Foundations in Philanthropy

Foundations in Philanthropy for Trustees & Leaders

Major gifts fundraising for trustees and charity leaders

Are you a trustee of a charity? Or a leader of a charity with ambitious fundraising targets? Do you need a robust major gifts fundraising strategy to deliver long-term impact for your organisation?

Foundations in Philanthropy for Trustees and Leaders is a one-day seminar designed specifically to help your organisation build philanthropic income and secure major gifts. Each attendee will also receive a 1:1 mentoring session after the day.

By the end of the day, the following questions will be answered:

  • What is the role of major gift fundraising in the sector?
  • What are the 7 steps of major gift fundraising?
  • How can you engage with your prospects and donors? What motivates them?
  • What is your role in leading your charity to major gift success?
  • How can you motivate, support and develop your fundraising team?
  • How do you make an ‘ask’ for a donation?
  • What are the formal requirements of Trustees in relation to fundraising compliance?
  • What are other trustees and leaders experiencing? How can their insight help you?

Drawing on our 30 years of experience working with trustees, chief executives and senior leaders, Foundations in Philanthropy will give you a practical understanding of how to succeed in major gift fundraising and your role in achieving success.

This one-day seminar covers:

  • The role of a trustee or leader in major gifts
  • Charity Fundraising: A guide to trustee duties (CC20)
  • The importance of vision
  • Methodology: 7 Steps of Fundraising
  • What motivates donors to give
  • How to ask for gifts
  • How to develop your fundraising team
  • 10 success factors of fundraising

The day is designed to be practical with a mixture of professional research, case studies and opportunities to learn from the experiences of others. Attending this seminar will give you a list of practical actions to be implemented on your return.

“Philanthropy Company gave us a the superbly delivered and authoritative session last week, feedback from staff and Board members has been positive and we will approach the next stage of our campaign with even more clarity and determination.” Caroline Jones, Executive Director, The Story Museum, Oxford

Philanthropy Company facilitated a team day for our major donor team at the beginning of a new strategy and structure; it was a hugely valuable session – useful, helpful and practical in equal measure and we appreciated the clear summary of actions/next steps to address the issues raised and how our team can become more cohesive, clearer in its objectives and feel empowered.”

About Philanthropy Company

Philanthropy Company’s mission is to increase philanthropic giving. We work with charities and donors to create environments in which philanthropy can flourish. We work with CEOs, Trustees, Directors of Development and their teams at both the strategic and hands-on level, across all sectors. Current clients include Christian Aid, The National Trust, The Halo Trust, BAFTA, University of Buckingham, Chelsea Academy, Stoll, St George’s College, and the Francis Crick Institute.

Caroline Underwood, CEO, is a senior leader and an expert in fundraising and philanthropy. She was a board level executive director as Director of Philanthropy and Partnerships at Save the Children where she tripled high value income and built a team of over 80 fundraisers in the UK as well as playing a key role in income generation internationally with an effort to grow income to US$2.4billion. Caroline is a Trustee of Unicef and a Governor of the Dragon School.

Date to be confirmed

Central London

For more information
If you have any questions or would like to discuss how Foundations in Philanthropy can help you and your organisation, contact us on 0203 367 2091 or email