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Trustee Leadership in Fundraising and Income Generation

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  • Estimated duration 1.5 Hours
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The Trustee Leadership in Fundraising and Income Generation course has been designed to explore the key role that Trustees play in leading fundraising in their organisations. This one and a half hour course will equip you with the knowledge and skills you need to be a valuable Trustee in supporting fundraising. The course takes you through the key responsibilities of Trustees in fundraising, the regulations around fundraising, and how you might help build relationships with donors and funders to boost your organisation’s income generation.


At the end of this course, you will be able to:

  • Understand and interrogate your charity’s income profile
  • Demonstrate effective support for fundraising in your charity
  • Execute your responsibilities in terms of fundraising
  • Recognise the regulations that govern fundraising practice
  • Determine what your charity’s ethical fundraising policy should include
  • Develop a holistic Case for Support
  • Help build effective relationships with donors and funders
  • Create a plan for Trustees to better engage with their charity’s fundraising

Course Staff

Michelle Wright

Michelle Wright

Michelle Wright is Chief Executive of Cause4. She trained at the Guildhall School of Music & Drama, and played the violin professionally. A chartered marketer, manager and fundraiser, Michelle set up B Corporation and social enterprise Cause4 in May 2009. Since then, she has undertaken major strategic and business development projects, including campaign developments with a number of national charities and consultancy work for FTSE 100 brands, developing their cultural sponsorship programmes.

Michelle is the Programme Director of Arts Fundraising & Philanthropy funded by Arts Council England, which she set up in partnership with the Arts Marketing Association and the University of Leeds in 2013, looking to develop and professionalise fundraising and philanthropy practice across the arts in England.

In 2015 Michelle was voted by Salt Magazine as one of the top five compassionate business leaders in the UK, alongside leaders such as Richard Branson. Cause4 was voted one of the top 50 scale-ups in the UK by Silicon Valley Comes to the UK in 2016 and one of the top 10 philanthropic companies in the UK in 2017. In 2017 Michelle was invited to be part of the WISE 100 list for influential women in social enterprise.

Sarah Gee

Sarah Gee

Sarah Gee is co-founder and Managing Partner of Indigo, a leading UK-based consultancy for arts and cultural organisations. Sarah has twenty-five years of fundraising, marketing and communications experience with arts, heritage and other charitable organisations.

Alongside her work helping charities to create robust fundraising strategies, she has led training across Europe, Japan and the Middle East for organisations such as the European Broadcasting Union and the British Council.

Sarah is a Trustee of the Royal Philharmonic Society, Flatpack, The Stringcredibles, and Motionhouse Dance Theatre, and a former Trustee of Spitalfields Music and the BBC Performing Arts Fund. She is a Fellow of both the British-American Project and the Royal Society for the Arts, and a Member of the Institute of Directors.

Mike Mompi

Mike Mompi

Mike Mompi is currently the Director of Early Stage Investment at ClearlySo. ClearlySo works with businesses that have a positive impact on society and the environment, and helps them to secure investment capital. Mike is responsible for their network of individual investors and in 2013 led the UKBAA Social Impact Investment Deal of the Year.

He also co-founded MakeSense, a community of professionals and students who provide consulting services in the social enterprise sector.

Matthew Bowcock

Matthew Bowcock

Matthew Bowcock CBE was previously Chairman of UK Community Foundations. He is a Trustee of the Beacon Awards and a member of the Big Society Capital advisory board. Matthew was a founding director of and a member of the Philanthropy Review Board. In 2012 he authored a report for the Secretary of State for Culture, Media and Sport’s Digital Giving in the Arts – Democratising Philanthropy. He has been appointed a trustee of Watts Gallery, and was until recently a National Council member for Arts Council England.

His background is in technology entrepreneurship, company start-up and investment, international marketing and company directorship. After completing a Law degree, Matthew worked for international technology companies before setting up a software business in 1989, the first of several businesses he has established in Australia, the US and the UK. In 2000, Matthew established The Hazelhurst Trust, a private family trust, and since 2005 has focused his energies on developing a new culture of engaged philanthropy in Britain.

Vernon Ellis

Sir Vernon Ellis

Sir Vernon Ellis was Chairman of English National Opera from 2005 to 2012. Through his foundation he supports several arts companies, artists and charities. He was a member of the Philanthropy Review and in 2013 was awarded a Beacon Fellowship for Cultural Philanthropy. Sir Vernon was appointed Chair of the Arts and Media Honours Committee in 2012 and is currently Chair of the British Council, having been re-elected for a second term of three years ending in 2016.

Frequently Asked Questions

Who should take this course?

This course is aimed at anyone supporting a charity or arts and cultural organisation as a Trustee.

Do I need any previous knowledge of Trustee leadership in fundraising and income generation to enrol in this course?

No, the content is structured to be relevant to those individuals with some knowledge of fundraising, as well as for more experienced Trustees wanting to refresh their skills and awareness of current case studies.

How long does this course run for?

This course will run over eight weeks.

How long will it take me to complete the course?

Once you are enrolled in the course, you can work through the content at your own pace. Feel free to access any part of the content at any time. You will need to complete the final assessment at the end of the course to receive a certificate of completion.

Can I access this course using my smartphone or tablet?

Yes, this course is available on both desktop and mobile. If you would like to take the course on a smartphone or tablet, you will need to download the Cause4 app for either Android or iOS, depending on your device.

Is there any accreditation linked to this course?

Our e-learning courses for Arts Fundraising & Philanthropy are not currently accredited; however, you will receive a certificate of completion at the end of the course, should you pass the summative assessment.

What web browser should I use?

The Open edX platform works best with current versions of Chrome, Firefox or Safari, or with Internet Explorer version 9 and above.

See our list of supported browsers for the most up-to-date information.

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