All charities given a one year donation are asked to set outcomes and targets for the year and to report back at the end of the 12 month period on how the donation was used. The outcomes & targets will form the basis of the report.
Charities in receipt of multi-year funding are asked to set outcomes and targets for their work in the coming year. At the end of the year, the charity will be asked to report back on these and set new targets for the next year.
Outcomes and targets must be approved by the Trust before the donation is released. See 'Monitoring & Evaluation Support' below for guidance and paperwork.
Monitoring & Evaluation Support
The Trust recognises that Charities face many competing time demands and aims to keep the monitoring and evaluation requirements to a minimum, whilst remaining meaningful for both the Charity and the Trust.
Before completing your Outcomes & Targets and your End of Year Report, please take a few minutes to read the guidance documents which should help you to set meaningful Outcomes & Targets and provide relevant reports which meet the Trust's requirements.
Reading these now could save you a lot of time further down the line - and ensure the swift release of your donation!
Guidance
Planning Outcomes Targets Guidance Notes
End of Year Report Guidance Notes
The Trust does not have a set form for the End of Year Report - you can provide it in your own format, as long as it contains the relevant information as detailed in the guidance notes.
However, if you're looking for a starting point, check out these sample reports for ideas.
You may also find useful pointers in the Good Practice Guide produced by the Scotland Funders' Forum Reporting good practice for funded organisations
Need further help? Evaluation Support Scotland provides advice, support and training for charities wishing to improve their monitoring and evaluation practice. For further information visit their website which provides many free resources.
Returns
Once you're happy you know your Outcomes from your Targets and you're ready to complete the form, download here. Once completed, please return the form along with any other documentation referred to in the guidance notes.