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Grant Manager: Sara Cooney

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Overview

•Who we are

•Our new strategy

•Overview of our new eligibility and funding criteria

•New Programmes - 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

Independently run

Income covenanted from

Lloyds Banking Group (nine year

rolling agreement)

Our new strategy

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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

•1 year of published accounts

•At least 3 Trustees

•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:

• abused or are at risk of abuse

• ex-offenders or those at risk of offending

• long term unemployment

• moving to independent living

• with addictions

• refugees and asylum seekers

• with mental health issues

• with severe financial difficulty as a compounding disadvantage

• victims of sexual exploitation

• homeless

• young parents

• carers

Our new criteria – transition points

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You must work with people experiencing multiple disadvantage at a critical point in their life.

Offending- On release or prior to release from prison- At start or on completion of a community sentence

Children leaving the care of a local

authority to live independently

- On leaving local authority care

People moving from community based or institutional care for

mental health

- On leaving institutional care- Moving on from or reduction in support from Community Mental Health

Homelessness/vulnerably housed

- From a position of having no accommodation (or being vulnerably housed)

Unemployment- From a period of unemployment at least six months

To independent living for those with a learning disability

- On leaving the care of the family home or a residential establishment

From dependency on alcohol, drugs and

gambling

- At the point when an individual decides to break or reduce their dependency

From an abusive or exploitative relationship

– domestic violence, trafficking, sexual

exploitation

- When an individual decides to remove themselves from or assert themselves within an abusive relationship

Our new criteria – transition points cont..

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You must work with people experiencing multiple disadvantage at a critical point in their life. Examples:

To UK settlement – refugees and asylum seekers

- From the point of arrival in the UK or on granting of refugee status

To parenthood for young parents

- For young parents aged under 21 on becoming parents

Those taking on caring responsibilities

- At the point of taking on the long term caring of a friend or relative- At the point of transition from a long term caring situation

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• Hospitals, health authorities, hospices• Rescue services• Schools, colleges, universities• Animal charities

Type of organisation

• 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

Type of work

What we don’t fund

What’s available? - 3 programmes

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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

Up to 25k for up to 6 years

Will support core or project costs

Must meet focus on multiple disadvantage and transition

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

Must be able to evidence need

Invest

INVEST programme outcomes

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TRANSITION OUTCOMES (examples:)

PROGRESSION OUTCOMES (examples)

• Safe, independent and able to make positive choices

• Improved safety

• Becoming employed • Improved physical health• Have not re-offended (in the previous 6 months)

• Improved mental health

• Achieved accredited qualification

• Reduced isolation/increased support networks

• Progressed into or re-entered education or training

• Improved employability

• Safely managing addictions • Reduced substance misuse/addictive behaviour

• Progression into safe and suitable accommodation

• Managing a tenancy and accommodation

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FROM PRISON INTO LEARNING SKILLS AND SEEKING EMPLOMENT

INVEST programme example

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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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

Enable

ENABLE programme

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ENABLE programme outcomes

IMPROVED ACTIVITIES AND SERVICES

IMPROVED LEADERSHIP/GOVERNANCE

IMPROVED STRATEGIC PLANNING/POLICY

IMPROVED STRUCTURES/SYSTEMS

IMPROVED COMMUNICATIONS

TRANSITION POINT: FROM HOMELESSNESS TO

ACCOMMODATION AND LIFE SKILLS

ENABLE programme example

Support provided : trustee training and support around developing a new business plan

Enable Outcomes : Improved Leadership / Governance and Improved Strategic Planning A charity provides practical

support, accommodation and work experience for homeless people.

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ENHANCE programme

Must be in receipt of either an Invest or an Enable grant.

Support is optional

A range of tailored support to help to strengthen the effectiveness of those we

fund in reaching disadvantaged people

Support Providers include: Lloyds Banking, Cranfield Trust, School for Social

Entrepreneurs, Triangle Consulting, independent consultants

Enhance

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STEP 1 ELIGIBILITY CHECKLIST

• Go to our website www.lloydsbankfoundation.org.uk

• Read about our Funding Programmes

• Read our eligibility

guidance and then complete the checklist

STEP 2 EXPRESSION OF INTEREST FORM

• Register details to access Expression of Interest form and submit online

STEP 3APPLICATION AND ASSESSMENT

• If Expression of Interest

has been approved the Grant Manager will arrange a visit• If appropriate charity

will be invited to complete a full application online • Application assessed

by Grant Panel and a decision made on whether to award a grant

How to apply

Web address: www.lloydsbankfoundation.org.uk

Phone number: 0870 411 1223

Email: scooney@lloydsbankfoundation.org.uk

Any questions?

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