1. Helping disadvantaged people to play a fuller role in communities
Trevor Smale - Grant Manager, South West

2. What the presentation will cover:
Lloyds TSB Foundation for England and Wales
Our Community Programme
How to apply
What funders look for in a well run organisation
Hints and Tips to being successful with applications

3. Who we are One of the UK’s leading grant makers
Last 25 years
Invested over £300 million in local communities
Supported over 42,000 charities
We fund local, regional and national charities working to tackle disadvantage
A registered charity and independently run

4. Our focus – on change
We support charities that help disadvantaged people who live in England or Wales to play a fuller role in the community
We focus on the changes and benefits that charities’ work will produce directly or indirectly for their users/beneficiaries

5. Our focus – on lasting changes
We support charities to deliver lasting changes for individuals and communities
Nearly 60% of funding went to the 20% most deprived geographical areas
Over 97% of local authority areas have been supported
Our funding approach has directly supported over 2,500 jobs and over 12,000 volunteering opportunities in the last 3 years

6. Our focus – your organisation
We support small and medium community based charities that help disadvantaged people to play a fuller role in the community of their choice:
local and regional charities with income up to £1m
national charities with income up to £5m
We focus our support on charities that are:
underfunded
established charities

7. Our Focus
We have a local presence and respond directly to local, regional and national needs
We speak to all potential applicants to discuss their work before submitting bids
We fund charities’ core work:
core costs, including salaries and volunteer expenses
funding for projects that build on charities’ core purpose

8. Our Focus
We provide ‘second stage’ funding to help charities – current work that needs developing / enhancing
We support groups that have at least a two year track record
70% of our funding is for core costs
Average grant size in the SW is about £16,500 for work over two years; most bids are in the £10-20,000 range

9. The Community Programme
responsive, needs driven
open to charities working within our mission and that meet our criteria
we focus on the ‘changes and benefits’ you can produce for your beneficiaries, in particular:
Improved social and community involvement
Improved life choices and chances
Helping people to be heard

10. Applying to the Foundation
Online charity eligibility questionnaire at:
Complete our on-line charity eligibility questionnaire or call us to complete the questionnaire:
If your charity is eligible, one of the team will call to discuss the potential application
(Please note charity eligibility does not mean funding is guaranteed)

11. The application process
For applications for £5,000 or more we will visit you to discuss your potential application
If you are applying for a grant of less than £5,000 we will carry out a telephone assessment
Charities must be able to describe the changes and benefits that their work will produce for their beneficiaries as well as the evidence they will use
Once you have submitted the application form you will receive a decision within 3 to 6 months

12. Our focus – who don’t we fund
Organisations that are not registered charities
Charities that mainly work overseas
Charities that mainly give funds to other charities, individuals or other organisations
Hospitals, hospices or medical centres
Rescue services
Schools, colleges and universities

13. Our focus – what don’t we fund
Activities which a statutory body is responsible for
Capital projects, appeals, refurbishments
Environmental work, expeditions/overseas travel, holidays or trips
Funding to promote religion
Loans or business finance, sponsorship or funding towards a marketing appeal or fundraising activities
Medical research, funding for medical equipment or health treatments
Work with animals or to promote animal welfare

14. Learning from our grant making
We use the learning from our grant making to feed into our programme development
We have a monitoring policy and use a simple grant report form
We have an evaluation policy including mid and post-grant visits
Full details will be provided at grant approval

15. 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

16. Hints and Tips for successful applications
Does your funding need fit with the funder’s criteria and priorities. Not all funders are the right funder for everyone – ‘horses for courses’
Do you know there is a need for this service? How?
Plan a proper timetable and budget
Think about what changes and benefits will it achieve for users? How will you measure its impact?

17. 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 might need to apply to secure the funding you need ,

18. Hints and Tips for successful applications
Use available resources e.g. your local CVS
Network locally and with other groups in your sector
Build an evidence base
Involve your users
Be realistic
Demonstrate the passion

19. Contact details
For information on our grant programmes and to check if your charity is eligible to apply visit our website
For general enquiries call or
Trevor Smale
Grant Manager
Direct Line:

20. Helping disadvantaged people play a fuller role in the community of their choice