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GRANT APPLICATION GUIDELINES

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Please read and follow these guidelines carefully in order to avoid delays in the consideration of a grant

The purpose of these guidelines is to give grant applicants information to help them make an effective grant application to the Geoffrey Watling Charity.

The objects of the Charity are to apply the income of the trust fund to such charity or charities or for such charitable purposes as the Trustees in their discretion may from time to time determine. The area of benefit is generally within the County of Norfolk and Waveney District of Suffolk.

The Trustees welcome all grant applications that conform to the guidelines. Applications towards a specific project are more likely to be looked on favourably by the trustees than those to help core costs or salaries.

The Trustees meet 4 times each year. Grant requests may be made at any time.

The Trustees will not consider grant applications from organisations which have not submitted their annual accounts / Annual Return to the Charity Commission or to Companies House. Please therefore ensure that your returns are not overdue.

What will happen to the application?

Applications may be for capital works or revenue costs of a fixed duration.

The grant application form is the document that will be reviewed by the Trustees, therefore please keep the information on the form as simple as possible and avoid the use of technical terms and jargon.

If you are downloading the paper form from our web site please note that once completed it must fit 1 side of an A4 sheet of paper. Please type your application on the form wherever possible. Do not put “please see attached” or refer to any other documents or information within the summary of appeal.

The application may be made on line in which case please follow the instructions, including supporting information where shown before submission.

Receipt of applications will normally be acknowledged within 10 working days at which time you will be given an indication of when the application is likely to be considered by the Trustees and will be advised whether sufficient information has been received.

Once an application has been considered the decision of the Trustees, which is final, will normally be notified to the applicant within 10 working days of their meeting. Whether the application is successful or not applicants are expected to wait a minimum of 2 years before applying again.

In the event of a successful application the Trustees applicants are encouraged to publicise their funding from The Geoffrey Watling Charity, copies of the Charity logo may be used and are available on request in a variety of formats.

The Charity may issue press releases advising of grants given and will list details of recent grants made on its website. The Charity may link the applicant’s website to its own website.

Submitting an Application

The Application Form should be completed by a Trustee or other authorised person on behalf of your organisation. The following supporting information should also be included with the application:

  • 1. A set of the most recent accounts of the applicant organisation, unless these are readily available on the Charity Commission or another website, in which case please advise the appropriate website address.
  • 2. A copy of your ‘reserves policy’, which the Charity Commission asks all charities to agree. We need to see that (a) you don’t already have the necessary funds for your project, and (b) your organisation is financially viable.
  • 3. A description of the proposal and the reason it is needed. Please summarise the need you are trying to meet and provide a summary of or reference to any evidence for it.
  • 4. What is the total cost? Please provide a detailed budget for the project, with any relevant copies of quotations, estimates etc. Please note that any grant made will not usually be paid until the project for which funding is sought is fully funded. It is expected that any grant will be spent or legally committed within a maximum of 12 months after payment. Until a grant has been spent or legally committed the trustees reserve the right to withdraw the grant in whole or part.
  • 5. When do you expect to start and finish? How will ongoing funding be obtained, if applicable?
  • 6. How will you monitor and evaluate the proposal? The Charity will require a progress report or other evidence as to how the money has been spent.
  • 7. How much are you asking the Geoffrey Watling Charity for? Whilst there is no upper limit on the size of grant, funding of more than £30,000 per application is unlikely.
  • 8. What methods of fundraising are you using for the proposed project? The Trustees will wish to see that you are actively pursuing all appropriate sources of funding. Who else have you applied to and when is their decision expected? Have you considered other ways of finance? (grant, loan, mortgage etc.?) Have you thought about phasing the expenditure to reduce the cost?
  • 9. As well as organisations which are registered with the Charity Commission applications will be accepted from local churches which are excepted charities and which are listed on their denomination’s website. Other organisations which are not registered with the Charity Commission should provide a reference for their organisation from an individual who is unconnected with the running or management. The referee should confirm how they know the organisation and provide their opinion on the work being done and the charitable project for which funding is sought.
  • 10. The trustees would wish any publicity or press release regarding the project to include an acknowledgement of the grant from the Geoffrey Watling Charity. Please also send any relevant recent publicity material, newsletter etc., which may support your application.

Please e-mail or mail your application and supporting documents, post fully paid, to the Geoffrey Watling Charity at 8a Ber Street, Norwich NR1 3EJ. If sending the application in the post please do not send it by the recorded or ‘signed for’ service.

The Trustees reserve the right to amend the guidelines without notice. The issue of an application form or correspondence concerning an application does not imply that the application will be considered or that any grant will be made; this is at the absolute discretion of the Trustees.