An Island of Information- Research in the UK

Presenter: Chris Carnie,Factary Will Whitefield, Factary
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels: 

  • Competency 2: Project Management, Level II
  • Competency 4: Statistical Techniques and Competencies, Level II
  • Competency 5: Visualization/Reporting Techniques and Competencies, Level I
  • Competency 6: Communication, Level II
  • Competency 8: Analytics and Campaign, Level II 

The UK is a significant market for philanthropy, with two universities now past the £1 billion (US$1.5 billion) fundraising mark (Cambridge, and Oxford) and a continuing rise in funds raised – CASE reports a 14% rise in funds raised in Higher Education 2010-2011, with total donations to charity of £9.3 billion (US$14 billion) in 2011/12, according to Charities Aid Foundation. There is a continuing growth in the numbers of grant-making trusts (foundations), and changes in corporate CSR.

How do you access this market? Where can you find information on philanthropy, wealth and giving capacity? What is the British version of a Form 990? Can I see a prospect’s tax return? And can I move personal data freely into and out of the UK? In this course led by two of the UK’s most experienced prospect researchers we will answer all of these questions, and more.

Following the webcast, participants will be able to:

  • Learn key data on philanthropy in the UK, and understand the basis for “charity” in the UK, as context
  • Discover and learn how to use key sources of information for prospect research amongst
    • Companies
    • Trusts and foundations
    • Individuals
  • Key sources in depth
    • Assessing wealth and giving capacity
    • Finding out about philanthropy
  • Brief overview on data protection
  • Learn about the prospect research community in the UK and structure of charitable trusts


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