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2005
Fundraising
Conference
Organised by:
Thursday 20 October 2005
Venue: The Charity Centre,
24 Stephenson Way,
London NW1 2DP
An important event for Chief
Executives, Managers, Fundraisers
and those new to the field who
need to keep up to date with
developments.
Keynote Speaker: Martin Brookes
Head of Research
New Philanthropy Capital
The Annual
11.15am Break
A Update on the Big Lottery Fund
Luke FitzHerbert is well known for his close interest in
lottery grantmaking practices. He will give a briefing that
concentrates on the new ‘demand led’ programmes.
Speaker: Luke FitzHerbert
12.40pm Lunch
2.50pm Break
B Turning the Tax Man into a Donor
Is your charity making the most of tax effective
giving? This session will look at how to maximise
the opportunities to get the tax man to make a con-
tribution to your work. Besides gift aid, other tax
effective giving areas will be covered including pay-
roll giving and government grants, share giving and
gifts of land.
Speaker: Gill Jolly
D Raising Money from Lotteries for the Small Charity
Too often we look at things at face value, see too many
obstacles in our way and give up. The easy option is not to
take any chances and stick to the things we know and trust.
This workshop is designed to get you to think about a given
problem and find a workable solution. By the end of the
workshop you should be able to take any problem you have in
generating interest in your fundraising and turn it around.
Working in groups, you will prepare a presentation on a given
task.
Speaker: Richard Simmonite
E Information for the Intelligent Donor
There is a growing feeling that the material put out
by some fundraising departments does not meet all
the needs of potential donors. This session will look
at current practice and discuss alternative
approaches.
Speaker: Luke FitzHerbert
G Getting Trustees Involved in Fundraising
Charities need their Trustees and Management Committees
to work actively toward achievement of their fundraising
goals. This session will introduce proven techniques for
transforming your trustees into effective, enthusiastic
fundraisers.
Speaker: Trudy Hayden
H Is the Charity Commission Helping Your
Fundraising?
Many people don’t know what information is stored
by the Charity Commission, how to access it and
how to use this to make the most of applications to
trusts. It can also help you find out more about
some individuals. This session will help to give some
insight into this valuable source of information.
Speaker: Gill Jolly
11.30am
Choice of
the following
workshops:
1.40pm
Choice of
the following
workshops:
3.10pm
Choice of
the following
workshops:
Thursday 20 October 2005
The Fundraising
Conference
Fundraising
Management
Adrian Sargeant &
Elaine Jay
245x175mm, 368 pages,
1st edition, 2004
ISBN 0 415 31702 9
£24.95
A Guide to the Major
Trusts 2005/2006 Vol 1
Tom Traynor
A4, 464 pages,
7th edition, 2005
ISBN 1 903991 55 2
£29.95
Just some of the titles
published by DSC.
You can order online at
www.dsc.org.uk/
charitybooks
or call 08450 777707
4.10pm Plenary: Final questions and discussion Facilitator: Mark Butcher
10.00am
Please note the above prices do not include P&P or any charge for invoicing.
Welcome and Opening Plenary:
Philanthropy – Lessons to influence the future
Martin Brookes will speak on the importance of effectiveness in influencing philanthropy. Assessments of trends in
philanthropy ignore the potential importance of the results and achievements of charities in stimulating giving. A
growing number of initiatives are focused on this area both in the UK and overseas. Performance measurement and
articulation of achievements are set to be critical factors in influencing the direction of giving in the future.
Speaker: Martin Brookes, New Philanthropy Capital
Update Information
SPEAKERS
Martin Brookes is Head of Research at New philanthropy Capital, a charity
that advises donors and funders on how to give more effectively. He is
responsible for NPC’s research programme as well as authoring reports which
have led to important changes in funding for charities. Martin was previously
an economist at Goldman Sachs International and the Bank of England.
Mark Butcher is the Director of MBA. He has been a manager, fundraiser
and consultant specialising in the voluntary sector for 16 years. His current
and past customers include Age Concern, Mencap, Victim Support, the
Probation Service, and the European Cultural Foundation.
Luke FitzHerbert, Luke FitzHerbert works for DSC (of which he was
previously Director). He is founding editor of A Guide to the Major Trusts and
has written other DSC books, including The Major Charities: An Independent
Guide. A teacher by profession, Luke also had an earlier marketing career. His
personal voluntary interests are in local environment.
