WORKSHOPSWORKSHOPSWORKSHOPS

A Planning Successful Projects and Funding

B Lifting Lid on Public Sector Procurement

C Don’t be a Hero: Using stories to grow support

D Major Gift Fundraising

E Social Investment

F Digital Tools for Fundraising

G Fundraising and Keeping It Legal

H

The Price is Right, Or Is It?

I Keeping Up: Top Tech Trends

J Community Fundraising

Discussion with George

All at a fraction of the cost of similar

national conferences and right on your

doorstep

This is a significant local opportunity to access a high

quality voluntary and community sector conference in Devon:

explore and discuss current

financial and funding challenges

meet and share experiences with other local organisations

choose from a wide range of quality workshops led by experts in the field

access a wide range of free materials and specialist advice

meet and explore opportunities with a range of funders and support agencies in the exhibition

gain up to the minute funding information

WHY ATTEND?WHY ATTEND?WHY ATTEND?

@Devon_VA@Devon_VA@Devon_VA

Jenny Fish

Big Lottery Funding Officer

Delivered by

Keynote Speakers

Sponsored by:

Paul Courtney

Chair of Institute of Fundraising South West

Nicola Masters

Director of Wallace & Gromit’s Grand Appeal

Tiverton

Town Council

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2012 quote “Very valuable - a full day's training in 90 mins.”

9.30 Registration & Coffee

10.00 Welcome from Duncan Wood (Chief Officer, Involve)

and address from one of our sponsors ‘George’

10.15 Keynote speaker: Paul Courtney

Chair of Institute of Fundraising South West

“Fundraising to win funds for your cause.”

11.00 Collect refreshment on route to workshop

11.15 Morning Workshops

Choose from workshops A, B, C, D or E

12.30 Keynote Speaker: Jenny Fish

Big Lottery Funding Officer

“News from the Big Lottery.”

12.45 Lunch Exhibition Stands - explore new opportunities and services

Networking: making new and refreshing existing contacts

On the spot advice

2.00 Keynote Speaker: Nicola Masters

Director of Wallace and Gromit’s Grand Appeal

“It pays to have a business approach to fundraising”

2.45 Collect refreshment on route to workshop

3.00 Afternoon Workshops

Choose from workshops F, G, H, I or J

4.00 End of Conference

Small Charities

Geek Treat

Booking workshops D and J will help

smaller charities to cover all areas on the fundraising spectrum

Programme Programme Think outside

the box

Some workshops Some workshops Some workshops can link togethercan link togethercan link together

Booking workshops C and F or I will help you to get to grips

with technology and fundraising

The full package

Booking workshops A and G will help to

provide you with a starting point to begin

developing project ideas and ensuring you

do so legally!

Or mix and match to Or mix and match to Or mix and match to meet your own meet your own meet your own specific needs.specific needs.specific needs.

Workshop A (AM Session)

Planning Successful Projects and Getting Funding

WorkshopsWorkshops

Public Sector Procurement moves at a fast pace so it pays to be in the know and be ready to respond to invitations to tender. This workshop will highlight how and why public sector organisations procure goods and services as well as outlining the tender process. It will also provide an overview of the ‘Devon Procurement Portal’ where a wide range of tender opportunities are advertised. Kevin Balding Head of Category for Business Procurement www.devon.gov.uk/procurement

Workshop B (AM Session)

Lifting the Lid on Public Sector Procurement

Workshop C (AM Session)

Don't Be The Hero: How using others' stories (including your donors') helps grow support for your own.

We'll introduce you to the expression "Stop trying to teach a pig to sing" as we look at ways of

using social media and online tools to improve donor-engagement by sharing better stories

about your successes. How to get others to become your advocates and help your stories reach

more people in more voices more authentically. We'll demonstrate how to use social media

tools to gather, curate and share the good you do. The result: better engagement with potential

supporters and a better chance of reaching your fundraising objectives.

Kyle Hannan

Managing Director, Ecomedia Collective CIC www.ecomedia-uk.com

This workshop will give groups a background of Big’s Awards for All grant scheme and what it will and wont fund.

The session will cover what Big Lottery are looking for as a funder, common mistakes, share some successful projects and take delegates through a planning tool that will help groups understand what ‘difference’ their project is making and how this fits with Big’s outcomes as a funder.

Although focussed on Awards for All, this session will also help those organisations who are planning to scale up their activities and who may be interested in making a Reaching Communities application.

Jenny Fish Funding Officer www.biglotteryfund.org.uk

Workshop D (AM Session)

Major Gift Fundraising for Small Charities

WorkshopsWorkshops

Are you a fundraiser in a small to medium sized charity who is scared of major gift fundraising?

