Benefits to Donors

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Fundholder Service

  • Allocation of Fund Manager
  • Production of application documentation criteria, application forms, online access and guidelines
  • Promotion and marketing of Named Fund to local groups across an agreed geographic area
  • Handling enquiries and sending out application forms
  • Provision of advice and support to groups in completing applications
  • Review of Expression of Interest. Invitation to Full application and independent Assessment
  • Assessing applications to ensure they meet the criteria specified by the donor including:
    • Establishing the financial position and governance of applicants to ensure funds are used for the correct purpose and will be managed properly
    • Checking applications to ensure they are authentic and adhere to Equal Opportunities and child protection/vulnerable people policies
    • Liaison with all applicants to get a more detailed understanding of the project, its full potential and capabilities
  • Support and administration of local grant panel meetings held with client
  • Making payments from your Fund to successful groups in line with agreed fund criteria
  • Notifying unsuccessful applicants with feedback and where possible signposting them to another fund
  • Providing annual Fund statements including details of all amounts applied for and grants awarded, projects supported, numbers benefiting, nature of groups and breakdown of geographical areas
  • Financial management, accounting and ensuring independent auditing
  • Annual returns to the Charity Commission and Companies House
  • Trustees to undertake regular investment reviews, monitoring inspections and revisit the agreed criteria
  • Regular agreed meetings with donor
  • Full review of the Fund and evaluation report every five years
  • At all times clients have responsibility for overseeing the Fund criteria, selecting a grant process to suit their needs, and awarding grants that meet their ethos