FAQs for Grant Holders

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 refer to our award e-mail which gives details of your award and includes our condition of award document.  This document outlines any conditions for release of your grant payments, for example providing evidence of match funding secured.  It also explains how to accept your award and how to provide your organisation’s bank details, so that we can pay your grant.

It is important that you read the condition of award document in full as this forms the basis of our award and what we expect from you as a grant holder.  You should also retain a copy of this for future reference.   

We will e-mail the project contact person held on our records around 2 months before the date the next payment is due, to remind you of this and the paperwork required for its release.  You should tell us about any changes to contact details as they occur to ensure these e-mails are sent to the correct person.

We will not be able to release payment until we have received and accepted your end of year paperwork.  If you anticipate a lengthy delay in submission, i.e. more than a few weeks, you should tell us in advance and explain the reason(s) for this.  Please note that if your paperwork is significantly late and you have not given us a valid reason, this may affect the release of future payments. 

The progress visit provides an opportunity for us to discuss your activities to date and your future plans for the organisation.  For grants which relate to a salary or the running of a particular facility, we ask that the post holder is available to meet with us and that we have chance to visit the premises.  If appropriate, we also ask to see your service delivery in action.  The visits usually last no more than 1.5 hours and as far as possible we’ll try to flag up any key questions in advance.

We have developed a Communications Toolkit which provides useful tips and practical advice for raising the profile of your organisation and also includes details of how to refer to the Trust in your communications.  You can access this and find details of our logo and its use here.

Our award e-mail and condition of award is confirmation of our funding/support and should be used for this purpose.  If you no longer have the e-mail please let us know and we will re-send you a copy of it. 

Please contact the Giving Team if you require a copy of any previous paperwork. Please note, however, that with effect from September 2017 our grant monitoring process moved online. We now ask you to provide outcomes & activities in the online application form and, for those awarded a multi-year grant, will request these year on year through our online end of year report. Further information on this will be included within the condition of award for successful applicants.

We are unfortunately unlikely to be able to attend your annual conference or AGM.  Invitations for events relevant to the work we have funded or are funding should be sent to admin@therobertsontrust.org.uk however please bear in mind that we are not always able to attend these.