Recording: Understanding the Financial World for Major Gift Fundraisers, with Jon Jeffery
Date: Held, 14th July 2020
Time: 10am to 12:00pm
Duration: 2 hrs
Format: Live Online
Course Type: Essentials
For: Major Gift Fundraisers, Directors, Trustees
Overview
Major gift fundraisers network at the highest of levels in the business world. Understanding donors and prospects businesses is essential in building an authentic and considerate philanthropic relationship. This first of its kind course helps fundraisers understand the business world to better inform ask strategies, cases for support and relationship development. The course will provide the fundamentals you need to understand the key players, markets and assets within the financial world and their practical relevance to your major gift fundraising.
Full course spec download here.
Key Learning
The key players in financial markets
Differences in company structure
Key information held in company accounts
How your prospects get paid and accumulate wealth
Questions we’ll cover
How does Director renumeration & shares holdings work?
When is the “right time” to make an ask?
What do all the job titles mean?
How do you quickly assess if a company is doing well?
What are the signs a company is about to be sold?
What are the key dates & resources in the financial world?
+ more
About the Speaker
Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.
Full bio here
With thanks to Toby Savin for content advice.
Recording
Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.