Once our Trustees have approved a grant, we will write to you outlining the terms and conditions, as well as what we need in terms of reporting. This letter will be sent by email and sets out what financial information we need from you in order to make electronic payments.
We monitor grants throughout their life cycle and will ask you for reports and financial information at specified intervals, usually on a yearly basis.
We want to learn from the outcomes of the grants we make, which means keeping in touch with the organisations 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 promptly 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. You do not need to wait until the formal reporting point to inform us of such developments.
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 instalment. 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 receive a grant we ask you to wait for one year after the grant has ended before you reapply. We may consider a continuation grant in very exceptional cases – you should contact Dorothée Irving, Head of Grants on 020 7451 1471 or email firstname.lastname@example.org to discuss this.
If you have applied unsuccessfully you must wait one year from the date of the decision before you reapply.
If you wish to use our logo in an annual report, advert or elsewhere, please contact Emma Clarke, Grants Assistant via email email@example.com or on
020 7451 1476. We have no specific requirements for acknowledging our grant.