Tips for making funding applications and an overview of some funders who provide grants in Northern Ireland - from NICVA's Members Day session on 1 November 212
Leaving a Legacy of HopeRotary’s Endowment FundChris Offer
How Rotarians and friends of Rotary can support the humanitarian work of The Rotary Foundation with major gifts and bequests to the Endowment Fund. Named endowment funds are described and how The Rotary Foundation recognizes donors. Describes opportunities to support the Rotary Peace Centers.
Presenters will review the new funding model being adopted by The Rotary Foundation on July 1, 2015. The seminar will give the participants suggested specific action steps they can take in their club and district. There will be opportunities for questions.
Fundraising regulator: A New System of Self-RegulationNICVA
A presentation from the Fundraising Regulator on their role as the new Fundraising Regulator: Upholding the Code of Fundraising Practice and implementing the Fundraising Preference Service.
Leaving a Legacy of HopeRotary’s Endowment FundChris Offer
How Rotarians and friends of Rotary can support the humanitarian work of The Rotary Foundation with major gifts and bequests to the Endowment Fund. Named endowment funds are described and how The Rotary Foundation recognizes donors. Describes opportunities to support the Rotary Peace Centers.
Presenters will review the new funding model being adopted by The Rotary Foundation on July 1, 2015. The seminar will give the participants suggested specific action steps they can take in their club and district. There will be opportunities for questions.
Fundraising regulator: A New System of Self-RegulationNICVA
A presentation from the Fundraising Regulator on their role as the new Fundraising Regulator: Upholding the Code of Fundraising Practice and implementing the Fundraising Preference Service.
A presentation of the information research by NICVA and published in State of the Sector VI - delivered to the Institute of Fundraising conference on 12 November 2012.
Independent examination and the role of an independent examinerNICVA
A presentation from the Association of Charity Independent Examiners (ACIE) on what is involved in an independent examination and the role of the independent examiner.
New charity accounting and reporting regulationsNICVA
Presentation from the Charity Commission for Northern Ireland on the charity accounting and reporting regulations for NI charities. Presentation given at NICVA's Charity Finance Conference for Trustees.
Charity Reserves: the good, the bad and the uglyNICVA
A presentation from Gemma Woodward, Executive Director and Director of Responsible Investment at Quilter Cheviot on charity reserves. Presentation given at NICVA's Charity Finance Conference for Trustees.
A presentation on charity fundraising through lotteries, public collections, fundraising events and trading. Presentation given at NICVA's Charity Finance Conference on 8 November 2016.
Financial governance and the role of the boardNICVA
A presentation from Peter McBride, CEO of Niamh and Charit of NICVA's Resources Committee on Financial governance and the role of the board. Presentation given at NICVA's Charity Finance Conference for Trustees on 8 November.
A presentation of the information research by NICVA and published in State of the Sector VI - delivered to the Institute of Fundraising conference on 12 November 2012.
Independent examination and the role of an independent examinerNICVA
A presentation from the Association of Charity Independent Examiners (ACIE) on what is involved in an independent examination and the role of the independent examiner.
New charity accounting and reporting regulationsNICVA
Presentation from the Charity Commission for Northern Ireland on the charity accounting and reporting regulations for NI charities. Presentation given at NICVA's Charity Finance Conference for Trustees.
Charity Reserves: the good, the bad and the uglyNICVA
A presentation from Gemma Woodward, Executive Director and Director of Responsible Investment at Quilter Cheviot on charity reserves. Presentation given at NICVA's Charity Finance Conference for Trustees.
A presentation on charity fundraising through lotteries, public collections, fundraising events and trading. Presentation given at NICVA's Charity Finance Conference on 8 November 2016.
Financial governance and the role of the boardNICVA
A presentation from Peter McBride, CEO of Niamh and Charit of NICVA's Resources Committee on Financial governance and the role of the board. Presentation given at NICVA's Charity Finance Conference for Trustees on 8 November.
Innovate UK’s Young Innovators Awards 2021/22 will award 32 people from diverse backgrounds with a £5,000 grant, one-on-one business coaching and an allowance to cover living costs. This briefing event presented more information about the awards, eligibility criteria, the application process and timelines. Find out more: https://ktn-uk.org/programme/young-innovators/
Writing effective grant proposals for Collections projectsCollections Trust
The Collections Trust has created over £15m in successful grant proposals since 2008. In this presentation, CEO Nick Poole explores what it takes to write an effective grant proposal, what to avoid and where to look for funding.
The elements of building a successful fundraising strategy
*Fundraising in context
*New Zealand's individual giving market
* Strategy options
* Critical success factors
Module 5 explores the concept of funding for creatives- it discusses grants, funding, trading vouchers and other means of funding for your creative business.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
These presentations were part of the main plenary. Slides include Peter Lewis, Andrew Morris and Craig Dearden-Phillips MBE presentations.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Australian small cap stocks can be a popular investment due to their higher growth potential over large cap stocks. If you’d like to gain exposure to small cap stocks, this webinar can teach you how to identify high-quality businesses that can last the distance.
