Grants to Organisations Guidelines V4 Page 1 of 10

Grants to Organisations | Guidelines v4 Page 1 of 10

Grants for organisations

Guidelines

Summary

Before reading our Guidelines forOrganisations, please examine the checklist below. If you are not able to tick all the boxes it is very unlikely we will be able to award a grant to your project/service.

Eligibility checklist
☐The project/service takes place in the UK
☐The project/service will work with UK-based Jewish Holocaust survivors and refugees, with a
particular focus on those in challenging financial circumstances
☐The project/service will enhance the lives of Jewish Holocaust survivors and refugees
☐If the project/service benefits others not meeting our criteria, the organisation has, or will arrange,
co-funding for the project/service
☐The organisation running the project/service is a registered charity

Eligible beneficiaries of a grant

Six Point Foundation exists to enhance the quality of life for UK-resident Jewish Holocaust survivors and refugees from Nazism in challenging economic circumstances. Therefore, our grant-making to organisations is a means of delivering on our objectives for individuals.

Criteria:

• Individuals meet our financial eligibility criteria if their income (which includes that of a spouse) isless than £10,000 per year (excluding any pensions or social security payments) and if they have assets of less than £32,000 (excluding a primary residence and a car). This is a considerably more generous threshold than that currently used by local authorities in calculating entitlement to various benefits.

• By UK-resident Jewish Holocaust survivor and refugee we mean any Jew who lived in Germany, Austria or any other country during the time of occupation by the Nazis or their Axis allies who now lives in the UK.[1]

The Foundation is intent on equality of access to its grants regardless of where a survivor or refugee sits on the Jewish religious spectrum (and this can include those not practicing Judaism at all) and regardless of where a survivor or refugee lives: SPF has a UK wide focus.

Organisations that have clients/service users who are beneficiaries of our Grants for Individuals programme will be more able to demonstrate that their application will meet our requirements in working with our target group.

SPF wishes to be seen as an ‘unexpected bonus’: being in the incredibly fortunate position of having extra funding, on a significant but not limitless scale, available for UK Holocaust survivors and refugees that no one ever envisaged. In addition, we do not wish to jeopardise any Claims Conference funding, or any other funding, available to Holocaust survivors and refugees in the UK. Therefore, our funding is for ‘above and beyond’ goods, services and activity, meaning things that cannot or would not be funded, either at all or in part, from existing funding streams. As such, we seek to be creative in what we fund.

Who can apply?

We only fund UK-based registered charities. If the organisation is not a registered charity but would otherwise meet our criteria, please call us to discuss it.

Size of grant

SPF offers two grant programmes for organisations: standard grants (typically up to £30,000 per year) and small grants (up to £2,500).

Standard grants

Standard grantsare typically in the region of up to £30,000 per project per year. The amount requested should be the amount you need. We normally expect what is requested to be a substantial part of the total required to fund a distinct activity. We can fund 100% of the cost of the project (where 100% of beneficiaries meet our criteria – otherwise our funding is ‘generously proportional’ to the proportion that meet our criteria). However, we prefer to make grants where the organisation and/or another funder are also contributing, preferably in cash, towards the cost of the activity we are being asked to fund. We expect applicants to demonstrate that they have tried to find contributions towards the total cost from other sources.

We would normally expect to fund project running costs (which take into account an organisation’s associated core costs). Capital costs may also be considered.

Small grants

Grants of up to £2,500 are awarded for full or part-funding of a discrete project and/or capital costs.

Length of grant

Standard grants

The length of grant depends on the activity proposed and its intended outcomes and impact. We are keen to allow applicants sufficient time to deliver quality work. However Six Point Foundation is a spend-out foundation so the maximum grant length is currently two years as the Foundation movescloser to winding down.

Small grants

Grants of up to £2,500 are expected to be spent within 6 months; however this can be discussed with applicants during the pre-application conversation with a staff member.

Types of projects

Reaching the hard-to-reach

We have a keen and urgent interest in reaching out to those who meet our criteria and who are not currently receiving any support. We very much welcome applications that meet this key objective.

Existing or new?

Grants to organisations are for specific projects which can be an extension of an existing project or a new idea. SPF does not wish to ‘reinvent the wheel’; we seek to work collaboratively with funders and organisations with an interest in our target group.

