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Making a Better Ask 
James Bird – BBC Children in Need 
Mike Lewis – Lloyds Bank Foundation
As funders we want to give away money
• Not focused on needs and outcomes 
• Missing information 
• Insufficient evidence of disadvantage 
• Poor planning 
• Poor monitoring and evaluation 
• Not clear what the project will do
Planning
What are the needs we want to address?
Outcomes
Outcomes (Differences) 
The changes that come about as a result of your 
activities 
Outcomes can happen at many levels and for many 
different people
Know Your Funder
Understand Criteria
UNDERSTANDING ELIGIBILITY CRITERIA 
• WHY HAVE GUIDELINES AND CRITERIA? 
• HAVING THE CORRECT KEY TO UNLOCK THE DOOR 
• GRAB A CUP OF COFFEE - TAKE TIME TO READ, THEN RE-READ 
THE FUNDERS ELIGIBILITY CRITERIA AND 
GUIDELINES 
• CORNERSTONE OF A GOOD APPLICATION 
• WHERE TO GET HELP?
Follow Instructions
FOLLOW INSTRUCTIONS 
• CHECKLISTS ? 
• ATTACHMENTS – BUSINESS PLAN, BUDGETS, 
ACCOUNTS, JOB DESCRIPTIONS, BANK 
STATEMENT….. 
• AVOID THE `SEE ATTACHED` SYNDROME
Be Concise and Proofread
Be direct and clear and to the point
Read then read then read again
Budget
BUDGET 
ORGANISATION: 
• GOOD FINANCIAL RECORDS 
• MANAGEMENT 
• RETURNS 
• FORECASTS/PROJECTIONS 
• SUSTAINABILITY PLANS 
PROPOSAL: 
• KIV – REFLECT BACK TO NEED, 
AGREED ACTIVITY/SERVICE TO 
ADDRESS THIS THEN DECIDE 
RESOURCES REQUIRED 
• FULLY COST RESOURCES 
NEEDED NOT FUNDERS LIMITS 
• CHECK WHAT FUNDER 
WILL/CAN FUND – CRITERIA 
• CONSIDER PLAN B AND C?
Who we are: Lloyds Bank Foundation
Lloyds Bank Foundation - new strategy 
23
24 
Our new focus 
Multiple 
disadvantage 
Transition points 
Targeted and 
holistic work 
Breaking and preventing 
cycles of disadvantage 
Outcomes focused
3 grant programmes 
25 
ENHANCE 
A grants plus model - offering an optional range of support to strengthen the 
effectiveness of those we fund
Contact details 
Web address: www.lloydsbankfoundation.org.uk 
Phone number: 0870 411 1223 
GM’s email address: mlewis@lloydsbankfoundations.org.uk 
26 
GM’s mobile number: 07802540793
Who we are: BBC Children in Need
Our 3 Ambitions 
Every child in the UK has: 
• a safe childhood 
• a happy and secure childhood 
• the chance to reach their potential
We fund projects that: 
• Make a difference 
• Tackle disadvantage 
• Are run by not-for-profit organisation 
• Work with children and young people aged 0-18 
• Work in the UK, Channel Islands and Isle of Man 
Check the website 
guidance to 
ensure you are 
eligible: 
bbc.co.uk/pudsey
Questions
:
James Bird 
National Officer - Wales 
James.bird@bbc.co.uk 
02920 323855 
Mike Lewis 
Grant Manager Wales 
MLewis@lloydsbankfoundation.org.uk 
0870 411 1223 
www.lloydsbankfoundation.org.uk

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Meet the Funders - Lloyds Bank and Children in Need

  • 1. Making a Better Ask James Bird – BBC Children in Need Mike Lewis – Lloyds Bank Foundation
  • 2. As funders we want to give away money
  • 3.
  • 4. • Not focused on needs and outcomes • Missing information • Insufficient evidence of disadvantage • Poor planning • Poor monitoring and evaluation • Not clear what the project will do
  • 6.
  • 7. What are the needs we want to address?
  • 9. Outcomes (Differences) The changes that come about as a result of your activities Outcomes can happen at many levels and for many different people
  • 10.
  • 12.
  • 14. UNDERSTANDING ELIGIBILITY CRITERIA • WHY HAVE GUIDELINES AND CRITERIA? • HAVING THE CORRECT KEY TO UNLOCK THE DOOR • GRAB A CUP OF COFFEE - TAKE TIME TO READ, THEN RE-READ THE FUNDERS ELIGIBILITY CRITERIA AND GUIDELINES • CORNERSTONE OF A GOOD APPLICATION • WHERE TO GET HELP?
  • 16. FOLLOW INSTRUCTIONS • CHECKLISTS ? • ATTACHMENTS – BUSINESS PLAN, BUDGETS, ACCOUNTS, JOB DESCRIPTIONS, BANK STATEMENT….. • AVOID THE `SEE ATTACHED` SYNDROME
  • 17. Be Concise and Proofread
  • 18. Be direct and clear and to the point
  • 19. Read then read then read again
  • 21. BUDGET ORGANISATION: • GOOD FINANCIAL RECORDS • MANAGEMENT • RETURNS • FORECASTS/PROJECTIONS • SUSTAINABILITY PLANS PROPOSAL: • KIV – REFLECT BACK TO NEED, AGREED ACTIVITY/SERVICE TO ADDRESS THIS THEN DECIDE RESOURCES REQUIRED • FULLY COST RESOURCES NEEDED NOT FUNDERS LIMITS • CHECK WHAT FUNDER WILL/CAN FUND – CRITERIA • CONSIDER PLAN B AND C?
  • 22. Who we are: Lloyds Bank Foundation
  • 23. Lloyds Bank Foundation - new strategy 23
  • 24. 24 Our new focus Multiple disadvantage Transition points Targeted and holistic work Breaking and preventing cycles of disadvantage Outcomes focused
  • 25. 3 grant programmes 25 ENHANCE A grants plus model - offering an optional range of support to strengthen the effectiveness of those we fund
  • 26. Contact details Web address: www.lloydsbankfoundation.org.uk Phone number: 0870 411 1223 GM’s email address: mlewis@lloydsbankfoundations.org.uk 26 GM’s mobile number: 07802540793
  • 27. Who we are: BBC Children in Need
  • 28. Our 3 Ambitions Every child in the UK has: • a safe childhood • a happy and secure childhood • the chance to reach their potential
  • 29. We fund projects that: • Make a difference • Tackle disadvantage • Are run by not-for-profit organisation • Work with children and young people aged 0-18 • Work in the UK, Channel Islands and Isle of Man Check the website guidance to ensure you are eligible: bbc.co.uk/pudsey
  • 31. :
  • 32. James Bird National Officer - Wales James.bird@bbc.co.uk 02920 323855 Mike Lewis Grant Manager Wales MLewis@lloydsbankfoundation.org.uk 0870 411 1223 www.lloydsbankfoundation.org.uk