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Funding Opportunities for Local Projects Andrew Meredith Tourism and Heritage Consultant A Meredith Associates Tourism ~ Heritage ~ Culture ~ Communities.

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Presentation on theme: "Funding Opportunities for Local Projects Andrew Meredith Tourism and Heritage Consultant A Meredith Associates Tourism ~ Heritage ~ Culture ~ Communities."— Presentation transcript:

1 Funding Opportunities for Local Projects Andrew Meredith Tourism and Heritage Consultant A Meredith Associates Tourism ~ Heritage ~ Culture ~ Communities Consultation ~ Development ~ Funding ~ Research

2 “Captivate and Excite!” Where is the money?Where is the money? How can you get at it?How can you get at it? Why should someone let you spend their money?Why should someone let you spend their money? Excite and captivate the potential funderExcite and captivate the potential funder –what is important, what’s it about, who’s it for - who will benefit, how can the area gain, – not just about the heritage & the process

3 Today I’m assuming we are looking at larger sums of money for local projects in addition to any fundraising events such as a local fete or bric-a-brac salesI’m assuming we are looking at larger sums of money for local projects in addition to any fundraising events such as a local fete or bric-a-brac sales Potential sources of FundingPotential sources of Funding Examples/case studiesExamples/case studies How to go about seeking fundingHow to go about seeking funding Tailoring your application – good practiceTailoring your application – good practice

4 Potential Range of Funders National Lottery – various good causesNational Lottery – various good causes AONB/National Park Sustainable Development FundsAONB/National Park Sustainable Development Funds Local Community FundsLocal Community Funds National, Regional, Local, Thematic Charitable TrustsNational, Regional, Local, Thematic Charitable Trusts Private Business’s environmental/community trustsPrivate Business’s environmental/community trusts

5 National Lottery Funders 28p in the £ of lottery tickets goes to good causes – including Heritage and Big Lottery28p in the £ of lottery tickets goes to good causes – including Heritage and Big Lottery The Big Lottery Fund is committed to improving communities and the lives of people most in needThe Big Lottery Fund is committed to improving communities and the lives of people most in need Awards for All – part of Big Lottery – grants £300 to £10,000 for projects that improve communities, and the lives of people within them. For voluntary and community groups, schools and health organisations, parish and town councilsAwards for All – part of Big Lottery – grants £300 to £10,000 for projects that improve communities, and the lives of people within them. For voluntary and community groups, schools and health organisations, parish and town councils Heritage Lottery Fund grants wide range of projects - local, regional and national heritageHeritage Lottery Fund grants wide range of projects - local, regional and national heritage

6 HLF key criteria –Helping to conserve and enhance the UK’s diverse heritage –Ensuring that everyone can access, learn about and enjoy their heritage –Encouraging more people to be involved with their heritage HLF wants to fund projects beyond the usual suspectsHLF wants to fund projects beyond the usual suspects Get people engaged in revealing and sharing the heritage to new audiencesGet people engaged in revealing and sharing the heritage to new audiences No “official” definition of heritageNo “official” definition of heritage

7 HLF -Young Roots Organisations that work with young people aged 13 to 25 should be the lead bodyOrganisations that work with young people aged 13 to 25 should be the lead body Amount available: between £3,000 and £25,000Amount available: between £3,000 and £25,000 A partnership with at least one heritage organisationA partnership with at least one heritage organisation Encourage young people to lead and take part in creative and engaging activitiesEncourage young people to lead and take part in creative and engaging activities Develops partnerships between youth organisations and heritage organisations Project must also create new opportunities for young people to either: –volunteer in heritage; or –gain skills in identifying, recording, interpreting or caring for heritage

8 HLF - Your Heritage Any not for profit organisation, including statutory organisationsAny not for profit organisation, including statutory organisations Amount available from £3,000 up to £50,000 grant for projects. It can be part of a larger funded scheme from other sourcesAmount available from £3,000 up to £50,000 grant for projects. It can be part of a larger funded scheme from other sources Community involvement – how can you engage with the community you are working withCommunity involvement – how can you engage with the community you are working with Creating opportunities for volunteering and training What will happen afterwards to the information and resources you are creating or conserving You may be able to get the services of a mentor for up to three days

