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INTERNATIONAL NATIONAL TRUSTS ORGANISATION

SMALL GRANTS PROGRAMME

Guidelines and Application Form

May 2017

Guidelines

Our Small Grants Programme (SGP) is designed to provide small scale but catalytic support for the international family of INTO member organisations, working on heritage management and related community-led cultural programmes.

Eligibility: For all INTO Full and Associate Members in good standing. Membership fees for the year concerned should be fully paid and received by INTO.

Priorities and Eligible projects and programmes: The primary purpose of the SGP is to build capacity and strengthen governance, membership recruitment and sustainability of INTO members. On this basis, the grants would support the following

  • Activities and programmes to provide improved performance in obtaining the necessary resources in carrying out and sustain on-going programmes;
  • Transfer of knowledge from experienced members to the lessexperienced members by supporting travel costs and out of pocket expenses for specialists or volunteers to provide advice;
  • Provide support for internships arranged with experienced INTO members;
  • Support fundraising and membership recruitment projects, and preparation of business plans and conservation plans; and
  • Activities to strengthen financial management and member outreach.

Candidate project priorities should be consistent with these criteria, and should be integral with the member organization’s work programme, and be intended for completion within 2 years of approval.

Amounts: INTO SGP funds would finance up to 50% of candidate project costs. The grant must be matched with other resources, on at least one-to-one basis, either on available cash basis or in kind (based on a fair valuation of the proposed inputs in kind). Target applications should be for project proposals costing a total of £6,000(UK Pounds) implying an SGP grant of up to £3,000 (£3,000 is the maximum amount we can award). One of the goals of the SGP is to enable organisations to use their Small Grant as leverage to obtain funding from other sources for their project.

Process:Applications should be received by July 31, 2017. The successful candidate will be informed by the INTO Secretariat, and the winner will be announced on the INTO Website, generally one month after receipt and evaluation of Proposals.

Project Reporting: Written progress reporting is requested from a grantee, and a proforma for this highlighting project details, goals and achievements, is linked to the Application Form. Recipient organisations would agree to credit INTO for the funding also showing the INTO logo, and permit incorporation of Project Report information inINTO membership and outreach materials.

Application form: This will concentrate on the project description. An Application Form is shown below.

Funding and Operational Policy: INTO is seeking funding on a continuous basis, and also specifically for funds designated for the SGP. We have searched for potential sources, and have obtained a small amount of foundation funding as a basis of commencement of operations. We will continue to fundraise for the SGP, supported by the demand.

The Operational Policy of the INTO Small Grants Programme is also attached for information.

How to Apply

1. Applicants should complete and submit the Small Grants Programme Application Form.

2. A signed copy of your latest audited or independently examined annual accounts should also be submitted.

3. All applications will be acknowledged, by email. Unsuccessful applicants will also be informed indirectly by noting the awarded grantee on our INTO Website. We will not send declination letters. INTO will bear no responsibility for any costs incurred in preparing an application for SGP support, and we regret we will be unable to return any documentation sent to us as part of a submission.

Please send your application to:

Catherine Leonard, INTO Secretary General

International National Trusts Organisation

20 Grosvenor Gardens

London

SW1W 0DH, United Kingdom

Email:

Applications by e-mail are preferable. We will request a supporting hard copy if your request is approved, enabling our final confirmation.

INTERNATIONAL NATIONAL TRUSTS ORGANISATION

SMALL GRANTS PROGRAMME

Application Form

February 2017

1. Registered name of Organisation or National Trust charity to which any grant would be made payable:

2. Organisation Registration Number (if available):

3. Full Address:

4. Website:

5. Contact Person’s name:

6. Position of Contact Person in Organisation:

7. Daytime telephone number, including country code, (please provide mobile phone number and Skype name if available- we would prefer to contact you if needed on Skype):

8. Contact’s email address:

10. How long has the Organisation or Trust been in existence?

11. Please summarise your Organisation or Trust’s principal purposes briefly, and how you aim to achieve these? Please describe the activities undertaken and number of people who benefit from your work:

12. What is your budget for this financial year? (By this we mean – what is your expected income and how much do you plan to spend on your activities?):

13. Please describe the purpose of the project for which you seek a Grant from the INTO Small Grants Programme? Please include a project budget and indicate how many people will benefit from the proposed project. Please include any project details you consider would be helpful to us inevaluating your proposal as BRIEF attachments (all submissions are to be through email):

14. Amount of Grant Requested. Please prepare and show the estimated costs in your local currencyand inGBP £ (British Pounds), based on a current exchange rate:

15. Have you applied to other organisations for funds to support this project? Would funds from the Small Grants Programme be surplus to your requirements if approved, or would they help secure additional funds needed for your project (as set out in the project budget). Please provide details.

16. When is funding required?

17. Please describe briefly how will a grant make a significant difference to your work and contribute to the sustainability of your organisation?

18. If this request is for an expansion of your work, how do you expect to fund these additional activities in the future?

