1. Raising funds through trusts and foundations
Cardiff 2018

2. Some facts and figures Over 8,800 trusts and foundations in the UK
Created to give away money – nearly £3b a year
Over 70% given to health and social welfare charities.
Most trust income comes from endowment, Value each year will depend on financial climate
Family: eg Sainsbury’s
Corporate: eg Santander
Community: Quartet
Private: Majority of trusts
Some facts and figures

3. What do you need to know? Type of work funded?
National or regional preference?
One-off funding and/or repeated funding to the same organisation?
Are the grants for revenue and/or capital?
What is the total grant making capacity? How much is available and what is the range of grants, by value?
How often do trustees meet to allocate grants?
Application – letter / application form / online form
What do you need to know?

4. What are trusts looking
Innovation
Starting new project
Established project
Value for money
Having an impact on project or institution
Clear need for funds

5. What makes a good application
A good understanding of the grant-making trust and an application that is tailored to reflect it
A strong idea: what to do, why and how to do it
People who are able to deliver
Clear and succinct communication of that idea
Finances of the organisation in order, or with a plan for getting them in order
What makes a good application

6. Creating a Case for Support
An Emotional Opening –Use your opening to pack an emotional punch. 
Your Mission and Vision – Why does your organization exist?  Why should people care?  What is your big bold vision for the future?
History of the Organization – Give a brief summary of the founding of your organization and a short history of its work to date.
Explanation of Your work
What projects you are currently running.  Give a short explanation of each.
Outcomes and Proof of Impact – Show proof that what you are doing.  Use statistics and charts. Tell the stories of those you have helped, through testimonials and case studies
Financial Needs – How much money does your organization need to raise?  Why does it need to raise that amount (what will it be used for?)  Why do you need to raise it now?
Means of Support – Give your reader different ways to support your efforts. 

7. Why applications fail No clear outcomes from the project.
Unable to prove long term sustainability.
No clear evidence of need.
Failure to meet the giving criteria of trust.
Failed to enclose required documentation, such as annual accounts
Not fully answered all of the questions.
No evidence of who the beneficiaries are
Failed to meet the cut-off date.
Ignored information concerning who trust will or will not fund
Too many applications received – can’t fund them all

8. Trust your preparation!!
Tell a story - Need and solution
Research or Relationships – do you meet trust’s criteria? Can you build relationship with trust?
USP – what makes you different, stand out from the crowd?
Specifics - what do you need for your project? Budget and clear breakdown of need.
Timing – when do applications need to submitted? When is next meeting? Have you done all preparation?

9. Research tools Websites like Trustfunding.org (subscription)
Free sites
Annual reports
Google searches
Charity Commission
Opencharities.org

10. Trust Administration 1 2 3 4 Set up application calendar.
Record notes from online and telephone research 2
Record information on database or excel spreadsheet 3
Be aware of application and reporting deadlines. 4

11. Trust Application Cycle
Case for support
Research
Application
Thanking
Reporting

12. A trust funders perspective