9 Big Lottery Fund May tend to guide larger projects towards Heritage Lottery FundMay tend to guide larger projects towards Heritage Lottery Fund The Big Lottery Fund manages a number of funds. In fact it distributes 50% of all lottery funds for ‘good causes’ within the UK.The Big Lottery Fund manages a number of funds. In fact it distributes 50% of all lottery funds for ‘good causes’ within the UK. Unlike HLF it has no obvious programme to apply to So a bit of creative thinking may be necessary around a social inclusion and/or community involvement project and/england_main.htmlwww.awardsforall.org.uk/engl and/england_main.html

10 Some Case Studies

11 Northwick Manor Community Heritage Project Worcestershire Young Archaeologists’ Club received almost £50,000 from HLF ‘Your Heritage’Worcestershire Young Archaeologists’ Club received almost £50,000 from HLF ‘Your Heritage’ Encourage local people of all ages to engage with their historic environmentEncourage local people of all ages to engage with their historic environment Series of events, training workshops, exhibitions and activitiesSeries of events, training workshops, exhibitions and activities Produced interpreted heritage trail - web and print - aspects of archaeological, natural and historic interestProduced interpreted heritage trail - web and print - aspects of archaeological, natural and historic interest Conservation and digitisation of historic mapsConservation and digitisation of historic maps Art projects & exhibitions, workshops, talks, walks, fieldworkArt projects & exhibitions, workshops, talks, walks, fieldwork Oral history recording and production of archiveOral history recording and production of archive

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13 Discovering Dorchester Community Archaeology Project HLF Your Heritage Grant £32,300HLF Your Heritage Grant £32,300 Project focuses on the unique archaeological importance of Dorchester- on-Thames, OxfordshireProject focuses on the unique archaeological importance of Dorchester- on-Thames, Oxfordshire Two-year project - joint venture between the Dorchester Abbey Museum, The University of Oxford and Oxford ArchaeologyTwo-year project - joint venture between the Dorchester Abbey Museum, The University of Oxford and Oxford Archaeology Education officer post supported for public communication Many open days, volunteers, events

14 Sustainable Development Fund- National Parks and AONBs National Park Authorities (Peak Park) and Areas of Outstanding Natural BeautyNational Park Authorities (Peak Park) and Areas of Outstanding Natural Beauty development.htmhttp://www.nationalparks.gov.uk/lookingafter/sustainable- development.htmhttp://www.nationalparks.gov.uk/lookingafter/sustainable- development.htmhttp://www.nationalparks.gov.uk/lookingafter/sustainable- development.htm Encourages individuals and communities to find sustainable ways of living and working, whilst enhancing and conserving the local culture, wildlife and landscapeEncourages individuals and communities to find sustainable ways of living and working, whilst enhancing and conserving the local culture, wildlife and landscape Projects receive money from the Sustainable Development Fund, upto 75% of total costProjects receive money from the Sustainable Development Fund, upto 75% of total cost Grant can be just a few hundred pounds upto many thousandsGrant can be just a few hundred pounds upto many thousands Applications can be made by individuals, businesses and community groups, in public, private or voluntary sectorApplications can be made by individuals, businesses and community groups, in public, private or voluntary sector

15 Solway Coast AONB Holme Cultram Community Research Project - West Cumbria Archaeological SocietyHolme Cultram Community Research Project - West Cumbria Archaeological Society Volunteers worked alongside professional archaeologists on every aspect of the excavationVolunteers worked alongside professional archaeologists on every aspect of the excavation Chance for local people to learn new skills whist exploring and conservingChance for local people to learn new skills whist exploring and conserving Results shared with the local community through active participation, taking guided toursResults shared with the local community through active participation, taking guided tours exhibition creation, on-site interpretation panel, school visits.

