Caroline is an expert in trusts and foundations and major gifts fundraising and has raised millions for good causes. She runs LarkOwl with her partner Tony which supports charities with income generation from fundraising and commercial sources. She writes the Nest Egg, a fun and irreverent reader supported publication for fundraisers looking to supercharge their income generation activities and drive better results. Caroline is a regular guest host for the Bright Spot Members’ Club and her writing has been featured in Fundraising Magazine. For the past two years, she has co-curated Fundraising Everywhere’s Trusts and Major Donors conference.
If you’ve been wanting to register for Trusts and Major Donor Conference 2024, but haven’t been able to get budget sign-off from your manager, or you’re just not sure how to ask, Caroline Danks, conference co-curator, has written this brilliant letter. Copy, paste, and let’s get you there!
Dear Boss,
I’m writing to request a ticket to Trusts and Major Donors 2024.
It’s happening online at midday GMT on Thursday 12 December.
Please find below my reasons below / a business case for attending this event.
As a fundraiser working in the philanthropy space, I am very excited by every single session happening at Trusts and Major Donors 2024.
This year’s conference will focus on practical skills (following feedback from last year’s shindig).
The curators have been very intentional in matching speakers to topics. Beth and Caroline have been doing this work for a long time. They know the state of the sector and have both done major gifts and trust fundraising successfully in a number of different settings.
They know the topics we want to hear about (and the people who should be teaching them) – will you just look at those fabulous faces?!
I am especially excited to learn how:
Experienced trusts and foundations consultant Alicia Grainger organises her research;
Olivia Andrews approaches Monitoring and Evaluation AND tries to do it in an anti-racist way;
Philanthropy superstars Kevin Amponsah and Sarah Washington increase success rates and get face to face meetings.
Additionally, I want to hear:
Author and philanthropist Lisa Greer in conversation with Caroline about how donors and fundraisers can connect authentically
Lindsay Storie’s honest reflections on a career working with philanthropists (and how his thinking has changed)
A group of fundraisers talking about why they’ve remained in post for as long as they have – retention isn’t just for donors, it’s for staff too…
Matt Zeqiri sharing a fresh and creative approach to proposal writing.
The full programme is here with more details are being added all the time.
Being a fundraiser is hard right now.
I’m tired, you’re probably tired.
An afternoon away from Raisers’ Edge to connect with colleagues would be a welcome and necessary intervention in my weary fundraiser life.
Chatting with others and exploring new ideas together is energising and motivating. It’s exactly the boost I need right now.
Fundraising Everywhere’s recent research on Learning and Development in our sector revealed:
“a strong desire among fundraisers for opportunities that go beyond immediate work needs, especially in areas like well-being, networking, and career progression”.
So, before I slide into a vat of brandy butter and Michael Buble, I’d love some inspiration from fellow sector warriors so I can emerge from the fairy lights in January feeling fresh and excited for the coming year.
This is an online conference meaning it’s so much easier for me to go!
As well as being able to attend from the comfort of my Oodie (Or we could do a watch party as a team? I promise to wear actual clothes), there will be no need for you to stump up the cost of travel, accommodation or dinner in Wahaca on the way home.
All we need to cover is the price of the ticket (which is £75).
Because it’s online, I get to watch back the sessions I missed and / or my favourite sessions. Amazing!
We’re in the high value market so I don’t need to tell you that most of the gifts we solicit are in the range of four figures +
I’m totally confident that if I were to pick up only 1 golden nugget of advice from this conference and apply it (as many times as needed), it will result in one more gift than had I not attended.
That’s at least £1,000 more for (insert charity name).
But with so many incredible sessions, plus the ability to watch it back afterwards, I’m going to get multiple nuggets which will undoubtedly contribute directly to our success overall.
Fundraising Everywhere’s recent research backs this up:
“There’s no doubt that Learning and Development drives success.
In our research, 91% of fundraisers from growing organisations have engaged in training in the past 12 months…
This shows how learning doesn’t just help you grow professionally – it also has a direct impact on the success of your charity”.
The cost of attending is just £75 – a steal really when you consider the difference it’s going to make.
The team at Fundraising Everywhere are completely fantastic people. They’d never say so themselves of course, they’re far too modest.
