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New Fundraising for Trustees workshop

Your Board is key to your fundrais­ing strat­e­gy. The prob­lem though is that most trustees are usu­al­ly resis­tant to fundrais­ing. When it comes to get­ting involved most like­ly you’ll hear a trustee say, “I give my time to gov­er­nance and that’s my con­tri­bu­tion.”  They seem to avoid fundrais­ing at all costs. I think the rea­son for this reac­tion is that most trustees have a very old view of just what fundrais­ing is. They don’t want to beg, lean on friends or fam­i­ly, shake buck­ets in the streets, do daft stunts or sit at tables in shop­ping malls. To be hon­est, who real­ly wants to? I cer­tain­ly don’t!


  • So, what then is need­ed to get your board of trustees to become active par­tic­i­pants and part­ners in your organisation’s fundrais­ing — A change in perspective.
  • A per­spec­tive that is based on shar­ing a sto­ry not an ask.
  • An under­stand­ing of just what a crit­i­cal role they play in fundrais­ing with­out ever hav­ing to ask any­body for anything.
  • How fundrais­ing is activism and advocacy.
  • Exact­ly how fundrais­ing is linked to the strat­e­gy and growth of the organ­i­sa­tion they govern


Over the last 10 years I have devel­oped a three-hour work­shop espe­cial­ly for trustees make that to a new per­spec­tive. It is based on over 30 years of fundrais­ing expe­ri­ence as a mem­ber of the Fundrais­ing Insti­tute of NZ work­ing with boards and their trustees. Almost all par­tic­i­pants in these work­shops com­ment to me after­wards that they under­stand fundrais­ing in a fresh way.  A trustee recent­ly said to me after a work­shop in the bay of plenty

I thought as a trustee I under­stood fundrais­ing, but I see it now in a new light. I’m on board.”

Trustees like the mem­ber above get just how sig­nif­i­cant and valu­able they are in your fundrais­ing strat­e­gy. They have a new moti­va­tion to get involved in sup­port­ing the organ­i­sa­tions fundrais­ing efforts.

This three-hour work­shop covers:

  • What fundrais­ing is and impor­tant­ly — what fundrais­ing isn’t.
  • The pow­er of your story.
  • Being a con­nec­tor and ambas­sador for your organisation.
  • Com­ing to grips with your organisation’s fund­ing strat­e­gy (or lack of one).
  • 5 ways to fundraise with­out ever asking.
  • How to sup­port a fundrais­ing cul­ture in your organisation.
  • Win­ning new sup­port­ers and mak­ing a sim­ple direct ask.
  • Think­ing strate­gi­cal­ly about fundrais­ing and finan­cial sus­tain­abil­i­ty as a trustee.

This work­shop includes a small work­book with the work­shop infor­ma­tion giv­en for lat­er reflec­tion. The work­shop is kept to three hours recog­nis­ing the time cost for Trustees with busy lives.

The total cost for this work­shop is $380.00 per board (not trustee). 

Phone me on 0210433686 or email me  to dis­cuss fur­ther and plan a time for this work­shop with your board.