Trust and foundation shortlist brief
When to use: when scoping a new fundraising area. How to use: give AI your programme description and geographic focus — get a briefing on the type of trusts to research (not specific names, which you must verify).
When to use this prompt
Reach for this prompt when you need to when to use: when scoping a new fundraising area. How to use: give AI your programme description and geographic focus — get a briefing on the type of trusts to research (not specific names, which you must verify). It's designed for Fundraising Lead. Typically used within Fundraising work.
Draft with AI, then have a colleague verify facts and tone before use.
How to use it
- 1
Gather your inputs
Have your local context, audience and goal to hand. - 2
Fill in the template
Copy the template below and replace every bracketed placeholder with real, local context. Keep names and safeguarding details out. - 3
Run it in your AI tool
Paste into your preferred AI assistant. Ask a follow-up if the output misses your association's tone or context. - 4
Review with the checklist
Work through the human-review checklist below before you send, publish or act on the output.
Prefer a guided flow? Adapt with the guided builder — it fills placeholders from your association profile.
Prompt template
Brief me on the type of trusts and foundations most likely to fund {PROGRAMME} in {GEOGRAPHY}. Do NOT invent specific trust names or eligibility criteria. Instead: describe 5 archetypes of funder (theme, geographic focus, typical size, typical requirements), what evidence they usually ask for, what a strong first approach looks like, and which archetypes to deprioritise for this programme.Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.
Worked example
Programme: 18-25 employability\nGeography: Wales
What good output looks like
An archetype-level briefing you use to guide human trust research.
Why this prompt works
Avoids the classic AI failure of inventing plausible-sounding funders that don't exist.
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