If I attend this conference, we as an organisation get to make a statement about the kinds of people we want leading our fundraising training in the future.
Fundraising Everywhere have solid policies regarding inclusion that they ACTUALLY live by.
They pay every single one of their speakers, meaning that people who cannot afford to speak for free are not excluded from sharing their knowledge with others.
They actively seek out new voices and perspectives, prioritising experts from diverse backgrounds who have thus far been excluded from a traditionally very white / hetero / ableist sector.
They are conscious of the environmental impact of their work and take action to mitigate their carbon use.
They provide scholarships, training and free content for charities with limited budgets.
All of this not only results in better training for me (no one wants to hear the same old people repeatedly), but it encourages others to meet new basic standards of decency and humanity.
I would love to see (insert your org name here) committed to similar values.
So all that being the case, will you buy me a ticket to Trusts and Major Donors 2024?
I would be forever grateful and promise not to leave to join (insert alternative charity name here) anytime soon.
With inestimable gratitude – thanks for being an awesome boss,
(insert your name here)
You can buy tickets to Trusts and Major Donors 2024 using this link.
Please note, this is an affiliate link meaning that LarkOwl gets 25% of all ticket sales bought through this link (which we will be spending on a barrel of the finest spiced rum).
Can’t wait to see you all there.
As a One of Many™ certified leadership coach and trainer, Sarah Tite brings together many years of leadership experience with tools and techniques that help people face challenges with confidence. She is Director of Sarah Tite Coaching Ltd.
I was excited to have an opportunity to read and reflect on the findings of this important piece of research.
Let’s skip to the end of the report, pause and reflect on this ‘Organisations that prioritise L&D are more likely to have better fundraising performance’. Then head back to the beginning to look at who invested the time to participate in this research, nearly 60% were managers, heads or directors many of whom then went on to say that the reasons not meeting their L&D needs are because of time, capacity, head space and budget!
Why am I skipping about because when you put these three findings together it raises a question for me about what the impact on junior and non-management staff is, if leaders who have privilege and power don’t prioritise or feel able to make space for personal development. Not discounting the impact on leaders who feel unable to put themselves first.
As a leader myself in the non-profit sector for the last 20 years, I have seen how people who choose this path are incredibly dedicated, working hard towards a cause they believe in, but this can come at a high cost when hard work slips in to overwhelm, stress and frustration, impacting on an individual’s self-confidence and performance.
I just want to invite you to reflect on the difference it could make to you and your teams’ performance, happiness and resilience if you role-modelled protecting time in your diary to focus on your own wellbeing. Imagine what could be possible 😊
Have you considered how coaching could support individual and team learning and development. Or have you dismissed it because of what you think it would cost!
I invite you to think again because while the benefits of coaching are many, from impact on an individual’s wellbeing to the ripple effect this has across teams and organisations. Research has shown that 80% of people who receive coaching report increased self-confidence, and over 70% benefit from improved work performance, relationships, and more effective communication skills. 86% of organisations report that they recouped their investment on coaching and more.
As a member of Fundraising Everywhere not only can you access their Confident Charity Leaders Programme of on-demand video content to help support you to lead with more confidence but also they fund a 30-minute coaching session with one of my charity experienced qualified coaches – this is an opportunity to give yourself permission to pause, to think and explore what is on your mind, helping you to deepen your thinking or think differently.
The benefits of building self-confidence are clear because a mind free from doubt, acts rather than ruminates and procrastinates. This is important because feeling able to control one’s own workload, build healthy relationships at work and have open communication however difficult it may feel are all cited as areas that lead to work-related stress, if they are not managed properly.
Deloitte’s survey “Mental health and employers – The case for investment” revealed that organisations who invest in the mental health of their employees will see a return of £5.30 on average for every £1 invested, so putting wellbeing and personal development at the heart of organisations is self-evident for building workplaces where people thrive, not just survive.
Bringing awareness to a problem is the first step to creating change which is why I welcome Fundraising Everywhere’s commitment to creating change in the charity sector by investing in research that draws out what is present below the surface so it can be tackled head on.
