Trusts Fundraising Conference 2020 - two days

Trusts Fundraising Conference 2020 - two days

Date: Monday 24th to Tuesday 25th Feb 2020

Time: Monday: 10:00 - 17:00 / Tuesday: 09:15 - 16:15

Town/City: London , United Kingdom

Location: London , United Kingdom

Venue: Holiday Inn - Bloomsbury

Directions / Address

Trusts and foundations are a crucial pillar of support for any charity. But with as more and more applications being made each day, fundraisers must learn how to work with grant-making bodies in order to win continued support.

Our Trust Fundraising Conference is the unmissable event of the year for all trust fundraisers, and those working with grant-giving organisations. Whether you are part of a larger trust fundraising team, a sole fundraiser, or raising funds part-time, this conference will address many of the challenges that you face today, give you an insight into future developments, and offer you some incredible tips and advice to bring back to your organisation.

The question and answer interactive sessions will bring you speakers and industry experts from both sides of the conversation, including sector-leading Trust fundraisers and the grant-makers themselves.

On day one, trust fundraisers from charities of all sizes will share their stories on how to increase income from trusts through improved application writing and stewardship.

On day two, representatives from a range of UK foundations will give you an insight into what life is like on the other side, and address common issues facing funders and fundraisers. You will also have the opportunity to speak to the funders themselves in a series of panels, Q+As and interactive sessions.

Our biggest and best Trusts conference yet, not to be missed!


day 1: Monday 24 february 2020

10.00     Chairs' opening remarks

Mark Smith, Head of Trusts, RSPCA

Thomas Dixon, Head of Fundraising and Communications, Roald Dahl's Marvellous Children's Charity



10.10     Keynote: The growing importance of trusts fundraising in a climate of uncertainty

10:30     Keynote Panel:Preserving your Trusts portfolio: planning and prospering in unstable times      

  • What sets apart the trust fundraisers whose organisations are growing in tough times?
  • How can fundraisers prudently plan their targets when faced with uncertainty?
  • How can directors support their trust fundraisers in this challenging period to avoid ‘churn and burn’?
  • What skills will trust fundraisers need to develop as trust fundraising becomes more F2F?
  • Predictions for the future: what will a strong trust fundraising team look like in 10 years? 

Kate Billingham Wilson, Head of Partnerships & Philanthropy, ABF The Soldiers' Charity

Aleena Khan, Head of Trusts, Shelter UK

Rosie Spiegelhalter, Head of Philanthropy, St Mungo’s

Julian Burke, Head of Philanthropy, Anthony Nolan

11:10     Networking break 



11:30     Lessons learnt from reviewing applications- what will make you stage out from the crowd?

  • Understanding the amount of time trustees have to review proposals
  • Tips on how to research your potential partners
  • Writing proposals that excite and inspire to increase the chance of selection

David Burgess, Director, Apollo Fundraising 

12:00     Small charity case study: Building a trusts programme from scratch for a niche cause

  • When to say goodbye- letting go of those that aren’t going to give and saving your energy
  • Thinking beyond traditional trusts - where else can you use grant writing skills for big gifts?
  • Finding new opportunities – working with a corporate partner to find prospects
  • Deepening your understanding of your cause to write better proposals
  • Where next? Over reliance on big donors and adding sustainability to the programme

Nick Sankey, Head of Partnerships and Philanthropy, World Child Cancer

12:20     Panel: Writing applications that will stand out despite increased competition

  • Reviewing prospecting sources- what works best and for who?
  • Top tips for tracking leads to make sure you’re using your time effectively
  • Grant fundraisers know their best practise theory, how do they put it into practise every day?
  • Practical advice on how to engage your board to get that all-important introduction

Moderator: David Burgess, Director, Apollo Fundraising 

Nick Sankey, Head of Partnerships and Philanthropy, World Child Cancer

Vicki Kelsall, Head of Trusts and Foundations, BFI

Jonathan Tingle, Senior Trust and Grants Manager, FareShare

Colin Baird, Head of Trusts and Statutory Fundraising, National Literacy Trust

Steffi Earle, Trusts and Grants Manager, Birmingham Hippodrome

Ruth Paley, Senior Trusts and Philanthropy Officer, Macular Society


13:00     Networking lunch



14:00     Case study: Unlocking further income by getting to know your funders

Laurinda Luffman, Trusts & Foundations Manager, RSPB      

14:30    Case study: How to transform your income with exceptional stewardship

  • Tactics you can apply immediately to plot out moments to engage with supporters throughout the year
  • Practical and adaptable examples on how to grow support from your existing supporters
  • Strategies on how to get internal colleagues on board and embed a culture of creating "wow" moments for your supporters

Andy Watts, Head of Trusts, Sue Ryder

Victoria Hayden Ward, Head of Fundraising, The British Youth Council

14:50     Ask the experts panel: Get actionable insight on how to steward trusts 

New for 2020! Seasoned trust fundraisers will receive a series of challenging situations associated with stewarding trusts and will give their view on how they would handle it. The audience will be invited to ask for solutions to their own examples. This is the perfect opportunity to learn how to overcome day-to-day challenges and implement practical advice immediately. 

