The Corporate Fundraising Toolkit for Beginners

A course written by Julia Worthington MinstF(Dip) - Institute of Fundraising Academy -Trainer

  • Do you need some help working out the best way to fundraise from local businesses or corporates?

  • Do you want to know where you can find businesses to work with?


That first step, finding businesses to work with is the hardest!

Don’t know where to start?

  1.  This course will help you with not only the first step of creating a prospect list, but also

  2. how to meet your prospective businesses and

  3. how to get them involved with your charity.

  This online course guides you through everything you need to know to successfully fundraise for your not-for-profit or charity.

The course provides six modules that include

A short introduction video from Julia Worthington MinstF (Dip)

Templates for your prospect list

Case for support template

Options to offer businesses

Suggestions for meeting your prospects

Tips for networking

If this would be useful then Corporate Fundraising Toolkit for beginners is for YOU!  

This course will enable you to: 

  • Identify which businesses are most likely to support your cause

  • How to create mutually beneficial relationships with your supporters

  • How to make connections and develop long-lasting relationships with local businesses

  • Understand the ‘Donor Funnel’ and how to go from raising awareness, closing right through to loyalty

Corporate Fundraising Toolkit:  Investment - £125.00


Why I created this course

I have over 25 years’ experience working with charities and not-for-profit organisations. As well as being a hands-on fundraiser, I have also coached fundraisers and development professionals; helping them create a fundraising strategy that is appropriate for their size, income and resources available.

I created this course because I recognised a gap in the market to support smaller charities or sole fundraisers who needed easy-to-follow systems and processes that enables them to raise their target and develop long-lasting relationships with businesses. 

This course is ideal for those who may have given the responsibility of corporate fundraising within their organisation, who have never done this sort of thing before. The course is broken down into 6 modules and by the end of it you will have nailed your strategy to start securing corporate partners.

Here’s what you get in the toolkit: 


Module 1: Identify what your charity can offer a business
Module 2: Understand the kind of business that you want to work with; size, profit, location etc. 
Module 3: Find local businesses that others won’t even think of asking 
Module 4: Learn about the “Donor Funnel” and identify your warm prospects
Module 5: How to research your prospects and carry out Due Diligence 
Module 6: Work out where you can meet your prospect businesses

I also found your point about picking 3 most important points helpful with time management. Sometimes it’s easy for the day to run away from you and you end up ticking very few things off on your to-do-list. Each day I’ve decided to pick 3 tasks I want to complete and make sure they are completed (today this email was one of my tasks!)

Charlotte Hopkins – Fundraising Manger


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