Are you ready for funding?

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To ensure your group is ready to apply for funding, there is a checklist below which you may find useful.

1

About your group

  • • Does your group have a constitution or set of rules?
  • • Does your group have a Management Committee?
  • • Does your Management Committee have a Chairperson?
  • • Does your Management Committee have a Treasurer?
  • • Does your Management Committee have a Secretary?
  • • Does your group have a bank or building society account in its own name?
  • • Does the bank account have at least 3 signatories?
  • • Does your group have a clear understanding of its aims and objectives?
  • • Is your group clear about the services it provides?
  • • Do you know what resources your group has e.g. workers, volunteers, grants, office and equipment etc?
2

What kind of group are you?
What legal structure does your group have?

  • • Unincorporated association (group, club, or society)?
  • • Registered Charity?
  • • Company Limited by Guarantee?
  • • CIC?
  • • CIO?
  • • Are you branch of a national organisation without your own constitution?
  • • Other?
  • • If needed is there an organisation who will accept money on your behalf?
3

Your group’s policies and procedures

  • • Do you keep minutes of all committee meetings?
  • • Do you have systems in place to record income and expenditure?
  • • Do you have relevant policies e.g. Health and safety, Equal opportunities, Safeguarding, if you have employees, do you have Employment Policies?
  • • Does your group have insurance to cover its legal responsibilities?
4

Your group’s funding process

  • • Do you have a fundraising plan?
  • • Do you have a fundraising group?
  • • Do you keep a record of your funding applications and any correspondence with funders?
  • • Does your group have an independent referee?
  • • Does your group identify a named person to act as a point of contact when submitting funding bids?
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