GIVING TO HERITAGE Connecting people and place The Heritage Alliance in partnership with

1. GIVING TO HERITAGE Connecting people and place The Heritage Alliance in partnership with The Institute of Fundraising (2013-16)

2. DCMS & Philanthropy DCMS 10 point Philanthropy Plan 2011 point 4: Developing fundraising skills and capacity across the culture sector. The Heritage Alliance responded ‘This is where the Alliance, with its network of membership bodies and their local and regional members sees the greatest need, where a national programme would make most difference and in particular help the smaller heritage groups access funding in an increasingly competitive market.’

3. St Werburgh’s ChurchWarburton, Cheshire Grade I A grant from a private trust topped up by a personal donation enabled The Church Conservation Trust to pay for urgent repairs to prevent further damage to this 1000 year old church, one of only 27 timber framed churches in England. Securing major private philanthropists

4. St Philip and St JamesNorton St Philip, Somerset Grade II* • Community giving raised £35000 by sponsoring the vicar (suspended upside down in a glass box) and interest free loans from residents to fund a reordering of the interior. This community space will host some 300 village-related meetings a year. Innovative community giving

5. Haughley Post Office, SuffolkGrade II An important community service, provided through the Victorian post office, was saved by a generous bequest from a former resident who always maintained his connection to the village where he grew up. Exploiting the emotional connection between people and place

6. The Butchers Arms Crosby Ravensworthnot listed The Butchers Arms was reopened after a campaign by determined residents, who encouraged almost 300 people to buy a share in the traditional Cumbrian pub, investing a minimum of £250 to raise the £300,000 needed to help to put the heart back into the community A form of social enterprise using community shares

7. Seaton Delaval Hall Northumberland Grade I This National Trust appeal for Seaton Delaval raised £2,000,000, mostly from the North East, via family fun days, cycle rides etc plus donations from around the world, including Canada, Egypt, Japan and New Zealand. Successfully capturing regional and international donors

8. In an increasingly competitive market, we need different fundraising techniques and skills - urgently

9. Giving to Heritage a suite of 13 topics 1. Developing a Fundraising Strategy 2. Developing a Case for Support 3. Major Donor Fundraising 4. Trusts and Foundations 5. Corporate Partnerships 6. Community Fundraising 7. Using Digital and Social Media 8. Legacy Fundraising 9. Measuring Success and Reporting Impact 10. Audience analysis and Marketing 11. Community Events 12. Fundraising for an Endowment 13. Fundraising through your Trustee Board

10. Delivery

11. Delivery phase 2014-16 The programme will be made up of a variety of activities • 100 Fundraising Skills Training Courses (15 attendees each, c10-4.30pm) • 50 Fundraising Skills Follow-Up Surgeries (1:1 guidance) • 50 Action Learning Days (2-3 hour workshop on selected theme) • 40 Online learning webinars (<200 each inc multiples from same organisation, stays online) • 24 Mentoring schemes (12 pairs in each year) • Tailored online fundraising resources for the heritage sector • Exploring attendance certificates and progress to IoF professional accreditation All free except the heavily discounted Training Courses with networking throughout

12. Giving to Heritage time line • 1. May – September: Development Phase • 2. December 2013 HLF Decision • 3. Jan – March 2014 pre Delivery Phase (recruitment, planning) • 4. April 2014- March 2015 Delivery Y1 • 5. April 2015 – March 2016 Delivery Y2 • 6. April – June 2016 Legacy Phase • Kate Pugh, Chief Executive, The Heritage Alliance kate.pugh@theheritagealliance.org.uk