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L Established in 1961 by the three Robertson sisters, Elspeth, Agnes & Ethel who donated their shares in the family business, The Edrington Group. l Has.

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Presentation on theme: "L Established in 1961 by the three Robertson sisters, Elspeth, Agnes & Ethel who donated their shares in the family business, The Edrington Group. l Has."— Presentation transcript:

1 l Established in 1961 by the three Robertson sisters, Elspeth, Agnes & Ethel who donated their shares in the family business, The Edrington Group. l Has to date given away over £125M to Scottish Charities Currently the largest Independent Trust in Scotland

2 What do we fund? What do we fund? 4 Priority Areas: l Health, l Care, l Education & Training l Community Art & Sport

3 What do we look for? l Commitment, enthusiasm l An activity which shows the potential to make a difference l Good planning and evidence of capacity to run proposed activity l Evidence of local support l Sound financial management l Honest appraisal of potential difficulties l Sustainability of the project (especially for capital grants)

4 Community Sport: What we look for l Focus on increasing access and engagement, particularly for hard to reach and disadvantaged young people l Using sport as a vehicle to achieve outcomes beyond increasing numbers l Evidence of addressing a wider community need and potential to make a difference l Support from LA and other key funders (capital)

5 What we won’t fund What we won’t fund l Individuals l Organisations who are not charities l Umbrella Groups not providing direct service l Promotion of Political or Religious beliefs l Counselling, Advocacy, Advice and Information

6 Our Approach Our Approach l We are a match funder –Don’t fully fund any project l Revenue requests –Existing or new work including salaries –Will fund for 3 years –Up to 50% of one full time salary (max. £15k) l Capital projects –Up to 10% of total capital costs under £1M

7 Writing an Application Writing an Application l One stage application process – see website (www.therobertsontrust.org.uk) l Organisation Information Sheet l Structure - follow the headings in the guidelines l Fully costed budget incl. details of other funders approached l Don’t overload the application with attachments but send those requested – no DVD’s/videos

8 Financial Information Financial Information l Revenue – Projected Income and Expenditure Budget l Capital – as above plus future cashflow predictions l Fundraising Plan l Evidence of capacity to manage funding

9 Annual Accounts Annual Accounts l Audited or independently examined l Breakdown of information l Note to accounts to explain anomalies l Level of reserves: do you need us? l Management Accounts / Draft Accounts

10 l May arrange an assessment visit or seek additional information by or phone l Trustees meet every 2 months – decisions fed back within 7-10days What happens next What happens next


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