Reporting

Please note that The Robertson Trust has published its new Giving Strategy. This sets out the priorities we will have when awarding funds through our open grants programme. The existing application form and guidelines can still be used until July 31st. In line with our existing procedures, we will aim to assess and present all applications received by this date to our September Board meeting. In the event that we are unable to do so, your application may be held until our November meeting. In such cases a member of staff will contact you and provide any assistance required to realign your application with the new Giving Strategy. Find out all you need to know here.

At the end of each year of your award we will ask you to provide an update on the difference your funded organisation/project is making.

For full details of end of year reporting requirements read our guidance document. Below is a list of what you will need to submit, including links to the relevant templates:

  • A copy of your organisation’s most recent audited/independently examined annual accounts.
  • An end of year report with evidence that you have achieved the outcomes and targets that you set at the beginning of the year. You can use this template or we are happy to accept reports in your preferred format, providing they contain information relevant to our funding.
  • If we are funding you for another year you also need to fill in and send us a Planning my Outcomes and Targets Form for the coming year. 

You may also find useful pointers in the Good Practice Guide produced by the Scotland Funders' Forum.

Please also refer to our Evidence Your Impact section for more advice.