Trust Fundraising Conference 2017

Trust Fundraising Conference  2017

Date: Monday 27th Feb 2017

Town/City: London

Location: London

Venue: Holiday Inn - Regents Park

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It is widely documented that the way to successful funding applications is through quality over quantity. Knowing your grant maker inside out is also key, but that is often easier said than done.

This conference will take an in-depth look at some of the biggest challenges trust fundraisers are facing today. Hear how to package your charity to appeal to even the most particular of grant makers. Gain insight on just how honest you need to be, to ensure that you are flagging up potential issues and being clear about your sustainable exit strategy.

Just how do you get your foot in the door with some of the most elusive trusts? Speak to a range of funders to find out how best to interact with them and more…

And at the end of the process, whether it be for a particular project or for core funding, monitoring and evaluation can be one of the biggest downfalls of the relationship. Hear how today’s great feedback can be tomorrow’s great success. 

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09:00 - Registration and refreshments
09:30 - Opening remarks from the Chair

Stuart Sherriff MInstF (Cert), Chair, Trust and Statutory special interest group

09:40 - Trends in trust fundraising

Are trusts tightening up their criteria? Will Brexit have an effect on trust giving? Are the trends pointing to more successful applications outside of London? This session will give you an overview on what is happening within the trust fundraising environment.

Speakers TBC

10:20 - Smarter Grantmaking Initiative 

Over £100m worth of charities's time is wasted each year on ineligible and wasted applications. The Smarter Grants Awards were set up to help identify a smarter, more efficient process of grant making. The inaugural report of the 500 charities surveyed explores attitudes, concerns and issues in the grant-making process and proposes 5 recommendations for improvement.

Stephen Mallinson, Chief Executive, Localgiving; on behalf of Marcelle Speller and the Smarter Grants Initiative

11:10 - Coffee & networking
11.30 - Working with your major gifts team
Trust Fundraising for smaller organisations

It is thought that teams that integrate major donors, corporates and trusts and draw together the relationship overlaps, yield the best results from those relationships. This session will look at embracing the holistic approach to relationship fundraising.

Miranda Seymour, Senior Philanthropy Manager, Alzheimer's Society

This session will include case studies from a range of organisations who have started trust fundraising for the first time. It will look at the lessons learnt and will be useful to those fundraising for small organisations or those that are new to fundraising.  

Miranda Rowlands, SHARED Enterprise Project Officer, Norfolk Museums Service

12:10 - Building relationships
Getting your foot in the door

Hear how you can build successful relationships with trusts and how to get the charity you work for to realise that connections/ networking/ establishing relationships are vital! Hear how one organisation has used their board of trustees and Development Committee to make peer to peer introductions to trusts and worked with other teams across the organisation to achieve success.

Sophie Henstridge, Senior Trusts and Foundations Manger, Royal Opera House

Marina Jones, Head of Trusts and Foundations, Royal Opera House

Obtaining funding when you don't have a warm contact can be one of the most challenging parts of trust fundraising. This session will share how you can get your foot in the door.

Kay Dowling, Motivation Charitable Trust

Amanda King, Mercy Ships

Anna Hunt, Philanthropy Manager, Tusk

12:50 - Lunch & networking 
13:50 - Creative stewardship

Hear how Teach First’s engagement strategy has enabled the charity to face the challenges of working with multiple types of trusts and foundations. This ranges from the experienced, well-staffed trusts; overseas trusts; trusts that can’t engage; corporate trusts and Livery companies.

What lessons can you take away from Teach First’s Supporter Engagement & Experience team?

John Bleasdale, Head of Trusts & Foundations - External Relations, Teach First

Heather Burgess – Senior Trusts and Foundations Officer, Teach First

Georgina Pedley – Trusts and Foundations Officer, Teach First

Vidhu Sood-Nicholls – Head of Supporter Engagement and Experience, Teach First

14:30 - Creating a connection to your cause

Hear how Hope and Homes for Children has benefited from high levels of long term support from trusts and foundations, exceptional gifts outside of trusts' criteria, unrestricted or investment funding and a significant number of referrals.

What can you learn from the way they have engaged supporters in their cause and their focus on relationship building?

Pascale Costello, Head of Grants Partnerships, Hope and Homes for Children

Rebecca Allenby, Head of Grants Partnerships, Hope and Homes for Children

15:10 - Coffee & networking
15:30 - Monitoring and evaluation

How can you collect high quality monitoring and evaluation information about your work? How can you balance the needs of donors with the demands this places on your service users and staff? How can you demonstrate the ‘value of values’? Donors increasingly want in-depth, robust information on outcomes/ impact and this can be difficult for charities to produce due to resources and capacity. Mind will share its approach to negotiating targets, monitoring performance, understanding impact, and sharing learning to ensure a sustainable legacy for its projects. 

Rachael Sheahan Smith, Head of Strategy, Planning and Governance, Mind

Zarita Westmore, Senior Trusts and Statutory Manager, Mind

16:10 - Meet the funder 

It takes a lot of time and energy to create a good grant application and just as much to assess one. This session is your chance to hear from the funders themselves on what to include and what to avoid to make your application more successful. Including:

- Opinion of sector fundraising trends

- Perception of good relationship building skills

- Pet hates

David Emerson, Former CEO, ACF

Samantha Rennie, Executive Director, ROSA

Sarah Stewart, Director, The James Tudor Foundation

Paul Taylor, Executive Director, Veolia Environmental Trust

Chris Anderson, Director of Grant Making South, Lloyds Bank Foundation

17:00 - Closing remarks from the Chair

Stuart Sherriff MInstF (Cert), Chair, Trust and Statutory special interest group



IoF Individual member or those working at an IoF Organisational Member - £200

Booking as non-member?

Attend the conference AND get one-year’s Individual membership - £280

Or book conference only at the not-for-profit rate - £285

Commercial organisation rate - £410

Small charity (for charities with less than 5 paid staff) - £75 - Email our events team to book at the small charity rate!

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Further details and contact information

IoF Events Team
Telephone: 0207 840 1040

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