Adding value

We want to add value to existing work with UK-resident Jewish Holocaust survivors and refugees from Nazism in order to contribute to improving the quality of their lives. Therefore, our grants are for welfare projects to enhance the quality of life of an ageing population that experienced persecution. Tell us, convincingly, where the gaps in health and social provision are (both broadly defined) because we would like to help fill them.

As a time-limited organisation we want to deal with immediate need and, where possible, put systems/infrastructure in place for the longer-term – and then wind down. Therefore, our grants are for one-off goods / services / activity because it would be wrong for us to create any dependencies and then make life worse for survivors and refugees when whatever we fund goes away. We are however keen to leave a positive legacy in the projects and capital improvements we support which we would expect to last beyond the life of SPF.

Mixed beneficiaries

We recognise that an organisation’s proposed project or service likely will benefit more individuals than those that meet our very specific criteria. In those cases, we could only be one of any number of funders. We would not be the sole funder. It is imperative that our funding is directed exclusively to those that meet its criteria. If, for example, those that meet our criteria are 33% of total participants, then organisations should look to SPF for around 33% of funds. We require all organisations to verify that those clients/service users benefiting from our grant meet our financial eligibility criteria.[2] We are happy to talk with you about ways of doing this.

Multiple projects

Organisations can apply for more than one project running concurrently because we are aware that some run projects which offer a range of services, sometimes in different parts of the UK. Each project requires a separate application form.

Creativity

We see our funding as extra to existing sources of funding for our target group. Therefore we are keen to support ‘above and beyond’ projects that would otherwise be cost prohibitive but that would really make a difference to their quality of life. We encourage applicants to be creative with their applications for funding.Please take a look at ourcase studies, our list of grants and our annual reportsfor examples of qualifying projects.

We would suggest that applicants also take a look at the creative approach delivered by the projects funded under a now closed programme called OSHA Activity Grants. As part of winding-down its operations, Otto Schiff Housing Association (OSHA) gave SPFa one-off donation exclusively for enhancing the activity offer in residential care homes serving elderly Jewish individuals. This specialprogramme funded projects that met our criteria but which were also open to other survivors/refugees; other Jews in necessitous circumstances; and, indeed, any resident of a UK Jewish residential care home. We would be pleased to consider applications for similar work with a survivor/refugee focus.

We expect that small grants will support projects such as day trips, workshops, special events as well as capital costs but welcome as much creativity as possible here too.

What we do not fund

Six Point Foundation will not fund:

• Projects that do not benefit UK resident Jewish Holocaust survivors and refugees from Nazism who are in challenging economic circumstances
• Holocaust education projects
• General appeals
• Applications from organisations outside the UK
• Applications that benefit people living outside the UK
• Organisations to use SPF funding to make grants
• Websites, publications or seminars, unless part of a wider proposal
• Market or academic research unless part of a wider activity
• Work that has already started: SPF makes grants for the next phase(s) of survivors’ and refugees’ lives rather than pay for goods, services or activity that has already taken place.

How do I apply?

Please call us on 020 3372 8881 to discuss the application before submitting an application. For standard grants a site visit is also normally required. If we decide during the telephone conversation that it would be a good idea to apply, please download the appropriate application formeither for standard grants or for small grants as required from our website, complete it and return it to us with a detailed budget (Excel document), a copy of the organisation’s most recent annual accounts (unless these are available on the Charity Commission website) and a scan of the signed Declaration by email to . If the organisation does not have the ability to scan the signed Declaration then we will need a copy of it by post addressed to:

Six Point Foundation

25-26 Enford Street

London W1H 1DW

When will I hear?

Standard grants

The organisation can expect to hear about next steps within six weeks of receiving a confirmation of receipt from us.

We willlikely have further questions aboutthe project that will need to be answeredwithin an agreed timeframe in order to proceed withthe application. The Trustees meetfive times a year. No guarantee is ever given about which meeting will consider the application even if an application deadline has been met. Ensuring that anapplication is clear and complete and that a site visit can be easily arranged does greatly increase the likelihood that it will go to the following meeting.

Please allow up to six months in total from the submission of the application to complete the full grant application process, although we aim to be quicker than that where possible.

Small grants

Small grants are processed within 4 weeks of applying, although we aim for a faster turnaround of 1-2 weeks. This is providing the application is thoroughly completed, answering and anticipating all questions about the grant request.

When can I apply again if I am unsuccessful?

