1. 1 Trevor Smale Grant Manager, South West

2. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently run I ncome covenanted from Lloyds Banking Group (nine year rolling agreement)

3. Our new strategy 3

4. 4 Our New Focus Multiple disadvantageTransition pointsTargeted work Breaking and preventing cycles of disadvantage Outcomes focused

5. 5 Our new criteria – your organisation Registered Charity1 year track record of deliveryAt least 3 Trustees1 year of published accountsIncome between £25,000 and £1mFree reserves less than 12 months expenditureMust work mainly in England and Wales

6. 6 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 Our new criteria – the people you work with

7. What’s available? - 3 programmes 7 ENHANCE A grants plus model - offering an optional range of support to strengthen the effectiveness of those we fund

8. How to apply 8

9. Examples of what funders look for in a well run organisation? 9 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

10. Hints and Tips for successful applications 10 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

11. Hints and Tips for successful applications 11 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!

12. Web address: www.lloydsbankfoundation.org.ukwww.lloydsbankfoundation.org.uk HQ phone number: 0870 411 1223 My phone number: 07770 925 946 My email address: tsmale@lloydsbankfoundation.org.uk Any questions? 12