At Fundraising Everywhere, our mission is to make learning and development simple, flexible, and impactful. We understand the challenges fundraisers face, which is why we’ve built a platform that meets you where you are. We’re always evolving, actively listening to your feedback and continuously finding new ways to support you. This year alone, we introduced four brand new conferences in direct response to the needs and requests of our Members.
L&D is about more than just learning; it’s about empowering you to succeed in your role and thrive in your career. And Fundraising Everywhere is here to support you on that journey.
Want to dig into the data of our recent research report on L&D in the charity sector?
Cam St-Omer Donaldson is Head of Member Engagement and Relations at Fundraising Everywhere.
At Fundraising Everywhere, we understand that learning and development (L&D) isn’t just important – it’s crucial for fundraisers who want to grow, succeed, and thrive in their roles.
But we also understand that accessing meaningful L&D opportunities can often feel challenging, especially with the demands of the job.
Our recent research reinforces this, showing that while fundraisers see the value of professional development, many face barriers like lack of time, limited capacity, and a need for more variety in learning formats.
That’s where we come in – making L&D not only accessible but also easy to integrate into your busy schedule.
One of the most common challenges highlighted in our research is finding the time for learning. 62% of fundraisers reported that time is the biggest barrier to pursuing L&D. Between managing donor relationships, planning campaigns, and dealing with day-to-day responsibilities, it’s no wonder finding time for training can feel impossible.
That’s why we’ve designed our learning content to be as flexible as possible. With Fundraising Everywhere, you can engage with training on your own terms, whether through live webinars or on-demand sessions that fit into your schedule.
Short, focused learning experiences mean you can get the insights you need without overwhelming your workload.
Our research also highlights the need for variety in L&D. Fundraisers are looking for more than just one-size-fits-all training – they need content that reflects the wide range of skills required in their roles. That’s why we offer a wide range of learning opportunities to suit your needs, from bite-sized learning sessions to more in-depth courses. You choose what works best for you.
There’s no doubt that L&D drives success. In our research, 91% of fundraisers from growing organisations have engaged in training in the past 12 months. Those who invest in their development are more likely to meet their fundraising goals and stay in their roles longer.
One Member shared their experience with us:
“This training has been incredibly helpful. It’s led us to refresh our communication strategy, and that’s made a real difference for our organisation.”
This shows how learning doesn’t just help you grow professionally – it also has a direct impact on the success of your charity.
L&D isn’t just about developing fundraising skills – it’s about personal and professional growth. Our research revealed a strong desire among fundraisers for opportunities that go beyond immediate work needs, especially in areas like well-being, networking, and career progression.
Many fundraisers feel they lack the space to grow beyond their immediate role.
That’s why we provide training that supports your overall development, whether you’re looking to improve your work-life balance, build your network, or explore new career paths.
Our new Career Development Collection is a great example of how we’re providing fundraisers with the tools to explore new opportunities and advance their careers. Check it out here. ⬅️
The findings from our research are clear: fundraisers who feel supported in their learning and development are more likely to thrive in their roles. Whether it’s overcoming the barrier of time, accessing varied learning formats, or building new skills, prioritising L&D can make all the difference.
For both individual fundraisers and organisations alike, investing in L&D isn’t just about achieving immediate goals. It’s about long-term growth and sustainability – for you, your charity, and the wider sector.
Third Sector recently highlighted these findings from our report, reinforcing the importance of L&D in driving both staff retention and performance across the charity sector. Check out the article here. ⬅️
At Fundraising Everywhere, our mission is to make learning and development simple, flexible, and impactful. We understand the challenges fundraisers face, which is why we’ve built a platform that meets you where you are. We’re always evolving, actively listening to your feedback and continuously finding new ways to support you. This year alone, we introduced four brand new conferences in direct response to the needs and requests of our Members.
L&D is about more than just learning; it’s about empowering you to succeed in your role and thrive in your career. And Fundraising Everywhere is here to support you on that journey.
Want to dig into the data of our recent research report on L&D in the charity sector?
Guest blog post by Chris O’Sullivan
Stress Awareness Day falls this week, and we will likely see content about stress, and coping strategies.
Most of us are all too aware of stress, which the HSE defines as ‘the adverse reaction people have to excessive pressures or other types of demand placed on them’.