16 Chilterns Conservation Board (AONB) 2007 Chiltern Archaeology one year project using local volunteers to investigate the Roman archaeology of the Hambleden Valley2007 Chiltern Archaeology one year project using local volunteers to investigate the Roman archaeology of the Hambleden ValleyChiltern ArchaeologyChiltern Archaeology Grant of £3000 from the SDF helped Chiltern Archaeology to complete the research, produce a publication detailing the extensive discoveries of the project and give talks and workshops.Grant of £3000 from the SDF helped Chiltern Archaeology to complete the research, produce a publication detailing the extensive discoveries of the project and give talks and workshops.

17 Cranborne Chase & West Wiltshire Downs AONB Sixpenny Handley - The Story of Our ParishSixpenny Handley - The Story of Our Parish Supported by AONBSupported by AONB Guide and social history of the village and parish of Sixpenny Handley, hidden deep in the Cranborne Chase AONBGuide and social history of the village and parish of Sixpenny Handley, hidden deep in the Cranborne Chase AONB Sold out (500 copies) in just 6 months! Gone to reprintSold out (500 copies) in just 6 months! Gone to reprint

18 Mendip Hills Festival of Archaeology Ran for the second year in 2011.Ran for the second year in Supported by the Mendip Hills AONB Sustainable Development FundSupported by the Mendip Hills AONB Sustainable Development Fund Collaborates with Somerset Wildlife TrustCollaborates with Somerset Wildlife Trust

19 Example of Local Sources - Sutton Coldfield Municipal Charities Makes grants of around £1 million annually to needy people and organisations within boundaries of former Borough of Sutton Coldfield Criteria include: Improving quality of lifeImproving quality of life Improving local facilitiesImproving local facilities Increasing the local awareness and appreciation of the place/ location/environmentIncreasing the local awareness and appreciation of the place/ location/environment cipalcharities.com/http://suttoncoldfieldmuni cipalcharities.com/http://suttoncoldfieldmuni cipalcharities.com/http://suttoncoldfieldmuni cipalcharities.com/ Look for similar local trusts where you areLook for similar local trusts where you are In Shropshire the Walker Trust supports ‘Education’ which could cover public learning/ interpretationIn Shropshire the Walker Trust supports ‘Education’ which could cover public learning/ interpretation

20 Other Sources of Funding

21 ‘Directories’ Heritage Funding DirectoryHeritage Funding Directory me.php me.php Grantfinder Database for searching for grants Subscription required, although many local authorities subscribe. Directory of Social Change Publishes regular funding guides and organises training on writing good applications etcDirectory of Social Change Publishes regular funding guides and organises training on writing good applications etchttp://www.dsc.org.uk Association of Charitable Foundations Information about charitable trust funding in the UK and abroad. It has links to mainly charitable trusts and foundations.Association of Charitable Foundations Information about charitable trust funding in the UK and abroad. It has links to mainly charitable trusts and foundations.www.acf.org.uk

22 Examples of Potential Sources Architectural Heritage Fund Heritage Fund Esmée Fairbairn ndingEsmée Fairbairn nding nding nding Garfield Weston FoundationGarfield Weston Foundation Steel Charitable Trust uk/grant_policy.htmSteel Charitable Trust uk/grant_policy.htm uk/grant_policy.htm uk/grant_policy.htm Marsh Christian TrustMarsh Christian Trust William & Jane Morris Fund oads/morris-form.doc oads/morris-form.doc Society for the Promotion of Roman Studies /grants/funding-for- schools.html Council for British Archaeology The Community Fund

