospect Development Team with responsibility for all aspects of prospect research, pipeline management and due diligence.
Full bio here.
Mike Sawkins
Mike is an experienced trust fundraiser who has helped charities both large and small to secure grants ranging from £100 to over £100,000. He brings a unique perspective to the role, having obtained a PhD in Regenerative Medicine and spent several years in academia before bringing his grant writing and analytical skills into the voluntary sector. He also sits on the board of a grant-making trust, so he knows first-hand what funders are looking for in an application.
Full bio here.
Purchase
Comes with Slides, Recording + Excel template for Trust & Foundations pipeline valuation and tracking