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 Trustees meet every two months in January, March, May, July, September and November.
  • Applications are assessed on a rolling basis in line with this and there are no published deadlines. You are advised to submit your application as soon as it is ready.
  • 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 5-10 working days following the meeting.
  • If your application has been unsuccessful you must wait 12 months prior to reapplying to the Trust.

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 do 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 will be for a maximum of 10% of the total project costs up to a maximum of £100K. 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
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 one off purchase of buildings and/or land.
Capital work on buildings not owned by the applicant or which 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

Main Award
This applies to capital or revenue requests in excess of £10K annum.
There is no set maximum, but revenue donations do not typically exceed £20,000 per annum. 

Small Award
This applies to capital or revenue requests up to £10K per annum.  

Continuation 2-3
This applies to requests for two year funding for charities which have already received one year revenue funding. Applicants should refer to their original award email which may outline specific conditions to be met prior to further funding being considered. The application must be for the same work outlined in your original application. To apply for funding for years 2 & 3 please send us an End of Year report based on the outcomes and activities agreed at the start of the grant, a written request for further funding, a completed budget form and a copy of your most recent independently examined/audited Accounts.

Please note:

Any approved funding is likely to be at the same level as the original award.
You may apply prior to the end of the full 12 month period but must at that stage be able to provide us with an appropriate report.


All info to be sent to the funding@therobertsontrust.org.uk

Continuation 4-5
This applies to requests for further two year funding for those charities which have already received three year revenue funding. The application must be for the same work outlined in your original application. To apply for funding for years 4 & 5 please send us a report which highlights the key successes and achievements during the three year funding period and outlines future plans for the next two years.  You are also required to provide a written request for further funding, a completed budget form and a copy of your most recent independently examined/audited Accounts.

Please note:

Any approved funding is likely to be at the same level as the original award.
This funding will be restricted to fewer charities and will be prioritised to those who are able to demonstrate that they have exceeded their initial outcomes during the period of funding.
You may apply prior to the end of the full three year period but must at that stage be able to provide us with an appropriate report. View our guidance document.


All info to be sent to the funding@therobertsontrust.org.uk

Enterprise
This applies to charities which are currently or have recently been in in receipt of an award from the Trust.

The purpose of this award is to enable organisations to strengthen their financial sustainability by broadening and diversifying income streams.  Applications will be considered for both revenue and/or capital donations with funding levels in line with the Trust’s Main donation policy.

In all cases applications should clearly demonstrate expansion of services or a new strand of work for the charity.  Key points include;

  • The core activities of the organisation must be aligned to one or more of the themes described within the Trust’s three Funding Strands.
  • Applications should demonstrate how new income streams will be developed.
  • Applicants should clearly demonstrate demand for the proposed work/product and include 5 year income projections to demonstrate sustainability beyond the period of funding.

Organisations wishing to apply for an Enterprise award are invited to contact Stewart Macgregor, Funding Manager on 0141 353 7300 for an informal discussion, or email an application brief to funding@therobertsontrust.org.uk

Major Capital Awards
This applies to capital donations in excess of £100,000, for which the overall project costs are normally in excess of £1 million. Those charities wishing to apply for this funding should email funding@therobertsontrust.org.uk

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