Smarter fundraising from trusts

SMARTER FUNDRAISING FROM TRUSTSHow to use data to improve your bids

Fran Perrin, Director, The Indigo Trust

Anna Vaughan MInstF (Dip), Founder, Glow Fundraising

Stages of approaching trusts

Project assessme

nt

Research Trusts

Strategic plan

Establish connectio

ns

Case for Support

Feedback on Case

Submit tailored

application

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

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

Current Trust Research Resources

• www.trustfunding.org.uk• www.charitycommission.org.uk• www.fundingcentral.org.uk• Trusts’ own websites

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

www.threesixtygiving.org@360Giving

If you became a philanthropist

overnight…where would you give your money?

• 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…

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

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?Filing Cabinets - Douglas County History Research Center - CC-BY-NC-ND

Can open data build a fuller, up to date picture?

Imagine if it was as easy as this…

coastal communities?

We funded the first step…

This is just the beginning…

About the team

What can we learn from others?

We know it is possible…

Grant maker

s

Grant

seekers

Researchers

Government

We know there is diverse demand...

It’s already happening ...

Supporting 20+ publishers sharing £millions in grants

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

• A new CEO• Resourced tech team• Demand: Labs• Supply: Publishing

Relevance is everything; your ideas matter

360Giving is open data infrastructure…

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

Fran Perrin, Founder, 360Givingwww.threesixtygiving.org

@360giving

Anna Vaughan MInstF (Dip)Founder, Glow Fundraising

E: anna@glowfundraising.co.uk W: www.glowfundraising.co.uk

Twitter: @glowfundraising

Any questions?

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

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