Strategic Planning for Fundraising 3 Day Course

Course Overview

Day 1 – Fri 8 November

Day 2 – Fri 15 November

Day 3 – Fri 22 November

Learn how to prepare a 3 year plan to drive sustainable fundraising growth.

This practical, hands on masterclass will equip you to create an effective fundraising strategy. The session builds on valuable pre-work with interactive tools, group discussion, case studies, research findings and masses of experience to help you confidently craft the outline of your strategy. Working through our 6-step process we examine the fundraising market, your organisational culture, donor motivations, your fundraising portfolio, how to influence donor behaviour and the enablers of success. The session draws on analysis of the drivers of fundraising success from surveys with over 700 fundraisers, more than 25 years of developing strategies for 100 organisations and acclaimed sessions run at IFC in Asia and Europe.

Who is this course for?

Fundraisers either at entry or intermediate level.

Designed for fundraisers wanting to take their approach to the “next level” this course is designed for anyone with responsibility or interest in developing overall or program specific fundraising strategies.

Ambitious fundraisers aiming to step up to leadership roles.

Those new to the fundraising sector looking for valuable context and insights CEO’s or Board members of organisations with emerging fundraising programs or strategies that need refreshing.

Learning Outcomes

By the end of the day you will:

  • Understand the strategic planning process and be ready to apply it within your organisation
  • Have created an outline plan and identified key issues to address in your fundraising program
  • Understand the trends and influences on fundraising in Australia and what that might mean for your organisation
  • Have applied key benchmarks to your fundraising program to see where future returns can come from
  • Have access to a suite of tools to assist with strategic planning.

Key Topics

Understanding the market – political, economic, social, technological factors influencing fundraising; fundraising trends, how to assess competitors.

Understand your organisation – fundraising culture (including survey results); ambitions and internal enablers.

Understand your audiences – your need, your brand, your proposition, donor motivations for giving to you.

Manage your portfolio – review key drivers and the associated effort v reward for each type of fundraising, including key financial benchmarks and trends.

Influence donor behaviour – importance of research, nudges and journeys.

Enabling success – creating a culture of innovation, making a case for investment, managing and mitigating risks, what to measure, how to create synergy.

Course Materials

Pre work: Top line benchmarking report. Fundraising success survey to ascertain your fundraising readiness.

Take away: Business canvass with an outline plan and issues.

Content: Evidence based benchmarks; case studies; examples; research outcomes.

*Not eligible for Super Early Bird rate

Before registering anyone for the course, you must ask the person to set up a Log In or Sign Up in the FIA Learning Hub. Instructions are below.

Need more help?

Video Instruction: How to register for a course via the FIA Learning Hub

Day 1 – Fri 8 November

Day 2 – Fri 15 November

Day 3 – Fri 22 November

10:00am – 3:00pm AEDT

Online – Facilitated

Member $1200
Non member $1500

Before registering anyone for the course, you must ask the person to set up a Log In or Sign Up in the FIA Learning Hub. Instructions are above.

Gold FIA Code Compliant logo

FIA Code
This course relates to the following aspects of the FIA Code of Conduct:

FIA Code 3.0 Ethical conduct

FIA Code 4.4 Communications materials (fundraising proposition)

FIA Code 5.1 Beneficiary representation (emotional territories for fundraising)


Full participation in Strategic Planning for Fundraising is applicable for up to (TBA) continuing education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Martin Paul
More Strategic

Martin is one of Australia’s most experienced and engaging fundraising presenters. Martin has worked as a fundraising and marketing leader for WWF, Heart Foundation and Cancer Council to significantly increase net income. With experience of working with over 100 NFP’s on strategy and hearing the views of more than 25,000 donors through surveys and interviews Martin knows what donors think. 

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