1. Trust fundraising in a
small charity
Naomi Roper

2. Strategy
Clarify your:
• mission statement
• Financial target
• Objectives
• Research who you know and how they can
help you

3. • Quantifiable targets – produce a realistic
breakdown of gifts
• Trust bid x 2 @ £15,000 £30,000
• Trust bids x 5 @ £10,000 £50,000
• Trust bids x 4 @ £5,000 £20,000
• Trust bids x 5 @ £1,000 £5,000
• Individual/Trust/Corporate Donations x 7 @ £5,000 £35,000
• Individual/Trust/Corporate Donations x 15 @ £1,000 £15,000
• £35 per month donations x 50 £25,000
• Major individual donation (guaranteed) £20,000
• TOTAL £200,000

4. • Case for support
• Identify your needs – shopping list
• Identify multiple year gift donors
• Identify your resources

5. THE FIVE R’S
• Research
• Relevance
• Read
• Relationship build/manage
• Recognition

6. To Recap:
• Establish who in your organisation can assist –
trustees, patrons, ambassadors
• Aim for multiple year gifts to secure
sustainable funding
• Apply for core funding where appropriate
• Remember the 5R’s