DON'T BE! Your size is your strength! Come and find out how smaller charities can often be better placed to secure major gifts than some of the big household names in the charity sector. With examples of smaller charities achieving big gifts, come and gather a tool-kit to make it happen where you are. Paul Courtney Founder of Kairos Fundraising Solutions www.kairosfundraisingsolutions.com

Are Facebook and Twitter a waste of time how can I make them work for me? Learn how to improve communications with your stakeholders - to attract new users and supporters, get more funding, improve engagement and raise awareness. There are so many online fundraising options, how do I know which I can trust to give me what I need and how much do they actually cost? Kate Doodson Business and Operations Manager at Cosmic www.cosmic.org.uk

Kairos Fundraising Solutions

Workshop for FUNDING ADVISORS

Discussion with ‘George’

GEORGE is the South West regional network for workers at not-for-profit agencies who (a) provide funding advice or (b) require a working knowledge of current grant programmes. GEORGE is currently exploring how it can best support workers in the field with access to grants, funding sources, materials, and mutual support.

The discussion will focus on funding support needs for funding advisors, and work collectively to establish a programme for GEORGE that prioritises and addresses these needs.

Workshop E (AM Session)

Is Social Investment for you?

Just started thinking about social investment or not even sure what it involves then this workshop is for you. It will introduce you to some of the key concepts, definitions and provides a useful overview of the marketplace to get you started. It will also highlight how the Big Potential offers support and grants to help organisations to become ready for investment. Chapman Harrison Regional Manager for South West The Charity Bank Limited delivery partner in the BIG Potential www.charitybank.org www.bigpotential.org.uk

Workshop F (PM Session)

Using Digital Tools for Fundraising

Workshop H (PM Session)

The Price is Right, Or is it?

Community fundraising is about getting other people involved through running events and activities for you and with you. This workshop will help you identify your audiences, highlight the importance of planning as well as helping you to develop practical ideas to take back to your organisation. David Cox Funding Advisor Teignbridge CVS (DeVA Partner) www.teigncvs.org.uk

Christmas is on the way, which means fundraisers are preparing for the year's busiest and (hopefully) most profitable period. In this workshop we'll look at the top ten ways that non-profits can stay up-to-date with trends in supporter-engagement and income-generation. We'll include ways of adding novel and exciting elements to their on-the-ground events as well as to their online campaigns.

Kyle Hannan

Managing Director, Ecomedia Collective CIC

Workshop I (PM Session)

Keeping Up: Top 10 Fundraising Tech Trends and How To Use Them Cheaply and Effectively.

WorkshopsWorkshops

Workshop J (PM Session)

Community Fundraising

In this workshop we will explore some key principles around income generation, including Why charge? Who to charge? How much to charge? When and where to apply charges? Starting from a point of understanding the full cost of delivering goods and services we will discuss when it’s appropriate to seek subsidies and who to seek them from; how to used discounts to aid cash-flow and when to review charges. Debbie Stewart Founding Partner at Fruit Tree www.the-fruit-tree.co.uk

Workshop G (PM Session)

Fundraising and Keeping It Legal

This workshop gives trustees and fundraisers an understanding of the key legal issues that govern fundraising, including events, legacies and a bit on Gift Aid.

We look at regulatory issues around trading, appeals, collections, tribute/memorial funds, fund-raising contracts and use of social media, as well as tax, data protection and legacy leaflets, and we point out some of the traps to avoid.

Richard King Partner at Tozers www.tozers.co.uk

Workshop E (AM Session)

Is Social Investment for you?

Just started thinking about social investment or not even sure what it involves then this workshop is for you. It will introduce you to some of the key concepts, definitions and provides a useful overview of the marketplace to get you started. It will also highlight how the Big Potential offers support and grants to help organisations to become ready for investment. Chapman Harrison Regional Manager for South West The Charity Bank Limited delivery partner in the BIG Potential www.charitybank.org www.bigpotential.org.uk

Speakers and PresentersSpeakers and Presenters Paul Courtney

Paul has been working in the not-for-profit sector for over 15 years. Having

‘trod the boards’ he turned to being involved in the management of theatres

and then fundraised for a broad range of charities before establishing Kairos

Fundraising Solutions in 2011.

Since then Paul has worked for a wide cross section of organisations on small, medium and large

scale projects in the arts, disability, education, children and youth sectors, hospices, Christian

charities and churches.

Paul is also Chair of the Institute of Fundraising South West region and Director of Development for

Exeter Cathedral. When he is not working he can be found in the garden talking to his chickens.

www.institute-of-fundraising.org.uk/groups/regional-south-west/

@paulkairos Kairos Fundraising Solutions

www.kairosfundraisingsolutions.com

Jenny Fish

Jenny is the Funding Officer (Local) for the England Early Contact

Function of the Big Lottery Role Fund and provides support and services

across Devon, Cornwall, Plymouth, Dorset and Torbay. Her role is to

promote Big’s demand led funding portfolio, primarily Awards 4 All and

Reaching Communities and apply local knowledge of the area to comment

on applications prior to assessment. She delivers learning and information to the

voluntary, community and social enterprise sector on Big Lottery funding strands and engage

with local stakeholders in order to inform our funding programmes. Prior to Big, She spent 7

years as a community development worker for a Devon based infrastructure organisation

providing support, advice and learning to the VCSE sector on governance, skills development,

funding advice, volunteer management and representation of the sector across Devon.

