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The Funder File
UK

UK Trusts & Foundations Kit

Approach UK charitable trusts and foundations with a clear letter, an honest budget that includes your core costs, and evidence of what will change.

8 files · Word and Excel · $39

$39

Secure payment with Stripe. Instant download. Your link works 5 times over 30 days.

What's inside

Word files

  • UK_Trusts_User_Guide.docx

    Your step-by-step guide to this kit, with official sources and the final checklist.

  • UK_Trusts_Boilerplate_Library_TEMPLATE.docx

    Your organisation's facts and standard wording, in three lengths, with sources.

  • UK_Trusts_Trust_Application_TEMPLATE.docx

    Two-page application letter, longer proposal, full cost recovery budget summary and attachments checklist.

  • UK_Trusts_Final_Report_TEMPLATE.docx

    Final report structure that compares what you promised with what you delivered, including the financial summary.

  • UK_Trusts_AI_Prompts_TEMPLATE.docx

    Copy-ready prompts that make any AI tool work from your own facts, with ground rules.

Excel files

  • UK_Trusts_Budget_TRACKER.xlsx

    Budget workbook with formulas: budget lines, totals, checks, a draft justification for every line, and budget vs actual.

  • UK_Trusts_Logic_Model_TRACKER.xlsx

    Logic model, indicators, evaluation plan and reporting log, with example indicators.

  • UK_Trusts_Grant_Calendar_TRACKER.xlsx

    Funder research, application pipeline, deadlines with alerts, reports due and a dashboard.

Who it's for

  • Small UK charities and community groups applying to trusts and foundations
  • Organisations that want to recover a fair share of their core costs
  • Teams researching trusts with free public data

How the documents work together

  1. The Boilerplate Library holds your charity's facts, policies and evidence.
  2. The budget workbook builds a full cost recovery budget, with on-costs and irrecoverable VAT handled.
  3. The Trust Application template turns them into a two-page letter or a longer proposal; the calendar tracks trusts, deadlines and reports.

Is this the right kit?

Applying to the National Lottery Community Fund? See the UK Community Fund Kit.

General information

Templates and general information only, not legal, tax or fundraising advice. No template can guarantee funding: each funder decides on its own priorities and budget. Always follow each funder's own guidelines.

What's not included

  • Writing, reviewing or submitting your application for you
  • Legal, tax or accounting advice for your situation
  • A list of funders or a database subscription
  • Any promise of funding

Format & delivery

Instant download after payment: one ZIP with editable Word (.docx) and Excel (.xlsx) files, personalized with your order details. Made for Microsoft Word and Excel; the files also open in Google Docs, Google Sheets, LibreOffice and Apple Pages or Numbers, where some formatting, drop-downs or checkboxes may behave differently. Your download link works 5 times over 30 days.

Questions about this kit

How do I find trusts that fund our work?

The guide shows free public sources, including 360Giving GrantNav and the charity registers, and how to record what you find in the calendar workbook.

What is full cost recovery?

Including a fair share of your core running costs in project budgets. The guide explains how to calculate and present it, and how some funders commit to supporting core costs.

Can we pay a bid writer a commission from the grant?

The kit itself involves no commission: it is sold at a flat price. The guide explains what the current Code of Fundraising Practice says about paying third parties, including a written agreement on how their pay is calculated.

Helpful guides

Bundles that include this kit

Bundle of 6 kits

UK Bundle

For UK charities and community groups: preparation for National Lottery Community Fund applications, trust and foundation applications, and the Essentials tools for budgets, reports, calendars and boilerplate.

Kits bought separately: $174. You save $95 (55%).

$79View bundle
Bundle of 20 kits

All-Access Bundle

All 20 kits: Essentials, US funders, UK, Canada and the six sectors. For organizations working across borders and for teams that want every tool.

Kits bought separately: $700. You save $521 (74%).

$179View bundle

The Funder File is not affiliated with, endorsed by or connected to any funder or government agency named on this site. All trademarks belong to their owners.

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