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Workshops and Events

Streamlining Fund-raising and Grant-making processes

On 16th November I’m facilitating a workshop for voluntary sector organisations with one of my partners: Sho-Net.

Free to voluntary sector only
16th November 2010, 10:00 – 12:45 (followed by lunch)
Venue: NCVO, Regent’s Wharf, 8 All Saints Street, London, N1 9RL

With the Salesforce Foundation providing free licences and a Non-Profit Starter Pack, there has never been an easier way to improve the way you manage fundraising and grant making processes.

Who should attend?

Chairs of Trustees, Executive Directors and those with direct responsibility for ensuring mission-critical processes are efficient and effective. 
Anyone considering automating their processes and implementing new IT systems to manage fund-raising or grant-making.

Why you should attend:

  • This seminar will show you how voluntary organisations are using to improve the way they manage their fundraising and grant making processes. You will see how’s Performance Management Dashboards can provide clear and concise data on performance and help you track your fund-raising pipeline. Improving your processes before implementing new systems is a key success factor.
  •’s award-winning CRM application can help organisations to manage their donors, volunteers, fundraising programmes and many other organisational processes.
  • From a recently conducted survey of non-profit organsiations using, we know that the application is quick to implement, that organisations report an ROI of 89% in just six months and experience an average 23% increase in their income.
  • Sho-net Systems, provider of consultancy and training services in fundraising, has joined forces with the Foundation to provide a welcome boost to the voluntary sector with access for each NCVO member to donated licenses of’s Customer Relationship Management (CRM) online application, which has a commercial value of up to £10,000.
  • is “software as a service”; it’s only available as on online offering which means you can have all the benefits of state of the art software, with none of the disadvantages of having IT hardware to manage. If you can access the internet, you can use
  • Who is Sho-Net and Improvement Skills Consulting? Sho-Net helps clients to develop a deep knowledge of fundraising, focus on building relationships and winnable bids. To date Sho-Net has helped clients raise over £4,000,000. Sho-Net is an approved NCVO supplier and is currently working with NCVO to enable more voluntary organisations benefit from
  • Improvement Skills Consulting (ISC) helps clients to develop their in-house capability to improve performance though effective business planning, process improvement and project management. ISC has worked with charities to help streamline their processes and to develop SMART business plans.
09:30  Registration & Refreshments
10:00  Welcome and Introductions
The non-profit challenges:
– Keeping the pressure up on fund-raising and ensuring grant applications are managed effectively
– Ensuring processes are defined and effective before introducing new technology
10:15  Streamlining Fundraising and Performance Reporting with
A case study: Tina Carr, Director of The Rory Peck Trust
11:00  Refreshments break
11:15 Managing the Grant-making process with
A case study: Geoff Sloan, Safer London Foundation
12:00  Improving processes, training staff  and ensuring effective implementation
Lucy Mills: Salesforce Partner Manager, Nimbus


Steps for success, based on non-profit organisation experience
Next steps and Q&A
How we can help
The Salesforce Foundation offer

Lunch and opportunity for networking


Please use the separate Booking Form, or email the following information to:

  • Name(s) of attendee(s)
  • Job Title(s)
  • Organisation Name
  • Contact Telephone Number
  • Any special dietary or other requirements

Confirmation of your place(s) and Joining Instructions will be sent upon receipt of your Booking.



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