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Have your say on trust fundraising
by Alex Blake
Last year, I developed our Trust Fundraising Scorecard to help charities like yours to improve their trust fundraising. The plan was for a tool that would identify your trust fundraising strengths and areas you could improve to secure more grant funding.

The Scorecard has now been completed by 240 charities, each answering 40 questions, so we now have a significant bank of data and we want to share our findings with you and other stakeholders in trust fundraising and grantmaking.

We will share findings including average scores across our five-step trust fundraising framework, as well as other key data points including those much-coveted success rates and ROI. We will segment the data by factors that impact the scores, such as charity size and the number of trust fundraisers employed.

Are you interested to understand how your trust fundraising programme compares to the average scores? Make sure you are opted-in to our mailing list, by following the link at the top of the page, to make sure that you are among the first to receive the report when it launches.

I think there will also be individual questions that tell an interesting story, for example ‘Do you think your charity is maximising its grant funding potential?’ or ‘How confident do you feel in your understanding of the questions funders ask on grant application forms’?

I think it’s important that we can get as broad a picture as possible of different trust fundraising programmes across sectors, so if you haven’t already, and you want your charity’s response to be included in the analysis, you will need to complete the scorecard by 16th May 2021. You can complete the Scorecard here: https://www.kedaconsulting.co.uk/your-scorecard/. It’s completely free, confidential and takes less than 10 minutes. You’ll receive your score and advice on how to increase your grant income.

Once we have analysed all responses, the report will be made available to help you and also to provide insights to grantmakers. With this in mind, I feel it’s important that you have your say in shaping the content covered in the report.

To add context to the data, we will conduct some informal interviews with grant-seekers and with some grant-makers. With this in mind I have three questions for you:

1. What would you like us to ask other grant-seekers?

2. What would you like us to ask grant-makers on your behalf?

3. Would you like to take part in our interviews? These will take no more than 30 minutes, you can choose to respond anonymously if you prefer, and you can take part by either Zoom, phone or e-mail, between 3rd and 21st May 2021.

If you would like to contribute, please get in touch at hello@kedaconsulting.co.uk.

Have your say on trust fundraising
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Head of a Fundraising Team in a large charity with at least one trust fundraiser

If you are not securing the amount of grant income you think you should be, it is probably not due to a lack of capacity. It might be for a number of more complex reasons, such as organisational issues which require better collaboration with colleagues in other teams such as services, finance, policy and so on; or performance issues, such as ineffective practices within the trust fundraising programme. Or you may have a temporary reduction in capacity due to a trust fundraiser leaving or being on maternity or sick leave.

Director/Head of Fundraising at a charity with a small fundraising team

We have found that charities with small fundraising teams are often failing to maximise grant funding opportunities for one of three reasons:

  1. If grant funding has not been a focus in your charity, then you and your team are not likely to be experienced in this area of fundraising and already have a full workload
    managing other income streams. In this case, you are not well placed to identify the best funding opportunities and develop compelling applications.
  2. You do have the experience and expertise in securing grant funding but this is only one part of your role so you don’t have enough time to grow grant income to its full potential.
  3. You have a dedicated trust fundraiser but they are not maximising opportunities to grow grant income to its potential. This could be due to issues with strategy, performance or organisational issues outside of their control.
CEO of a small charity with no fundraising staff

We find that small charities usually have a history of raising most of their income from either grant funding or community fundraising.

If you lead a small, grant funded charity, you will probably be skilled in bid writing by necessity. You might be a great bid writer. However, we know that this is only one aspect of your role, alongside overseeing your services, managing the team and often everything else from accounting to fixing the printer! If you are stretched thinly, you will be missing out on funding opportunities that could help to grow your charity.

If you lead a small charity that relies on other forms of fundraising, you and your team may have very little experience of identifying and securing grant funding. You might not know where to start in terms of identifying the right funders to apply to, writing a compelling case for support or how to even make time for this amongst everything else.

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