She is an active volunteer – many of these roles have gone alongside bringing up her two sons-

and she currently volunteers for Macmillan/Ramblers Walking for Health Scheme and is a trainer

for other walk leaders across the South West Region.

@BigLotteryFund www.biglotteryfund.org.uk

Speakers and PresentersSpeakers and Presenters

Kate Doodson is Business and Operations Manager of Cosmic Ethical IT, one of the leading social enterprises in the South West and recognised across the UK for its achievements and ongoing development. Kate is a girl geek having spent 15 years in the IT industry, many of which was spent running a wholly female owned IT business. Kate specialises in Search Engine Marketing and website architecture. She is passionate about ensuring businesses and organisations use the full range of IT available to them to give them the edge they need to thrive, particularly in the rural economy. Kate has delivered workshops and lectured nationally on digital marketing for the last 11 years. She provides consultancy and mentoring to businesses and groups in strategic use of digital marketing for growth.

Kevin Balding is Head of Category for Business Procurement at Devon County Council. He has a thorough, up to date working knowledge of the processes involved in tendering for work and working with the council.

Kyle Hannan founded EcoMedia Collective CIC in 2011 after attending a Social Enterprise module at New York's Columbia Business School. This vegetarian ex-Capetonian with Somerset roots originally decided to mothball his University qualifications for Diplomatic Service and instead became a media project manager and radio DJ (which he finally gave up in 2013). His community media and digital tech experiences are the foundation of his simple aim: to help organisations create their own 'soundtracks of social change'.

Richard King, a partner at Tozers for over 30 years, is well known for his expertise in charity law, featuring in the Legal 500 and Chambers law directories. A member of the Society of Trust & Estate Practitioners and of the Charity Law Association from its inception, he advises all types of charity, both local, regional and national. As well as giving constitutional, property and practical advice to a wide variety of existing bodies, Richard has great experience in setting up new charities and trading companies, as well as academy schools. On a personal level he is much involved in work with children and adults with disabilities and has extensive experience as trustee of national charities.

Chapman Harrison has had a variety of roles in banking, and as Finance Director of a number of companies. He was a former Trustee of the Community Foundation for Wiltshire and Swindon where he chaired the Central Area Grants Committee. In his current role as South West Regional Manager for Charity Bank Ltd. he is pleased he can continue to support groups that put something back into the community. He is a keen rugby supporter and recently cycled from Lands End to John O’Groats, raising £5,000 for his Community Foundation.

David Cox is the Funding Adviser based in one of DeVA’s founder partners, Teignbridge CVS. He has a wealth of experience relating to funding and the voluntary sector providing targeted and bespoke funding advice as well as general funding information and bulletins. He is chairman of trustees of a local charity. David is one of the founding directors of the Pluss Organisation. Pluss is a Social Enterprise that supports thousands of disabled people across the South West.

Debbie Stewart has been working with community and social enterprise for the past 28 years and as a business adviser specialising in the Social Enterprise sector for the past 16. She has co-founded two businesses, a social enterprise and worker co-op for 13 years and since 2011 the Fruit Tree for Business LLP which she runs with her partner Lorna Turner. She has been a trustee of a local youth volunteering charity, a voluntary treasurer for Devon and Cornwall Food Association and currently volunteers on the local Community Association where she lives in East Devon.

Get the right deal, at the right time for your organisation

Nicola is the Director of the Wallace and Gromit’s Grand Appeal and helped establish it way back in 1994. She is involved in every aspect of The Appeal’s work. Always with her finger on the pulse, Nicola wishes for more hours in the day!

An amazing 1.18 million people visited the Gromit Unleashed trail and exhibition in 2013, directly contributing more than £77 million to the

Bristol economy, including money spent on accommodation, travel, gifts and refreshments. Incredibly, the wider knock-on effect of this public spending has given Bristol's economy a fantastic £123 million boost!

Afternoon Keynote Speaker: Nicola Masters LAST YEARLAST YEARLAST YEAR

Our 2013 Conference had great feedback:

95% of delegates last

year indicated that they would attend again this

year.

“Good, well organised

conference. Very professional and enjoyed the day.”

“A great informative

day, good for

networking. I met

some very

interesting people”

@thegrandappeal@thegrandappeal@thegrandappeal

www.grandappeal.org.uk/

Booking a place at the conference

Voluntary / Community Group or Social Enterprise

£35.50£35.50£35.50 (groups with paid staff) £28.00£28.00£28.00 (groups with no paid staff)

Private or Public Sector £42.50£42.50£42.50

Booking is available online Booking is available online Booking is available online

devafundingconference.eventbrite.co.uk Feel free to contact us on 0845 6099901

or email training@devonva.org

@devonva@devonva@devonva www.devonva.org

Speakers Speakers cont.cont.

@GromitUnleashed@GromitUnleashed@GromitUnleashed

www.gromitunleashed.org.uk

Charity Number: 1158671 Company Number: 8711291