Checklist for identifying Trusts | Foundations

Have they donated previously?
Check computer and paper records, please ask
Consultancy available from Messrs G Owen & Co.
What are the objectives of the Trust/Foundation?
Are we eligible to apply?
What is the giving capacity of the Trust/Foundation?
Look at their income and expenditure
what are they capable of giving?
What are the types of grants they normally give?
Capital projects, scholarships, fund over several years?
What are their conditions for a grant and what are their exclusions?
Do we have to raise some of the money before approaching them? Geographical constraints?
When do the trustees meet?
Monthly, quarterly, as necessary? How far in advance do they like proposals?
Do they have a formal application form or guidelines?
Do they require a summary of the project first?
Who are the Trustees/Settler/Administrator?
Do we know any of them?
Do we have any Trustee contacts?
Do any of our Trustees know any of theirs? How can we make use of this?
What kind of projects do they like to fund and which part of our work is most likely to find favour?
Look at previous giving history. If unsure, seek advice from the Administrator.
How much should we ask for?
Look at previous history. If unsure, ask the Administrator.
Who is the best person to submit the application?
Director, Chairperson, Secretary, Fundraiser
Who should the letter of application be addressed to?
The Chairman of the Trustees, the Secretary, Administrator
Would the Administrator/Trustees like to visit?
Do they ever visit applicants' projects? Would they like to visit a project as an introduction to our work?

Checklist - Other Fundraising associated web pages on this site:
1, Potential Funders
Contacts
Web Sites 2. Preparation
Home Work 3. Some tips on writing style 4. Suspects - Sources of Funding 5. The Five I's of Fundraising 6. Then What? 7. Turning Suspects into Prospects 8. Writing Your Application 9. Applying to Companies 10. Capital Campaign Fundraising 11. Case Study # Actual Example 12. Checklist for identifying Trusts / Foundations 13. Common Pitfalls 14. From the Donor's Point of View 15. Fundraising Ideas! 16. Getting Beyond The Wastepaper Bin! 17. Starting a Fundraising Programme 18. Starting from Scratch
How to Develop an Annual Fund Donor List 19. Fundraising
A Christian Perspective 20. Fundraising
Financial Matters 21. Fundraising Web Site Resources
Gordon P Owen
(Messrs G Owen & Co) 22. Potential Funders @ Messrs G Owen & Co 23. Disabled Facilities Grants 24. Fundraising
Coping with your Donors + Databases to provide Reports 25. Legacy & Wills
Bequest Fundraising 26. Fundraising from Companies + Charitable Trusts/Foundations & Through the Internet 27. Enquiries About Grants

Knowledge Base @ Messrs G Owen & Co
Bringing valuable information for Fundraising.
Contact us @ Messrs G Owen & Co



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© Mr Gordon P Owen
Messrs G Owen & Co : 2004.

This work is licensed under a Creative Commons Attribution-NoDerivs 2.0 England & Wales License.

