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13.Grant-making bodies (including trusts and foundations)

Grant-making bodies make money available to fund projects within their charitable, philanthropic or benevolent purposes. This section includes standards about applying for, receiving and using these grants.

13.1.Statutory funding

In this section, ‘you’ means a charitable institution or third-party fundraiser.

13.1.1.

You must follow any extra rules that may apply for statutory funding, such as EU or government grants.

13.2.Preparation and procedures

In this section, ‘you’ means a charitable institution or third-party fundraiser.

13.2.1.

In general, you must avoid mass mailings and cold-calling to grant-making bodies, except in exceptional circumstances, for example a national disaster or emergency.

13.2.2.

If you are giving a referee on an application, you must get their permission to include their details before submitting the application, and show them the application before you submit it.

13.3.After applications have been accepted or rejected

In this section, ‘you’ means a charitable institution or third-party fundraiser.

13.3.1.

You must strictly follow the administrative requirements of the grant-making body regarding payment. (These will depend on the terms and conditions that apply to the grant.)

13.3.2.

You must make sure that both you and the grant-making body understand and agree any conditions that apply to the grant before you formally accept it. These may include the grant-making body being involved in the work (for example, by helping to manage it or by giving advice), or you publicly acknowledging their support.

13.3.3.

If your application is rejected, you must only appeal or try to persuade the grant-making body to reconsider if you have a clear reason for doing so, such as if there are clear mistakes in the facts used to make the decision, or if you are following the grant-making body’s appeal procedures.

13.4.Reporting

In this section, ‘you’ means a charitable institution or third-party fundraiser.

13.4.1.

If you want to spend a grant in a different way to what was originally planned, you must first get the grant-making body’s approval in writing, if that is a condition of the grant-making body’s funding.

13.4.2.

You must closely follow reporting guidelines and requirements if they form conditions under a grant contract.

13.4.3.

If there are likely to be serious problems with the funded work, you must tell the grant-making body as soon as possible, and keep them informed as the matter develops. You must follow any requirements in the contract relating to this.