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Understanding Charitable Trusts and Mastering the Research Tools

Element 1 of the Skilled Grantseeker programme

  • 16th September 2020
  • Cost: £210 including VAT

Tutor:  Bill Bruty

This course is ideal for new trust fundraisers or people who want to refresh their approach to researching and targeting the right funders.  We equip participants to get ‘inside the minds’ of their prospects by mastering the skills of a ‘forensic investigation’ into the audited accounts of charitable trusts.

Book for Autumn 2020

 As a result of attending, participants will be able to:

  • Explain the main types of charitable trust and know where their funds are derived from.
  • Explain how the origin of a trust will influence its current giving policy.
  • Understand the financial context for the trust and realise how this will impact upon their giving.
  • Identify the key decision-makers in the trusts that you are approaching.
  • Understand the most important information required before making approach.
  • Use at least three research tools and know which information can be gained from each one.

Programme

09.45 Welcome and introductions.
10.00 How charitable trusts are formed and their motives for giving.
11.00 Coffee
11.15 How trusts make funding decisions.
13.00 Lunch
14.00 Researching charitable trusts.   What to look for and why.
15.15 Tea
15.30 Researching charitable trusts.  Mastering the research tools.
16.45 Review of the day.
17.00 Close and Depart.

The Event is at:  

10 Bloomsbury Way, London, WC1A, UK

Overview of Courses

  • Financial Skills for Fundraisers
  • Book on courses
  • The Brutal Facts
  • Skilled Grantseeker Programme
    • Researching Donors
    • Project Planning and Proposal Writing
    • Networking and Negotiating
    • Target Setting and Planning
    • Understanding Charitable Trusts and Mastering the Research Tools
    • Project Planning and Proposal Writing
    • Networking and Negotiating Skills
    • Target Setting and Tracking
    • Skilled Grantseeker Programme Webinar Presenters
  • Bid Writing Boot Camp
  • Online Learning

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