The List Two Years On – Insights for Trusts & Foundations Fundraising

Jo Jeffrey, the fundraising consultant behind The List, has catalogued every pause, restructure, early closure and spend-out across UK trusts and foundations since 2024. In this webinar, she shares what the data is telling us, what it means for your portfolio, and seven practical principles for fundraising with more confidence in a harder landscape.

The live webinar covers income diversification, regional funding patterns, approaching new funders, reading funder accounts, and what Year Three of The List might look like.

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Insights for trusts and foundations

Jo Jeffrey has been tracking every pause, restructure, early closure and spend-out across UK trusts and foundations since 2024. Her resource — The List — has now catalogued 733 funder changes, a live website that fundraisers across the UK rely on.

Explore The List:

https://www.thelist.org.uk

The information in this presentation is provided for information purposes only and is general and educational in nature and does not constitute legal advice. The information contained herein should not be considered as a substitute for seeking professional advice in specific circumstances.
All opinions expressed are the individuals own and not of (or to be affiliated with) the Benefact Group plc or its group companies.
Benefact Group plc shall not be liable for your use or any reliance on, or action taken (or not taken) by you and any loss, however incurred, as a result; all responsibility for such is excluded (except for that which cannot be excluded by law) by the Benefact Group plc.

Webinar Guest Speaker

Jo Jeffrey

Freelance Fundraising Consultant

Jo Jeffrey is a freelance trust and foundations fundraiser with over ten years in the sector, specialising in children, family and health charities. Working across multiple clients, she noticed something others couldn’t see from inside a single organisation: the trust funding landscape was shifting structurally, not just competitively.

In 2024 she started tracking every pause, restructure, closure and spend-out across UK trusts and foundations. What began as a personal reference spreadsheet became The List — a live, community-contributed resource that now catalogues over 730 funder changes.

https://www.linkedin.com/in/jo-j-79296419a/
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