New Trust Update

Factary’s New Trust Update is a monthly in-depth report of all newly registered grant-making trusts.

The New Trust Update features up to 20 new grant-makers each issue. Every month we check for new registrations at the Charity Commission, interview the settlors and administrators of newly registered grant-makers and conduct in-depth research to provide biographical information and details of the founders’ charitable interests and activities. Using this information, we profile all relevant new grant-makers in detail and publish them in our monthly report.

To ensure that subscribers get the best possible opportunities with the trusts that are included, we limit the circulation of the New Trust Update to a maximum of 100 subscribers.

We also operate a three-month embargo on featured profiles – we won’t make use of these trusts in any other research work during this period. This gives subscribers first opportunity with trusts which may be interested in supporting their work.

Trusts Archive

In addition to this, we have recently launched an online version of this data. The database not only holds data taken from our current report, but all the data from a back catalogue of previous editions. (You can read all about the launch on our blog.)

The browse section of the new New Trust Update Archive

Now all subscribers get access to this searchable database, which includes every single edition of the New Trust Update that has been published in the last ten years. With a subscription, you can review all the 2,500 trusts which have appeared in past editions since 2005, and search them by their areas of interests, keywords and trustee name.
 

The search page of the new New Trust Update Archive

Features

Factary’s New Trust Update includes:

  • up to 20 profiles of recently registered grant-makers each month
  • contact details for the trusts’ correspondents
  • each trust’s objects and area of benefit
  • trustees’ names with home addresses, wherever available
  • the editor’s comments from the interview conducted with the correspondent
  • detailed research notes on the correspondent, the trustees and the trust itself
  • details of the initial investment made to the trust
  • access to a database of past editions, searchable by trusts’ stated areas of interests, keywords and trustee name

Effectiveness

Reviews of past issues indicate that at least 10% of new registrations are now major donors with current grants approaching £1 million.

“The New Trust Update service from Factary is an essential fundraising tool for the Rainbow Centre. We are now in our 5th year of subscribing to the service and I would recommend it to any organisation which seeks to raise funds from grant making trusts.”

~ Deborah Riley, Trust & Finance Officer,
The Rainbow Centre, Bristol.

For further information or to subscribe contact David Hughes, Editor, by email or phone 0117 9166742.