Affordable Training Courses for Charities, Schools, Healthcare and Public Sector Organisations
Read 259 reviews from past participants in our workshops

Each workshop costs £95 per participant. There are no discounts available.


Workshops are held online via Zoom. 10.00 to 12.30 on a single date. There is a break 11.10 to 11.20. Multiple dates shown are alternative dates. 

How to Book

The booking links below allow you to pay by debit card, credit card, PayPal or Google Pay. Please click the relevant date to book your place. If you can’t book online we can accept BACS payments. Please send the workshop names, workshop dates, participant names, participant email addresses and your postal address to

Workshop Format

Workshops consist of talk, questions and answers. There are no power points, audio visuals, break out sessions, role playing exercises or group activities. Participants are not expected to introduce themselves. Workshops run better if participants are on video but it is not compulsory. Each workshop follows a script. By using scripts more topics can be covered in less time with complete accuracy. Participants are sent a copy of the script by email after the workshop. The trainer may add unscripted remarks during the workshop to liven things up. Workshops do not require prior knowledge. Everything is explained in everyday language. Jargon and acronyms are kept to a minimum.


We do not offer in house courses, courses on other topics, bid writing services or consultancy services. If you have a question please email If you wish a phone chat please send your name, number and available times to
Bid Writing

Do you know the most common reasons for rejection? Are you gathering the right evidence? Are you making the right arguments? Are you using the right terminology? Are your numbers right? Are you learning from rejections? Are you assembling the right documents? Do you know how to create a clear and concise standard funding bid?

Are you communicating with people or just excluding them? Do you know your own organisation well enough? Are you thinking through your projects carefully enough? Do you know enough about your competitors? Are you answering the questions funders will ask themselves about your application? Are you submitting applications correctly?
MON 08 JUL 2024
MON 05 AUG 2024
MON 02 SEP 2024
MON 30 SEP 2024

Introduction to Fundraising


The workshop is for people who wish to move into fundraising, have just started in fundraising or have responsibilities for fundraisers.


We examine each of the different areas of fundraising - public donors, major donors, legacies, trusts and corporates. We explain how the different areas fit together and support each other to create a balanced fundraising effort.


We look at how much investment each area of fundraising requires, what returns to expect and how long it is likely to take to achieve those returns. We examine what the rest of your organisation could be doing to help make your fundraising more successful.

MON 22 JUL 2024
MON 16 SEP 2024

Fundraising Regulations and GDPR


The workshop looks at who the regulatory bodies for fundraising are and what they regulate. We examine GDPR, PECR and the other regulations governing fundraising activities.


We describe each of the most important procedures to follow. Past enforcement actions and the penalties issued to organisations that broke the rules are described. We explain how to prepare a check list of points you need to ensure that your organisation follows.


We look at how best to explain the regulations throughout your organisation and ensure that they are followed by staff, trustees, volunteers and supporters.

MON 17 JUN 2024
MON 19 AUG 2024
MON 14 OCT 2024
Trust Fundraising

Are you applying to the right trusts? Are you applying to enough trusts? Are you asking for the right amount of money? Are you applying in the right ways? Are your projects the most fundable projects?

Are you carrying out trust fundraising in a professional way? Are you delegating enough work? Are you highly productive or just very busy? Are you looking for trusts in all the right places?

How do you compare with your competitors for funding? Is the rest of your fundraising hampering your bids to trusts? Do you understand what trusts are ideally looking for?
TUE 09 JUL 2024
TUE 03 SEP 2024
Major Donor Fundraising

Major Donor Characteristics, Motivations and Requirements. Researching and Screening Major Donors. Encouraging, Involving and Retaining Major Donors.


Building Relationships with Major Donors. Major Donor Events and Activities. Setting Up Major Donor Clubs. Asking For Major Gifts. Looking After and Reporting Back to Major Donors.


Delivering on Major Donor Expectations. Showing Your Appreciation to Major Donors. Fundraising Budgets and Committees.

TUE 23 JUL 2024
TUE 17 SEP 2024

Legacy Fundraising


Why do people make legacy gifts? What are the ethical issues? What are the regulations? What are the tax issues? What are the statistics? What are the trends? How can we integrate legacy fundraising into our other fundraising?


What are the sources for research? How should we set a budget? How should we evaluate our results? How should we forecast likely income? Should we use consultants? How should we build a case for support?


What media and marketing channels should we use? What about in memory giving? How should we setup our admin systems? What are the common problems & pitfalls?

TUE 06 AUG 2024
TUE 01 OCT 2024

Corporate Fundraising


Who are these companies? Why do they get involved? What do they like? What can you get from them? What can you offer them? What are the differences between donations, sponsorship, advertising and cause related marketing?


