Masterclass
Business & Financial World for Philanthropy
Dates to be Confirmed
“Our sector has been waiting for this course and we didn’t realise it until it arrived.”
- Director of Development
Overview
The Masterclass will give major gift fundraisers and prospect researchers the best possible understanding of the business & financial world they could require. The course has been meticulously designed by leading university lecturers and fundraising professionals, resulting in carefully tailored modules for philanthropy specialists.
8 Key Benefits
Build more informed profiles & relationships - by properly understanding professional roles & company structures
Better qualify existing prospects - by understanding key financials and tips on qualification conversations
Uncover new & hidden prospects - by tackling common misconceptions in company performance & information commonly overlooked
Better size & time your asks - by understanding remuneration packages, stocks & shares, company sales & key dates
Expand your giving options - by understanding giving vehicles like endowments & trusts and emerging markets, like cryptocurrencies
Better prioritise your prospects - by assessing their companies accurately, Turnover nor Profit are key, context is!
Protect your reputation - by identifying company red flags & signs of bogus enterprises
Be more responsive - by learning financial trends, the significance of key news and what key terms really mean
Brochure
For full information on all the modules see the embedded brochure above or Download it Here
Certificate of Completion
80% Modules Taken = Certificate in Business & Financial Analysis for Philanthropy
Cost
x8 Live Modules + x2 Track Sessions + Access to Study Group - 1 Person = £395
x8 Live Modules + x2 Track Sessions + Access to Study Group - 2 Places = £695
x8 Live Modules + x2 Track Sessions + Access to Study Group - 3-5 Places = £1,000
More pricing options below…
Track Sessions
Track sessions focus on your area of specialty, with bespoke content especially created for fundraiser and research based roles. These sessions ensure each role gets ‘on the ground’ support on how to apply this knowledge in practice.
Who is this for?
Course designed for any organisation engaging in or aspiring to major gift fundraising
Suitable for Major Gifts Fundraiser and Prospect Research roles - everyone will come away with a level of knowledge that will sharpen their practice.
Focus is UK, US & AUS departments, though concepts covered are applicable across the globe
A great course to attend as an individual, team or department. Attendees can attend all or part. The cross team conversations the course sparks works to deepen and advance philanthropy.
Timeline
Commences 4th April 2022
10 weeks in total, with break to be scheduled
Every Monday 3pm UK / 10am EST start (90min Content + 30min Q&A)
Modules
Read full module outlines here, overview below:
Core
Overview of Financial World & Stock Markets
Company Performance & Accounts
Director Remuneration & Wealth Creation
Property & Luxury Assets
International Business, Tax & Culture
Company Valuation, Mergers & Acquisition
Private Equity & Hedge Funds
Wealth Management, Philanthropy Advisors & Private Banks
Tracks - Choose one (or attend all if you wish)
Fundraiser Track
F.1 Giving Vehicles - Trust & Endowments, Stocks & Shares, Crypto & Pre Exit
F.2 Ask Planning & Deepening Qualification Conversations
Researcher Track
R. 1 Overcoming Myths & Uncovering Hidden Prospects
R. 2 Sources, Deep Research & Using Financial Formula
Format
Each Module = 2 hours (90min Content + 30min Q&A Discussion) Online
You do not have to attend every module consecutively, many are self-contained
Recordings available for self study the next day / or attend with recordings only if preferred
*Join LinkedIn Event or our Newsletter to stay informed*
What People Say?
“This is the class I’ve been wanting to take since I joined the prospect development field five years ago.”
— Senior Prospect Research Analyst, Washington University
“Our sector has been waiting for this course and we didn’t realise it until it arrived.”
— Director of Development, Abingdon School
“One of the best training sessions I’ve ever attended.”
— Development Officer, The University of Oxford
“Style of delivery made what I thought was going to be a dry subject very interesting and I was buzzing with excitement afterwards.”
— Prospect Researcher, Tearfund
“Having an industry-leader explain things in a straight-forward way was invaluable. It gave me a far broader understanding than I was anticipating, filling a needed gap in my professional development.”
— Head of Research, Edinburgh University
“Masterclass changed the way we think about prospect development across all income streams - not just in the corporate world! It allowed us to advance a more intelligent & holistic strategy.”
— Head of Operations, British Heart Foundation