Trust Fundraising Health CheckPart one – fundamental questionsAre you registered with the Charity Commission/HMRC/other body?*YesNoIf yes, please give details1. How are you constituted? (please choose as many as apply) Charity Company limited by guarantee Community Interest Company Company limited by shares Charitable Incorporated Organisation Other UnincorporatedIf other, please give detailsHave you been established for more than 2 years?*YesNoWhat is your annual turnover?*How do you make your money? (contracts/statutory grants/charitable grants/people/legacies etc.*How many months of free reserves do you currently hold?*Is this higher or lower than your stated Reserves Policy?*HigherLowerWho else does similar work to you?*How strong are your vision, mission, values as publicly expressed?*12345678910Part two – organisation – do you have?Latest set of signed accounts*YesNoAnnual report, if produced*YesNoGoverning documents*YesNoReserves policy*YesNoPlan to reach agreed reserves level (reduce or increase)*YesNoOrganisational strategy/business plan*YesNoDates of the last three trustee meetings and last AGM (or next if it will be your first)*YesNoDetails of all trustees, their roles, skills, experience and how long they’ve been in post*YesNoDetails of CEO, time in office, skills and experience*YesNoNumber of volunteers you have, how you recruit and train and support volunteers*YesNoNumber of volunteer hours provided in the past year or six months*YesNoIf you work with vulnerable groups, details of how often vulnerable people protection training is undertaken, who delivers the training and who is the relevant person in the organisation responsible for this*YesNoList of the charity’s key stakeholder groups*YesNoDetails of any partnership working you are involved in – who and how*YesNoDetails of any networks you are a part of*YesNoCopies of any local or national strategies that your work helps to support*YesNoDetails of the finance systems in place for monitoring budgets*YesNoSystems in place (if any) for managing charitable activities*YesNoFacts and evidence to illustrate the need for the work the charity does*YesNoFundraising policies, procedures, protocols that enable the efficient management of donations etc.*YesNoPart three – approach to fundraising – your viewsDo you have prior experience of trust fundraising?*YesNoFundraising is speculative and offers no guarantees. Have you considered that this approach may not be successful?*YesNo1. How comfortable are you with this investment and its risks?*123456789101. What return on investment do you expect from this fundraising activity over 12 months? e.g. for every £1 you spend you expect to return £5*Do you understand that money raised in this way is likely to be restricted?*YesNoAre you able to wait up to 12 months before starting the projects funded from grants?*YesNoDo you understand the resources you will need to raise voluntary income/grants?*YesNoDo you have the capacity/resources to work with the fundraiser to develop the strongest proposal(s)?*YesNoDo you have the capacity/resources to deliver the grant-makers requirements – periodic reports, evaluations etc. – once the money has been received?*YesNoAre you seeking funding for a clear “project” – something with a clear start/middle/end?*YesNoAre you open to working with the fundraiser to transform your work into a clear “project”?*YesNoPart four – project information neededHow much do you need to raise?*Is this money for a specific project?*OneMore than OneNoIs it clear what problem this project solves, and how?*YesNoDo you hold a quality standard relevant to your work? e.g. PQASSO, investors in people*HaveWorking TowardNoCase studies to tell your story*YesNoDetailed budget over whole term of the project*YesNoDetails of any funding already secured*YesNoCopies of any consultations or evaluations undertaken within the last two years*YesNoDetails of key stakeholders consulted about this project and why (name, job title, contact etc.)*YesNoJob descriptions for any staff to be included in the proposal*YesNoDetails of your experience of delivering similar activities*YesNoProject plan or framework*YesNoReferees*YesNoFundraising Proposal matrix (separate document) completed (as best as possible)*YesNoPlease confirm your Organisation name*Please confirm your Full NamePlease confim your Email Address* Please confirm your telephone number*