23 Other Potential Trusts Gannett Foundation squest.htm Will consider local history projects, need to be near to Newsquest owned newspapers. Applications processed through local newspapers, up to £50,000Gannett Foundation squest.htm Will consider local history projects, need to be near to Newsquest owned newspapers. Applications processed through local newspapers, up to £50,000 squest.htm squest.htm Leche Trust Will consider funding charitable bodies/organisations associated with preservation of the nation's countryside, towns, villages and historic landscapes. Upto £5,000Leche Trust Will consider funding charitable bodies/organisations associated with preservation of the nation's countryside, towns, villages and historic landscapes. Upto £5,000 Landfill Communities Fund WREN / Biffa/ Sita - provides funding for community, heritage and environmental projects in areas close to landfill sites Small £250-£3000 and large grants £5-50,000

24 Private Sponsors and Volunteers Don’t forget – you can try to find Private Companies offering support – local or national sponsorshipDon’t forget – you can try to find Private Companies offering support – local or national sponsorship What’s in it for them / make the link / benefitWhat’s in it for them / make the link / benefit Volunteer input can be matched as time with a cash value to Heritage LotteryVolunteer input can be matched as time with a cash value to Heritage Lottery Several smaller donations from local organisations will soon add up and can influence larger donorsSeveral smaller donations from local organisations will soon add up and can influence larger donors

25 How to go about Seeking Funding

26 Finding the Funding Can be a difficult taskCan be a difficult task Look to skills within your own groupLook to skills within your own group Make the most of ContactsMake the most of Contacts Local Historic Environment/ Archaeology Service / Museum Development OfficersLocal Historic Environment/ Archaeology Service / Museum Development Officers Defining the categories your project fits into so that you know what sort of funds you can apply forDefining the categories your project fits into so that you know what sort of funds you can apply for Assumption – you are looking for local projects/smaller sources of fundingAssumption – you are looking for local projects/smaller sources of funding

27 Start from Skills and Contacts Within Your Group Written and verbal communication skills, enthusiasm, creativity, organisational abilities and commitmentWritten and verbal communication skills, enthusiasm, creativity, organisational abilities and commitment Identify people in your group who have these skills – from past or current jobs/ posts/responsibilitiesIdentify people in your group who have these skills – from past or current jobs/ posts/responsibilities Identify any potentially helpful contacts your group already has (local businesses and philanthropic organisations – Lions, Round Table, etc.)Identify any potentially helpful contacts your group already has (local businesses and philanthropic organisations – Lions, Round Table, etc.)

28 Making Applications – Plan Ahead Plan ahead, don’t rush it at the last momentPlan ahead, don’t rush it at the last moment Is your timescale of raising funds important - does the project have a fixed timetable e.g. an anniversary date, before something happens locally, or is it flexible?Is your timescale of raising funds important - does the project have a fixed timetable e.g. an anniversary date, before something happens locally, or is it flexible? Never assume that any organisation should give you money, even if they have a lot to give awayNever assume that any organisation should give you money, even if they have a lot to give away Before you start - agree on exactly what your project consists of & get an accurate figure of how much it will costBefore you start - agree on exactly what your project consists of & get an accurate figure of how much it will cost It’s much better to delay doing anything until you have this informationIt’s much better to delay doing anything until you have this information

29 Know What you Want and Say it Don’t start writing funders vague letters : don’t show them you don’t really know what you need or what you are doing!Don’t start writing funders vague letters : don’t show them you don’t really know what you need or what you are doing! This doesn’t give a good impression = not bring successThis doesn’t give a good impression = not bring success You must put over your case so well that they are as excited by your project as you areYou must put over your case so well that they are as excited by your project as you are Present your key selling points - what is unique or different about the projectPresent your key selling points - what is unique or different about the project If you can do that you are more likely to be successfulIf you can do that you are more likely to be successful

30 Writing your bid Make sure you fully understand the funder's application processMake sure you fully understand the funder's application process Some funders use application forms, others require a letterSome funders use application forms, others require a letter Make sure your grant application is clear and concise, and involves key elements:Make sure your grant application is clear and concise, and involves key elements: A good projectA good project A good case for supportA good case for support The credibility of your groupThe credibility of your group The people involved in the projectThe people involved in the project The interests and funding prioritiesThe interests and funding priorities of the funder being approached

31 Include the 7 W’s Who you areWho you are What you want to doWhat you want to do Why it is neededWhy it is needed Where you want to do itWhere you want to do it Who is going to benefit, and in what waysWho is going to benefit, and in what ways When you are going to do itWhen you are going to do it What it will costWhat it will cost And, depending on the nature of the project /funder; How will you monitor and evaluate the success and impactHow will you monitor and evaluate the success and impact How the project will continue when the funding ends.How the project will continue when the funding ends.

