Funding Programmes

Before applying, check out our Hints & Tips video and use our PDF guide to help you complete your application.

Our video and PDF cover off what documents you need to send in and what information could help with your application.

Supporting Positive Change

Launched in February 2019, ‘Supporting Positive Change Across Scotland’ is the Foundation’s five year strategic plan which will see a range of new funding programmes open in 2019 and 2020.

Four strategic aims will determine our programmes of work over the next five years:

  1. We will focus our work and impact on charities that demonstrate they address social exclusion or disadvantage.
  2. We will develop flexible, responsive grant making tailored to the needs of those we support.
  3. We will realise the value of our strategic partnership with Lloyds Banking Group.
  4. As a learning organisation we will work to improve our impact and the quality of what we do and will provide best in class customer service.

Our four funding programmes launching late 2019 and early 2020 are:-
 

Reach

Reach will make positive and lasting change in communities across Scotland. Charities with an income of £1m or less can apply for £1,000-£20,000 over one year to support people through varying stages of their lives.

Change

Change will have a large-scale, long-term, positive impact on charities and communities. Charities with an income of £500k or more can apply for capital costs or project costs of £50,000-£100,000 per annum over 1-2 years to ensure they can provide continued, reliable support for people across Scotland.

Advise

Advise will improve Financial Advice and Financial Literacy for people across Scotland. Charities with an income of £1m or less can apply for £10,000-£30,000 over one year to enable people to develop their financial skills and access the support they need to take greater control of their lives.

Invest

Invest will put charities in a more stable position. Charities must have an annual income of between £100k and £1m, as well as 3 years of Annual Returns lodged and checked by OSCR. Eligible charities can apply for core costs of between £20,000-£40,000 per year over 2-5 years to relieve the pressures they face of financial uncertainty and increased demand.

 

To be eligible to apply for a grant

 You MUST  You cannot apply if
Be a charity registered in Scotland, operational
for more than one year
You are a newly registered charity operational
for less than one year with no accounts lodged at OSCR

Have all your regulatory returns up to date at OSCR and Companies House

You do not have all your regulatory returns up to date at OSCR and Companies House

Supply the latest Annual Accounts with your application that have been CHECKED by OSCR and Companies House (if a Limited company) and SIGNED by both an independent examiner and a member of the Board. Computer generated signatures will not be accepted

You are a charity whose purpose is

  • Political organisation

  • animal welfare

  • the promotion of religion

  • medical research

Submit an application that falls within the criteria for the relevant funding programme and demonstrate you are addressing social exclusion or social disadvantage

You are a charity that redistributes funding for subsequent grant-making to other organisations and /or individuals.

You are only able to submit one application at a time and must wait till you have the outcome of that application before you apply for another of our grant programmes.

You are applying for donations to

  • individuals

  • advertising

  • sponsorship

  • foreign trips

  • overseas projects

If you applied to Reach but received a letter from us saying your application was unable to proceed to full assessment you are able to reapply immediately.

If you are currently in receipt of a Reach grant, you are unable to reapply until one year after the date of receipt of funds it ends.

 

If you applied to Reach but received a letter from us saying your application was declined, you must wait one year from the date of the letter before reapplying for that programme.

Calendar

Programme Open for applications Closing date for applications Charities advised of outcome
Reach 12 noon Monday 10th February 2020
12 noon Monday 11th May 2020
12 noon Thursday 2nd April 2020
12 noon Thursday 2nd July 2020
Approx 12 weeks after closing date
Approx 12 weeks after closing date
Change Currently closed - reopens 2020 - -
Advise Launches early 2020 - -
Invest 12 noon Monday 24 February 2020 Closes 12 noon Thursday 12 March 2020 Approx 12 weeks after closing date

Charities with an income of £1m or less can apply for £1,000-£20,000 over one year to support people through varying stages of their lives.

Charities with an income of £500k or more can apply for capital costs or project costs of £50,000-£100,000 per annum over 1-2 years.

Charities with an income of £1m or less can apply for £10,000-£30,000 over one year to enable people to develop their financial skills.

Charities with an income between £100k and £1m can apply for core costs of between £20,000-£40,000 per year over 2-5 years to relieve financial uncertainty.

Lloyds Bank Colleagues in Scotland can claim UP TO £1,000. Up to £500 is available for fundraising events as well as up to £500 for voluntary time given.