Ask a Grant Manager – November 2018

Marie Hale is our Grant Manager for South Central England.

Marie Hale – Grant Manager for South Central England

Marie joined Lloyds Bank Foundation in June 2018, having come to us from Trusthouse Charitable Foundation after a varied career as an Intensive Care and Spinal Injuries nurse,and as an accountant.

“My favourite thing about my job is providing developmental support to charities.  That’s why I came to Lloyds Bank Foundation, so I could have long term relationships with charities even after we finish funding them.”

When she is not working, Marie enjoys travelling, walking and spending time with her family.

Q: Would a grant application be more likely to succeed if governance could be independently assessed and verified against a recognised Code of Governance?

A: Because the charities we fund are small, we don’t want to burden them with additional expectations, so this isn’t a key part of our criteria. When we do our initial assessment of grant applications, what we look at are the needs in the local area, how the application addresses the complex social issues we fund, and at how holistic the support you provide is.

That said, we value good governance practice, and this is reviewed at the detailed assessment stage of our application process. We check charities are registered with the Charity Commission, follow the Charity Commission Code of Conduct, and that the charity has at least three trustees and a code of governance.

So, while having good governance is absolutely a good thing, and something we help our grantees with, we don’t require applicants to do more than meet their legal requirements.


Q: I was told on the phone in August that the criteria for core funding was changing. In our case we are a pan disabled advocacy organisation, including learning disabled. I was told this was being changed so a pan disabled organisation could apply. However, the criteria were not changed. Are there plans for this to change?

A: Thanks for your question. We updated our criteria in June, and this is available on our website.

For Invest – our core funding programme – 50% of your work needs to be specifically on a complex social issue we fund. In this case, 50% of your organisation’s work needs to be for people with learning disabilities.  So, while as a pan-disability organisation you can apply for our funding, you would need at least half of your work to be with people with learning disabilities.

With all that said, we know that life in a small charity isn’t that simple, so we recommend calling us on 0370 411 1223 and discussing the finer details with your local grant manager.

Have  a question you want to ask our Grant Managers? Submit your questions here.

Don’t forget to subscribe to our newsletter so you can see the answers. 


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s