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Trusts and foundations consultancy

Focused trusts and foundations support for charities

I help charities strengthen their trusts fundraising through clear strategy, prioritised pipelines, strong applications and capital fundraising support. Each project has an agreed scope, clear outputs and a useful handover.

More than 25 years of fundraising experience More than £10 million secured for charities through grant funding.
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How I work

A clear project with a useful result

I start by understanding what you need, what information is already available and what a successful piece of work should produce. We then agree the scope, outputs and review points before work begins.

My work focuses on:

  • A clear brief and realistic priorities
  • Research grounded in funder eligibility and fit
  • Strong, specific applications based on your evidence
  • Regular communication and clear review points
  • A final handover showing decisions, next actions and ownership
Planning a focused fundraising project

Experienced support, focused on the work

You get senior fundraising judgement and hands-on delivery, shaped around a clear piece of work.

My Process

A straightforward route from the first conversation to a completed piece of work.

1

Initial conversation

We discuss the need, the intended result and whether I am the right person to help.

2

Agree the scope

We confirm the outputs, information needed, timing, fee and points for review.

3

Research and prepare

I review your evidence, assess funder fit and identify any gaps that need resolving before the main work is completed.

4

Deliver and review

I complete the agreed research or writing, with clear review points for decisions and feedback.

5

Final handover

You receive the final work, a clear record of key decisions and the next actions for your team.

Focused projects

Work can be standalone or part of a larger programme. The scope and finish point stay clear from the start.

Services

Defined pieces of work that help charities plan, prioritise and deliver stronger trusts and foundations fundraising.

01

Trusts Fundraising Strategy

A focused review of your current position, priorities and funding mix, followed by a clear plan for the next stage of your trusts fundraising.

02

Pipeline Research and Prioritisation

Researching suitable trusts and foundations, checking eligibility and fit, then building a prioritised pipeline your team can use.

03

Case for Support

A clear core case explaining the need, your work, the difference it makes and why funding is required.

04

Funding Applications

Drafting or improving applications that answer the funder's questions and use your evidence, budget and intended outcomes well.

05

Capital Fundraising

Trust-led support for building purchases, refurbishment, major equipment and other capital projects, from early planning to applications.

06

Bid Review and Quality Assurance

An experienced review of applications, pipelines or supporting materials, with clear recommendations for improvement.

FAQ

Frequently Asked Questions

Straight answers about the work, how projects are structured and whether I may be a good fit.

I specialise in trusts and foundations fundraising. My work includes strategy, funder research, prioritised pipelines, cases for support, applications, bid reviews and capital fundraising projects.

Yes. I can draft a complete application or improve an existing draft. Your charity provides and approves the evidence, figures, budget and final submission.

We agree the scope, outputs, fee or number of days, information needed, timing and review points before work begins. You then receive the completed work and a clear handover.

Yes. I research eligibility, interests, geography, typical grants and likely fit, then build a focused shortlist your team can use.

I mainly work with small and medium-sized UK charities, as well as larger organisations needing help with a specific trusts workstream. My experience includes children and young people, health, disability, social welfare, education, community development and the arts.

Yes. I can help assess the trust fundraising case, build a suitable pipeline and prepare applications for projects such as property purchases, refurbishment, major equipment and vehicles.

We start with a short conversation about your charity, the work required and the intended result. If the fit is right, I will set out the proposed scope, outputs and fee clearly before you decide whether to proceed.
Have a project in mind?

Tell me what your charity needs and I will let you know whether I can help.

Discuss your project
Contact

Discuss a project

If your charity needs help with a trusts strategy, pipeline, applications or capital fundraising, tell me what you are working on and where you need support.

A straightforward first conversation

Tell me what you need

A brief outline of the charity, the work required and any key timing is enough. I will let you know whether I can help and suggest a sensible next step.

Message on LinkedIn
Replies within two business days.
For charity leaders and fundraising teams across the UK.

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Give me a brief outline of the work and I will respond within two business days.

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