juggling all the things including trust fundraising

Trust fundraising while spinning a thousand plates

Many of my clients are small and medium sized charities and non-profits.  The smallest of these have no staff and trustees / directors who are doing the operational work alongside strategic governance.  The juggle is real.  The struggle is real.  Many feel like they’re trust fundraising while spinning a thousand plates. For charities with one to a handful of employees, ...
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Managing a trust fundraiser

Trust fundraising targets, KPI’s and expectations

It can be argued that fundraisers are the easiest people to performance manage because the metrics  (or metric) you use to measure them are black and white. How much money have they raised? Having been a fundraiser for many years, I would argue that using this metric alone can be misleading and was keen to express the danger of citing ...
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Trust fundraising to ease cash flow

Trust fundraising to ease cash flow

In trust fundraising circles, I can see why many professionals would deem the idea of using trust fundraising to ease cash flow as misleading / unhelpful clickbait.  The truth is, there are no quick wins out there.  Low hanging fruit (a phrase I hate because it makes me think of testicles) is not a thing. Successful fundraising (not just trust ...
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How to improve your writing for charitable trusts

How to improve your writing for charitable trusts

Early on in my career, I had the most incredible boss and mentor.  Amongst her many positive qualities, she was a stickler for jargon.  Being quite new into our charity. she noticed that we were guilty of more than our fair share of unnecessary ‘management speak’ and made it her mission to improve our writing for charitable trusts. As well ...
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Keeping the spark alive - fundraising when you're uninspired

Keeping the spark alive – fundraising when you’re uninspired

Never mind the seven-year itch, apparently the average UK trust fundraiser stays in their post for only 18 months before moving on. I find this really sad (but I have been there myself and I do get it). Fundraising is a long game which needs consistent application over many years.  But how do you keep the spark alive  and what ...
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Productivity tips for fundraisers who are feeling exhausted and overwhelmed

Productivity tips for fundraisers who are feeling exhausted and overwhelmed

Before the summer holidays, I found myself counting down the days a little bit.  I was conscious that I hadn’t had more than a long weekend off work since Christmas.  Up until July, I’d been working on four capital projects.  Keen to deliver outstanding quality fundraising for each of my clients, I was conscious that I was working through a ...
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When not to call ahead: your guide to not annoying trusts and foundations

When not to call ahead: your guide to not annoying trusts and foundations

I believe very strongly that we should be contacting potential trusts and foundations in advance of making a written application.  You can read my thoughts here.  This opinion has been recently decried in some online forum discussions with naysayers expressing scepticism at the need to start to build these early relationships. Things I’ve heard: “Funders don’t like it” “I don’t ...
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Trust fundraising success rates

Trust fundraising success rates

BONUS data on trust fundraising success rates  I have the conversation about ‘hit rates for charitable trusts’ (aka how many applications you have to send in order to get a gift) frequently.  Trust fundraising is one of my specialisms and I spend a lot of time in this world. Alongside the official benchmarking questionnaire (you can download the report here.), ...
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Stewardship for the Self, Bullet Journaling for Fundraisers

Stewardship for the Self, Bullet Journaling for Fundraisers

I started my Bullet Journaling obsession about two years ago when I was relatively fresh into freelancing and was on a personal development mission.  One of the many podcasts I was listening to at the time caught my attention. The woman sounded so incredibly together, organised and focused; from her morning routine to her diet to her daily habits around ...
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