Wednesday, 25 April 2018


The Lloyds Bank Foundation’s Invest Programme provides funding for core organisational costs that directly relate to the day to day running of charities or CIOs (Charitable Incorporated Organisations). Funding is also available for costs associated with the direct delivery of the charity's work.
Core costs include:
o Building running costs;
o Rent;
o Utilities;
o Heating and lighting;
o Insurance;
o Office costs;
o Stationery;
o IT running costs;
o Management costs;
o Part-funding or funding of salaries; and
o Finance/admin/back office.
Direct delivery costs include:
o Salaries;
o Recruitment;
o Sessional workers;
o Volunteer expenses;
o Travel;
o Training;
o Monitoring and evaluation;
o Promotion; and
o Activity costs.
Grants of between £10,000 and £25,000 per year for 2 or 3 years are available, with the opportunity for continuation funding for a further period of 3 years, or 6 years in total.
Applicants must be supporting people experiencing multiple disadvantage at one of the following critical points in their life:
o Offending:
> On release or prior to release from prison;
> At start or on completion of a community sentence.
o Children and young people leaving a care situation:
> On leaving or preparing to leave care (residential or foster) to live independently;
o People moving from community based or institutional care for mental ill health:
> On leaving institutional care.
> Moving on from or reduction in support from Community Mental Health Teams.
o Unemployment:
> From a period of unemployment of at least six months for those furthest away from the labour market;
o Homelessness/vulnerably housed:
> From a position of having no accommodation (or being vulnerably housed).
o To independent living for those with a learning disability:
> On leaving the care of the family home or a residential establishment; 
o From dependency on alcohol, drugs, and/orgambling;
>At the point when an individual decides to break or reduce dependency.
o From an abusive or exploitative relationship - domestic violence:
> When an individual decides to remove themselves from or assert themselves within an abusive/exploitative relationship.
o From trafficking or sexual exploitation:
> At the point an individual is able to remove themselves from a trafficked or exploited situation;
> At the point an individual decides they are able to address the impacts of being exploited or trafficked.
o To UK settlement - refugees and asylum seekers:
> From the point of arrival in the UK or on granting of refugee status.
o To parenthood for young parents:
> For young parents aged under 21 on becoming parents.
o 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;
> A significant change in the circumstances of the carer or cared for person.
o For older people losing independence:
> At the point they need additional support to continue living independently;
> At the point of transition to residential care.
Applicants must be able to report both the number of people who have achieved one or more of the specified Transition Outcomesand the number of people achieving one or more of the specified Progression Outcomes.
Transition Outcomes are:
o Safe, independent and able to make positive choices;
o Becoming employed;
o Becoming a regular volunteer (more than 20 hours in a six month period);
o Have not re-offended (in the previous six months);
o Achieved accredited qualifications;
o Moved into or re-entered education or training;
o Achieved increased basic skills;
o Moved into safe and suitable accommodation;
o Moved into independent living;
o Safely managing addictions; and/or
o Better able to manage their mental health issues.
Progression Outcomes are:
o Improved safety;
o Improved self esteem/confidence;
o Improved physical health;
o Improved mental health;
o Reduced isolation/increased support networks;
o Improved budgeting/money management skills;
o Improved employability;
o Reduced stress/anxiety;
o Managing a tenancy and accommodation;
o Reduced substance misuse/addictive behaviour;
o Improved basic skills; and/or
o Improved living skills
Eligible applicants must:
o Have an income of between £25,000 and £1 million;
o Be working with disadvantaged people aged 17 or older (the exception are young parents and looked after children and learning disabled young people moving into independent living);
o Have at least one year of published accounts covering a twelve month operating period;
o Have a one year track record of direct service delivery;
o Have free reserves of less than 12 months’ expenditure in the last set of published accounts;
o Have an active board of at least three Trustees;
o Be operating within the charity’s registered charitable objects;
o Operate mainly in England and Wales;
o Have appropriate systems in place to monitor outcomes;
o Be able to report the number of people who have achieved one or more transition outcomes; and
o Be able to report the number of people achieving one or more progression outcomes.
There is quite a long list of items that are not eligible as part of the Invest Programme. We suggest you use the Eligibility Checklist on the Foundation's website to determine whether you are able to apply.
The application process consists of 3 stages:
1. Applicants must first check the online Eligibility Checklist;
2. Eligible applicants are required to submit an Initial Application;
3. If invited to continue in the process, applicants will be visited by their local Grant Manager and asked to complete and submit a full application.
The deadline for initial applications is Friday 18 May 2018.
Further information about the Lloyds Bank Foundation and the Invest programme is available on the Foundation’s website.
Contact details for the Foundation are:

The Lloyds Bank Foundation for England and Wales
Pentagon House
52-54 Southwark Street
Tel: 0870 411 1223

(Source: GRIN)

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