Once our Trustees have approved a grant, we will write to you outlining the terms and conditions, what we need in terms of reports and how we will make payments. This letter will be sent by post and usually includes a cheque for the first grant installment.
We monitor grants throughout their life cycle and will ask you for reports and financial information at specified intervals.
We need to learn from the outcomes of the grants we make, which means keeping in touch with the programmes we fund. We like to fund those who are thoughtful and reflective about their work.
We expect you to monitor and review progress and not be afraid of changing course if necessary. You should let us know if anything significant changes during the course of the grant, such as the financial condition of the charity, the senior management team, or something which could materially affect the purpose for which the grant was made.
Your successes are important but we realise that we often learn most when things do not go according to plan, or even fail. If this happens, we need you to be open with us so that we both learn from the work we fund.
The practicalities of reporting
If the grant is a single payment, we will ask you to send us a report after one year.
Most of our grants are for two or three years. You will need to provide reports one year after the previous payment was made to trigger the next installment. We also expect a final report at the end of the grant period.
One month before the report is due we will send you an email. This acts as a reminder and includes some standard questions. We want to hear how things are going and how the work has made a difference.
If you have applied unsuccessfully you must wait one year from the date of the decision before you reapply.