Guidelines

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.

Please ensure you have read our guidelines in their entirety prior to submitting your application. 

  • As of 2018, our Giving Committee will consider requests for Main (Revenue and Capital) and Major Capital awards at four meetings over the course of the year. This is a change to our 2017 schedule which included six meetings. Click here for more details.
  • Small Award and Continuation applications are assessed on a rolling basis in line with this and there are no published deadlines, however the assessment process generally takes at least 8 weeks.  Please bear this in mind when planning your submission.
  • Once received, we will log your application and send an acknowledgement email which will tell you the date of the meeting at which your application will be considered. 
  • We will assess your application and contact you where we require additional information, clarification or should we wish to meet with you to discuss your application further.
  • Your application will be presented to the first appropriate Trustee’s meeting and you will be notified by email of their decision approximately 5 working days following the meeting.
  • If your application has been unsuccessful you must wait 12 months prior to reapplying to the Trust.
  • All notifications from the point of application through to the outcome are sent via email and it is therefore important that the email addresses you provide at the point of application are both up to date and accurate. 

We will prioritise work which aims to reduce inequalities by responding to identified needs and disadvantage.
Priority will be given to projects and posts which involve direct delivery of services and activities.  
We can only fund REGISTERED CHARITIES or CICs Ltd by Guarantee for work which takes place in Scotland.

The Trust is a match funder and we will not fully fund projects and activities.

We welcome applications for funding towards project costs and will also consider requests for core funding. 

In order to carry out a full assessment of your application, we will ask you to provide supporting documentation with your online form.  A number of these documents are mandatory and failure to provide them will result in delays to your application being progressed. Full details of all supporting documents are listed within the Documentation section of the online application form.

Revenue
These range from £500 upwards but rarely exceed £20,000 per annum. Revenue grants may be for core or project funding for a maximum initial period of 3 years. Please note as a general rule we do not make donations which exceed 50% of the salary cost of one member of staff. For a smaller project with no salary costs the Trust is unlikely to make a donation in excess of 50% of the total project costs. As the Robertson Trust is extremely unlikely to fully fund your request you should provide details of potential match funding at the point of application.

Capital 
These start from £500 upwards and can be considered for up to a maximum of 25% of total project costs. Capital may relate to the upgrading of buildings, refurbishment costs or equipment. As a general rule, we would expect applicants to have around 30% to 40% of income secured before progressing applications. 

Funding requests relating to community facilities and transport, will be considered on the following basis:      

Village Hall/Community Facilities

  • Total cost < £100K 10% of total costs
  • Total cost £100K to £200K £15K
  • Total cost  > £200K £20K

Minibus/Community Vehicles

  • Total costs up to £10K 10% of total costs
  • Total cost < £20K £5K
  • Total cost £20K - £40K £7.5K
  • Total cost > £40K £10K

Please note that we will consider requests for both revenue and capital funding within the same period. (i.e. if already in receipt of a revenue grant, you may still apply for capital funding.)

Types of activities which we do not fund:  

  • Funding for individuals, including travel /personal training costs/uniforms
  • Projects and activities which incorporate the promotion of political or religious beliefs, or requests for salaried posts where there is a requirement for the post holder to be of a particular faith or none
  • Work which takes place outside Scotland
  • Research or feasibility studies
  • The provision of information and advice (e.g. Helplines) with no associated, longer term support
  • Replacement of statutory revenue funding for mainstream playgroups and nurseries
  • Capital costs of Memorials/Statues/Universities/Colleges
  • One off events/festivals which have no associated educational activities or where these do not address disadvantage, in line with our funding strands 
  • The standalone purchase costs of buildings and/or land
  • Capital work on buildings not owned by the applicant or on which the applicant does not have a long term lease
  • Any retrospective costs already incurred by the applicant
  • Work which does not address one of our funding themes

Types of organisations which we do not fund:

  • Housing Associations

  • ALEOs

  • Charities which seek funding for onward distribution to third parties

  • Umbrella groups which do not provide direct services

  • CICs limited by shares

  • Organisations operating as a collective

Small Awards
For revenue funding up to and including £10,000 per annum.  Capital funding ranges from £500 to £20,000, which include requests towards community facilities or transport services as detailed in the "Types of Funding" section above that also fall under this category. More information is available on our Small Award guidelines here.

Main Awards
For revenue funding above £10,000 per annum.  Capital funding of more than £20,000 up to a maximum of £250,000 is awarded under this category. More information is available on our Main Award guidelines here.

Continuation 2-3 If you applied for three year funding and only received one year, please refer to the condition of award which should be clearly outlined in your (Year 1) award email.  If eligible, we will email you approximately 3 months prior to the end of the award period with a link to our online Continuation 2 & 3 application form to complete.  Please note that the request must be for the same piece of work funded in year one and the level of funding, if successful, is likely to be the same as the original year one award. More information is available on our Continuation Award guidelines here.

Continuation 4-5 Organisations which have already received three year revenue funding may apply for a further two years of funding. The application should be for the same work outlined in your original application and your budget should reflect any increased costs of the project or service.   Priority will be given to those organisations that are addressing inequalities, targeting the most vulnerable individuals and communities across Scotland and which can demonstrate that they have exceeded their planned outcomes and activities throughout the period of funding.

To apply for funding for Continuation 4 & 5 please contact the Giving Team by e-mailing funding@therobertsontrust.org.uk quoting your current grant reference number (e.g. 2017/1234) and we will email you a link to complete our online application form. More information is available on our Continuation Award guidelines here.

Major Capital Awards Major Capital Awards - This applies to capital awards in excess of £250,000 for projects that aim to reduce inequality by responding to identified needs and disadvantage.  We welcome applications under this award for innovative approaches and activities that will address inequalities and respond to identified need. This is a two stage process:  If you wish to apply to the Trust for a Major Capital Award, please call a member of the Giving Team to discuss in the first instance.  More information is available on our Major Capital Guidelines here.

Whilst we have tried to provide clear information on our website and within our Guidelines to help applicants understand which Award they wish to apply for, we know that there may be changes after submission of your application. This can be discussed with your Funding Officer and this will not affect the outcome of your application.

If you have any queries relating to the above, please contact a member of the Giving Team on funding@therobertsontrust.org.uk