Trudy Hayden is a strategic planning and fundraising consultant in the US
and UK. She retired in 2002 as Senior Director of Foundation and
Government Support at the American Museum of Natural History. She was
previously Manager of Program Development and Foundation Relations and
Deputy Director of the Campaign at the New York Public Library from 1984 to
1994, and Director Foundation Relations at The Natural Resources Defence
Council, and environmental advocacy organisation, from 1994 to 1997. In her
‘pre-fundraising life’ she worked many years as a policy analyst and advocate
in the field of civil liberties and civil rights, including as Director of American
Civil Liberties Union’s National Privacy Rights Project in the 1970’s. She is a
graduate of Swarthman College and Columbia University
Gill Jolly, a psychology graduate, has been involved in professional
fundraising for over 18 years as a fundraising manager and trainer of
fundraisers and support teams. She left a senior role with one of the ‘Top Ten’
early in 2000. She is now Director of Merlin Fundraising and Management
Consultants and works as a consultant to charities and other organisations in
the not-for-profit sector across the UK as well as a freelance trainer with The
Directory of Social Change and the Institute of Fundraising. Gill is also an
assessor for the Certificate in Fundraising Management.
Gina Negus is the founder of The Projects Company and provides
consultancy, training and facilitation to not-for-profit organisations in
management, fundraising and volunteer management techniques. The
company is a Licensed Training Provider and Assessor for the Institute of
Fundraising’s Certificate in Fundraising Management. Gina has first hand
experience of setting up charities, working with Trustees, staff and volunteers,
devising strategy and managing fund-raising campaigns. Gina is a former
Chair of the Association of Fundraising Consultants and a member of the
Institute of Fundraising and the Chartered Institute of Personnel and
Development.
Richard Simmonite is Commercial Manager for St Giles Hospice
(Promotions) Ltd. From a background in Electrical/Electronic Engineering,
opportunities in Sales and Marketing developed. After completion of a degree
in marketing, he took up a position with the UK’s leading Perforated Metal
manufacturer to project manage and re-evaluate the company’s capabilities
and corporate image. This opened up a route to management.
In 2003, Richard took up his current role. The challenges associated with an
established and profitable charity lottery
compare directly with a commercial company
increasing sales, driving down cost and
ultimately producing profit.
C Planning and Managing Capital Campaigns
In this session participants will explore some of the key issues in
planning and managing successful capital campaigns that build on
broad organisational participation and bold, productive fundraising
strategies.
Speaker: Trudy Hayden
F Using Creative Thinking and Problem Solving in
Fundraising
The author of Create! A guide to creative thinking and problem
solving in the not for profit sector will describe ways in which you
can use creative techniques to enhance your organisation’s
fundraising capacity.
Speaker: Mark Butcher
I Asking for the Money
The ability to ask for money is an essential quality of every effective
fundraiser.
This interactive session will cover:
How to ask for money effectively
The necessary ‘ingredients’ for success
Encouraging others to do the asking
Speaker: Gina Negus
Skills
trustfunding.org.uk
Warning… these websites can seriously improve your
fundraising success
companygiving.org.uk
grantsforindividuals.org.uk
Thursday 20 October 2005
The Fundraising
Conference
DIRECTORY OF SOCIAL CHANGE IS A REGISTERED CHARITY NO. 800517
Photocopy and complete this booking form and return it to:
The Fundraising Conference, DSC Training, 24 Stephenson Way, London NW1 2DP
Tel: 08450 77 77 07 Fax: 020 7391 4808 E-mail: training@dsc.org.uk
Name 1.
Position
Name 2.
Position
Organisation
Address
Postcode
Tel
Fax
E-mail
Method of payment
VISA MASTERCARD SWITCH DELTA/CONNECT
Cardholder’s signature
Please quote card number
Valid
from
Expiry
date
Issue number
Switch only
Switch only
Cardholder’s address (if different from above)
Name
Address
Postcode
Please quote the last 3 digits of your security number, which
is the long number on the back of your card.
Booking Form
I enclose a cheque for £ ............ payable to the Directory of Social Change
Please invoice my organisation for £ ............ PAYMENT BY BACS
If you would like to receive additional information about other events, training courses or publications, please tick this box.
About the Organisers
The Directory of Social Change aims to
help voluntary and community organisations
become more effective. A charity ourselves,
we are the leading provider of information
and training for the voluntary sector.
We run more than 350 courses each year
covering topics such as: fundraising;
management; personnel and training;
personal development; communication;
finance; and law.