19. If the Small Grant is approved, we would transfer funds to your organisation’s Bank account. Please confirm that your organisation has a dedicated Bank account in yourcountry of registration (we do not need full bank details at this stage, but would appreciate the name of the Bank; we will request Bank details from the grantee, once awarded):

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Date of Application:______

Signed by (Full Name and Signature):______

Position in Organisation:______

Countersigned by Trustee or Director of Organisation (Full Name, designation and Signature):______

INTERNATIONAL NATIONAL TRUSTS ORGANISATION

SMALL GRANTS PROGRAMME (SGP)

Annex to Application Form

February 2017

Grant Conditions

Applicants must be capable of matching the grant amount by at least 50% (in cash or in kind), from private or public sources, or from income earned from registration fees or fundraising activities. Donated materials and services, staff salaries and organisational overhead costs are not eligible sources of a match.

Other conditions comprise:

  • Grants or matching funds cannot be used directly or indirectly to influence or oppose any legislation or appropriation;
  • Board members or trustees of the applicant organisation may serve as consultants or grant recipients in any way;
  • Grant recipients will be required to sign a contract agreeing to the conditions of the SGP;
  • Grant projects must begin within six months of the award date. Failure to begin the project in this timeframe may result in the cancellation of the grant and one would need to reapply for funding;
  • Grant recipients must include appropriate acknowledgement of INTO financial support in all printed materials generated for the project.
  • A final report and financial accounting of the expenditure of the grant is to be submitted within 6 months of the agreed project completion date. If the project is not completed in accordance with the contract, the grant funds must be returned.

Applicants must agree not to discriminate against any employee or applicant for employment because of actual or perceived race, colour, national origin, creed, age, gender, marital status, sexual orientation, religion, mental and physical disabilities, sex (including pregnancy), personal appearance, gender identity or expression, family responsibilities, genetic information, matriculation, political affiliation or veteran status.

An applicant that has been awarded an SGP Grant previously would be eligible to reapply only after 2 years from the previous award.

Eligible Activities

The primary purpose of the INTO Small Grants Programme is to build capacity and strengthen governance, membership recruitment and sustainability of INTO members. The following types of programmes and activities would be eligible candidates for SGP financing:

  • Transferring knowledge from experienced members to the less experienced members by supporting travel costs and out of pocket expenses for specialists or volunteers to provide advice;
  • Providing support for internships arranged with experienced INTO members;
  • Supporting fundraising and membership recruitment projects, and preparation of business plans and conservation plans;
  • Strengthening financial management, web-based member outreach and promotion, and information dissemination; and
  • Implementing youth heritage education and outreach of conservation programmes.

Ineligible Activities

  • Building or other construction activities;
  • Academic research;
  • Acquisition of real property or objects;
  • Historic resource surveys to create inventories or to list resources in the NationalRegister;
  • General support for conferences;
  • Taxes, duties and VAT (Value-added Tax) charges.

Eligible Expenses

  • Fees for consultant services;
  • Speaker fees/faculty costs for educational programmes and conference sessions that focus on the topics listed above;
  • Mailing costs for distribution of materials;
  • Travel and subsistence costs;
  • The development of materials for education and outreach campaigns, including web site development
  • Materials and services such as printing, photographs, telephone, and supplies. With the exception of publications projects, these costs may not exceed 10 percent of the project budget.

Ineligible Expenses

  • Staff or faculty salaries
  • Organisational overhead costs
  • Catering, food and beverage, entertainment
  • Construction or other capital improvement costs
  • Expenses incurred prior to award date

Criteria

Grant proposals will be assessed considering the following criteria:

  • The degree to which the project meets the primary purpose of the Small Grants Programme as set out above;
  • The significance of the project;
  • The realism of the project budget and the applicant’s proven ability to secure matching resources;
  • The project’s timeline;
  • The long-term objectives and likely project impact;
  • The qualifications of the key project personnel; and
  • The potential demonstration impact of the project.

Brief 6 Monthly Progress reporting should be based on the above criteria, briefly stating progress and outcome with respect to these criteria.

INTERNATIONAL NATIONAL TRUSTS ORGANISATION

SMALL GRANTS PROGRAMME (SGP)

Annex to Application Form

Progress Report Format April 2017

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INTO SMALL GRANTS PROGRAMMERECIPIENT PROGRESS REPORT FORMAT

PERIOD XXXto YYY

INTO Member______

Date of Small Grants Programme Award______

Currency of Award______Currency of Expenditure if different______

Comments and Evaluation prepared by:______Date______

No. / Comment
1 / Amount of Award
2. / Expenditure to date
3. / Expenditure from award
4. / Expected final Expenditure
5. / Programme Commencement date
6. / Expected Completion date
7. / Person days to implement programme ( volunteers and Trust staff)
8. / How many people have directly benefited so far?
9. / How many people do you expect will have benefitted once complete? Adults? School children?
10. / Please describe the benefits the programme has brought so far. Will these be sustained over the long term
11. / What difficulties have you encountered to date
12. / Did the project achieve the intended objectives? Please describe strengths and weaknesses
13. / In what way would you improve the design and purpose of the SGP
14. / Have you been able to extend cultural heritage appreciation to the local communities ? please describe possible impacts
15. / What do you propose next to enhance the efforts already made through the SGP

Many thanks from the INTO Secretariat