Trusts Fundraising (Practitioner Level) (31-Jan-18)

Trusts Fundraising (Practitioner Level) (31-Jan-18)

Date: Wednesday 31st Jan 2018

09.45: Registration and coffee
10:00: Course start
16.30: Course finish

Town/City: Westminster

Location: London

Venue: IoF Office

Directions / Address

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There are around 9,000 grant-making trusts in the UK worth around £4bn to the sector. Having a full understanding of trusts and foundations, the grant application process and what trusts are looking for means that you can write a request that really stands out. This course teaches you all this, and gives you the professional techniques to write effective, confident requests


"The course provided a helpful foundation for developing further Trust fundraising skills. It clearly established why Trust fundraising is so important to the income of charities and how best to approach Trusts given that there is a huge amount of competition for funds within the charity sector. All in all I feel far more confident going forward in my role, having learnt the basics on this course." - Rhiannon Wilson, Trusts and Foundations Fundraiser, Meningitis Research Foundation


Who should attend:

This course is for people with a minimum of six months’ fundraising work experience, either as a staff member or as a volunteer, and for those who wish to develop skills to work with trusts and foundations.

By the end of this course you will be able to:

  •    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 IoF Code of Practice  
  •    Use research efficiently to target which trusts are likely to support your cause  
  •    Produce a case for support in the appropriate format for your projects or activities  
  •    Understand the essentials of an effective application  
  •    Review and evaluate your success and make recommendations for the future  


What’s covered on 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

- Building your case for support and the Case in action

  • Writing the Application

- 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


James Barton



"I really enjoyed the training course. It have given me extra confidence in knowing where to look for information and also in making our applications more focused on the Trusts." – James Barton, Bid Writer, Family Fund 




About Your Trainer:

Gill Jolly FInstF(Dip) has over 25 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 now 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.


£208 IoF Individual members

£265 non-members

If you require an invoice please ensure you book your place a minimum of two weeks before the start date of your course.

IoF Academy One and Two Day Open Course Booking Terms and Conditions.

Further details and contact information

IoF Academy
Telephone: 0207 840 1020

Book now

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