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Keeping records

Before submitting your application

Keep a copy (photocopy or electronic copy). You’ll want to know exactly what you sent if the trust has any questions about your application. You may also find it useful to adapt material for other applications, rather than writing each one from scratch.

Following your application

It is good practice to keep a record of your applications - keeping track of who you’ve applied to, when, how much you asked for and for what, will be useful for future reference. Some trusts ask for details of other applications and having the information in one place will make it easier to provide. It can also be a useful place to record future contact such as when to re-apply and when to update funders.

  1. Back to applying to a local trust
Main audience: 
Secretary
Chair
Fundraiser
Topic: 
Fundraising