From the 2016 NCVO Funding Conference in association with Kingston Smith

1. SMARTER
FUNDRAISING FROM
TRUSTS
How to use data to improve your bids

2. Fran Perrin, Director, The Indigo Trust
Anna Vaughan MInstF (Dip), Founder, Glow Fundraising

3. Stages of approaching trusts
Project
assessment
Research Trusts
Strategic plan
Establish
connections
Case for Support
Feedback on
Case
Submit tailored
application

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. 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. Current Trust Research Resources
• www.trustfunding.org.uk
• www.charitycommission.org.uk
• www.fundingcentral.org.uk
• Trusts’ own websites

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. www.threesixtygiving.org
@360Giving

9. If you became a
philanthropist
overnight…
where would you
give your money?

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. 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. 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. Can open data build a fuller, up to date picture?
Imagine if it was as easy as this…
coastal communities?

14. We funded the first step…
This is just the beginning…

15. About the team

16. What can we learn from others?
We know it is possible…

17. Grant
makers
Grant
seekers
Researchers Government
We know there is diverse demand...

18. It’s already happening ...
Supporting 20+ publishers sharing £millions in grants

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. • A new CEO
• Resourced tech team
• Demand: Labs
• Supply: Publishing
Relevance is everything; your ideas matter
360Giving is open data infrastructure…

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. Fran Perrin, Founder, 360Giving
www.threesixtygiving.org
@360giving

23. Anna Vaughan MInstF (Dip)
Founder, Glow Fundraising
E: anna@glowfundraising.co.uk
W: www.glowfundraising.co.uk
Twitter: @glowfundraising

24. Any questions?

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
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