Transcript Slide 1

Gary Beharrell
Regional Grant Manager
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Overview
• Who we are
• Our new strategy
• Why we have changed
• How this affects grant holders
• Overview of the new criteria
• Funding and support available
• How to apply
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Who we are
A
registered
Charity
Since inception
over £330m
invested in over
42,000 charities
Income covenanted
Independently run
from Lloyds Banking
Group (nine year
rolling agreement)
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Our new strategy
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Why we have changed
STRATEGY 2014 - 18
• Focus where we can make the most difference: young
people and adults facing multiple disadvantage at key
stages in their lives
• Flexible and longer-term funding options
• More than just funding
CONTINUE OUR ONGOING COMMITMENT TO :
• Supporting small and medium sized charities
• Committed to funding core costs
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What about the Community Programme?
Community Programme ended Feb 2014
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Impact on Community Programme grant holders
Current grant holders
• Grant will continue for period agreed
Previous grant holders
• Check new criteria
• No longer have to wait 1 year to reapply
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Our New Focus
Multiple disadvantage
Transition points
Targeted and holistic
work
Breaking and
preventing cycles of
disadvantage
Outcomes focused
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Our new criteria – your organisation
• Registered Charity
• 1 year track record of delivery
• At least 3 Trustees
• 1 year of published accounts
• Income between £25,000 and £1m
• Free reserves less than 12 months expenditure
• Must work mainly in England and Wales
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Our new criteria – the people you work with
You must work with people aged 17 years of age and over who are experiencing at least
one of the following issues:
People who have been abused or are at risk of abuse
People who are victims of sexual exploitation
People who are ex-offenders or those at risk of offending
People who are long term unemployed
People leaving care
People who are homeless
People with learning disabilities
People with mental health and well being issues
People with addictions
People who are isolated and vulnerable
People with severe financial difficulty as a compounding disadvantage
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Our new criteria – transition points
You must work with people experiencing multiple disadvantage
at one of the critical points in their life.
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Our New criteria – what we don’t fund
Type of organisation
• Hospitals, health authorities, hospices
• Rescue services
• Schools, colleges, universities
• Animal charities
Type of work
• Capital purchases, building work
• Statutory responsibilities
• Medical care, medical equipment, medical research
• On-line or telephone advice services
• Events and short-term interventions e.g. holidays
• Environmental, arts, sports
• Promotion of religion
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What’s available? - 3 programmes
ENHANCE
A grants plus model - offering an optional range of support to strengthen
the effectiveness of those we fund
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INVEST programme
Invest
Must be able to evidence need
Up to £25k pa for up to 6 years
Must meet focus on multiple disadvantage and transition
Will support core or project costs
Must meet at least one of the Transition Outcomes and at
least one of the Progression Outcomes
Must have systems in place to monitor outcomes
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INVEST programme outcomes
TRANSITION OUTCOMES
PROGRESSION OUTCOMES
(examples:)
(examples)
• Safe, independent and able
to make positive choices
• Becoming employed
•
Improved safety
•
Improved physical health
• Have not re-offended (in the
previous 6 months)
• Achieved accredited
qualification
•
Improved mental health
•
Reduced isolation/increased
support networks
• Progressed into or re-entered
education or training
• Safely managing addictions
•
Improved employability
• Progression into safe and
suitable accommodation
• Reduced substance
misuse/addictive behaviour
• Managing a tenancy and
accommodation
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INVEST programme example
FROM PRISON INTO LEARNING SKILLS
AND SEEKING EMPLOMENT
A charity that works on a 1:2:1 basis with
high risk /multiple offenders.
Transition Outcomes : Have not
reoffended
Progression Outcomes: Improved self /
esteem , improved basic skills, improved
employability
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ENABLE programme
Enable
Must meet focus on multiple disadvantage
and transition
Where a charity has identified a specific
organisational development need
Must have a clear plan of activities
Total grant of up to £15k up to 2 years
Must meet at least one of the Enable
programme outcomes
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ENABLE programme outcomes
IMPROVED ACTIVITIES AND SERVICES
• (Including pilots; assessment of needs; user satisfaction; service reviews; project planning; collaboration
with others)
IMPROVED LEADERSHIP/GOVERNANCE
• (Including review of board/committee policy and practice; trustee training; involving users; change
management; social entrepreneurship)
IMPROVED STRATEGIC PLANNING/POLICY
• (Including business planning; fundraising strategies/income generation/ policy/procedure reviews)
IMPROVED STRUCTURES/SYSTEMS
• (including finance controls; human resources; management of volunteers; risk management; monitoring
frameworks; impact assessment)
IMPROVED COMMUNICATIONS
• (Including marketing and communications; website development; reaching new audiences; recruiting
volunteers)
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ENABLE programme example
FROM HOMELESSNESS TO ACCOMMODATION AND LIFE
SKILLS
A charity provides practical support, accommodation
and work experience for homeless people and those at
risk of homelessness to help them to resettle in the
community
Transition Outcome: progress to safe and suitable
accommodation.
Progression Outcomes: Improved physical health,
Improved mental health, managing a tenancy and
accommodation, improved living skills.
Enable Outcomes: Improved Leadership / Governance
and Improved Strategic Planning.
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ENHANCE programme
Enhance
Must be in receipt of either an Invest or an Enable
grant.
Support Providers currently include:
Lloyds Banking Group colleague support, Charities Evaluation Services,
Triangle Consulting and a long list of independent consultants
A range of tailored support to help to strengthen the
effectiveness of those we fund in reaching
disadvantaged people
Support is optional
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How to apply
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What next?
Successful application
• Monitoring visits and reports
• Continuation funding
• Enhance offer if appropriate
Unsuccessful application
• Feedback
• Reapplying
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Any questions?
Web address: www.lloydsbankfoundation.org.uk
Phone number: 07734 973060
GM’s email address: [email protected]
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