DSC conferences include:
The Charity Management Conference;
The Charity Accountants’ Conference; and
The Charity Law Conference. We also
organise the annual Charityfair.
We publish an extensive range of guides,
handbooks and CD-ROMs for the voluntary
sector, covering fundraising, management,
communication, finance and law. Our trusts
database is available on both a CD-ROM
and a subscription website.
For details of all our activities, and to order
publications and book courses,
go to www.dsc.org.uk or
call 08450 77 77 07.
Booking Information
Data Protection
DSC will use the information you provide on your booking form, and additional information you may
provide in the future, for administrating our conferences. We will not disclose this information to any
other person or organisation, except in connection with the above purpose. All conference delegates
are provided with a list of their co-delegates' names and organisations, but no further details.
Making the Booking
Please note we do not accept telephone bookings. Please photocopy the booking form, complete
it and forward it to us. On its receipt, your place is confirmed (subject to availability). Many of our events
do fill well in advance. We will send you a confirmation letter, which will include details of the venue and
a special needs form. Use the form to inform us of any special needs you may have as far in advance of
the event as possible. Please inform us if you have not received confirmation within 3 weeks
of submitting your booking form.
Cancellation Policy
Whether payment has been received or not you will be liable for the whole fee unless we receive written
notification 21 days before the event. If we receive written notification, 10% of the fee will be
charged as an administration fee. Verbal cancellations will not be accepted, but you may delegate
a colleague to attend in your place rather than forfeit the full event fee. No refunds will be made for
bookings cancelled less than 21 days before the event, or for non-attendance on the day, except in
exceptional circumstances and then only at the discretion of the Customer Services Manager. In such
circumstances write to the Customer Services Manager, giving full details of why you were unable to
attend, enclosing any supporting documentation, such as a doctor’s note. Requests for refunds must
be sent within two weeks of the event date; no refunds will be made after that time.
Special needs
Wheelchair access Hearing aid loop Large-type print handouts
Other (please specify) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Band A: is for voluntary and community
organisations with a turnover of between £100,000
and £500,000. A special discount on the Band A
fee of 10% is applicable to any organisation with a
turnover of less than £100,000.
Band B: is for voluntary and community
organisations with a turnover of over £500,000.
Band C: is for statutory and commercial
organisations.
Fees
Please reserve
Please reserve ............ place(s) at the Fundraising Conference 2005
Band A : £130 Band B: £175 Band C: £320
11.30 A B C 1.40 D E F 3.10 G H I
Choice of workshops
FC 05 WEB

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fund_conf05

  • 1. 2005 Fundraising Conference Organised by: Thursday 20 October 2005 Venue: The Charity Centre, 24 Stephenson Way, London NW1 2DP An important event for Chief Executives, Managers, Fundraisers and those new to the field who need to keep up to date with developments. Keynote Speaker: Martin Brookes Head of Research New Philanthropy Capital The Annual
  • 2. 11.15am Break A Update on the Big Lottery Fund Luke FitzHerbert is well known for his close interest in lottery grantmaking practices. He will give a briefing that concentrates on the new ‘demand led’ programmes. Speaker: Luke FitzHerbert 12.40pm Lunch 2.50pm Break B Turning the Tax Man into a Donor Is your charity making the most of tax effective giving? This session will look at how to maximise the opportunities to get the tax man to make a con- tribution to your work. Besides gift aid, other tax effective giving areas will be covered including pay- roll giving and government grants, share giving and gifts of land. Speaker: Gill Jolly D Raising Money from Lotteries for the Small Charity Too often we look at things at face value, see too many obstacles in our way and give up. The easy option is not to take any chances and stick to the things we know and trust. This workshop is designed to get you to think about a given problem and find a workable solution. By the end of the workshop you should be able to take any problem you have in generating interest in your fundraising and turn it around. Working in groups, you will prepare a presentation on a given task. Speaker: Richard Simmonite E Information for the Intelligent Donor There is a growing feeling that the material put out by some fundraising departments does not meet all the needs of potential donors. This session will look at current practice and discuss alternative approaches. Speaker: Luke FitzHerbert G Getting Trustees Involved in Fundraising Charities need their Trustees and Management Committees to work actively toward achievement of their fundraising goals. This session will introduce proven techniques for transforming your trustees into effective, enthusiastic fundraisers. Speaker: Trudy Hayden H Is the Charity Commission Helping Your Fundraising? Many people don’t