Financial Skills for Fundraisers

Kingston Smith LLP
Kingston Smith Devonshire House 60 Goswell Road
London, EC1M 7AD

Kingston Smith LLP

About Kingston Smith

Kingston Smith is one of the UK's top 20 audit and accountancy firms 62 partners spanning six offices across London and the south East.

This event will enable you to read the hidden realities of funders that are revealed in their audited accounts. Equally, it will equip you to find and explain the issues within your charity’s accounts. You will be much more effective in targeting the right donors, by being able to spot the donors who might be about to transform their giving and you be able to answer those awkward questions before they ask them.

This course is ideal for all grantseekers and we will take you gently through the terminology and the numbers. Interpreting accounts will shift from being a mystery to a powerful fundraising tool.

The course aims are:

  • To provide participants with an understanding of how to read and interpret the accounts of a funder.
  • To explain how using financial information can improve one’s approaches to funders, and improve the internal influence of fundraisers.
  • To equip participants to present their budget proposals in a format that is ideal for grantmakers.
  • To equip participants to understand the accounts of their own charity and to explain key financial issues.

As a result of attending this course participants will be able to:

  • Identify key financial documents published by a trust
  • Interpret a profit and loss account of a trust, Balance Sheet and their related documents.
  • Design and present a project budget in a format that complies with good accounting practice.
  • Describe the key issues within their own charity’s accounts and set about finding answers.
  • Establish better internal credibility by improved understanding of financial terms.

£210 per person

09.45 Introduction and Aims for the day
10.00 Understanding the accounts of a Charitable Trust – The Balance Sheet; the Statement of Financial – Activities and interpreting the notes…
11.15 Coffee
11.15 Understanding your own charity’s accounts – gaining internal credibility
12.45 Lunch
13.45 Using financial information to improve approaches to a funder
15.00 Tea
15.15 Designing and presenting Project Budgets Effectively
16.30 Course Review and Evaluation
16.45 Depart

Speaker Profile – Bill Bruty

Over a career spanning 25 years as a specialist fundraising trainer, Bill has developed his own remarkable style which is underpinned by imparting skills based upon proven concepts and tools. His experiences are drawn from over 30 years of trust fundraising which started with a cold call to a trustee in 1988 to a proposal to the William and Flora Hewlett Foundation at the end of 2018. He has experience of fundraising for a wide range of causes, from the environment, health, the arts and higher education. His training techniques, fundraising ideas and case studies are drawn from all over the world.


Date: March 28, 2019

Time: 9.45am

Speaker Panel:
James Newell
Managing Director, Kingston Smith Fundraising & Management

Bill Bruty
Specialist fundraising trainer

Kingston Smith
Devonshire House
60 Goswell Road

View event site