Masterclass: Developing a holistic year-round regular giving strategy
Join Heather for an engaging and practical masterclass designed to help you build a holistic, year-round regular giving strategy that drives long-term sustainability and deeper supporter engagement. Whether you're establishing a new programme or refining an existing one, this session will equip you with the tools to develop a data-driven, multi-channel approach that maximises results and resources. Heather will guide you through the essentials of data segmentation, strategic planning, and effective use of channels such as direct mail, giving days, and telephone appeals. You'll also explore how to bring key stakeholders along on the journey and create a compelling case for investment in your regular giving programme to ensure lasting impact for your organisation.
You will learn how to
● Structure a sustainable, multi-channel regular giving programme.
● Use data segmentation to inform strategy, focus, and resource allocation.
● Build internal buy-in and secure investment for programme growth.
Who is it for?
Senior development professionals with line management or volunteer management responsibilities, including:
- Development managers, senior development associates or equivalent
- Development directors, deputy/associate development directors or equivalent
- IDPE members and non-members
Heather Eggelton, Consultant, Hubbub
Heather Eggelton, Consultant, has worked as a fundraiser and Consultant for the past 20 years in both the UK and US. She has worked in the education sector, most recently at Cheltenham Ladies' College but also across the wider charitable sector.
- Other than those presenting, corporate partners will not be admitted.
- Places will be allocated on a first come, first served basis.
- If the masterclass is popular, IDPE may request schools send one delegate only to ensure all member schools can participate.
- If, after registering, you are unable to attend the masterclass, please let us know as soon as possible so that we can offer the place to someone else.
Terms and conditions - IDPE online masterclasses:
Payment must be received before the start of the masterclass session and cannot be made in instalments. Cancellations must be received in writing and emailed to info@idpe.org.uk. Cancellations received at least four weeks before the session will receive a full refund. No refund will be made for cancellations received within four weeks of the session. Any costs incurred from online payment will not be refunded.
If in exceptional circumstances the session should need to be cancelled by IDPE, all delegates will be notified and, where possible, the session will be re-arranged. Should IDPE cancel the session, delegates will be eligible for a full refund of the session fee. When cancelling an event with more than four weeks' notice, IDPE will not be liable for any expenses incurred by the delegate.
If you have any questions, or experience any difficulties, please call us on 01225 829030 or email info@idpe.org.uk.
