Trusts conference brochure

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Trust Fundraising Conference Monday 29th September 2014 Cavendish Conference Centre, London. Hear the latest insights from industry experts and funders

Learn how to produce a successful, stand-out case for

support for your projects or activities

Delve into the debates and network with your peers

for a valuable day of learning and development

@ioftweets

#ioftrusts

www.institute-of-fundraising.org.uk/trusts

Speakers Include:


Introduction The annual IoF Trust Fundraising Conference is a must attend event for anyone who works in trust fundraising. Hear from key trusts who will unravel a plethora of useful hints and tips to help you make your application successful. Some topics have multiple streams, so you and your team members can tailor your day to gain broader insights on trends shaping the trust funding environment including, “What to do once you’ve gone to the usual suspects?” and “Meet the trusts”.

HOW CAN WE HELP YOU?

Trust Fundraising Conference 2014

Connect with us at @IoFtweets


Trust Conference Programme Monday 29th September

9am

Registration & refreshments

9.30am

Opening remarks from the Chair

9.50am

Key trends shaping the trust funding environment, and what they mean for you

11am

Coffee & networking

11.30am

Beyond money: making funding plus work The practice of funding plus – providing additional support alongside grants – is increasingly common amongst larger trusts and foundations. However, relatively little has been written about funding plus in practice and the theory behind it. In this presentation Ben Cairns will share the learning for funders that has been drawn out by IVAR’s extensive research in this area. Key aspects to be explored will include: types of support and other additional input; what funders need to have in place to do it well; risks and challenges; and the benefits and advantages for both funders and grantees.

Richard Piper, CEO, Roald Dahl’s Marvellous Children’s Charity

This session will draw on the findings of recent research on trust funding, including the new twin ACF/ CGAP briefings on top 300 and family foundation trends, to look at issues such as:

Ben Cairns, Director, IVAR

- Update of current trends in foundations’ giving - How the current economic and policy climate is affecting foundations’ spending - Spending preferences and patterns among newer / emerging foundations outlook for future. Cathy Pharoah, Owner, Third Sector Prospect

10.20am Scoping and benchmarking

12.10pm

Our mission: Big Lottery Fund Dawn will reflect on how Big Lottery Fund’s recent conversation with the Voluntary, Community and Social Enterprise sector – Your Voice Our Vision – is informing the Fund’s strategic direction and the £4billion of funding they will distribute from 2015-2021, and outline some of the key themes for fundraisers to think about. Dawn Austwick, CEO, Big Lottery Fund

- Benchmarking - who is accessing highest levels of Institutional Funding (UK / Intl INGO’s) - Assessment of key trends and priorities in Institutional Funding and emerging trends

12.50pm Lunch & networking

- How charities are achieving success in Institutional Funding, the organisational choices they have made in order to facilitate success. - Key characteristics of a successful charity accessing Institutional Funding / top tips for success Symbols key:

Lysa Ralph, Head of Programme Funding, British Red Cross Peg Bavin, Programme Funding Co-ordinator, Send a Cow Case Study

Trust Fundraising Conference 2014

Strategy

Insight

Trust Fundraising Conference 2014

Report


Trust Conference Programme Monday 29th September

1.50pm

SESSION ONE

Masterclass

Proposal writing Hear the ins and outs of applying for a Big Fund grant. This presentation will be a warts and all account of Missing People’s experience of proposal writing providing you with practical insights to take back to your organisation.

What to do once you’ve gone to the usual suspects? As a trust fundraiser moving to a new charity, you will always look to current and past donors first, but what do you do next? And where do you find those quick wins that will make you shine in your new organisation? Looking at a variety of sources, we’ll help you develop a cunning plan to make sure you’re targeting all the appropriate sources whilst taking into account any resource implications.

Jocelyn Mooney, Senior Grants Officer, Missing People

2.30pm

Coffee & networking

3.35pm

Ensuring the relationship works To ensure trust funding is getting to the areas it is needed most, it is vital that there is clarity and understanding on both sides. In order to make the relationship work efficiently going forward there has to be an open line of communication.

SESSION TWO

Beginner / Intermediate

Sam Dixon Grants Manager, Missing People

3.10pm

- What is the value of face to face relations/meetings? - What do charities want from their funders and vice versa? - Can negative/bad relationships be turned around and how? David Emerson, CEO, ACF

3.50pm

Meet the trusts What makes trusts want to award funding to your charity? How can you improve your relationship with grant makers? What can you do to encourage trusts to fund your organisation in the future? This session will give you the opportunity to put your questions to the trusts and gain insight that will improve the success of your trust fundraising.

Stuart Sherriff Managing Director, New Charities

David Farnsworth, Chief Grants Trust Officer, City Bridge Trust Andrew Stafford, Director, Dulverton Julian Corner, Chief Executive, Lankelly Chase Alan Eagle, Foundation Manager, Santander

Samaritans: How we doubled our trust fundraising income How Samaritans doubled it’s trust fundraising income in 2 years after due to:

4.50pm

Closing remarks from the Chair Richard Piper, CEO, Roald Dahl’s Marvellous Children’s Charity

- Effective stewardship and employing techniques from major donor fundraising - Improved process and data management - Using innovative techniques to engage and inspire donors Bea Theakston, Head of High Value Fundraising, Samaritans Trust Fundraising Conference 2014

Symbols key: Case Study

Strategy

Insight

Trust Fundraising Conference 2014

Discussion


Prices

Member Type

Price

IoF Individual Member

£195

Non-Member

£250

Commercial

£300

How to book

or JOIN IoF when you book your conference place and benefit from both discounted membership and conference attendance at member rate for £275

Online: www.institute-of-fundraising.org.uk/trusts

IoF Organisational Member tickets - send three delegates for just £500

Or call the IoF Events Team on:

Email address: events@institute-of-fundraising.org.uk

0207 840 1040 Connect with us: @IoFtweets #IoFTrusts

If you work in the NFP sector, why not join IoF when you book? You will benefit from the member’s rate for the conference. AND 12 months’ Associate membership! Trust Fundraising Conference 2014


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