Community Matters (Yorkshire)

Are you ready for funding?

To ensure your group is ready to apply for funding, there is a checklist below which you may find useful.

About your group

  • Does your group have a constitution or set of rules?
  • Does your group have a Management Committee?
  • Does your Management Committee have a Chairperson?
  • Does your Management Committee have a Treasurer?
  • Does your Management Committee have a Secretary?
  • Does your group have a bank or building society account,in its own name
  • Does the bank account have at least 3 signatories?
  • Does your group have a clear understanding of its aims and objectives?
  • Is your group clear about the services it provides?
  • Do you know what resources your group has e.g.workers,volunteers, grants, office and equipment etc?

What kind of Group are you? What legal structure does your group have? (You can be more than one of these)

  • Unincorporated association (group, club, or society)?
  • Registered Charity?
  • Company Limited by Guarantee?
  • CIC?
  • CIO?
  • Are you branch of a national organisation without your own constitution?
  • Other?
  • If needed is there an organisation who will accept money on your behalf?

About your groups policies and procedures:

  • Do you keep minutes of all committee meetings?
  • Do you have systems in place to record income and expenditure?
  • Do you have relevant policies e.g. :
    • Health and safety?
    • Equal opportunities?
    • Safeguarding?
  • If you have employees, do you have Employment Policies?
  • Does your group have insurance to cover its legal responsibilities?

About your group’s funding:

  • Do you have a fundraising plan?
  • Do you have a fundraising group?
  • Do you keep a records of your funding applications and any correspondence (good and bad with funders?
  • Does your group have an independent referee?
  • Does your group identify a named person to act as a point of contact when submitting funding bids?

There is a wide range of help sheets available at www.members.community-matters.org.uk   although you are asked to pay a modest subscription to access these, it also gives you access to CMY’s funding database and the monthly funding newsletter.