Reporting for Grant Holders

Trustees do not expect reporting to be onerous or a drain on resources. They are keen to build relationships with key contacts at the charities they support and keep the lines of communication open.

There are a few things to consider in this regard:

The grant period is 12 months from receipt of the grant and the grant must be used within this time (whether it is a one-off gift or an annual instalment).

Trustees would like to be updated every six months, where relevant, and at year end. This can take the form of email or a Trustee may visit the organisation.

Trustees view this update as an opportunity for grant holders to feedback to them the impact of their grant, against intended impact and encourage grant holders to share challenges and learning points as well as successes with them.

Aside from these updates, grant holders should get in touch, in advance where possible, to tell Trustees about any significant change to the funded work, proposal or organisation. For example, if there is a change to the way the organisition is going to spend the grant; there are any personnel or operational changes that affect the funded work or if the organisation is facing any serious financial or governance issues, grant holders should contact Trustees as soon possible.

Trustees also require any underspend to be declared to them so that next steps can be discussed with the grant holder.