Updating and maintaining your internal databases; whether on systems such as
Excel or Google Drive, or more bespoke CRM and custom-built platforms.
Routine correspondence, diary and email management.
Checking your utility and overheads expenditure, including carrying out regular
comparisons.
Getting you set up for Gift Aid and managing your claims.
Charity Commission compliance.
Administration following Trustee meetings; typing up and circulating minutes and
agendas, processing onboarding and resignations and filing relevant documents with
the regulatory bodies.
Any other ad-hoc administration tasks not mentioned here.
Grants Administration Services
This can include:
Keeping a record of all reporting requirements.
Writing interim grant reports, end of grant reports and meeting funders’ specific
requirements.
Working with your wider team in order to identify and store a bank of impact
statistics for use in reports.
Working with your wider team to develop case studies to impress your funders.
Donor management, thanking donors and production of receipts.
Bid-Writing Services (Trusts and Foundations)
This can include:
Full budget preparation and working with your Finance team on this if required.
Identifying and making recommendations on funders, grants and trusts that would
suit the needs of your organisation and / or project.
Writing funding applications for you from start to finish, including any multi-stage
applications.
Working with you to meet a target or cover an organisational budget for one or more
years, accounting for any possible rejections.
Interim support to plug a gap between employment.
Extensive research and prospecting, including pipeline development from scratch.
Communicating deadlines to the relevant team members and ensuring wider
responsibilities are adhered to.
Keeping a record of all funding applied for, to apply for, secured and unsecured.
Attending ‘meet the funder’ sessions and networking events with Trusts and
Foundations.
Completing all administrative and due diligence tasks in relation to secured funding.
Consultancy Services
This can include:
‘Year One’ Setup Services - pre-registration advice (if you are yet to register), including assistance with navigating
non-profit banking, setting up payroll and registering your new organisation with the
relevant bodies.
Full budget preparation and working with your Finance team on this if required.
Providing you with systems and processes to track applications or streamlining your current ones so that your goals and targets are clear.
Researching and identifying funders to match your needs and cover your
organisational budget for the first year.
Preparing a case for support and your first funding application, to use as a baseline
for future applications.
Creating a pipeline of grants to apply for over the next twelve months.
Full contact details of all funders, insider knowledge, deadline dates and hints and
tips.
A spreadsheet to track funding secured, applied for and unsecured.
