Firm foundations top tips for applying to trusts
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Firm Foundations: Top Tips for Applying to Trusts. Janine Edwards Learning & Development Manager. About the FSI. Free services for small charities (< £1.5 million turnover p.a). training courses conferences & workshops monthly advice sessions fundraising events & initiatives

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Firm Foundations: Top Tips for Applying to Trusts

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Firm foundations top tips for applying to trusts

Firm Foundations:Top Tips for Applying to Trusts

Janine Edwards

Learning & Development Manager


About the fsi

About the FSI


Free services for small charities 1 5 million turnover p a

Free services for small charities (< £1.5 million turnover p.a)

training courses

conferences & workshops

monthly advice sessions

fundraising events & initiatives

amplifying your voice – campaigning & lobbying

scholarship and affiliate programmes

buying groups

online resources & forums


520 c

520 c

Consultancy for in depth support and step change projects:

Strategy & planning

Organisational structure, HR & recruitment

Trustee facilitation & board development

Training

Campaign planning & management

Event planning & management


Session overview

Session overview

  • Doing your research

  • Matching needs and eligibility

  • Developing your applications

  • Responding to funders’ decisions


Setting the scene

Setting The Scene

Funding from trusts and other

grant-making bodies continues to play a crucial role in the growth and development of a thriving civil society


4 stages

4 stages:

  • Research

  • Identify

  • Apply

  • Steward


1 research

1. Research

External research:

Where can you find information about trusts and foundations in the UK and overseas?


Internal preparation

Internal Preparation

What key internal information do you need to know?


Internal preparation1

Internal Preparation

You need to know (or know where to find):

Core Case for Support (One Voice)

What you want / when you want it

How you are going to get it – strategy

Your organisational projects: costs, timings, outputs, outcomes, benefits to donor, how will you measure your success?


2 identify

2. Identify

Check and double check your eligibility!

DSC Research 2008/2009 – average 36% applications ineligible.

If each application took 10 mins (if only!) – equates to seven years wasted effort


Top tips eligibility

Top tips: Eligibility

  • Read the guidance.

  • If there isn’t any criteria, or you are not sure about the criteria, try to speak to the funder.

  • Don’t send blanket appeals.

  • Do your research!

  • Ensure your application is clear, concise and jargon-free.

  • Look for trusts that can only fund in your area or which express a preference for it

  • Look for trusts that are interested in your field of work and the sort of people who will benefit from it


3 apply

3. Apply

Developing your application:

What do funders want to know?


Developing your application

Developing your application

  • Use the application form if provided.

  • If not, use the following structure:1. Summary2. Introduction & Background3. The Problem - Need4. The Solution5. Measure6. Budget7. Future Funding


Language good or bad

Language – good or bad?

  • Are these examples good or bad?

    • We work in the most deprived area of …

    • Massive increase

    • Desperate need

    • We provide a unique service

    • You will be familiar with…

    • Two of your trustees are well known to our Chairman…

    • Any help you can give us, however small, will be greatly appreciated

    • If you know anyone else who may want to support please refer them to our work

    • A DVD describing our work much better than I can is enclosed


Ready to send

Ready To Send…

  • Review

  • Check and double check the address and contact name!

  • Photo copy or copy/paste all the information

  • Consider receipted delivery


Application completed

Application Completed!


Their response

Their Response?

  • Yes

  • No

  • Yes but not all……..

    How should you respond to these?


4 stewardship

4. Stewardship

  • Recognition

  • Keep in Touch

  • Go Back & Ask Again

“ Once you’ve recruited a donor, you should treat them as if they’re going to be partners with you for life - and donations are milestones on the journey with them”

Giles Pegram – Director of Fundraising NSPCC


Reporting back

Reporting Back

  • Record and diarise

  • Collect information required from the outset

  • Ensure the whole team involved is aware of exactly what is required

  • Allocate one key worker to be responsible for reporting back


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