How you make grants is as important as what you fund

Learning from lockdown blog series

At a recent Evaluation Roundtable Community of Practice session we asked what working practices people are hoping to retain from lockdown; and what they are looking to improve or introduce as they approach autumn and winter. In the  fourth of our blog series addressing these questions, we ask Kate Peters (Community Foundation for Surrey) to share her reflections.

Remember March? The world turned upside down, and we all had to come to terms with living a totally different kind of life, separated from loved ones and our normal routines. Meanwhile, the voluntary sector was not only stepping up to be a lifeline to thousands of our vulnerable neighbours but facing a disaster in terms of lost income. Community fundraising was cancelled and contracts and grant funding were put into question as projects became undeliverable.

The Community Foundation for Surrey launched a Coronavirus Response Fund on 26th March. We made our first awards after only 6 days on 1st April. Six months and £3million of grants awarded later, what have we learned from the experience?

It’s not just the money

Although the money was obviously critical, what we heard from our grantees back in April was how important it had been to groups to know someone was going to help. A number of key funds closed to applications at that time–just knowing we were there for them was really valuable.

It was not a big job to send a message to all our grantees, stating that whilst we understood that projects might pause or even fail, we would be flexible with reporting and changed delivery. That was one less thing for grantees to worry about and an element of funding that could stay in the budget. It is a message I still need to reiterate to grantees as their grant reports come due and I always sense their relief.

‘So, what did we learn? – How you make grants is as important as what you fund. Our impact as a Foundation can be seen in the invisible, intangible support we give to our groups.’
Keep it simple

Keeping the criteria for the Response Fund simple and flexible made it much easier for us to be inclusive and responsive. As a Community Foundation we have a large range of funds with sometimes very targeted aims. Working with one Fund was refreshing and made it a lot easier to make quick decisions.

‘So, what did we learn? –  We need to look at the criteria for our programmes and ask: can we simplify for the benefit of our applicants – and for us?’
Relationships, not process

The biggest factor enabling us to make quick decisions was our knowledge of our applicants and grantees that has built up over years. We could cut down the length of our application forms and take a lighter touch approach to due diligence because we know these groups; we know they can deliver good work.

But what about the groups we don’t know so well? And the pop-ups and small un-constituted groups? We worked with the support groups, including the CVS network, which agreed to act as fund holders for small or new groups. These local support bodies knew what was happening in their areas and their advice and intelligence allowed us to be confident in our grant-making.

‘So, what did we learn? – Investing our time in getting to know our grantees pays off. Being part of the local sector and networked with the key players is invaluable. We must make time to get beyond the forms and reports and build relationships.’
Even more relationship building

Those groups, who we already knew struggle with accessing our funds, were left behind in the initial stages of the Response Fund. While experienced applicants can quickly jump on a new funding stream, those groups for whom grant funding is an unfamiliar world could not take advantage of our support in the same way.

‘So, what did we learn? – There is an opportunity to take something good out of the crisis; more and better relationships with groups which don’t traditionally look to Foundations for funding.  We must take time to promote and offer support to inexperienced groups when launching any programme to ensure everyone gets a fair chance. We have made a commitment to do better and we will.’
What Next?

We focused our Covid-19 grant-making on being there for our community; a rapid response, enabling groups supporting vulnerable people to just keep going. Response to a crisis is not the same as long term grant making, but there are good lessons we can take from the experience to inform how we make better grants for the long game.

Next Thursday (12th November), in the fifth in our new series of blogs about learning from funding during Covid, Andre Clarke describes how Comic Relief is driving forward an approach to funding that is rooted in trust: ‘we recognised timelines, expenditure and goals set out in existing grant agreements might need to shift to reflect the changing context, and we made that easy to do’.
If you are interested in joining our Evaluation Roundtable Community of Practice for learning and evaluation staff in UK trusts and foundations, please email

You may also be interested in:

Ben Cairns
“From subordination to reciprocation”
Read more Blog
Sam Grimmett-Batt, Funding Manager at the City Bridge Trust.
Three ways City Bridge Trust approached flexible funding during the pandemic


Read more Blog
Funders and funded in harmony?
Read more Blog
whois: Andy White Freelance WordPress Developer London