If the grant application is unsuccessful, we will use our best endeavours to work with applicants to see if it can be reworked to become successful. That may prove impossible and we ask applicants to accept that. Some funders ask organisations to wait a certain period of time before reapplying. Given our narrow grant focus and the urgency of our work, we do not have that restriction.

Grant Conditions for organisations

1. All of the terms of a grant agreement will be agreed and signed by two authorised representatives (usually the Director and the Chair) of the grantee organisation before the first payment is released.

1. The payment of any further instalments (e.g.year 2) will be dependent upon the performance of the grantee and the information obtained through monitoring reports and visits. Please note that SPF monitoring and evaluation procedures may change from time to time and all grantees will be expected to conform to these changes. We will endeavour to give as much advance notice of any changes as possible.

1. For multi-year grants, all future instalments are conditional upon the availability of SPF funds.

1. Grantee organisations must remember that SPF’s specific focus is UK resident Holocaust survivors and refugees in difficult financial circumstances and they are to be the direct beneficiaries of that proportion of project funding that comes from SPF.

1. Standard grants: Grantee organisations need to complete a standard grants report form (which is downloadable from our website) at the end of each year of the grant. It asks for evidence that the grant has been spent as intended; a report of achievement against Sections 3 and 4 of the grant agreement; and two case studies. Grantee organisations will also need to complete this form when the SPF grant has finished. Therefore, it is essential that grantee organisations familiarise themselves with this form – and set up associated record-keeping processes – before starting the project or service.

If a grant is for more than one year, please submit the report form at or around the 10-month mark of each grant year rather than waiting for the 12-month mark. That way if there are any issues about continued funding both parties will know in reasonable time.

Small grants: Grantee organisations need to complete a small grants report form at the end of the project or when the capital purchases have been completed. It asks for evidence that the grant has been spent as intended; a brief report of achievement against Sections 3 and 4 of the grant agreement; and an optional brief case study.

1. We expect all our grantees to endeavour to make referrals to SPF’s grant programme for individuals designed to enhance quality of life for UK-resident Holocaust survivors and refugees from Nazi persecution who face difficult financial circumstances. This grant programme works alongside the distribution of Claims Conference funds administered by the Association of Jewish Refugees [AJR] in the UK so as to supplement – rather than replace – these funds. We also expect all our grantees to maintain awareness via our website of our current guidelines and criteria.

1. SPF makes grants to organisations as a means of delivering on our objectives for individuals. We ask that grantee organisations track the following for each beneficiary of our grant: home postcode; how it was verified that the individual came from a low income/low asset household; and, only insofar as it relates to the quality of life of Holocaust survivors and refugees facing challenging economic circumstances (SPF’s primary area of interest):baseline assessment; targets; progress as compared to baseline.

1. We may request permission to contact clients/service users as part of our on-going monitoring and evaluation and may ask to see their records (i.e. g above). Operating within the requirements of data protection legislation at all times and fully recognising sensitivities related to the age and background of SPF’s target population, the grantee organisation will be expected to supply SPF with the relevant contact details of appropriate clients/service users if asked.

1. Grant recipients should acknowledge SPF’s support in any publication (printed or electronic), poster or presentation and, if possible, in any related newspaper article or broadcast media. Acknowledgements should use our name – Six Point Foundation – and where appropriate our logo (this can be supplied in various electronic formats). If grant recipients wish to issue press statements that mention us, we should be given a draft copy for comment in advance.

1. Grant recipients will be signed up to receive our newsletter by email. This is to keep them informed of updates on SPF and SPF’s grants to other organisations and individuals. Where agreed in advance, grant recipients may feature as case studies in the newsletter.

1. Grant recipients agree to support SPF’s awareness raising of its Grants for Individuals scheme and eligibility criteria by as many means as possible, such as sharing SPF’s e-newsletter, and distributing leaflets and posters.

ReportingRequirements for organisations

While grantees are expected to be fully accountable to SPF, we do not wish to burden them with unnecessary monitoring requirements. We will only ask for information for statistical purposes; to inform future grant-making; or for publicity/outreach efforts.

Standard grants

Grantee organisations need to complete a standard grants report form at the end of each year of the grant. It asks for evidence that the grant has been spent as intended; a report of achievement against Sections 3 and 4 of this grant agreement; and two case studies. Grantee organisations will also need to complete this form when the SPF grant has finished. Therefore, it is essential that grantee organisations familiarise themselves with this form – and set up associated record-keeping processes – before starting the project or service.