Identify small cap stocks that will last the distancenetwealthInvest
Australian small cap stocks can be a popular investment due to their higher growth potential over large cap stocks. If you’d like to gain exposure to small cap stocks, this webinar by Aberdeen can teach you how to identify high-quality businesses that can last the distance.
Social enterprise: What is it and what to considerNICVA
A presentation by Amanada Johnston from Social Enterprise NI helping participants understand more about what social enterprise is, what you need to consider if thinking about starting a social enterprise, what support is available and gave some examples of local social enterprises.
2. Where does your money currently
come from?
Restricted Unrestricted Income Generation
3. Fundraising Targets
• Fundraising Strategy
• How much do you need
• Set a Target
• How do you currently
fundraise?
• What is your fundraising
capacity?
• Current Income sources
5. “The process of fundraising is the same
for all groups but the mechanisms and
scale are different”
Tobin Aldrich, Director of Communications and
Fundraising at WWF, UK.
6. Ten Reasons Why Applications
Succeed
1. Applicant is eligible – has charitable status.
2. Project is well planned and clearly evidenced.
3. Applicants present their project clearly and concisely
on the application form.
4. The applicant demonstrates that they meet the
criteria and approaches the appropriate funder.
5. Applications are made with monitoring and
evaluation processes in place
7. “Ten Reasons Why Applications
Succeed” (2)
6. The budget is clear and there is convincing
financial management procedures.
7. The applicant doesn’t miss the deadline.
8. The applicant “does not plead poverty.”
9. The application enclosures are complete,
accurate, up to date and enclosed.
10. The applicant doesn’t ask for too much
8. Funders comments
• Answer ALL the questions
• Write in your own language
• Check figures, often don’t add up
• Don’t ask for too much
• Not continuation funding
• Read instructions & guidelines
• Consider average grants
9. Planning Process
• Before – Do your research – also plan to
ensure no last minute calamities
• During – attention to detail to ensure a
confident application
• After – finishing off well – check details
10. YEAR PLAN
2013
2013 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
JANUARY Fundraising Strategy/set targets
Fundraising Strategy/set targets
FEBRUARY
Apply to Ireland Funds
Apply to Ireland Funds
MARCH
Apply to Awards for All
Apply to Awards for All
APRIL
MAY Decision from Awards for All
JUNE Decision from Ireland Funds Awards for All project begins
Awards for All project begins
JULY
Ireland Funds Project begins
Ireland Funds Project begins
AUGUST
SEPTEMBER
Apply to Lloyds TSB Foundation
Apply to Lloyds TSB Foundation
OCTOBER
NOVEMBER
DECEMBER Monitoring returns for Ireland Funds
Monitoring returns for Ireland Funds
11. Aims and Outcomes
• Aims: your aims are the areas of change you intend
to achieve through your project and which stem
directly from the needs of your clients.
• Outcomes are all the changes and effects that
actually happen as a result of your work, expected or
unexpected, welcome or unwelcome. The outcomes
you hope to see are all the specific changes that will
help you to achieve your aims.
12. But but but
• We’re too small
• We’ve no resources
• We don’t have the
right expertise
• We don’t have time
13. “What do you want the grant for?”
• No point applying because there is funding
• Half-baked will be seen through and could
damage long term credibility
• The funder is expecting a clear description of
exactly what their money will be spent on.
• Be specific with what you are asking for
• Break down the need and the relevant costs
14. How do you know the project is
needed?
Funders look for clear evidence of need for projects
they intend to fund.
• Statistics from a recognised source
• Short quotes from clients
• Surveys, questionnaires or hold public meetings.
• Research carried out by other groups or agencies
e.g. local Health and Social Services Trust.
• Let the funder know you have done your homework!
15. Issues to research
• Total Grants Budget
• Copy of Annual Report/Accounts
• Application deadlines, meeting dates
• When is the best time to apply
• What do trustees particularly look for
• How are applications assessed
16. Deeper Research
• Speak to the Trust
• Look into past grants, history of the trust
• Speak to organisations who have been
successful
• Speak to funding advisers
• Investigate, speak to Trustees
• Look at accounts/annual report
17. Completing the Form
• Check Eligibility
• Imagine the Funder’s Perspective
• Matching Your Aims and Objectives with the
Criteria of the Funder
• Be Clear and Concise
• Be Honest and Accurate with Information
• Reference documents / enclosures
• Recruit helpers, delegate tasks
• Schedule time
19. Monitoring
Collect information:
• Before the project - on the situation now
• During and after the project on - what you did (on your
activities (outputs) and the changes you brought about
(outcomes))
You will instinctively be collecting data, but you need to
take time and planning to collect information in an
organised and routine manner.
Good monitoring data provides you with a sound basis
for judgements (evaluation) and information to give to
funders.
20. Evaluation
Evaluation involves judging the successes and failures
of your project or organisation, often based on an
analysis of your monitoring information.
