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Smarter fundraising from trusts

  1. 1. SMARTER FUNDRAISING FROM TRUSTS How to use data to improve your bids
  2. 2. Fran Perrin, Director, The Indigo Trust Anna Vaughan MInstF (Dip), Founder, Glow Fundraising
  3. 3. Stages of approaching trusts Project assessment Research Trusts Strategic plan Establish connections Case for Support Feedback on Case Submit tailored application
  4. 4. Establishing your case for support • Speak to key project team members • Know the history of your organisation • Obtain supporting quotes from beneficiaries, professionals, press • Understand your budget and the fundraising need
  5. 5. What does a good case for support contain? • Unique selling points • Mission and strengths • The need your work meets • Endorsements from outsiders/partners • Action plan containing timescale • Impact/results of the organisation/project • A budget for the activity • The fundraising goal and strategy to achieve this • Funding request
  6. 6. Current Trust Research Resources • www.trustfunding.org.uk • www.charitycommission.org.uk • www.fundingcentral.org.uk • Trusts’ own websites
  7. 7. Break out session Think about the biggest challenges that you face when using these and other sites or resources to research information about trusts and foundations. Be prepared to feed back a couple of examples of these challenges to the group. Also, what are you currently able to find out about funders? 10 minutes
  8. 8. www.threesixtygiving.org @360Giving
  9. 9. If you became a philanthropist overnight… where would you give your money?
  10. 10. • Top 300 UK Foundations give £3.6bn annually • Government grants to charities = £15.6bn • Estimated in excess of 165,000 registered charities in the UK How can we make sense of this? Grantmaking matters…
  11. 11. Funders spend a lot of time in traditional donor collaboratives Can open data help surface common issues and target resources? Round Table - Manuscript Illust. from “Lancelot of the Lake,” Walter Map, 1470
  12. 12. Funders gather and publish (some) data through annual reports ...but it isn't open, it isn't standardised, and it isn’t well used Could better use be made of the data gathered?
  13. 13. Can open data build a fuller, up to date picture? Imagine if it was as easy as this… coastal communities?
  14. 14. We funded the first step… This is just the beginning…
  15. 15. About the team
  16. 16. What can we learn from others? We know it is possible…
  17. 17. Grant makers Grant seekers Researchers Government We know there is diverse demand...
  18. 18. It’s already happening ... Supporting 20+ publishers sharing £millions in grants
  19. 19. Example of prototype – illustrative only People are already using the data … 360Giving Labs : Products, prototypes & research • Helping grant seekers find funding • Helping funders connect their work • Helping researchers to understand trends
  20. 20. • A new CEO • Resourced tech team • Demand: Labs • Supply: Publishing Relevance is everything; your ideas matter 360Giving is open data infrastructure…
  21. 21. Break out session If there was more data available about what trusts fund what would this mean for your trust research? Why do you think some funders are reluctant to share this information? 10 minutes
  22. 22. Fran Perrin, Founder, 360Giving www.threesixtygiving.org @360giving
  23. 23. Anna Vaughan MInstF (Dip) Founder, Glow Fundraising E: anna@glowfundraising.co.uk W: www.glowfundraising.co.uk Twitter: @glowfundraising
  24. 24. Any questions?
  25. 25. NCVO champions the voluntary sector and volunteer movement to create a better society. We connect, represent and support over 11,500 voluntary sector member organisations, from the smallest community groups to the largest charities. This helps our members and their millions of volunteers make the biggest difference to the causes they believe in. • Search for NCVO membership • Visit www.ncvo.org.uk/join • Email membership@ncvo.org.uk 2 5

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