Trust & foundation fundraising that delivers
Versed Global provides specialist support across the full trust and foundation fundraising cycle – from strategy and pipeline development through to compelling grant applications and ongoing stewardship. The focus is on sustainable institutional funding for small to mid‑sized charities and other mission‑driven organisations, aligned with your programmes and systems.
Comprehensive fundraising support
Fundraising strategy & planning
Development of tailored trust and foundation strategies aligned with your mission, capacity and funding landscape. This includes opportunity analysis, priority setting and multi‑year pipeline planning to build sustainable income streams and reduce short‑term, reactive fundraising.
Prospect research & pipeline building
Comprehensive research to identify suitable funders (trusts, foundations, CSR budgets, institutional funders) matched to your work. Creation of prioritised prospect lists with tailored approaches, eligibility analysis and funding histories, ready to track in Salesforce or your CRM.
Grant applications & proposal writing
High‑quality grant writing following funder requirements and best practice. Outcomes‑focused narratives, cases for support, budgets and evaluation plans that clearly show how your work benefits people and communities and why it should be funded.
Full fundraising cycle support
Relationship management
Ongoing stewardship of funder relationships through reporting, updates and demonstrating impact. Preparation for meetings, site visits and renewal conversations to build long‑term, trust‑based partnerships.
Monitoring, evaluation & reporting
Support to define outcomes, indicators and data collection so you can report clearly to funders. Integration with Salesforce reporting for grant tracking and funder‑specific metrics where appropriate.
Capacity building & training
Training for internal teams on trust fundraising best practice, proposal development, funder relationship management and pipeline tracking using Salesforce or other systems, so skills remain within your organisation.
What clients gain
Increased funding success
Higher grant success rates through targeted applications, clear cases for support and strong alignment with funder priorities and criteria.
Sustainable pipelines
Robust, prioritised prospect pipelines with clear next steps, reducing reliance on last‑minute bids and building long‑term, renewable funding relationships.
Internal capability
Teams equipped with templates, processes and systems – integrated with Salesforce where appropriate – so successful fundraising can continue independently.
Collaborative fundraising support
Versed Global works alongside your team rather than replacing it. The aim is to remove fundraising bottlenecks while strengthening your internal skills, systems and confidence around trusts and foundations.
Strategic focus
Support to focus on the highest‑value, best‑fit opportunities instead of spreading limited capacity across too many funders and low‑yield bids.
Practical tools
Templates, trackers and processes you can use immediately and adapt to your organisation’s specific programmes, governance and reporting needs.
Integration with Salesforce
Fundraising pipelines and reporting configured within your CRM so activity tracking, deadlines and stewardship are embedded in everyday operations, not held in separate spreadsheets.
Designed for your organisation
Small charities (up to ~£500k)
Focused support to secure anchor funders and build sustainable core and project funding pipelines, often from a low starting base.
Growing charities (£500k–£3m+)
Scaling institutional fundraising alongside other income streams, with stronger systems, governance and data for decision‑making.
Social enterprises & CICs
Accessing grants, contracts and blended funding through targeted approaches that reflect both impact goals and commercial models.
Talk through your fundraising priorities
Whether you are building your first trust pipeline, refining an existing strategy, or integrating fundraising with Salesforce, Versed Global can support you at the right level for your organisation’s stage and capacity.