32 Tips on making applications Remember – you’re not the only one seeking moneyRemember – you’re not the only one seeking money Funders are more interested in who will benefit from your project than the needs of your group or organisationFunders are more interested in who will benefit from your project than the needs of your group or organisation So be clear and articulate – keep your letter /application conciseSo be clear and articulate – keep your letter /application concise Try to talk over the phone or in person before applyingTry to talk over the phone or in person before applying Assume the funder has no prior knowledge of your group or area. What’s obvious to you may not be to the assessorAssume the funder has no prior knowledge of your group or area. What’s obvious to you may not be to the assessor Talk to other heritage groups who have already gained funding and learn from their mistakes! Many are here todayTalk to other heritage groups who have already gained funding and learn from their mistakes! Many are here today

33 Do’s Research your funder’s criteria carefully - tailor your request to their priorities, identifying how your project fitsResearch your funder’s criteria carefully - tailor your request to their priorities, identifying how your project fits Study the funder’s deadline/ meetings / grant decision timetableStudy the funder’s deadline/ meetings / grant decision timetable Read any application form very carefully before you begin filling it inRead any application form very carefully before you begin filling it in Copy it – make several copies of your application form – draft out in advanceCopy it – make several copies of your application form – draft out in advance Send all the information asked for in the guidelinesSend all the information asked for in the guidelines Get together copies of your constitution, the latest accounts, your aims and objectives, etc.Get together copies of your constitution, the latest accounts, your aims and objectives, etc.

34 Do’s Be positive – use confident, active words like: ‘increase’, ‘maximise’, ‘save’, ‘assist’, ‘decrease’, ‘learn’, ‘benefit’Be positive – use confident, active words like: ‘increase’, ‘maximise’, ‘save’, ‘assist’, ‘decrease’, ‘learn’, ‘benefit’ Include a budget in your application – this should be clear, comprehensive and realisticInclude a budget in your application – this should be clear, comprehensive and realistic Use any research to back up your point (and refer to the source) for credibilityUse any research to back up your point (and refer to the source) for credibility Re-read your application carefully before posting it, to make sure you haven’t left anything out or made any mistakes - this damages your credibilityRe-read your application carefully before posting it, to make sure you haven’t left anything out or made any mistakes - this damages your credibility Even better, get someone from outside of your organisation to do it.Even better, get someone from outside of your organisation to do it.

35 Don’ts Address “Dear Sir/Madam” - your application should be addressed to a specific, named personAddress “Dear Sir/Madam” - your application should be addressed to a specific, named person Spell their name incorrectly!Spell their name incorrectly! Send identical or ‘round robin’ letters to different fundersSend identical or ‘round robin’ letters to different funders Use jargon, acronyms and abbreviationsUse jargon, acronyms and abbreviations Use vague statements, avoid using woolly words like: ‘would’, ‘could’, ‘should’ and ‘may’ – be specificUse vague statements, avoid using woolly words like: ‘would’, ‘could’, ‘should’ and ‘may’ – be specific Don’t ask for more money than the guidelines suggest the funder will give.Don’t ask for more money than the guidelines suggest the funder will give.

36 Good luck! Have clear benefits – to funders, community and yourselves and your project

37 Andrew Meredith Tourism and Heritage Consultant A Meredith Associates 140 West Malvern Road Malvern, Worcs WR14 4NJ Tourism ~ Heritage ~ Culture ~ Communities Consultation ~ Development ~ Funding ~ Research


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