Financial Skills for Fundraisers Course

Financial Skills for Fundraisers

11th February 2019

Cost : £210, including VAT

Moore Kingston Smith, Devonshire House, 60 Goswell Street, London, EC1M 7AD

This event will enable you to read the hidden realities of funders that are revealed in their audited accounts. Equally, it will equip you to find and explain the issues within your charity’s accounts. You will be much more effective in targeting the right donors, by being able to spot the donors who might be about to transform their giving and you be able to answer those awkward questions before they ask them.

This course is ideal for all grantseekers and we will take you gently through the terminology and the numbers. Interpreting accounts will shift from being a mystery to a powerful fundraising tool. The event is in partnership with the accountancy firm, Moore Kingston Smith, at their offices in 60 Goswell Street, in central London on 11th February 2020

The course aims are:
• To provide participants with an understanding of how to read and interpret the accounts of a funder.
• To explain how using financial information can improve one’s approaches to funders, and improve the internal influence of fundraisers.
• To equip participants to present their budget proposals in a format that is ideal for grantmakers.
• To equip participants to understand the accounts of their own charity and to explain key financial issues.

As a result of attending this course participants will be able to:
➔ Identify key financial documents published by a trust
➔ Interpret a profit and loss account of a trust, Balance Sheet and their related documents.
➔ Design and present a project budget in a format that complies with good accounting practice.
➔ Describe the key issues within their own charity’s accounts and set about finding answers.
➔ Establish better internal credibility by improved understanding of financial terms.

Programme
09.45 Introduction and Aims for the day.
10.00 Understanding the accounts of a Charitable Trust
– The Balance Sheet; the Statement of Financial Activities and interpreting the notes…
11.15 Coffee
11.15 Understanding your own charity’s accounts – gaining internal credibility
12.45 Lunch
13.45 Using financial information to improve approaches to a funder.
15.00 Tea
15.15 Designing and presenting Project Budgets Effectively
16.30 Course Review and Evaluation
17.00 Depart