Our Strategy

We’re an independent charitable trust funded by Lloyds Banking Group. We partner with small and local charities helping people overcome complex social issues such as mental health, homelessness and domestic abuse. Their size and understanding of the people and local communities they work with means they’re able to make life-changing impact where others can’t. But these charities are under-funded, under pressure and too often ignored.

A group of guests converse at a Foundation event

We have committed to funding at least 700 charities at any one time, for longer, more flexibly and with more money. We will provide a wide range of developmental support, including training, consultancy and mentoring alongside our funding to strengthen charities. We’ll also champion the work of small and local charities and raise awareness of the challenges they face and the root cause and consequences of complex social issues, pushing for changes to policy and practice.

That’s why we’re more than just a funder. In our five-year strategy, Reaching Further, we have outlined our commitments to working in partnership with the charities we fund and others who share our vision.

Reaching Further: Our Strategy 2018 - 2022

Our commitment to equality, diversity and inclusion

Through independent research, we captured in-depth evidence about the distinctive contribution and value of smaller and local charities based on who they serve, what they do how they do it and the role they play in a wider ecosystem. This creates real value for individuals, the economy and added value for communities in ways that larger providers don’t. Yet despite these benefits smaller charities face real challenges

Chris Dayson, Sheffield Hallam University lead Researcher on the Value of Small

In our five year strategy, Reaching Further, we committed to investing in small and local charities helping people overcome complex social issues across England and Wales. This commitment is fundamental; we will continue to fund hundreds of charities every year, while providing a range of developmental support and championing the work of small and local charities with influencers and policy makers.

As part of our strategy we committed to fund for three to six years with grants of up to £200,000 over that period with greater flexibility and a promise of high quality grant management that works for the charities we partner with.

We know that long term, core cost funding provides much needed security and stability. During the challenging circumstances of coronavirus, we believe we have a responsibility to support as many charities as we can. 

To be able to support even more charities that need our help right now and to enable us to respond to an uncertain and changing future we have, therefore, temporarily reduced the length of our funding so that we can provide immediate, and even more flexible core cost funding to more small and local charities. We are continuing to listen to the charities that we partner with and others across the sector to ensure that our approaches across our funding, development offer and influencing work can best help charities and the people and communities they serve to react, recover and renew from this crisis.

In Reaching Further we've redefined how we work with charities to three distinct strands.

  1. We Fund - Every year we’ll make grants to hundreds of small and local charities, investing in their work helping people overcome complex social issues across England and Wales. 
  2. We Develop - We’ll provide a wide range of developmental support, including training, consultancy and mentoring alongside our funding to strengthen charities.
  3. We Influence - We’ll champion the work of small and local charities and raise awareness of the challenges they face with influencers and policy makers.

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