Our programmes

Invest

Invest grants provide longer term core or direct delivery funding for eligible charities that are delivering clear outcomes as a result of their work.

Invest grants are from £10,000 up to maximum of £25,000 per year for two or three years, with the opportunity for continuation funding for a further period – up to six years in total. We accept applications for our Invest programme in three rounds annually. Visit our Funding Timetable for key dates.

What Invest Grants Fund

Invest grants fund core organisational costs, meaning those related to the day to day running of your charity. Requests for core costs will only be considered where the majority of your charity’s work (more than 50% of your work and expenditure) meets our eligibility criteria.

We also fund costs associated with the direct delivery of your work.

The core costs and direct delivery costs we support are summarised below:

Core Costs 

Direct Delivery Costs 

Building running costs Salaries
Rent Recruitment 
Utilities Sessional workers  
Heating and lighting Volunteer expenses 
Insurance Travel 
Office costs  Training 
Stationery Monitoring and evaluation 
IT running costs Promotion 
Management costs Activity costs 
Part-funding or funding of salaries   
Finance/admin/back office  

Length of Invest Grants

Invest grants are from £10,000 up to £25,000 per year for a period of two or three years, with the opportunity for continuation funding for a further period – up to six years in total.

When applying for a grant, you need to tell us how long you see the underlying work or project running for, and the length of grant you are seeking.

If successful with your application, we will award a grant for an initial two or three year period. If you are seeking funding beyond this initial period, your local Grant Manager will explain the process for securing continuation funding, up to a maximum of six years.

Monitoring the Outcomes of an Invest Grant

Invest grant applicants must have appropriate systems in place to be able to effectively monitor the outcomes of the work funded by an Invest grant. 

If you do not have suitable systems in place for monitoring outcomes of an Invest grant, you may wish to consider first applying for an Enable grant to develop these.

You need to be able to report both the number of people who have achieved one or more of the specified transition outcomes, and the number of people achieving one or more of the specified progression outcomes. These are: 

Transition Outcomes

Safe, independent and able to make positive choices  
Becoming employed 
Becoming a regular volunteer (more than 20 hours in a six month period) 
Have not re-offended (in the previous six months)  
Achieved accredited qualifications  
Moved into or re-entered education or training 
Achieved increased basic skills 
Moved into safe and suitable accommodation 
Moved into independent living 
Safely managing addictions  
Better able to manage their mental health issues 

Progression Outcomes

Improved safety   
Improved self esteem/confidence  
Improved physical health 
Improved mental health   
Reduced isolation/increased support networks 
Improved budgeting/money management skills 
Improved employability 
Reduced stress/anxiety   
Managing a tenancy and accommodation  
Reduced substance misuse/addictive behaviour 
Improved basic skills 
Improved living skills 

Download a sample Invest End of Grant Report to understand what is required in a final report on grant funding. 

Applying for an Invest Grant

Applying for an Invest grant is a two stage application process. Eligible applicants are required to submit an Initial Application, and if invited to continue in the process, will be visited by their local Grant Manager and asked to complete and submit a full application.

Visit our How To Apply page to assess your eligibility and begin the application process.

Re-applying for an Invest or Enable Grant

Invest grants will not be awarded for more than six years in total. Once you have received six years of funding in total from the Invest Programme, you need to wait five years from the final grant payment before you can re-apply.

If you are awarded an Invest grant and we have agreed in principle to continuing the grant for a further period, your Grant Manager will invite you to discuss further funding before your existing grant has completed.

Current Invest grantees, may apply an Enable grant only after your Invest Grant has come to an end and your End of Grant Report has been submitted.

Additional ‘Enhance’ Support

Enhance is a 'grants plus' programme, which provides non-financial support to our grant recipients. The Foundation works with our Invest and Enable grantees to identify whether they would benefit from additional support through our Enhance programme, to complement their grant funding.

Enhance support is not a condition of any grant award and if agreed, will be tailored to the specific needs of the charity. Our Grant Managers will work with a charity to identify whether there is any additional support that would help the charity operate more effectively and/or respond to any challenges it faces.

There are three primary sources of this ‘in kind’ support: the Foundation itself, Lloyds Banking Group and a selection of external suppliers or consultants.

Find out more about our Enhance programme.