Leaders series: Transforming philanthropy

Our new series of breakfast briefings provides an essential opportunity to explore critical issues affecting civil society organisations and their work.

Created specifically for CEOs and senior staff, these exclusive interactive sessions are led by our expert partners and speakers. You’ll get the chance to share experiences with peers and explore critical issues affecting CSOs. Places are strictly limited to ensure that delegates are able to get the most out of the session.

The first series, Transforming philanthropy, focuses on achieving step change in fundraising through philanthropy. The second series, to be announced, will examine how CSOs can build strategic and effective partnerships with business.

Sector leaders might also be interested in our Annual Conference and Exhibition, 20-21 March, which includes sessions that explore current leadership challenges. 

Transforming philanthropy

These three breakfast briefings build on your existing experience of philanthropic fundraising. Guided by Global Philanthropic CEO and Founder Ben Morton Wright and expert speakers, you'll explore how to transform your approach to fundraising and use philanthropy to achieve financial sustainability. You'll also learn to build philanthropic leadership in your organisation, and align philanthropy with your mission and organisational culture.

Who is it for?

For experienced, senior professionals with an understanding of the principles and mechanics of philanthropic fundraising.  It is particularly suitable for senior managers or board members from organisations with established major gifts programmes who are looking to deepen their organisation’s understanding and capacity to successfully deliver income through philanthropy.

What you will learn

By the end of the series you'll be able to:

  • Assess the importance of your individual role in your organisation’s fundraising strategy and practice
  • Critically assess your organisation’s strengths and weaknesses with regards to philanthropy
  • Employ a more holistic view of the factors that influence philanthropic fundraising success, and look beyond the basic metrics
  • Identify how philanthropy can shape your organisation, and how your organisation can shape its philanthropic offering
  • Take a more strategic and longer term view of the role of philanthropy and how it can contribute to long term financial stability
  • Better understand the organisational requirements for success in philanthropy
  • Weigh the considerations and implications of specific strategic approaches such as endowment and board development


Session 1: Mission, Culture & Philanthropy

Monday 27 March 2017, 8.30am – 11.30am

In this session you will:

  • Identify the roles that key individuals can play in defining philanthropic culture within your organisation
  • Explore the role of mission in defining and enriching your philanthropic offering, and better understand how this influences an organisation’s fundraising success
  • Discuss crafting a philanthropic message that is aligned to your culture and mission
  • Identify areas of strength and weakness in your organisation’s culture
  • Hear examples of organisations that have successfully developed a strong philanthropic culture

Session 2: Financial Sustainability

Monday 24 April 2017, 8.30am – 11.30am

In this session you will:

  • Explore the role and purpose of philanthropy in an organisation’s fundraising mix
  • Discuss the impact and importance of a long-term view of philanthropy, both from a fundraising perspective and from an organisational perspective
  • Discuss and explore ways to fundraise for financial resilience and unrestricted income growth
  • Explore the role of endowments and other financial vehicles in securing the long-term funding of your organisation
  • Hear from financial experts on long-term investing such as endowment

Session 3: Leadership in Philanthropy

Monday 15 May 2017, 8.30am – 11.30am

In this session you will:

  • Discuss the role of individuals and organisations in defining philanthropic leadership
  • Explore the impact of leadership on an organisation’s fundraising success
  • Hear examples of leadership that has had either a positive or negative effect on philanthropy and fundraising
  • Identify the different ways that boards can provide philanthropic leadership, and the impact it can have
  • Discuss ways to broaden fundraising leadership, including using High Net Worth Individuals (HNWI) and volunteers

Series prices

Band 1


Band 2

Bond members >£2M annual spend

Band 3

Bond members <£2M annual spend

Course prices

Band 1


Band 2

Bond members >£2M annual spend

Band 3

Bond members <£2M annual spend

* 10% off if you book 8 weeks in advance; 5% off 3 or more bookings.

Contact us for special discounts if you're a student or unemployed.


off if you book early*


off multiple bookings*

Event dates

In order to get the members' price, you will need to log in.

Monday, April 24, 2017 to Monday, May 15, 2017

Registration closed


Ben Morton Wright, President and Group CEO, Global Philanthropic
Global Philanthropic

Ben Morton Wright founded Global Philanthropic in 2002, with a vision of developing a truly worldwide philanthropic consultancy, and has many years of front-line major gifts fundraising experience.

Rosemary Nuamah Williams, Associate, Global Philanthropic (Europe)
Global Philanthropic

Rosemary is an international policy and government relations specialist with over 15 years’ experience working with the UK government and for the UN, charities and foundations in policy and advocacy roles.

Paula Marshall, Senior Consultant, Global Philanthropic (Europe)
Global Philanthropic

With over 20 years’ experience in philanthropic fundraising Paula Marshall is an expert in developing and delivering high value funding plans.


Kleinwort Hambros Private Bank
8 St James's Square
United Kingdom