Andy Watts, Head of Trusts, Sue Ryder

Becky Evans, Development Manager, Groundswell

Victoria Hayden Ward, Head Of Fundraising, The British Youth Council

15:30     Networking break



15:50     Developing principles to make grant reporting a more meaningful and beneficial experience

  • An overview of the six principles for grant reporting, developed by nine funders with the organisations they fund
  • How you can work with your funders to implement them
  • An exploration of power and how to shift dynamics

Emily Dyson-Hawkes, Head of Communications, Institute of Voluntary Action Research

Milton Bevan, Fundraiser - Income and Generation Manager (Non-Statutory Fundraising), Thames Reach

Shiona MacPherson, Grants Fundraiser, One25

16:10     Panel: Overcoming internal barriers in order to strengthen reports

  • What organisational structures facilitate good reporting?
  • What quality controls can be put in place to guarantee reports stand up to closer scrutiny?
  • How can a fundraiser adapt their communication style to engage delivery teams in reporting?
  • Is reporting just about data? How can qualitative feedback strengthen a report?
  • Predictions for the future: What will our impact reports look like in 10 years?  

Emily Dyson-Hawkes, Head of Communications, Institute of Voluntary Action Research

Milton Bevan, Fundraiser - Income and Generation Manager (Non-Statutory Fundraising), Thames Reach

Shiona MacPherson, Grants Fundraiser, One25

Caroline Matthews, Development Worker, St Pauls Advice Centre

16:50     Chair’s closing remarks

17:00     End of conference 





9.15     Chairs' opening remarks

Peter Lewis, CEO, Institute of Fundraising

Sofia Zeenat Sheikh, Charity Director, West Hertfordshire Hospitals NHS Trust (and IoF Trustee)


9:30     Opening Plenary: Diversity, Equality and Inclusivity

Fozia Irfan, CEO, Beds and Luton Community Foundation


10:00 Panel Discussion: Addressing the power imbalance – working together to make funding more inclusive and accessible

Following on from the opening plenary speech, this panel will look at how funders, fundraisers and their charities can address the lack of diversity, equality and inclusivity in the third sector.

  • How can fundraisers get buy-in for EDI projects across their organisation?
  • How can funders normalise a focus on EDI across the sector?
  • How can funders and fundraisers work together to make applications and reporting accessible and proportionate?
  • How can funders and fundraisers involve the voice of the beneficiaries, and experts by experience?
  • How can both parties work together to build trust and accountability?

Fozia Irfan, CEO, Beds and Luton Community Foundation

Helen Cooper, Senior Manager Philanthropy / Visual Arts, Arts Council England

Sara Llewellin, CE, Barrow Cadbury

Ciorsdan Brown, Grant Givers’ Movement

10:50     Networking Break

11:10     Panel discussion II: Collaboration and Innovation - streamlining, sharing and succeeding together

This panel will look at the latest developments in grant-making and trust fundraising, focussing on how improved collaboration and communication can lead to bigger impacts for beneficiaries.

  • How can fundraisers pass on their feedback, and how can charities learn more from funders?
  • What does good collaboration between charities look like, and how can they put it into practise?
  • Can funders do more to collaborate with each other?
  • How can funders support fundraisers to best collect and report on data?
  • What new ideas will shape grant-making and applications in the next few years?

Mary-Rose Gunn, CE, The Fore

Shane Ryan, Deputy Director, National Lottery Community Fund

Harriet Stranks, Director of Grants, Lloyds Bank Foundation

12:00     Workshop on Practical Skills

Discuss your challenges with your peers and discover possible solutions to some of the biggest issues facing Trust fundraisers today, such as:

  • How to effectively involve service users in your applications
  • How to record, analyse and report on hard to measure metrics
  • How to prepare for, and have, honest discussions with your funders


13:00     Networking Lunch


13:50     Panel discussion III: Working with communities – challenges and opportunities

This panel will look at how funders and fundraisers can best involve their communities to achieve the most effective and long-lasting change. It will also look at how to best overcome the challenges involved in this approach.

  • How can fundraisers and funders best work with their communities?
  • How can fundraisers report on the impact of hard to measure metrics, such as social capital?
  • How can fundraisers working for challenging causes best involve their beneficiaries?
  • When things go wrong – how do we learn and move on?

Adam Lopardo, Director of External Relations, Community Foundation for Tyne & Wear and Northumberland

Babs Evans, Head of Grants, Henry Smith Charity

Jenny Field, Deputy Director, City Bridge Trust

14:45     Networking Break

15:05     Ask me anything: an open Q&A with the grant-makers

An unmissable opportunity in a more informal gathering, for your burning questions to be answered by the grant-makers themselves. Bring your questions along for some in-depth discussion.

15:45     Closing Plenary: Creating a joined-up civil society

Dawn Austwick, CEO, National Lottery Community Fund

16:15     Event Close


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(To secure your small charity rate please email with your charity number) 



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