Soroptimist International of Rugby
Charitable Trust

Guidelines for Applicants 2008

Background

Soroptimist International of Rugby Charitable Trust was founded in 2007 and registered with the Charity Commission in April 2007.  There were seven founder Trustees.

The work of the 'SI' of Rugby Charitable Trust is purely philanthropic.  The Charity Trust’s giving is managed through a private office .

The SI of Rugby Charitable Trust grant-making will focus primarily upon small local charities in Warwickshire and Northamptonshire and, to a lesser extent, small national charities which fall into the following categories:

Area of Operation

Primarily, Warwickshire and Northamptonshire

Trustees from 12^th November 2008:

Application Process

Minor grants (maximum £1,000) may be considered throughout the year.  Additionally, there will be a grant meeting in March to consider bids under £10,000 followed by a major grant meeting in September to consider bids up to £100,000.
Deadline for Applications for March meeting  -   12 noon on 31^st December.
Deadline for Applications for September meeting – 12 noon on 30^th June.
Applications should meet the criteria and guidelines outlined in this document.  Those that do not will be unsuccessful.  If you are in doubt about your proposal, please telephone the Administrator to discuss your application prior to submitting your application.

The Next Stage

Once you have completed six full copies of your application (remembering to annex any relevant job descriptions, partnership funding pledges, or quotations) please post it in advance of the published deadline, along with:

Following receipt of your application, an initial eligibility check will be undertaken on all applications received by the Trust’s Administrator, followed by a second review by one of the other trustees.  Information relating to all applications that pass the initial check will be passed to the trustees for their review and a number of applications will be shortlisted.

Applications that do not meet the published criteria or have not followed the published guidelines will be rejected outright.  If you require acknowledgment that your application has been received and is being considered, we would appreciate a stamped addressed envelope or an email address so that we can let you know.

In some cases, charities will be asked to submit further information to clarify certain aspects of their proposal.  If this is the case, you will be contacted by the Trust’s Administrator in advance of the meeting date and a short and specific timetable will be agreed with you to enable your application to progress to the trustees’ grant meeting.

Where significant further information is required, charities will be offered the opportunity to defer their submission of their completed application until another meeting to give more time to prepare the information required to provide them with the greatest opportunity to be successful in accessing funds.  In some cases it may be necessary for Trustees to visit applicants to discuss the applicants’ proposal and the Administrator will contact you to arrange a suitable time.

We aim to provide an efficient and transparent grant-making process.

Summary

Provide a brief summary of the proposal which could be used in publicity material to sum up your funding request.

Detailed Proposal (No more than 2 pages long)

Impact (approximately 3-5 lines)

How will this donation make a difference?  What will it enable and what will its impact be?  Outline some key performance indicators for the project setting out both the strategic impact of funding as well as the potential and tangible impact on the lives of the communities which the charity exists to serve.

Relationship with Soroptimist International of Rugby Charitable Trust

Does your organisation, staff, trustees or other supporters have any direct or indirect link to the SI of Rugby Charitable Trust or the Trustees?

What the Soroptimist International of Rugby Charitable Trust will not fund

When Can You Reapply?

You may reapply after one year. We will not accept applications from charities who have applied in the previous twelve months, whether they have been successful or not.

Please note:

It is the aim of the trustees to keep administration costs to a minimum so that we can help as many causes as possible.  It would help us considerably if you could enclose six copies of your application, together with enclosures.  We do not expect glossy reports, just the minimum enclosures to support your application.  We hope that you understand.

Please also bear in mind that this is a ‘Time’ charity which cannot offer continuation funding.

Check List

Please take a moment to check that you have enclosed all the necessary information.

• Most recent Annual Report and audited accounts (6 copies required)
• Charity Registration number
• A signed covering letter from the Chairman or Treasurer
• 6 copies of all aspects of the appeal
• Correct title of the charity to whom cheque is to be made payable
• Job Decription/Person Specification if relevant to the appeal
• Cash flow forecast (for major bids)
• List of who else has been approached in connection with the appeal, along with results
• Stamped, addressed envelope
• Email address

Failure to enclose all relevant information as per the 'check list', will result in an outright rejection.

Address for Applications:

Mrs Julia Scott
Administrator
9 Rocheberie Way
Rugby
Warwickshire
CV22 6EG

Tel: 01788 – 813065

Email:

Email:

NB: If you are emailing the trust, please mark your email with the 'Subject' being your charity's name to ensure that it is opened.