How To Apply

Eligibility

First, please ensure that you are eligible under our policy:

• Check that your organisation/project is based within our geographic area.
• Check that your organisation/project is not listed in our exclusions.
• Ring us for an informal chat and request an application form.

Before finalising or submitting an application please telephone for an informal chat to check that your proposed application falls in line with current policy. We will also forward you an application cover sheet and give you guidance as to what specific information we need to process your application. Our number is 01829 782800.

Application Procedure

Once you have contacted us by phone and it has been agreed that your application is appropriate, we will forward you an application cover sheet to enclose with the requested information, including a description of your organisation, its history, activities, volunteers, beneficiaries, achievements to date and current funding needs. Please enclose copies of most recent reports and accounts. If you have a project, describe its purpose, targets, budget, and timescale.

All applications will be acknowledged and we will contact you for any further information we require. All charities and projects will be visited before a grant is approved.

Timing of Applications: Trustee Meetings are held regularly throughout the year and there are no specific dates for applications to be received. However, organisations should be aware that applications are considered in chronological order and it can take up to six months for the process to be completed.

Effectiveness of Funding

We are committed to maximising the effectiveness of our funding, so all awards are monitored to assess their success in fulfilling the objectives of the Morgan Foundation to ‘make a difference'.

The methods and requirements of this process will vary depending on the type and purpose of the funding and will be agreed in advance with the recipients. For example, in cases of core or project funding we would require regular reports and updates and would visit the organisation periodically to maintain contact and ensure we were offering the best form of support.

Grant recipients are encouraged to develop suitable monitoring and reporting procedures in partnership with us, to enable clear results of their work to be demonstrated.

Unsuccessful Applications

Like most charitable foundations we receive many more applications than we can fund, so unfortunately we do have to turn down some projects even if they fall within our eligibility criteria.