We usually ask grant holders to send us an annual update, but if something significant happens 'between reports' please get in touch with your Grants Manager.

When to get in touch

We usually ask grant holders to send us a progress report every 12 months over the life of your grant: this triggers the release of any further instalments. You should also send us an end of grant report 12 months after we made the final payment of your grant. If we have given you a capital grant or a revenue grant over one year, we ask you to send us a report once the capital work is completed, or at the end of the period we are funding.

In some situations we may ask you to send us more frequent reports: if we want you to do this we will make this clear in the grant offer letter.

Serious incidents

Please let us know immediately if you think a serious incident may have taken place within your organisation – this could be related to loss of charity money or assets; damage to property; harm to its beneficiaries, staff or volunteers (including safeguarding incidents); or harm to its work or reputation. Your grants manager will be happy to discuss any of this with you, so please feel free to give them a ring or drop them an email if you are unsure or just want to talk it through.

If something changes

It’s important that you keep us informed about any significant changes that will have an impact on the work we are funding, or on the organisation as a whole. If something significant happens don’t wait until your next report to let us know! We will always be happy to hear from you and may have some helpful advice.

Examples of things you should tell us about might include:

  • A change of post holder, if we are funding a specific post, providing the dates on which the previous worker left and the new one joined
  • Significant changes to plans for a building we are funding
  • The departure of a key member of staff (even if we are not funding that post)
  • A major change of direction or policy
  • A severe funding crisis or other threat to the viability of the organisation
  • A potential merger

Your Grants Manager will also be happy to hear from you if you just want to update them on progress, or talk to them about how things are going. Please do keep in touch - while we are working remotely please drop them an email to arrange a time for a phone call.

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