This course has passed.


With school and academy budgets coming under increasing pressure, education leaders are increasingly seeking new commercial skills and opening up innovative income streams to improve financial stability and continue to provide excellent services.

By developing effective methods to raise income and influence key stakeholders you will maximise donations to your school and improve your ability to be commercially successful.

This highly interactive course will provide detailed guidance on how to write successful funding applications and comply with statutory regulations affecting income generation.

Join Russell Dalton, Finance and Business Director at Pershore High School, and take back an action plan to develop strategies to maximise income in your organisation.

trainer photo

Learning Outcomes

  • Explore income generation opportunities for academies
  • Learn from real case studies how to avoid conflicts of interest
  • Optimise your ability to claim Gift Aid and comply with VAT registration and recovery rules
  • Lean how to write successful funding applications and get the structure and style right
  • Take back an action plan to maximise income for your academy
All the Understanding ModernGov courses are Continuing Professional Development (CPD) certified, with signed certificates available upon request for event.

Enquire About In-House Training

To speak to someone about a bespoke training programme, please contact us:
0800 542 9414
[email protected]


Collapse all
09:15 - 09:45


09:45 - 10:00

Chair’s Welcome & Clarification of Learning Objectives

10:00 - 10:30

Principles of Effective Income Generation

At Pershore High School, Russell has formed a trading arm for the school which now turns over in excess of £600,000 a year.

  • Recognise benefits of implementing successful income generation methods
  • Understand the conditions needed to be commercially successful
  • Learn from real case studies how to avoid conflicts of interest
  • Avoid common pitfalls in strategic delivery
10:30 - 11:15

Legislation, Accountability and Financial Reporting

  • Understand the statutory regulations including Code of Fundraising Practice, company and charity law affecting income generation
  • Establish transparent and accountable processes to demonstrate ethical and socially responsible practices
  • Record all financial transactions in accordance with local authority or academy trust rules and regulations
  • Optimise your ability to claim Gift Aid and ensure you fulfil the related administrative requirements, including VAT registration and recovery rules
11:15 - 11:30

Morning Break

11:30 - 12:30

Maximising Funds through Innovative Practices

Justin has a strong track record in raising funds for schools via conventional trust funds, grants and sponsorships. He has introduced an award winning strategy for the College, re-invigorating the brand and introducing social media tools to engage with diverse audiences.

  • Harness your stakeholders to maximise your income generation results
  • Use low cost marketing techniques that have great impact
  • Understand your school’s USPs to ensure successful bids and marketing
  • Work with Justin to draft a fundraising plan for your organisation
12:30 - 13:15

Case Study: Developing an Income Generation Strategy

  • Gain tips on how to generate income for your school
  • Set out a clear strategy with key objectives
  • Learn how others have raised funds through real life and practical examples
  • Consider how the tight ‘attention grabbing’ style of newspaper headlines can help communicate with donors
  • Share ideas on creating a fundraising strategy at your organisation
13:15 - 14:00


14:00 - 14:45

Write Successful Funding Applications

  • Explore options for funding sources and learn how and where to find grants
  • Understand how to get the application structure and style right
  • Practical exercise: drafting a bid
  • Look at terminology and buzz words to include and common mistakes to avoid
14:45 - 15:00

Afternoon Break

15:00 - 16:00

Workshop: Maximising Income Generation Activity

  • Assess the different methods for raising revenue and identify the best way forward for your organisation including seeking donations and sponsorship, running clubs and events, providing services and letting premises
  • Work with other schools to share services such as estates, finance and human resources teams
  • Mobilise your workforce to obtain support and challenge through the change process
  • Take back an action plan to develop strategies to maximise income for your organisation
16:00 - 16:15

Feedback, Evaluation & Close


Park Plaza County Hall, London

Park Plaza County Hall, 1 Addington St , London, SE1 7RY