Trusts Fundraising - Getting Started (11-Mar-25)

Trusts and Foundations
11 March 2025
10:00AM to 04:30PM

Individual Prices

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Package Type Available To Price
Non-Individual Member 2024 Fee Held Until 31.12.2024 All Days Non Individual Members £257
Individual Member 2024 Fee Held Until 31.12.2024 All Days Individual Members £199

This course is for people with limited trust fundraising experience.

Standard Content

There are around 9,000 grant-making trusts in the UK worth around £4bn to the sector. Whilst a good well-written application is important, success with trusts is not all about what you write. When you’re getting started in trust fundraising, having a full understanding of trusts and foundations is vital – why they exist, how they work, what motivates their giving, what they are looking for, the grant application process etc . Understanding this will enable you to write a request that really stands out. This course teaches you all about this, and gets you started with the professional techniques to write effective, confident proposals.

Learning outcomes

Identify sources of data and research on grant making trusts and foundations in the UK and understand trends in giving – to whom and why

  • Understand how to comply with best practice and the Code of Fundraising Practice
  • Use research efficiently to target which trusts are likely to support your cause
  • Understand more about the grant-making process from the funders' perspective
  • Understand the essentials of an effective application
  • Review and evaluate your success and make recommendations for the future
What's covered in the course

Setting the Scene

  • Trusts and foundations in the UK – role and significance, legal forms, regulation and best practice
  • Trends in giving; to whom and why

Research

  • How and where to find trusts
  • Which trusts are likely to support your cause?

Case for Support and writing the application

  • Building your case for support and the Case in action
  • Form-filling or letter-writing?
  • Format, style, terminology

Submission; Assessment and Follow-up

  • Preparing for assessment
  • Following-up the application
  • Celebrating success or learning from failure

We offer a range of other trust fundraising courses for all levels of experience. 

 

About your trainer

Gill Jolly FCIOF(Dip)

Gill has a background in psychology and over 30 years' experience in the charity sector working as a fundraiser, manager, director and trainer of fundraisers and support teams with a wide variety of sizes and types of organisation. She runs her own consultancy and works with not-for-profit organisations across the UK and Europe providing a wide range of bespoke fundraising and management consultancy services. Gill has worked with the IoF since 2000 delivering fundraising’s professional qualifications and leading courses on strategy, management and implementation.

The live virtual training experience

The Chartered Institute of Fundraising's live virtual training is delivered by trainers who are leading experts in their chosen discipline. Each virtual course has been especially designed to deliver a rich virtual learning experience. Your course will feature:

Technology requirements

The course is being delivered via the online platform zoom. To enable you to interact with your tutor and your class you will need to have access to a microphone (or access to a landline phone) and ideally have a working video link via a camera. To test compatibility with your system, you can join a test meeting via this link https://zoom.us/test

Members Only Content