Trusts Fundraising - Getting Started (24-Jan-25)

Trusts and Foundations
24 January 2025
10:00AM to 04:30PM

Individual Prices

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

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
Trusts Fundraising: Other courses available

We have other Trusts Fundraising courses available, depending on the level of experience you have:

  • Trusts Fundraising - Improving your Success (Intermediate) - designed for who are responsible for the management and strategy side of a trusts fundraising programme within their organisation

  • Managing your Trust Fundraising Programme Strategically - designed for for people already working in fundraising and who have been making approaches to grant-making trusts and foundations for a minimum of 12 months 

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:

  • 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

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

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 IoF since 2000 delivering fundraising’s professional qualifications and leading courses on strategy, management and implementation.

Members Only Content