Working with & Applying to Trust & Foundations (1895)

Wednesday, 6th August 2008,

Overview

There are almost 9,000 charitable Trusts & Foundations in the UK. Last year alone they gave almost £3bn, including £273m of support to educational projects.  Trusts & Foundations have a broad focus, covering not just education, but also, health, social care, arts, the environment and international work. 

This workshop will familiarise delegates with the major Trusts & Foundations, the activities they like to support and the levels of grant that they typically give.  Through a combination of presentations, group discussions and exercises, delegates will leave with a better knowledge of the key funders and be better placed to prepare a successful application.

Content & Coverage

This workshop will provide delegates with an insight into the enormous potential of this area of funding, including: how to identify appropriate trusts/foundations; how to structure a proposal and letter of application; which trusts/foundations give the most money; and which trusts/foundations have the best ratio of applications received to grants awarded.

Delegates will explore the range of different trusts and foundations, looking in detail at some of the largest individual funders, as well as an overview of their priorities and guiding aims.  The Workshop will introduce delegates to some of the essential search tools to use when identifying funders and how to access key information in their annual reports.

The workshop will help prepare delegates considering applying to charitable trusts and foundations for the first time.  The event will cover: a brief history of grantmaking by trusts and foundations; filtering information and approaching relevant funders; writing an application versus structuring a proposal; preparing a presentation to a funding panel; and sources of further help and support.

Using his experience as a bid writer, assessor and former project manager, the facilitator will offer important tips on designing your project, identifying the correct funders, and preparing the best applications.  Delegates will learn through a combination of formal presentations, informal discussions and group exercises designed to embed the key issues.

The workshop will cover:

• The history of grantmaking by Trusts & Foundations
• Which funders offer the highest chances of success
• Developing an idea and identifying appropriate funders
• Structuring an application and what to include
• Tips for making presentations to assessment panels
• Sources of information and further help

Learning Objectives

• Understand how many Trusts & Foundations exist
• Understand the typical activities supported by each
• Appreciate the level of funding they give annually
• How to access information about Trusts & Foundations
• What to include in a letter of application and how to structure it
• What to include in (and what to leave out of) a formal application

Topics to be Covered

• The history of grantmaking by Trusts & Foundations
• Which are the largest funders/offer the best chance of success
• Developing an idea and identifying relevant funders
• Filtering information and approaching potential funders
• Structuring an application and getting past Stage 1
• Tips for writing letters and formal applications
• Tips for making presentations to assessment panels
• Sources of help and support on line

Supporting Materials to be Used

• Copies of dummy letters of application
• Copies of dummy application forms
• Copies of ‘Fundraising from Grant-making Trusts & Foundations’
• Extracts from Grants Online
• Extracts from FundingInformation.org
• Details of relevant web links – ACF, CVS, DSC

Who Should Attend?

Specific examples of funders and the activities they support are restricted to charitable trusts & foundations registered in England & Wales.  However, application techniques to be covered will be relevant to organisations based across the UK as a whole.

Trusts & Foundations do not just give grants to registered charities!  Most will also support Adult Education Providers, Voluntary & Community Sector Organisations, Social Enterprises, Local Authorities, Learning Partnerships, Employer Organisations, Business Links even Private Companies (as long as their intended project has charitable aims).

Programme

View Programme

Facilitator

The Facilitator has almost 12 years experience in the field of grant funding including conducting funding searches, bid writing and project evaluation, as well as record keeping and project management.

He also regularly works as an assessor for the European Commission in Brussels. To date he has been invited as a panellist for the Socrates Grundtvig (Adult Education), Minerva (ICT Learning) and Joint Action programmes, both as an assessor of applications and interim & final reports. In addition he currently acts as an evaluator for two transnational projects, one co-ordinated by a Spanish NGO, the other by a rural development agency in Romania. As a result of these activities, he now has contacts in most countries of Central & Eastern Europe.

Previously, he was employed as External Funding Manager at Stockport College of Further & Higher Education. In this role he developed the college’s bidding activity from a position of one current project in 2000, to 20 live projects four years later and an annual income stream of £500,000 (from £35,000). During this time, he secured grants from the European Social Fund, National Lottery, Learning & Skills Council, European Commission and the Basic Skills Agency. He was also regularly invited to sit as a panellist by the Government Office North West and latterly by the Learning & Skills Council Greater Manchester.

Venue and Travel

Venue details and travel information will be included in your confirmation email. If the venue has not been confirmed at the time of booking, then the information will be emailed to you closer to the event.

Booking & Confirmation

Bookings will only be accepted on receipt of full payment PRIOR to the event via cheque, BACS or credit card.  Cheques to be made payable to ‘National Training Resources Limited’.

All reservations will be confirmed by email within two days of receipt of your completed booking form and payment in full and will include venue details and times.

Please direct all conference queries to the Conference Team.
Tel:  0845 130 6152 or 01827 63919.
Fax:  01827 60836 or 01827 61428. 
Email: conferences@national-training.co.uk

Terms & Conditions

Please read our full terms and conditions. Completion and return of the Booking Form constitutes a contract between yourselves and National Training Resources Limited.  Delegate cancellations/transfers are only accepted up to 3 weeks prior to the event and are subject to a small administration charge. Delegate substitutions can be made at any time.  We reserve the right to cancel or alter the event at any time.