PART 2 – GRANT PROGRAMMES

  1. A) Major Grants

Principles

When the Foundation considers supporting a third party through its major grant programme, the following criteria should be met:

  • Distinctive and innovative projects where the Foundation is driving long-term change to deliver one or more of the Foundation’s strategic objectives.
  • Developing sustainable change or business models
  • Leveraging wider support
  • Clear recognition for the Foundation’s role in order to support its wider strategic priorities and vision

In addition, the following principles apply:

  • The Foundation will willingly work in partnership with other organisations to fund initiatives beyond the financial scope of a single organisation.
  • All applications from previous recipients of grants or from previously unsuccessful applicants will be considered by the Trustees on their own merits. Although the Trustees will have regard to the outcome of the previous grant, any new application will in no way receive preferential or adverse consideration.

Grant application process

Proposals for support from the Foundation must be received through the Foundation’s website or via the Foundation’s staff team.  The following are prerequisites to submit a proposal:

  • The proposal will address one or more of the Foundation’s key impact areas
  • The proposal meets the criteria for funding set out above
  • The support from the Foundation will leverage additional investment
  • Applying on behalf of an organisation not an individual
  • Seeking funding on behalf of a registered charity
  • The organisation is able to provide at least one year’s accounts, preferably independently examined or audited

The Foundation applies a three-stage assessment process:

  • 1st stage: Preliminary consideration by the Foundation’s staff team. Any proposal that the staff team consider eligible and worthy of support will be put to the board of trustees for their comments and approval to proceed.
  • 2nd stage: The staff team will work with the potential partner to develop a full proposal and detailed budget that would be presented to the board of trustees for their approval. The final agreement will be signed by two trustees and the CEO of the registered charity.
  • 3rd stage: Grant confirmation.

Applicants should note that, as with many other charitable trusts, the Foundation always receives far more applications that it has funds to support.  Even if a project fits within the criteria and priorities of the Foundation and a detailed assessment has been made, the Foundation may still be unable to provide a grant.

The Trustees will not be obliged to provide an explanation to the applicant should their application be unsuccessful but will endeavour to provide constructive feedback.

Monitoring and Publication

It is the policy of the Trustees to monitor all grants made. To this end, before a grant can be confirmed, conditions will be stipulated appropriate to the   work to be carried out and progress will be assessed against agreed targets and/or milestones.

If the grant is payable in instalments, then payment of subsequent grant instalments will be dependent on satisfactory progress having been demonstrated and the Trustees reserve the right to withdraw the grant on receipt of unsatisfactory progress reports.  Failure to submit reports at the time specified by the Trustees may also jeopardise the continuation of the Foundation’s support.

In addition to reports detailing progress, grant recipients will be expected to provide:

  • A statement of how their grant monies have been spent for the year
  • Details (where appropriate) of any other funds applied to the same project.

Monitoring visits by representatives of the Charity may be expected during the period of a grant.

The Trustees also expect to receive copies of any published articles, papers or other outputs which may result from the project, including all media coverage.

Following the conclusion of the project, the grant recipient will (where appropriate) be expected to submit a final report, normally       within three   months of the end of the grant, detailing fully the results and outputs from the project. The grant recipient should inform the Foundation of any extenuating circumstances whereby the submission of the final report is delayed, to allow a mutually acceptable date for submission to be agreed.

  1. B) Hardship Grants

Principles

The Foundation will administer a grants and donations programme by which to support individuals in need.  To be eligible for a small grant or donation, the following criteria must be met

  • The donation must be in line with the Foundation’s Objects
  • Ideally, the grant or donation should further one of the Foundation’s three strategic objectives.

Applications process

Applications for individual grants or donations must be made using the Foundation’s application form.  This may be completed either by an individual seeking support or an individual seeking support on behalf of someone else.  Foundation staff may complete a form on behalf of someone else.

Foundation staff are responsible for checking that any grant or donation is in line with the Foundation’s charitable Objects and will deliver public benefit.  The Foundation staff are also responsible for providing appropriate evidence to ensure that recipients are eligible for and appropriate to receive a grant or donation.

Monitoring and reporting

Foundation staff will require proof that the grant has been used for the purposes agreed.  No further monitoring will be required, unless agreed otherwise in advance.

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