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.

We will ask you to send us the following:

  • An online End of Year or End of Grant Report with evidence that you have achieved or made good progress towards the outcomes and activities that you set at the beginning of the year. 
  • A copy of your organisation’s most recent audited/independently examined annual accounts.

For full details of reporting requirements, please read our guidance document. You may also find our sample Main Grant End of Year Report helpful.

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.