Free · handout and video

Trust Fundraising 101: eight steps for anyone new to trusts

Whether you have just started a trust fundraising role or inherited a programme from someone else, this free handout and video take you through the eight steps of a trust fundraising plan, from your fundable projects to reporting on what each grant achieved.

Who it is for

You have just moved into a trust fundraising role and want the whole process in one place.

You have inherited a pipeline and want to check it against the basics before you change anything.

You manage a trust fundraiser and want to know what a good plan looks like.

What is inside

A handout setting out the eight steps in order, and a free video that walks through each one in more detail.

1 Get clear on your fundable projects

3 Build a case for support for each project

5 Write tailored applications

7 Secure the funding

2 Understand and show the impact of your projects

4 Find the right funders

6 Build relationships with funders

8 Monitor and evaluate your impact

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"We have a greater understanding of how trust fundraising works and can now see a way forward which will meet both our organisational and funders' needs."

Every Casualty Counts

When you are ready for more

Let's Chat Trust Fundraising

Stacey's free monthly hour on Microsoft Teams. Bring the question you are stuck on.

See the next date

The Proposal Matrix

A free workbook of the 22 questions funders ask, to work through with your colleagues before you write.

Get the Proposal Matrix

How to find trusts on the Charity Commission register

Stacey's free video on using the register's Advanced Search to build a list of grant-making trusts by cause, area and income.

Watch the video

More on trust fundraising: Trust fundraising and bid writing