Supporting Positive Change Across Scotland

Launched in March 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.

You can find out more information in our March 2019 Newsletter.

Man with Guitar in class room playing to two children
Developing and improving local communities

Within any community, there will be a diverse collection of individuals and charities tackling local issues. Some issues will be unique to the local area, others will be replicated across the country or parts of it. We feel it is important to help individuals and groups work together to ensure a better quality of life within their community. Practical ways of making this happen may include:

  • Initiatives designed to encourage the involvement in the community of those too often excluded 
  • Working with people on low incomes, at risk from poverty or with problems finding accommodation 
  • Improving the standard of local facilities 
Citizens Advice Bureau staff with oversized cheque
Financial literacy and financial inclusion

Making informed judgements and taking effective decisions regarding money are important skills, which some people can find to be beyond their grasp. Building the confidence and competence of everyone about finance is a particular priority for Bank of Scotland Foundation. In order to achieve this, we a’re committed to supporting financial literacy and financial inclusion right across Scotland. We aim to help make these essential skills both easy and accessible for all.

Initiatives that we are particularly interested in supporting are:

  • Promoting financial awareness and money advice
  • Enhancing debt counselling services within the community
  • Supporting life-skills in all age groups and sections of the community

Medium Grants Key Information



Applications are accepted between £10,001 and £25,000 for the Medium Grants Programme, which are awarded for one year only. All grant requests must be made using the standard Medium Grants Application Form

Applications can only be accepted from charities registered in Scotland.

There are certain activities and organisations that Bank of Scotland Foundation does not support:

  • It does not make donations to discriminatory or political organisations and does not provide funding to promote religion.
  • Bank of Scotland Foundation does not support animal charities or medical research.
  • Bank of Scotland Foundation does not support organisations that redistribute funding for subsequent grant-making to other organisations and /or individuals.
  • Bank of Scotland Foundation does not make donations to individuals or for advertising or sponsorship.

If we have any questions about your application we would like to have a short telephone interview with you within 4 weeks of the closing date. We will not contact all applicants and getting a request for an interview does not provide any indication of the success of your application.

All applicants will be informed in writing of the Trustees' decisions approximately ten weeks from the closing date for applications.

Closing Dates

Closing Dates

Applications will be accepted until 12 noon on each closing date.

If successful, charities must leave at least one year after receipt of funding before applying again to the Medium Grants Programme.

If unsuccessful, charities must leave at least one year between applications.

All applicants will be informed in writing of the Trustees' decisions approximately ten weeks from the closing date for applications.

The medium grants application programme will close for a 2 week period after a closing deadline. 

The next closing date will be 12 noon Thursday 4 April 2019.

Application Form

Application Form

It is important to read the guidelines before completing your Application Forms. 

You are eligible to apply for a Medium grant if you meet the following;

  • A charity registered in Scotland with OSCR. 
  • Your Annual Return and Annual Accounts supplied with the application have been CHECKED by OSCR and Companies House (if a Limited company). 
  • All regulatory returns are up to date at OSCR and Companies House (if a Limited company). 
  • The application falls within the funding criteria of the Bank of Scotland Foundation (see Medium Grants Guidelines
  • You have not applied for a Medium Grant in the last 12 months. 
  • A copy of your SIGNED Annual Accounts is included with the application.
  • A copy of your Constitution is included with the application.

Only fully completed Application Forms with a full set of supporting documents will be able to proceed to assessment.

To apply online please use the link below. If you require any assistance please telephone the Bank of Scotland Foundation team on 0131 300 9006.



All charities who receive a Medium Grant are asked to complete an Evaluation Form. The completion of the Evaluation Form is part of the terms and conditions of receiving a grant and if this is not done it may preclude the charity from being eligible for future funding.

If you have received a grant from the Medium Grants Programme please download and complete an Evaluation Form, the password to open the form is in the letter advising you of your reward or can be obtained by contacting the Foundation directly. The evaluation form should be completed, signed and returned to the Foundation within 12 months of receipt of payment. Please ensure the form has been signed and dated on the final page.