know what information is stored by the Charity Commission, how to access it and how to use this to make the most of applications to trusts. It can also help you find out more about some individuals. This session will help to give some insight into this valuable source of information. Speaker: Gill Jolly 11.30am Choice of the following workshops: 1.40pm Choice of the following workshops: 3.10pm Choice of the following workshops: Thursday 20 October 2005 The Fundraising Conference Fundraising Management Adrian Sargeant & Elaine Jay 245x175mm, 368 pages, 1st edition, 2004 ISBN 0 415 31702 9 £24.95 A Guide to the Major Trusts 2005/2006 Vol 1 Tom Traynor A4, 464 pages, 7th edition, 2005 ISBN 1 903991 55 2 £29.95 Just some of the titles published by DSC. You can order online at www.dsc.org.uk/ charitybooks or call 08450 777707 4.10pm Plenary: Final questions and discussion Facilitator: Mark Butcher 10.00am Please note the above prices do not include P&P or any charge for invoicing. Welcome and Opening Plenary: Philanthropy – Lessons to influence the future Martin Brookes will speak on the importance of effectiveness in influencing philanthropy. Assessments of trends in philanthropy ignore the potential importance of the results and achievements of charities in stimulating giving. A growing number of initiatives are focused on this area both in the UK and overseas. Performance measurement and articulation of achievements are set to be critical factors in influencing the direction of giving in the future. Speaker: Martin Brookes, New Philanthropy Capital Update Information
  • 3. SPEAKERS Martin Brookes is Head of Research at New philanthropy Capital, a charity that advises donors and funders on how to give more effectively. He is responsible for NPC’s research programme as well as authoring reports which have led to important changes in funding for charities. Martin was previously an economist at Goldman Sachs International and the Bank of England. Mark Butcher is the Director of MBA. He has been a manager, fundraiser and consultant specialising in the voluntary sector for 16 years. His current and past customers include Age Concern, Mencap, Victim Support, the Probation Service, and the European Cultural Foundation. Luke FitzHerbert, Luke FitzHerbert works for DSC (of which he was previously Director). He is founding editor of A Guide to the Major Trusts and has written other DSC books, including The Major Charities: An Independent Guide. A teacher by profession, Luke also had an earlier marketing career. His personal voluntary interests are in local environment. Trudy Hayden is a strategic planning and fundraising consultant in the US and UK. She retired in 2002 as Senior Director of Foundation and Government Support at the American Museum of Natural History. She was previously Manager of Program Development and Foundation Relations and Deputy Director of the Campaign at the New York Public Library from 1984 to 1994, and Director Foundation Relations at The Natural Resources Defence Council, and environmental advocacy organisation, from 1994 to 1997. In her ‘pre-fundraising life’ she worked many years as a policy analyst and advocate in the field of civil liberties and civil rights, including as Director of American Civil Liberties Union’s National Privacy Rights Project in the 1970’s. She is a graduate of Swarthman College and Columbia University Gill Jolly, a psychology graduate, has been involved in professional fundraising for over 18 years as a fundraising manager and trainer of fundraisers and support teams. She left a senior role with one of the ‘Top Ten’ early in 2000. She is now Director of Merlin Fundraising and Management Consultants and works as a consultant to charities and other organisations in the not-for-profit sector across the UK as well as a freelance trainer with The Directory of Social Change and the Institute of Fundraising. Gill is also an assessor for the Certificate in Fundraising Management. Gina Negus is the founder of The Projects Company and provides consultancy, training and facilitation to not-for-profit organisations in management, fundraising and volunteer management techniques. The company is a Licensed Training Provider and Assessor for the Institute of Fundraising’s Certificate in Fundraising Management. Gina has first hand experience of setting up charities, working with Trustees, staff and volunteers, devising strategy and managing fund-raising campaigns. Gina is a former Chair of the Association of Fundraising Consultants and a member of the Institute of Fundraising and the Chartered Institute of Personnel and Development. Richard Simmonite is Commercial Manager for St Giles Hospice (Promotions) Ltd. From a background in Electrical/Electronic Engineering, opportunities in Sales and Marketing developed. After completion of a degree in marketing, he took up a position with the UK’s leading Perforated Metal manufacturer to project manage and re-evaluate the company’s capabilities and corporate image. This opened up a route to management. In 2003, Richard took up his current role. The challenges associated with an established and profitable charity lottery compare directly with a commercial company increasing sales, driving down cost and ultimately producing profit. C Planning and Managing Capital Campaigns In this session participants will explore some of the key issues in planning and managing