Managing your Trust Fundraising Programme Strategically (29-Apr-24)

Trusts and FoundationsStrategy
29 April 2024
10:00AM to 04:30PM

Individual Prices


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

Change is happening in many organisations – revisiting how you deliver your services and understanding who your primary and secondary beneficiaries are, may in itself open up new funders to you.

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In recent months many trusts have themselves been pivoting and changing how they operate. Many have also been looking at what they fund and, as a result have opened new grants schemes. Knowing the current trends in trusts fundraising is vital to your success in terms of your approaches but also in managing your programme strategically.

Analysing your past and current submissions and success rates again now can be vital to helping you more accurately forecast income from this valuable source. Trusts are a major income stream for many charities – more vital now for some, than ever before!

How you build and maintain great relationships with your supporters is, of course, critically important and can make all the difference to your trusts pipeline. This is key to helping you forecast and revitalise to your strategy. On this course, you’ll find out more about the best type of trusts for your organisation and the best ways to approach each type. This interactive course investigates the key elements of success and will help you confidently and strategically manage a successful programme.

The training was really useful in giving an overview of how to manage a fundraising programme, walking us through the steps of planning where to send our funding applications and how we can make the most of any application we make.


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:

  • Zoom platform learning environment
  • Interactive engagement with the trainer and peers
  • Group discussions and exercises
  • Real-life case studies and examples
  • Ample Q&A opportunities throughout the sessions


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

About your trainer

Gill Jolly FCIOF(Dip) 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 Chartered Institute of Fundraising since 2000 delivering fundraising’s professional qualifications and leading courses on strategy, management and implementation.

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