Our team of experienced Administrators and Clerks can oversee all operational aspects of your grant-making programme. From the design and assessment of applications, through to the payment and evaluation of your grants, we are on hand to support every step of the way.

We recognise that no two grant makers are the same and that much philanthropy is borne out of the settlor’s or trustees’ personal interests and passions. As a client, you will have a named point of contact, usually the Clerk, who will work closely with you in understanding your requirements and ensuring that your organisation’s charitable objects are fulfilled. The Clerk will oversee a team of Administrators in the delivery of all services.

Services include:

Pre-award Shortlisting applications to an agreed criteria; carrying out due diligence on potential grantees.
Grant management Liaison with grantees; payment of grants; ongoing grant monitoring.
Post-award Ensuring end-of-grant reporting compliance; providing information for the Annual Report; maintaining paperwork in line with data retention policies.