Trevor Smale Grant Manager, South West Point of slide: Title / Holding Page Add GM name Trevor Smale Grant Manager, South West

Since inception over £330m invested in over 42,000 charities Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently run Income covenanted from Lloyds Banking Group (nine year rolling agreement) Point of slide: to give some context about the Foundation Explain relationship of the bank – positive, but still independent from Mention our grant making has included Community Programme and issue-based programmes

Our new strategy Point of slide: to introduce our new strategy Notes: launched April 2014 strategy covers 2014 – 2018 This presentation will focus on the funding aspects of this new strategy. Strategy does cover other areas e.g. increase our national impact through influencing policy, working in partnership, that won’t be covering today

Our New Focus Multiple disadvantage Transition points Targeted work Breaking and preventing cycles of disadvantage Outcomes focused Point of slide: to highlight the key themes we will be looking for We will focus our work and impact on people facing multiple disadvantage, funding organisations which target their support to people during key life transitions / events seeking to break or prevent cycles of disadvantage. Multiple disadvantage – at least 1 issue of disadvantage that compound to create barriers to an individuals ability to achieve and make a positive contribution. We have identified the issues of disadvantage we aim to address. Transition - A critical event. Change or turning point in a person’s life which may be difficult to manage – we’ve identified a number of key transition points which we aim to support. Outcomes focussed – we have identified the outcomes we want to support both - Transition outcomes and the progression outcomes. Orgs will need to demonstrate that they can achieve at least one of each.

Our new criteria – your organisation Registered Charity 1 year track record of delivery At least 3 Trustees 1 year of published accounts Income between £25,000 and £1m Free reserves less than 12 months expenditure Must work mainly in England and Wales Point of slide: for audience to find out if their organisation fits Notes: Highlight that special rules if recently merged Refer people to guidelines for further details e.g. how we calculate free reserves, policy if related Trustees Likely Questions – refer to FAQ’s for formal response: Q: Why don’t you fund CiCs? Why just charities? Q: Why have you increased the minimum income threshold?

Our new criteria – the people you work with You must work with people aged 17 years of age and over who are experiencing at least one of the following issues: People who have been abused or are at risk of abuse People who are victims of sexual exploitation People who are ex-offenders or those at risk of offending People who are long term unemployed People leaving care People who are homeless People with learning disabilities People with mental health and well being issues People with addictions People who are isolated and vulnerable People with severe financial difficulty as a compounding disadvantage Point of slide: for audience to find out if the people they work with fits Key message: This has changed. Rather than our previous broad criteria of disadvantage, you must work with people who experience at least one disadvantage on list and supporting people through transition.. You will see that the list does not specifically identify people with a physical health problem or a disability, older people or people belonging to a single issue group such as BME or LGBT. We will be funding work with these groups where they are also affected by the issues listed and we expect charities to be actively including them. Notes: Our focus is multiple disadvantage. If someone was being abused we wouldn’t seek further disadvantages, but they would likely have them, such as mental distress. If they were in poverty then we would look for multiple issues. Financial difficulty can be one of the issues but does not stand alone, needs to be combined with another issue. Key message – We no longer fund work with children under age 17 – some exceptions Young parents Looked after children moving into independent living Disabled young people moving into independent living Likely Questions – refer to FAQ’s : Q: Why don’t you have disabled people listed? Q: What about older people? Q: Why do you no longer fund work with children? Q : What if we work with some people over and some under age 17? Q: What if we work with some people in these groups but this is not all that we do?

What’s available? - 3 programmes Heather - can we keep the diagram but change the wording in the enhance box to read “ a grants plus model – offering an optional range of support to strengthen the effectiveness of those we fund” Point of slide: to explain what funding and support is available Key message: can apply for an Invest or an Enable grant; Enhance is not a grant but in-kind support to strengthen the charities we fund. Notes: Explain that For both programmes must meet the overall criteria for funding – multiple disadvantage/ transition points Can only apply for either an invest or an enable – not both could apply for Invest and be offered Enable and vice versa. Can only access enhance support, if awarded either an Invest or an enable grant ENHANCE A grants plus model - offering an optional range of support to strengthen the effectiveness of those we fund

How to apply Point of slide: for charities who fit to know how to make an application Key message: Use the website. Read the eligibility criteria. Notes: Talk through process. Give an idea of timescales.

Examples of what funders look for in a well run organisation? Good governance Good support for staff and volunteer development Well run finances Match funding secure Good service & business planning Understanding of the needs of people using their services Understanding the impact their services have on their users Point of slide: for charities who fit to know how to make an application Key message: Use the website. Read the eligibility criteria. Notes: Talk through process. Give an idea of timescales.

Hints and Tips for successful applications Be clear about why you want funding. Is there any flexibility in this? Ask someone to check your application before you submit it Make the most of any assessment visit by being prepared and thinking about questions before the meeting Consider how many different sources you need to secure the funding required Point of slide: for charities who fit to know how to make an application Key message: Use the website. Read the eligibility criteria. Notes: Talk through process. Give an idea of timescales.

Hints and Tips for successful applications Use available resources e.g. your local CVS Network locally and with others in your sector Build an evidence base Involve your users Be realistic Be honest – do not claim for 50 service users if you can only support 10 – you will be found out! Demonstrate the passion for your work! Point of slide: for charities who fit to know how to make an application Key message: Use the website. Read the eligibility criteria. Notes: Talk through process. Give an idea of timescales.

Any questions? Web address: www.lloydsbankfoundation.org.uk HQ phone number: 0870 411 1223 My phone number: 07770 925 946 My email address: tsmale@lloydsbankfoundation.org.uk Point of slide: to show presentation is at the end and explain how will deal with any further questions Key message: Direct people to website.