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. You can do so by clicking on the sections below or downloading our printable PDF

  • The Giving Committee meets every two months in January, March, May, July, September and November. The remaining dates for this year are 25th July, 19th September and 21st November.
  • 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 6 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. 

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
  • One off events/festivals which have no associated educational activities.  
  • The stand alone purchase of buildings or land
  • Capital work on buildings or land not owned by the applicant or which they do not have a long term lease.

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

Small Awards
For capital or revenue funding up to and including £10,000 per annum.  Applications for capital funding towards community facilities or transport services as detailed in the "Types of Funding" section above, also fall under this category.

Main Awards
For capital or revenue funding above £10,000 per annum. 

Continuation 2-3
Organisations in receipt of one year revenue funding may be able to apply for further funding of up to two years to continue the same piece of work.  Potential applicants should refer to the award e-mail for the initial grant which may outline specific conditions which must be met as part of the funding request.  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.  To apply, please contact the Giving Team using the details below.  

Continuation 4-5
Organisations in receipt of three year funding may be able to apply for further funding of up to two years to continue the same piece of work.  Potential applicants should be aware that this funding is extremely competitive and is generally only awarded to those organisations which are able to demonstrate that they have consistently exceeded their outcomes throughout the three year period of funding.  As above, the request should be for the same work/activity funded in the three years prior.

How to Apply:  Please contact the Giving Team on 0141 353 7300 or by e-mail at funding@therobertsontrust.org.uk with details of your request and we will provide you with instructions on how to submit your application.  Please do not complete a new application form.

Enterprise
The aim of this award is to help increase generated income and improve the capacity of third sector organisations. It is only available to charities currently or recently in receipt of funding from the Trust.

How to Apply: For an informal chat, please contact our funding team on 0141 353 7300 or submit a brief outline (no more than two paragraphs) of the proposed work/activity to funding@therobertsontrust.org.uk

Major Capital Awards
This applies to capital awards in excess of £250,000 where the overall project costs are more than £5 million. Those charities wishing to apply for this funding should firstly contact a member of the Giving Team prior to application.

How to Apply: Please submit a brief outline of your proposal (no more than 1 page) to funding@therobertsontrust.org.uk including confirmation of the amount requested.

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

If you want to print our Guidelines, please download the PDF