Securing Funding From Charitable Trusts

Securing Funding From Charitable Trusts

Date: Wednesday 27th Nov 2019

Time: 09:15 – 16:30

Town/City: Cardiff

Location: Wales/Cymru

Venue: The Wallich Centre

Directions / Address

Course Aims How to find funders How to build rapport with the decision maker How to present an ‘elevator pitch’ face-to-face and in writing How to submit a winning application Learning Objectives By the end of the workshop, participants will be able to: Use three research tools to identify and evaluate potential trust funders. Open-up a persuasive conversation using telephone, email or face-to-face. Present your cause in logical and persuasive format, using a six-stage formula. Produce a funding application that addresses the core questions asked by funders.

The Association of Charitable Foundations suggests that the top 300 charitable trusts and foundations in the UK distribute £2.7bn in grants each year. This equates to around 15% of all annual income into voluntary organisations. Trusts and Foundations come in all shapes and sizes and give grants for a wide variety of causes – and many of them want to receive more high quality funding applications from Wales.

We’ll be joined by professional fundraiser (and, in our opinion, fundraising legend!) Bill Bruty, who will lead this one-day training session, helping you to maximise your organisation’s income through Trusts and Foundations. Bill’s track record for delivering high quality, evidence-based fundraising training is second-to-none. Fundraisers across the UK attest to how his insights, new ideas, practical case-studies and unique training style has transformed their fundraising success and directly led to increased performance.

Bill will be bringing evidence and analysis from 400 case studies that informs fresh thinking about ‘5-pathways’ to develop opportunities, interact with cold and warm supporters and how to ensure your charity is ‘fit for trust and high-value funding’.

The course is aimed at intermediate-level trust fundraisers, high-value donor fundraisers, corporate fundraisers and staff or volunteers working across all of these audiences. Fundraisers new in the sector will also benefit but need to have a basic level of knowledge.

Course Aims

How to find funders
How to build rapport with the decision maker
How to present an ‘elevator pitch’ face-to-face and in writing
How to submit a winning application

Learning Objectives

By the end of the workshop, participants will be able to:

Use three research tools to identify and evaluate potential trust funders. Open-up a persuasive conversation using telephone, email or face-to-face.
Present your cause in logical and persuasive format, using a six-stage formula.
Produce a funding application that addresses the core questions asked by funders.


Course Agenda

09.30

Welcome and Introduction to the event, agreeing course aims.

10.00

How identify a good potential funder

An introduction to three research tools.

11.15

Coffee/Tea Break

11.30

Engaging with funders

A three-step process for building rapport through email, the phone and face-to-face.

13.00

Lunch.

14.00

The ’Elevator Pitch’

How to instantly and persuasively convey your cause in writing and face-to-face.

15.15

Coffee/Tea Break

15.30

Successful proposals

The fourteen essential questions and how to answer them.

16.30

Close

Further details and contact information

Owen Thomas
Email: Cymru@institute-of-fundraising.org.uk

Event website

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