How do you train someone who doesn't think they need training?

But they really do...

Communication across teams can be a challenge at the best of times.

Since the rise of remote working, heightened hybrid arrangements and full on flexible hours, creating a culture of community and cross departmental conversations has become increasingly tough.

There are benefits to how we have adapted. Huge ones.

I for one do not miss sitting in traffic for hours at a time at the start and end of a day.

I'm also more productive, in lots of regards. Although learning to switch off and down tools is another challenge altogether.

But the ability to share what you are doing and having a sense of everyone pulling in the same direction has suffered as a result of many of us being little islands of industry in our own home.

So, as well as empowering teams to fundraise and have conversations about needing to generate income to sustain what we do...there is an increasing appetite for in-person sessions to bring teams together and re-connect and catch-up.

How do you justify bringing service delivery professionals out of the field?

Or how do you convince decision makers and Trustees that training will help everyone feel better and work more effectively as a result?

By making sure that any team-away day is enriching, inspiring and well worth the effort and any training adds value.

How do you obtain sign off for such seemingly extravagant external support?

Build buy in with some Trustee and Senior stakeholder involvement right from the start, so that they have been trained themselves to understand the need to demystify fundraising and how it truly works.

Of course, this is something we are delighted to support you to do...

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It's not glamorous. It's not exciting (to everyone). It is incredibly important.

Good fundraisers collect information, contact details, preferences and ideally...reasons for support.

Excellent fundraisers input this date, consistently and methodically into a lovely CRM (yes, I know, there are still plenty of spreadsheets out there too).

Stella fundraising teams frequently review their data and are informed about who is engaged, where they are geographically and philanthropically AND use this information to inform future fundraising and reflect on past performance of appeals/campaigns.

Mighty databases can be overwhelming and unwieldy unless you are a data whizz and analysis takes time.

That's why Keepace can do a health check for you and streamline processes at the same time. A basic admin overview...

Legacy administration is another sport. It requires a lot more than sending out thank you letters and recording that you did so. It covers more than processing and needs expert knowledge and understanding. It also should not be brushed aside or left to be something that you respond to, incoming correspondence only.

A legendary legacy administrator will be proactive, professional, planned in their approach and on top of caseloads with the ability to accrue and forecast pipelines.

They will know how expensive solicitors fees should be and can query estate summaries that don't look correct.

Normal fundraising administration is important, Legacy administration is essential to have in place. Luckily, we can help with both as well as supporting teams in transition.

Now that summer is over (I'm sorry, it really is) and everyone is back to all guns blazing...Don't let all your efforts slip because of inefficiencies in your admin.

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How can you attract a perfect candidate and make sure that they hit the ground running as soon as they are in post?

Well, to attract a great candidate you need to know what resource your team requires, some times this is not the same as replacing someone who has walked out the door. Also, do really really know why they left?

Is your organisation experiencing ongoing churn?

Are you starting from scratch and dipping your toe into the water of professional fundraising for the first time and are unsure what this looks like?

Here at Keepace, we're working with a number of charities to demonstrate ten reasons why fundraising matters -

1) Fundraising is possible, exciting and enjoyable

2) It's essential to keep your organisation afloat

3) A benchmarking appeal can prove this, AND bring income in for you

4) We can show you how, and help if your team is in transition but you need funds now

5) We'll implement processes that we know already work

6) We'll train your existing staff along the way and debunk myths that fundraising is scary

7) We believe a Legacy messages sits at the heart of what you do and comes first

8) Offering inclusive ways to give helps everyone feel comfortable

9) Our analytics mean you are not operating in the dark

10) We've got a proven track record.

So why not get in touch with Clare or Victoria and the team? We're happy to chat and see what you need -

07759 069435

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