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Are you under pressure to raise money from trusts and foundations?

Do you have responsibility for this area but feel like you lack some of the essential skills, tools and knowledge to do it really well?
 
Have you been sending out applications but not hearing anything back?










In boardrooms and fundraising offices across the UK, the myth that trust fundraising is a ‘quick win’ or that it will ‘get you out of a hole’ pervades.  


If you've been issued this challenge and are maybe feeling a little overwhelmed about the task ahead, you're in the right place!    
 
Let us consider the following:

  • Gap in public sector finance in the UK of £5.8billion 2019 - 2021
  • Brexit is likely to see the amount given away by trusts flatlining
  • Competition for funds is increasing as new causes enter the market (schools, CIC’s, leisure centres, libraries, individual GoFundMe pages)
  • There is a trend towards ‘public voting’ style awarding which can exclude charities with smaller supporter bases 

This does not mean that charitable trust fundraising is no longer the viable and sustainable income stream that it used to be.  With the right skills, you can direct your limited time into the tasks which will have the greatest return on investment.

I have raised millions for charities over my 20-year career.  Now I’m ready to share my strategies for success so that you can copy them.


Introducing ‘Trust the Process’, my step by step online training that walks you through my personal approach to fundraising from trusts and foundations.  

My consistent approach to this area of fundraising has generated millions for good causes.  I want you to enjoy the same success.





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“This was a first (and very large) step into fundraising for us.  Our knowledge of this area has grown hugely as a result.”
Cathy Woolcock, Cornwall Heritage Trust 
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This self-led course is for you if:


  • You have day to day responsibility for trusts and foundations at your charity 
  • You feel nervous about your lack of experience and feel out of your depth
  • You're not sure how to set a target
  • You're managing someone who has responsibility for trusts and foundations but lack practical experience yourself, and would like to learn how to support them better
  • You're willing to put into practice the learnings from this course and are committed to trying new things


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This self-led course is NOT for you if:

  • You are an experienced and knowledgable trusts and foundations fundraiser with many years' experience 
  • You are already raising more than your charity needs from trusts and foundations each year 
  • You are a corporate / individual giving / community fundraiser with zero interest in how trusts and foundations work!



​​​​​​​“Caroline's insight into the fundraising sector is second to none. I would recommend her to anyone wanting to improve their fundraising.”
Marie Preece, Two Green Magpies
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By the the end of Trust the Process, you can expect that you are:


  • equipped to raise even more money from trusts and foundations 
  • able to identify at least 10 qualified prospects for your good cause 
  • the creator of a fundraising strategy, with a target and objectives and supporting rationale 
  • you will have a suite of template proposals and will know how to tailor them to meet the needs of different funders

Providing you are committed to dedicating time and energy to trust fundraising once your learning is complete, you will see a significant return on your investment. 


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​​​​​​​Caroline Danks MInstF

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Caroline Danks has worked in the social good and non-profit sector for twenty years and has been a fundraiser for fifteen.

She specialises in capital appeals, charitable trusts and major donors and has experience of working with large and small charities across different sectors.
 
In the past two years, Caroline has raised £1.9m from trusts and foundations towards the building of a new hospice, £200,000 towards the restoration of a scheduled ancient monument in Cornwall and £250,000 towards a new inpatient unit for young people suffering severe mental illness.

Between 2012 and 2015,  Caroline managed the campaign for the restoration of Castle Drogo in Devon which raised over £7 million. 
 
Caroline lives in Devon and runs LarkOwl with her partner Tony.  In April they launched ‘What Good Looks Like’, the first freely available benchmarking study on Return on Investment in UK fundraising in six years. 

​​​​​​​In her spare time she likes swimming in the sea, experimenting with vegan cookery, reading books on personal development (not 'self help'), dance classes at the gym and playing board games with her family. 



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​​​​​​​Trust the Process - Lessons 


Lesson One: Preparation and Research

We will help you to become organisationally ready to accept external investment, preparing you to meet funder expectations.

We will introduce you to a range of tools for finding a wide variety of charitable trusts.

Our clear instructions on how to qualify prospective donors will give you confidence that you're going to be asking the right people.



Lesson Two: A Simple Strategy 

We will share our template for a simple, manageable workplan across a defined timescale.

Our prioritisation tool will help you identify your hottest prospects, predict income and set an achievable target.

We will help you to tailor a strategy to suit you, whether you're a full time trust fundraiser or a volunteer giving two days a month.


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Lesson Three: Your Template Proposal

We will show you how to create long and short form template applications and will talk you through strategies for free-form proposals, and application forms. 

We'll tell you which questions funders typically ask the most and help you to answer them. 

Our tips on writing style and presentation will ensure your proposals stand out above the competition. 



Lesson Four: Communicating

We will give you confidence to pick up the phone and build relationships with trustees, administrators and grant managers.

We will show you how to involve your trustees and help you and them to make the most of your connections. 

Our guide to tailoring your applications will ensure your proposals feel bespoke and thoughtful. 


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