This document summarizes the work of a large UK community grant maker charity that has invested £297 million in 42,000 charities over 25 years. It discusses the types of charities and projects it funds, which focus on lasting changes that help disadvantaged people. It also outlines the support it provides applicants and grantees, such as guidance on demonstrating impact, fundraising assistance, and promoting grantees' work. A survey of over 650 past grantees found that most are pursuing additional funding sources and cutting costs, and need support with core costs, fundraising, and business planning.

1. Getting the most from
funding relationships
Linda Kelly, Chief Executive

2. Getting to know each others
needs

3. A leading community grant maker
for 25 years
• A registered charity
• £297m invested in 42,000
charities
• Independently run
• Income deeded from
Lloyds Banking Group
(£25m in 2011)

4. At the heart of our work
Supporting small &
medium charities that
help disadvantaged
people who live in
England or Wales to
play a fuller role in the
community

5. Our focus is on lasting change
• Support for charities
that deliver lasting
changes for
individuals and/or
communities
• Charities must show
tangible changes for
users

6. Our commitment to core costs
• In the last three years,
we invested £56.8m in
core costs and
showed it made a
difference to
beneficiaries / users &
also created value to
the charities

7. Supporting jobs and
volunteering
• 1,929 existing roles were supported
• 641 new roles were created
• Total of 2,571 roles supported
• 12,358 volunteers directly supported

8. Helping to gain funding
• 30% reported other funding was maintained
as a result of grant
• 30% reported other funding increased as a
result of our grant
Gaining funding from other sources was
facilitated

9. Spending the money promptly
• 90% spent the money on time
• 94% on purpose
• Only 4% was cancelled or refunded the grant
Very high % have spent on time and on
purpose.
The smaller the charity the higher the delivery!

10. What do we look for?
• Good governance
• Good planning
• Ability to articulate
and demonstrate the
difference your work
makes to your
beneficiaries

11. What do we look for?
• Good support for
staff and volunteer
development
• Well run day to day
finances
• Appropriate
reporting to
statutory bodies

12. What about your needs?

13. Our 2011 Funding Survey
• Over 650 charities responded
• Conducted in September/October
• Income from less than 10K to £5m (42%
between £101 - £300k)
• Split across all areas of disadvantage
• Geographical spread throughout England
and Wales

14. Sourcing Additional Funding
• 71% are developing new funding streams
• 69% are developing new and existing
services
• 48% are looking for more social enterprise
opportunities
• 42% are tendering for more contacts
• 40% have done more bidding in consortia
• 34% are charging more for services

15. Exploring new fundraising avenues
• 83% voluntary sector grants (trust/foundations)
• 73% public sector grants
• 72% public service contracts
• 66% private sector sponsorship/donations
• 66% from general public

16. Looking at ways to cut costs
• 56% reviewing services they use
• 47% looking to work more collaboratively
• 45% sharing resources
• 39% are reducing part time staffing levels
• 31% reducing full time staffing levels
• 29% planning to stop/reduce expansion
plans
• 9% looking at mergers

17. What support is needed?
• 87% said core costs is
area they most need
funding for
• 35% said that
fundraising support
would be most useful
support to help charity
become more
sustainable

18. What support is needed?
• 18% would like support
to raise their profile
• 13% assistance with
business planning
• 10% help with
contracting support

19. Our commitment in tough times
• Maintaining a
consistent level of
funding - £25.24m
income next year too
• Simple, single grant
process with online
eligibility
• Continued commitment
to core costs

20. How do we support your work?
• From initial request
• Online eligibility test
• Early identification of suitability for funding
• Advice on other sources of funding
• During the application process
• Chance to articulate and show the difference
your work makes at assessment meeting
• Application only advised once assessed and
fits guidelines

21. How do we support your work?
• During the lifetime of a grant
• Help with demonstrating benefits of work
• Media Guide to assist with media relations /
promotion
• Foundation promotes the work of charities –
press releases, annual reports, MPs flyer
• Parliamentary receptions / networking events

22. Getting to know each others
needs
www.lloydstsbfoundations.org.uk