Fundraisers are part of a charity ecosystem that has never had a greater need to innovate, adapt, and deliver. We need to ‘do more, with less’. We need to be ‘resilient’. Many fundraisers need to be and do that with little support and development, within existing, or dwindling resources, whilst facing structural discrimination, inequality, or harassment, and in the context of difficult workplace relationships.
To solve the challenges that we face, we want to be at our best.
We should be able to look up and out with confidence to see opportunities on the horizon, and able to support those we lead with directness and empathy.
Awareness days and ‘moments’ can be helpful in drawing attention to a topic, but when it comes to promoting good mental health and preventing psychological injury at work, there needs to be sustainable action year-round.
This is a different blog to many you might read.
Yes, there are some tips for things you might do to build your resilience where you can, but it’s more about what organisations can and should be doing to change the nature of work to make our profession sustainable and successful.
Social feeds always seem to be full of things we can do to change our world or live our best life. If we are powerless to change our circumstances, it can seem like this kind of content mocks our challenges or leans into a privilege we don’t have.
That said, most of us can find small steps to take, both as acts of self-care in challenging times and as part of more sustainable habits to bring to our work and lives.
Getting the basics in place can make a big difference especially when things are hard. Could your sleep be better? How’s your diet? Are you drinking enough water? What about getting outside in the light, or getting some exercise?
Recently the Mental Health Foundation published a new set of evidence-based tips for looking after your mental health and whilst some may seem obvious, it’s amazing how often we forget them.
It can be hard to find time, or money to do the things we’d like, so where employers can support and incentivise these activities with employee benefits, it can be a big help. We also need to understand that not everybody can adopt these strategies without help and support.
Of course, when we are in it, and up against it, stress, burnout and overwhelm are awful things to experience and it can be hard to imagine how we can change things for ourselves. When our mental health is challenged our minds often take us away from things that might help but seem counter intuitive – like exercise. We can also judge ourselves very harshly, so working on self-compassion skills in better times can really help. The Overwhelm First Aid Kit is a good resource to have on hand if you often find that you don’t know what the next step could be.
You may find that your employer offers an employee assistance programme which can be helpful in accessing counselling, or that you have access to benefits like this through a spouse’s employer, insurance or health plan. Samaritans is open 24/7, every day of the year, and you can call for free on 116 123.
Managers, leaders, and boards need to be aware of their duties under the law, and the wider implications for performance, staff engagement, recruitment, and retention of talent in not acting.
As a sector, we often build out around the mission without the policies, systems and structures that enable organisations to function effectively when they grow. Passion and commitment often drive us forward and can help us cope with challenges – but dedication can also lead to our people going beyond or being pushed beyond their boundaries and into stress or burnout.
Burnout itself is often seen as a personal issue, but it has been categorised by the World Health Organisation as a “syndrome conceptualised as resulting from chronic workplace stress that has not been successfully managed.” Because so many of the factors that lead to workplace stress can’t be changed by individuals alone, or mitigated by simple solutions, burnout is very definitely an organisational challenge requiring organisational efforts to prevent.
All strategy starts with a clear definition of where you want to get to – which for most charities will be sustainable delivery of the charitable objects and mission.
Sustainability has often been about funding, and more recently also about environmental impact – but sustainability also includes supporting the major asset of most charities – the people who deliver the work.
Psychological safety is a term coined by Professor Amy Edmondson from Harvard Business School and it is key for fundraisers to succeed. Psychologically safe cultures create a space where people feel safe to speak up, take risks and learn from mistakes.
If you think about it, that’s where the gold lies in terms of high performance – Edmondson calls this the learning zone – where we are pushed by high standards and accountability but balanced by the safety and security to speak up, be heard, and grow.
Getting there is far from simple, but the reward can be huge.
A good place to start is with the fundamentals of good management. Line management relationships are crucial to workplace wellbeing, and it is crucial that people managers have the training and support they need to do that alongside the ‘delivery’ components that are asked of them.
As a supervisor, managing for good mental health might include ensuring that your team know what is expected of them, can see their efforts paying off, and sees you consistently applying the policies and processes in your organisation. It means receiving and acting on concerns and having difficult conversations directly but with kindness. It means building your self-awareness, setting boundaries, and committing to people management as a privilege and not a chore.
