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What are the Lloyds
TSB Foundations?
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The Lloyds TSB Foundations are independently
run charitable trusts each with a Board of Trustees which
works to ensure that the money covenanted by Lloyds
Banking Group
goes directly to charity.
Our funding is aimed at registered charities
which are focused on improving quality of life, creating equality
of opportunity for people throughout the UK and helping those
who are disadvantaged or marginalised in society. In particular,
we are keen to reach local community groups and grass-roots
charities which are often more vulnerable.
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How the Matched Giving
Scheme works |
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The Matched Giving Scheme was established
to encourage members of staff to get involved in the voluntary
sector and to help fundraise through personal participation
in events or give their time freely to support the work of
charities throughout the UK. The Foundations run this scheme
for the staff of Lloyds Banking Group and its subsidiary companies
as well as our own staff and Trustees.
Every member of staff employed by Lloyds Banking
Group, any Group subsidiary in England, Wales, Northern Ireland, the Channel Islands,
the Isle of Man or the Lloyds TSB Foundations (including trustees) is entitled
to claim up to £500 in each calendar year from the Matched
Giving Scheme for a charity for which they have either raised
money for or given time to. We will match every pound you
raise or donate £5 per hour of voluntary time given, to a
maximum of £500, provided that your claim falls within the
rules of the scheme and the charity is eligible for funding.
Each year, the Foundations allocate a percentage
of their income towards the Matched Giving Scheme. In 2009,
over £1 million was matched to support the charitable activities of Group staff,
as well as Foundation staff and Trustees.
Unfortunately, once the available funds have
been distributed we are unable to support further claims for
money, so we would advise you to get your application to us
at the earliest opportunity! You might want to note that our
funding year runs from January to December.
Before applying to the Matched Giving
Scheme please make sure that you have read the rules and guidance
notes below carefully.
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The Rules |
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- You must be an employee of Lloyds Banking
Group, or any Group subsidiary in England, Wales, Northern Ireland, the Channel
Islands, the Isle of Man or an employee or Trustee of the Lloyds TSB Foundations.
- We cannot support claims for activities
or voluntary time completed by family members, friends etc.
The whole ethos of the scheme is to get you to personally
participate in the voluntary sector!
- Each staff member is eligible to claim
up to £500 in the calendar year.
- You can apply at any point in the year
and for as many different activities as you like, so long
as your entitlement of £500 is not exceeded.
- For fundraising activity claims, you must
have personally participated in an event or activity. That
is, you must have done something to the raise the funds.
For example, if you are raising funds by doing bag packing
at the local supermarket we would expect that you were one
of the bag packers, not the organiser/supervisor of the
event.
- Claims for fundraising activities must
be submitted within 6 months of the date completed.
- You must have completed the fundraising
activity before being able to claim. We cannot support claims
for fundraising where funds are gathered in advance of the
activity being undertaken.
- Claims for voluntary time can be submitted
at any time for hours given to charity during the last 12
months
- We do not support claims for voluntary
time spent organising fundraising events or for time given
during work time.
- Each staff member who has personally participated
in a fundraising activity or given voluntary time must complete
their own claim form. We cannot accept group applications.
- Your Line Manager must authorise your claim
by signing to confirm that they have examined your application
and any supporting evidence (e.g. sponsorship form).
We strongly advise you not to make any promises
of funding to the charity you are fundraising for, in case
there are reasons why your claim may not be met. If you have
any doubts at all, then please contact the Foundation which
processes claims for staff in your area and we will be only
to happy to provide you with clarification. |
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The types of charities
we fund
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We are very happy to support a wide range
of charities which help people in the UK to achieve a better
quality of life, create equality of opportunity and help those
who are disadvantaged or marginalised in society.
Each of the Foundations may only support
charities based and working within that Foundation's geographic
region (e.g. Lloyds TSB Foundation for the Channel Islands
may only support charities based and working in the Channel
Islands).
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What we don't fund
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Unfortunately, we are unable to fund the following
types of charitable work:
- Organisations which are not formally recognised
as charities
- Individuals - including students
- Environmental projects e.g. geographic
and scenic, conservation and protection of flora and fauna
- Mainstream activities and statutory requirements
of hospitals and medical centres (inc NHS Trusts), schools,
universities and colleges
- Sponsorship or marketing appeals
- Establishment/preservation of endowment/welfare
funds
- Organisations that redistribute funding
for subsequent grant-making to other organisations and/or
individuals. This is because the beneficiary will not necessarily
benefit 100% from the money. It is highly likely that there
will be management and administration costs deducted prior
to redistributing the funding and, in addition, it cannot
be guaranteed that the organisations which receive the
redistributed funds are registered charities
- Expeditions or overseas travel
- Building projects for places of worship,
other than where such buildings provide accommodation for
community groups
- Building projects for heritage centres,
visitor centres, museums and theatres
- Historic restoration/historic publications
- Charitable work outside of the UK
(i.e. benefiting people outwith the UK)
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What happens next?
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Once we have received your claim form, we
will check for eligibility against the rules and the types
of charities we fund.
If your claim is successful, we will write
to you to let you know that the money has been sent to the
charity you fundraised for or have given voluntary time to.
We will send the Matched Giving Claim payment
directly to the charity, along with a letter explaining that
you raised these funds and how you did it.
Good luck
and thank you
for giving your
personal time to volunteering.
We look forward to receiving your Matched Giving Claim form.
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