Managing your Trust Fundraising Programme Strategically (18-Oct-21)

Trusts and FoundationsStrategy
18 October 2021
10:00AM to 04:30PM

Individual Prices

Package Type Available To Price
Individual Member Fee All Days Individual Member £190
Non-Individual Member Fee All Days Non Member £245

Change is happening in many organisations – revisiting how you deliver your services and understanding who your primary and secondary beneficiaries are, may in itself open up new funders to you.

Standard Content

In recent months many trusts have themselves been pivoting and changing how they operate. Many have also been looking at what they fund and, as a result have opened new grants schemes. Knowing the current trends in trusts fundraising is vital to your success in terms of your approaches but also in managing your programme strategically.

Analysing your past and current submissions and success rates again now can be vital to helping you more accurately forecast income from this valuable source. Trusts are a major income stream for many charities – more vital now for some, than ever before!

How you build and maintain great relationships with your donors is of course critically important and can make all the difference to your trusts pipeline. This is key to helping you forecast and revitalise to your strategy. On this course, you’ll learn how to identify the best type of trusts for your organisation and the best ways to approach each type. This interactive course investigates the key elements of success and will help you confidently and strategically manage a successful programme.

Who should attend?

This course is for those who are responsible for the management and strategy side of a trusts fundraising programme within their organisation or anyone who needs to understand more about this area. Learners are expected to be in a fundraising role that reviews and manages a trust programme (even if not managing a team of staff or volunteers) and needs to take a strategic approach to the grant-making practice.

Please note we have another course to help people to 'get started' with trusts, please email for more details. 

Learning outcomes

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

  • Share with others in your organisation current trust grant-making practices and how they have been impacted with the Covid-19 crisis
  • Understand the importance of an effective strategy for fundraising from grant-making trusts and foundations
  • Identify the financial and resource information required to build your strategy
  • Use your strategy to review, measure and analyse your success in terms of return on investment
  • Manage your trust programme’s targets and overall budgets
  • Classify different types of trusts and foundations in the UK in terms of their role and significance
  • Identify and understand effective techniques for approaching each type successfully
  • Identify sources of info to spot future trends and review how to improve/build your relationships
  • Use relevant information to report effectively both internally and externally
What's covered in the course
  • Covid impact and the current trust funding landscape
  • Trusts as part of the overall fundraising portfolio assisting to deliver the business objectives of the organisation
  • Elements of an effective trust strategy
  • Evaluating your trust programme
  • Top tips for applications and proposals
  • Securing information vital to an inspiring case for support from others
  • Managing the internal environment to help others understand the role trusts can play in funding your organsation and & identifying projects to secure trust funding
  • Managing expectations – yours, your teams and others in the organisation
  • Different approaches – identifying your strengths and overcoming weeknesses
  • Reviewing your/your teams’ proposals and providing constructive feedback


The Chartered Institute of Fundraising's live virtual training is delivered by trainers who are leading experts in their chosen discipline. Each virtual course has been especially designed to deliver a rich virtual learning experience. Your course will feature:

  • Zoom platform learning environment
  • Interactive engagement with the trainer and peers
  • Group discussions and exercises
  • Real-life case studies and examples
  • Ample Q&A opportunities throughout the sessions


The course is being delivered via the online platform zoom. To enable you to interact with your tutor and your class you will need to have access to a microphone (or access to a landline phone) and ideally have a working video link via a camera. To test compatibility with your system, you can join a test meeting via this link

About your trainer

Gill Jolly FCIOF(Dip) has a background in psychology and over 30 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 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 Chartered Institute of Fundraising since 2000 delivering fundraising’s professional qualifications and leading courses on strategy, management and implementation.

Privacy Notice

The Chartered Institute of Fundraising of Charter House, 13-15 Carteret Street, London SW1H 9DJ is the Data Controller.

When you sign up to a Chartered Institute of Fundraising one or two-day short course, we use the information you provide in the following ways:

• To administrate attendance to the course

• To gain follow-up feedback from you about the course you have attended – this will be sent by email after the course has taken place

• For analysis and research to help us improve our services, event management and to report on our short courses

• To keep a record of the courses you have attended with the Chartered Institute of Fundraising

• To process your payment


 We will provide trainers with your name, organisation and job title to enable them to tailor the course and manage attendance.


Relying on legitimate interests, we will keep your membership number (if applicable), first name, last name, job title, organisation and contact email address and details of the course title(s) and date(s) you attended for six years after your last interaction with the Chartered Institute of Fundraising. This is so that we can provide you with confirmation of the courses you have undertaken and to help us:

• Review the popularity of our courses

• Improve our services

• For budgeting and financial review.

To view our full privacy policy visit our website at

Members Only Content