Launching & Leading Successful Grant-making Trusts – The Fundamentals

Are you considering starting a grant-making trust or developing your existing foundation?

This session will equip you with the knowledge, tools, and inspiration needed to establish or enhance a grant-making trust. Whether you are new to philanthropy or looking to refine your approach, this event offers valuable insights on creating a sustainable and effective foundation.

What to Expect:

• Practical Guidance: Understand the grant-making governance and financial essentials of setting up or scaling your trust. Ensure your processes are fair, transparent and robust.
• Strategic Giving: Understand community needs for maximum impact, the pros and cons of different types of grants and how to ensure your trust meets its charitable objects.
• Expert Insights: Hear from experienced grant makers and sector professionals on best practices, pitfalls to avoid, and emerging trends.
• Interactive Discussions: Connect with like-minded individuals to share experiences and ideas.

This event is ideal for individuals, families, or organisations passionate about purposeful giving and eager to leave a lasting legacy.

The course is held at Quilter Cheviot offices in central Leeds, only 5 minutes walk from Leeds train station.

Register here to book your place on this training course via Eventbrite.

1. All bookings must be made via Eventbrite and if possible, please pay by credit card, but if you do need an invoice to pay by BACS or cheque, you will see these payment options listed on Eventbrite. We will then send you an invoice directly to the name and email address listed on Eventbrite.
2. It is a maximum of two people per organisation at each training workshop.
3. In the 2025/6 membership year starting 1st April, the cost is £52.50 per person if you or your organisation is a Yorkshire Funders’ member and £100.00 for non-members. This includes tea, coffee, biscuits and a sandwich lunch.
4. In order for this session to be as informative and interactive as possible, we can only offer 16 places for each course.

Many thanks to Quilter Cheviot who have provided a meeting room for this session. Quilter Cheviot is a discretionary investment management services for anyone seeking tailored wealth management. Their services are for private clients, charities, trustees, and professional partners with straightforward or more complex needs.

Our thanks also to our corporate sponsors McInroy & Wood and Wrigleys Solicitors LLP.