As a senior manager, it could mean committing to assess and manage stress risk by using the HSE stress risk assessment framework, putting a wellbeing metric on your board dashboard, or ensuring that your policies and procedures are inclusive, applied, and create minimal drag or dependencies. It could mean introducing a coaching programme, or employee benefits.
Leadership is more about values – showing integrity, and inspiring trust. Leadership isn’t always about job titles that loads of amazing movements for change and improved wellbeing – like #showthesalary, #charitysowhite and #charitysostraight have come out of collaborations at all levels.
As leaders, we need to understand our values, and how they blend with those of the organisation. If we commit to leading by example asking people to push themselves to new heights, then we must be prepared to grow and change and we must deliver what we say we will. We must also model the behaviour we want to see. We may even need to reimagine the way charities operate to truly meet the challenges people face – and therefore deliver sustainable impact to beneficiaries.
Wherever we are personally or organisationally, there’s a lot of good information, and good work happening in this field, and there are huge opportunities for peer networks and sharing of ideas.
Fundraising Everywhere also has an amazing new leadership programme for existing and aspiring leaders, which includes access to great content and free coaching taster sessions. Check it out.
Chris O’Sullivan is an experienced manager, fundraiser and leader with an interest in mental health and wellbeing in leadership. He previously led workplace mental health programmes for the Mental Health Foundation, developing and delivering evidence-based workplace mental health training and content across the UK.
Written by Leesa Harwood, owner of By The Waves Charity Consulting and charity adviser, leadership coach and mentor.
Back in January, I wrote an article about my experience of burnout and how I could see the same signs in those around me.
The energy spike that usually accompanies the beginning of a new year failed to materialise amongst many of my third sector colleagues and I worried about their wellbeing. There was a huge reaction to the article leading to an online session to share experiences and advice.
Since I wrote my article in January, I continue to see symptoms of burnout and stress amongst sector leaders and their teams.
The more insecure we feel, the more we feed the other symptoms of stress, getting caught in a downward spiral
The small things get bigger as you lose the ability to step back and put problems into perspective. Soon, your head is filled with small but noisy problems punching above their weight.
You find yourself snapping at those around you. A short temper and sharp tongue mean that friends, family and colleagues feel the impact of your lack of patience, perspective and rising stress levels.
The more out of control you feel, the more controlling you become. As a leader you begin to interfere and disempower those around you, picking at the detail and wrenching projects away from others in a desperate attempt to regain control.
Physical and mental health diminishes under acute stress. You don’t sleep, and feel tired all the time. You suffer from anxiety and depression. But as a leader you have been taught that resilience is non-negotiable. So, you keep going, deny your vulnerability and wait until you break before you finally stop.
As your performance as a leader starts to suffer, so does your confidence. This inevitably leads to self-doubt, a lack of confidence and an overwhelming sense of insecurity. The more insecure we feel, the more we feed the other symptoms of stress, getting caught in a downward spiral.
Leadership burnout is not inevitable. There are things we can all do to protect ourselves and each other from stress.
At Fundraising Everywhere's Leadership Festival 2022 in the Culture Tent, Madison Gonzales (CEO of Morning Light Inc) brought burnout back into the spotlight. I for one am very grateful.
Leadership burnout is not inevitable. There are things we can all do to protect ourselves and each other from stress. If you or someone you know is experiencing from one or more of these signs of stress, catch up on Madison Gonzales' session as she guides us through ways to prevent burnout.
Madison shares how to make our workplaces happy and healthy places to be, with practical tips and reminders we can all take back into our work environments so we can foster a positive environment for all.
Building a culture where leaders and their teams feel confident, healthy and supported has never been more important. Catch up on Madison's and the other great Leadership Festival sessions On Demand.
A huge thanks to Leesa Harwood, who was Growth Tent Partner at the Charity Leadership Festival 2022. We collaborate with people who care about the future of our sector on our events. Each Tent Partner brings their insights and audience, meaning we can empower and upskill more people. Tent Partners may earn commission from tickets purchased through their links.
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