successful capital campaigns that build on broad organisational participation and bold, productive fundraising strategies. Speaker: Trudy Hayden F Using Creative Thinking and Problem Solving in Fundraising The author of Create! A guide to creative thinking and problem solving in the not for profit sector will describe ways in which you can use creative techniques to enhance your organisation’s fundraising capacity. Speaker: Mark Butcher I Asking for the Money The ability to ask for money is an essential quality of every effective fundraiser. This interactive session will cover: How to ask for money effectively The necessary ‘ingredients’ for success Encouraging others to do the asking Speaker: Gina Negus Skills trustfunding.org.uk Warning… these websites can seriously improve your fundraising success companygiving.org.uk grantsforindividuals.org.uk Thursday 20 October 2005 The Fundraising Conference
  • 4. DIRECTORY OF SOCIAL CHANGE IS A REGISTERED CHARITY NO. 800517 Photocopy and complete this booking form and return it to: The Fundraising Conference, DSC Training, 24 Stephenson Way, London NW1 2DP Tel: 08450 77 77 07 Fax: 020 7391 4808 E-mail: training@dsc.org.uk Name 1. Position Name 2. Position Organisation Address Postcode Tel Fax E-mail Method of payment VISA MASTERCARD SWITCH DELTA/CONNECT Cardholder’s signature Please quote card number Valid from Expiry date Issue number Switch only Switch only Cardholder’s address (if different from above) Name Address Postcode Please quote the last 3 digits of your security number, which is the long number on the back of your card. Booking Form I enclose a cheque for £ ............ payable to the Directory of Social Change Please invoice my organisation for £ ............ PAYMENT BY BACS If you would like to receive additional information about other events, training courses or publications, please tick this box. About the Organisers The Directory of Social Change aims to help voluntary and community organisations become more effective. A charity ourselves, we are the leading provider of information and training for the voluntary sector. We run more than 350 courses each year covering topics such as: fundraising; management; personnel and training; personal development; communication; finance; and law. DSC conferences include: The Charity Management Conference; The Charity Accountants’ Conference; and The Charity Law Conference. We also organise the annual Charityfair. We publish an extensive range of guides, handbooks and CD-ROMs for the voluntary sector, covering fundraising, management, communication, finance and law. Our trusts database is available on both a CD-ROM and a subscription website. For details of all our activities, and to order publications and book courses, go to www.dsc.org.uk or call 08450 77 77 07. Booking Information Data Protection DSC will use the information you provide on your booking form, and additional information you may provide in the future, for administrating our conferences. We will not disclose this information to any other person or organisation, except in connection with the above purpose. All conference delegates are provided with a list of their co-delegates' names and organisations, but no further details. Making the Booking Please note we do not accept telephone bookings. Please photocopy the booking form, complete it and forward it to us. On its receipt, your place is confirmed (subject to availability). Many of our events do fill well in advance. We will send you a confirmation letter, which will include details of the venue and a special needs form. Use the form to inform us of any special needs you may have as far in advance of the event as possible. Please inform us if you have not received confirmation within 3 weeks of submitting your booking form. Cancellation Policy Whether payment has been received or not you will be liable for the whole fee unless we receive written notification 21 days before the event. If we receive written notification, 10% of the fee will be charged as an administration fee. Verbal cancellations will not be accepted, but you may delegate a colleague to attend in your place rather than forfeit the full event fee. No refunds will be made for bookings cancelled less than 21 days before the event, or for non-attendance on the day, except in exceptional circumstances and then only at the discretion of the Customer Services Manager. In such circumstances write to the Customer Services Manager, giving full details of why you were unable to attend, enclosing any supporting documentation, such as a doctor’s note. Requests for refunds must be sent within two weeks of the event date; no refunds will be made after that time. Special needs Wheelchair access Hearing aid loop Large-type print handouts Other (please specify) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Band A: is for voluntary and community organisations with a turnover of between £100,000 and £500,000. A special discount on the Band A fee of 10% is applicable to any organisation with a turnover of less than £100,000. Band B: is for voluntary and community organisations with a turnover of over £500,000. Band C: is for statutory and commercial organisations. Fees Please reserve Please reserve ............ place(s) at the Fundraising Conference 2005 Band A : £130 Band B: £175 Band C: £320 11.30 A B C 1.40 D E F 3.10 G H I Choice of workshops FC 05 WEB