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1 Trevor Smale Grant Manager, South West

1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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Page 1: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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Trevor SmaleGrant Manager, South West

Page 2: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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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)

Page 3: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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Our new strategy

Page 4: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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Our New Focus

Multiple disadvantage

Transition points

Targeted work

Breaking and preventing cycles of disadvantage

Outcomes focused

Page 5: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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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

Page 6: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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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

Page 7: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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What’s available? - 3 programmes

ENHANCE A grants plus model - offering an optional range of support to strengthen

the effectiveness of those we fund

Page 8: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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How to apply

Page 9: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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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

Page 10: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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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

Page 11: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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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!

Page 12: 1 Trevor Smale Grant Manager, South West. 2 Who we are A registered Charity Since inception over £330m invested in over 42,000 charities Independently

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Web address: www.lloydsbankfoundation.org.ukHQ phone number: 0870 411 1223

My phone number: 07770 925 946My email address: [email protected]

Any questions?