Frequently Asked Questions

Frequently Asked Questions

Are there any deadlines for applications?

No. Trustees meet throughout the year and the Foundation reviews applications on a rolling basis.

How much should we request?

The minimum grant size is £10,000 which should not be a significant part of an organisation’s annual operating budget. You may wish to suggest a sum related to a specific budget item or grants already received from other funders. We gain confidence from seeing funds already raised, and our grant will not normally cover the entire cost of a project. Please note that we cannot fund past expenditure and do not fund staff/core costs.

How long will a decision take?

We aim to provide initial feedback within 6-8 weeks. If you are invited to submit a full application, we suggest that you allow for up to 6 months before receiving a final grant decision.

What could we expect if we are invited to submit a full application?

We will request more detailed information and ask you to fill out our formal application form. We normally request a visit to meet the chief executive and see the project that requires investment. Our due diligence will include a review of any external evaluation of your services and learning more about your business model, finances, strategy and governance. Any information supplied during our due diligence will be handled in confidence.

Can I request a meeting with the Head of Foundations to talk through our proposed application?

In order to manage our workload effectively, we prefer to learn more about your organisation and proposed project via our online enquiry process initially. Meetings will be requested by Foundation staff at an appropriate point in the review process once we have confirmed that a project fits our Guidelines and is likely to be of interest to our Trustees.

What reporting is required of grantees?

We typically ask grantees to provide update reports every six to twelve months using a standard reporting form. These will be required for the duration of the project for which funding has been granted and for a period thereafter until the anticipated outcomes from the project have been delivered. We use reports to understand and evaluate the social return on our investment, and we pass on any learnings to other applicants for similar projects. Grantees that do not provide satisfactory reports will not be considered for further grants.

How soon can we apply again?

If an application or enquiry has been declined, you may apply again once one year has passed since we notified you of our decision. If you are a previous grantee, you may apply again one year after the submission of your final report. On re-applying, please ensure that you re-check your eligibility against our Guidelines.

How does the Fidelity UK Foundation work with local Community Foundations in Kent and Surrey?

We have set up two grant funds to award lower level grants (£5,000 - £20,000) to small or mid-sized registered charities in Kent and Surrey. The funds primarily target charities helping socially disadvantaged young people achieve their potential, and grants are only awarded towards capital costs. The funds are administered by Kent Community Foundation and the Community Foundation for Surrey respectively. You should not apply to both the Fidelity UK Foundation and the local community Foundations for the same project. If you are unsure about eligibility, please contact either the Fidelity UK Foundation, the Kent Community Foundation (01303 814500) or the Community Foundation for Surrey (01483 409230).

We have received an email notifying us that we have been awarded a grant. Is it bona fide?

No. We are aware that scam emails and letters claiming to be from or associated with the Foundation are in circulation. Some quote our address and use staff names to make the communication appear genuine. The Foundation does not notify organisations of grants without extensive prior due diligence and personal contact. If you have received a suspicious email or letter, it is likely to be a scam and potentially fraudulent. Our advice is that you do not reply.