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fund the salary of the retreat director of a spirituality centre in the south west of England. Here the key areas to explore as part of the due diligence on the application would include:
Obtaining a better understanding of the nature of the spirituality centre, its objectives and its activities
Ascertaining its nancial position through its latest statutory and management accounts and assessing its nancial stability by asking to see nancial projections and budgets
Requesting information of other organisations that currently fund the post or which have been asked for funding
Understanding the role of the person for whom funding is being requested – for example, by seeking a copy of their job description
Seeking information about plans for the role should the charity fund it for a period of time - what happens when the charity’s funding ceases?
Meeting the individual and visiting the centre CAN WE MAKE GRANTS
TO INDIVIDUALS?
Religious institute charities do, and can make grants to individuals. In most cases, most of the above processes and considerations will apply. Additional things to consider are:
Whether the charity wishes to make grants to individuals for speci c purposes only – for example, funding a gap year spent overseas assisting in areas of poverty or need
The reasons for which funding will be awarded and whether it should be limited to speci c age groups
The nancial limits to be placed on such funding and nancial checks/ means tests to be carried out as part of the charity’s due diligence
Whether a request should be made that the application is made via a third party or an organisation such as a school, university or church
The nature of the reporting process
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