Funding Programmes
Supporting Positive Change
Launched in February 2019, ‘Supporting Positive Change Across Scotland’ is the Foundation’s five year strategic plan which will see a range of new funding programmes open in 2019 and 2020.
Four strategic aims will determine our programmes of work over the next five years:
- We will focus our work and impact on charities that demonstrate they address social exclusion or disadvantage.
- We will develop flexible, responsive grant making tailored to the needs of those we support.
- We will realise the value of our strategic partnership with Lloyds Banking Group.
- As a learning organisation we will work to improve our impact and the quality of what we do and will provide best in class customer service.
Our four funding programmes launching late 2019 and early 2020 are:-
Reach
To ensure Reach supports a greater number of charities over the coming months, for the remainder of 2020, Reach will be a monthly programme. The eligibility criteria has also been broadened and charities with an income of £1.5m or less can now apply for funding between £5,000 - £30,000 over one year.
Change
Change will have a large-scale, long-term, positive impact on charities and communities. Charities with an income of £500k or more can apply for capital costs or project costs of £50,000-£100,000 per annum over 1-2 years to ensure they can provide continued, reliable support for people across Scotland.
Advise
Advise will improve Financial Advice and Financial Literacy for people across Scotland. Charities with an income of £1m or less can apply for £10,000-£30,000 over one year to enable people to develop their financial skills and access the support they need to take greater control of their lives.
Invest
Invest will put charities in a more stable position. Charities must have an annual income of between £100k and £1m, as well as 3 years of Annual Returns lodged and checked by OSCR. Eligible charities can apply for core costs of between £20,000-£40,000 per year over 2-5 years to relieve the pressures they face of financial uncertainty and increased demand.
To be eligible to apply for a grant
| You MUST | You cannot apply if |
|---|---|
| Be a charity registered in Scotland, operational for more than one year |
You are a newly registered charity operational for less than one year with no accounts lodged at OSCR |
|
Have all your regulatory returns up to date at OSCR and Companies House |
You do not have all your regulatory returns up to date at OSCR and Companies House |
|
Supply the latest Annual Accounts with your application that have been CHECKED by OSCR and Companies House (if a Limited company) and SIGNED by both an independent examiner and a member of the Board. Computer generated signatures will not be accepted |
You are a charity whose purpose is
|
|
Submit an application that falls within the criteria for the relevant funding programme and demonstrate you are addressing social exclusion or social disadvantage |
You are a charity that redistributes funding for subsequent grant-making to other organisations and /or individuals. |
You are only able to submit one application at a time and must wait till you have the outcome of that application before you apply for another of our grant programmes. |
You are applying for donations to
|
If you applied to Reach but received a letter from us saying your application was unable to proceed to full assessment you are able to reapply immediately. |
If you are currently in receipt of a Reach grant, you are unable to reapply until one year after the date of receipt of funds it ends. |
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If you applied to Reach but received a letter from us saying your application was declined, you must wait 6 months from the date of the letter before reapplying for that programme. |
Calendar
| Programme | Open for applications | Closing date for applications | Charities advised of outcome |
|---|---|---|---|
| Reach | 12 noon Mon 8 June 12 noon Mon 6 July |
12 noon Fri 12 June 12 noon Fri 10 July |
Mid-July Mid-August |
| Change | Deferred until 2021 | - | - |
| Advise | Deferred until 2021 | - | - |
| Invest | Currently closed - reopens 2021 | - | - |
Charities with an income of £1.5m or less can now apply for funding between £5,000 - £30,000 over one year.
Charities with an income of £500k or more can apply for capital costs or project costs of £50,000-£100,000 per annum over 1-2 years.
Charities with an income of £1m or less can apply for £10,000-£30,000 over one year to enable people to develop their financial skills.
Charities with an income between £100k and £1m can apply for core costs of between £20,000-£40,000 per year over 2-5 years to relieve financial uncertainty.
Lloyds Bank Colleagues in Scotland can claim UP TO £1,000. Up to £500 is available for fundraising events as well as up to £500 for voluntary time given.