Are companies just like trusts? How do you find these companies? How do you research them? How do you contact them? How do you pitch to them? How do you negotiate with them? When should you say no?


How do you draft contracts? How do you manage the relationships? What could go wrong? What are the tax issues? What are the legal considerations?

TUE 18 JUN 2024
TUE 20 AUG 2024
TUE 15 OCT 2024
Recruiting and Managing Volunteers

An introduction to recruiting and managing volunteers within organisations.

Topics Covered : Who Volunteers - What Volunteers Do - Why People Volunteer - Getting People Involved - Trends - Responding to Trends - Volunteering Plans - Tough Questions - Mission Statements - Avoiding Problems - Legal Issues - Expenses & Benefits - Volunteer Roles - Recruiting Volunteers - Diversity - Increasing Diversity - Selecting Volunteers - Interviews - Checks & References - Training & Support - Managing Volunteers - Policy Documents - Feedback - Volunteer Problems - Retaining Volunteers - Volunteer Recognition - Getting Started - Best Projects - Key Volunteers

For staff members, volunteers, trustees or board members of charities, schools, healthcare or public sector organisations who wish to recruit and manage volunteers within their organisation. People who provide advice to organisations are also welcome.
WED 10 JUL 2024
WED 07 AUG 2024
Managing Staff

An introduction to the concepts and issues of managing staff within organisations.

Topics Covered : Leadership - Standards - Direction - Leadership Styles - Motivating Staff - Job Design - Recognition Principles - Enhancing Engagement - Organising Staff - Job Definitions - Building Teams - Team Performance - Delegating Work - Expert Tasks - Staff Development - Designing Jobs - Managing Performance - Performance Reviews - Skills Development - Coaching - Mentoring - Managing Change - People Problems - Respecting People - Disciplinary Issues - Unfair Dismissal - Dismissal Steps - Negative Behaviour - Under Performance - Absenteeism - Long Term Absence - Poor Timekeeping - Challenging Conversations

For staff members, volunteers, trustees or board members of charities, schools, healthcare or public sector organisations who wish to manage staff within their organisation. People who provide advice to organisations are also welcome.
WED 19 JUN 2024
WED 24 JUL 2024
WED 21 AUG 2024
Charity Finance

An introduction to the principles of finance and accountancy within charities.

Topics Covered : Regulators - Management Accounts - Annual Accounts - SORP - Accruals Accounting - Fund Accounting - Designated Funds - Managing Money - Donated Income - Primary Purpose Trading - Capital Growth - Core Costs - Cash Flow - Reserves - Charity Accounting Systems - Salaries - Checks & Controls - Income - Final Accounts - Public Benefit - Audits - Independent Examination - Qualified Reports - Budgets - Management Meetings - Presenting Accounts - Fundraising & Finance - Gift Aid - VAT Benefits - Trading Income

For staff members, volunteers or trustees of charities who are not finance professionals but wish to understand more about the subject. People who provide advice to charities are also welcome.
THU 11 JUL 2024
THU 08 AUG 2024

Project Management 

An introduction to the principles and issues of project management within organisations.

Topics Covered : Project Phases - Scoping - Objectivity - Project Teams - Project Terms - Lean Approach - Logical Framework - Critical Path Diagrams - Pert Diagrams - Gantt Charts - Preparation - Outputs & Outcomes - Stakeholder Analysis - Context Charts - Project Plans - Task Language - Milestones - Dependencies - Changing Plans - Managing Cash Flow - Overheads - Staff Costs - Cash Flow Forecasts - Spending Processes - Financial Reporting - Risk Management - Slippage - Audit Trails - Communication Lists - Evaluation - Wrapping Up Projects - Celebrating Achievements

For staff members, volunteers, trustees or board members of charities, schools, healthcare or public sector organisations who wish to manage projects within their organisation. People who provide advice to organisations are also welcome.
THU 20 JUN 2024
THU 25 JUL 2024
THU 22 AUG 2024
Charity Trustee Duties

Advice for people who wish to, or have recently, become a charity trustee.

Topics Covered : What Trustees Do - Boards of Trustees - Knowing Your Charity - Understanding Staff - Understanding Supporters - Understanding Volunteers - Interpreting Finances - Management Accounts - Annual Accounts - Securing Resources - Managing Fundraising - Assisting with Fundraising - Accountability - Liability - Committees - Organising Meetings - Performance - Effectiveness - Making a Difference - Codes of Conduct - Good Governance - Governance Problems

For potential or current trustees of charities who wish to understand more about the role and the contribution they can make to their charity. People who recruit trustees, work with trustees or provide advice to charities are also welcome.
FRI 09 AUG 2024
FRI 04 OCT 2024
NFP Workshops   18 Blake Street   York YO1 8QG