•Analyse the data and make judgements
•During and after the project to judge your success and
the impact you had.
•Identify what you have learnt, particularly what works
and what doesn’t and share findings
•Be open and honest in the evaluation process
22. Grant-making Trusts/Foundations
Estimates
•Around 9,000 Trusts in the UK
•The largest 2,500 give £3 billion each year
•Make up estimated 10% of voluntary sector
income in Northern Ireland
23. Trusts/Foundations 2011
• Wellcome Trust £642m
• Comic Relief (2011) £100m
• Leverhulme Trust £53m
• Wolfson Foundation £49m
• Gatsby Charitable Foundation £45m
• Sainsbury Family over £1 billion (18 Trusts)
• Garfield Weston Foundation £40.5m
• Esmee Fairbairn Foundation £40m
• Henry Smith - £28.8m
24. Henry Smith 2012
• Kids together West Belfast - £6,450
• Lisburn Downtown Centre - £9,000
• Dunnaman Childrens Centre - £2,000
• Link Family and Community Centre - £96,000
• 2012 Total for NI so far – £312,350
25. NI Charitable Trusts
• Small in comparison to UK.
• At least £50m per annum.
– Community Foundation NI – Various
– Ulster Garden Villages – Quality of life
– Victoria Homes Trust – Homelessness,
drugs
– Lloyds TSB Foundation – disadvantaged
communities
26. Case Study – Ireland Funds
•Estimated €1 million per annum in small grants
•Supporting a shared future for N Ireland
–In 2011 - 208 applications in NI
–31 Supported = success rate of 15%
–Average grant in NI = £4,225
–Biggest mistakes - Requests outside guidelines
–Incomplete applications/budgets/contacts
–Project description – Hitting send!
27. Common Criteria
• New and innovative methods of tackling
problems
• Responses to newly identified needs
• A one-off item of equipment or project
• Short-term projects
• Targeting at most disadvantaged
• Activities for which other forms of fundraising
is difficult
28. Common Exclusions
• Core / on-going running costs
• Current salaries / projects
• Retrospective costs
• Long-term funding
• Non-registered charities
• Work outside the UK
• Large capital projects
• Replacing statutory funding / responsibility
33. National Lottery in NI
• Arts Council of Northern Ireland
• Sports Council of Northern Ireland
• Heritage Lottery Fund
• Big Lottery Fund
• NI Screen
• Unltd
34. Government
• Central Government/Agencies
– UK Government Departments
– ROI Government
– NI Executive Departments
– Northern Ireland Government
Agencies
– Semi-Statutory Bodies
• Local Government
• Social Investment Fund
35. European Union 2007 - 2013
• Peace III – €324m
– Positive relations are built at the local level
€140m
– The Past is acknowledged €50m
– Creating Shared Public Spaces €82m
– Key Institutional Capacities are developed for a
shared society €40m
– Technical Assistance €12
• Community Initiatives and Budget Lines
• Competitiveness and Employment
37. Social Media
• Must have a presence
• Follow important funders/contacts
• Apply via Facebook
• Vote via Facebook
• Let people fundraise for you via social media
• Be aware of calls for application
• Deadlines published
38.
39.
40.
41.
42. Strategy/Hit List
• Key Targets - Local Council, Big Lottery
Fund, Lloyds TSB Foundation
• Middle Ground - Henry Smith Foundation,
Garfield Weston Foundation, Ulster Garden
Villages
• Long Shots - Clothworkers Foundation,
Bombardier Aerospace Foundation
43. Recession and other impacts
• Some Trusts income significantly down
• Knock on effect less grants and lower
amounts
• Sustainability of some groups called into
question
• EU Funding has had a detrimental effect on
applications to trusts
• Not all bad – some trusts have bucked the
trend
44. Final Tips
• Properly plan and cost you projects
• Thoroughly research funder
• Apply in good time
• Read and use the guidelines
• Fully complete the form with all enclosures
• Keep records
• Make several applications
Grants only part of overall strategy which you must have and this means not just getting grants but looking at other sources What does it take to keep your organisation running Are you utilising all your resources – match funding from banks etc? Is your committee working for you – have you volunteers Look at where you currently get income
Planning is essential Unclear and untidy will not help your case – writing outside boxes Time is given and set aside for this
Don’t apply near big events / bank holidays
You do you do you do!! This is all about planning
If you know a trustee – trusts can be flexible and have some personal interest - can advise you on whats likely to succeed History of trust/background/ethos More time researching – better application will be
Get someone that knows nothing about your organisation to have a look over your form in case you use jargon familiar to you but unfamiliar to funders
Handout
Restricted versus non restricted Most times what you are looking for isn’t something that funders are looking to fund. Essentially they want receipt based funding – closed ended and clear cut
Modernisation Fund – Department of Foreign Affairs Social Investment Fund - £80 million in 2 years – spent in certain areas
Can’t sit back and wait – must go out and look so follow the proper people on these sites