1. IoF Corporate SIG: Account Management Takeover Kathryn Young, Senior Account Manager Alzheimer’s Society
Worked at AS for over 3.5 years in corporate fundraising from a part-time assistant to senior AM
Worked on LBG account for 2 years – started as an exec at the beginning and then managed

2. Lloyds Banking Group

3. £6.6m 2 years Lloyds Banking Group 4 people in the team
£2 million target
One exec based full time at LBG
80,000 colleagues

4. Top tips for Account Managers1
You don’t need to have all the answers 2
Don’t be a fluffy fundraiser 3
Share the story – inspire and engage 5
You don’t need to have all the answers:
Listen and learn
Take time to understand the business and build ideas from here
Attend internal welcome days, workshops and team meetings
It’s okay to take actions and research your best answers
Don’t be a fluffy fundraiser:
- Entering into a commercial partnership
The ‘Yes’ people – don’t commit if you can’t deliver – be honest and keep corporate updated
Manage expectations
Tone of voice on s – no smiley faces!
Don’t be scared to challenge – rely on your own expertise
Earn respect – be seen as a partner and not just a charity representative
Share the story
Impact is always on our mind – but make sure you reach as many people as possible
Charity pages and newsletters are not always read
Ask for feedback from key stakeholders
Is fundraising dead? More than just financial support
Think strategically – what can you offer to help extend your partnership
LBG – Dementia Friends, trained staff to be Dementia Friendly, Pro Bono and Financial Charter
Always collaborate
You can’t do it on your own!
Who are your stakeholders in the business
Let’s take a look at LBG key stakeholders
Don’t forget to recognise – LBG charity Hero Award
Is fundraising dead? 6
Always collaborate

5. Collaborate with key stakeholders
Senior Stakeholders
Charity Champions
Graduates
Business Areas
One of the main challenges is communication – with 80,000 and different work streams
Need to rely on relationships with key stakeholders

6. Collaborate with key stakeholders
Senior Stakeholders
Charity Champions
Graduates
Business Areas
Senior Stakeholders – Monthly Steering Committee with Directors from across the Group; gave them actions; re structured, chair needs to be on board, don’t be afraid to set targets, set out expectations in role, send information in advance
- Invite them to everything that you host – usually will come.
Charity Champions – feedback, days, calls, case studies,
Don’t forgot to recognise
Graduates - £480k – need a lot of support make sure you can offer it. Eager to learn, challenges.
Business Areas – own relationships with Retail bank but very different needs and objectives. Own challenges

7. Top fundraisers 1 2 3 4 5 Graduate Challenge – £900,000 (2 events)
Tea and Talk – £500,000 (4 events) 3
Costa Rica Cycle Challenge – £260,000 4
Commercial Banking Challenge - £230,000 (2 events) 5
Sahara Trek – £210,000