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Living on the Edge: Grant-makers and small and medium-sized charities

Living on the Edge: Grant-makers and small and medium-sized charities. Duncan Shrubsole, Director of Policy, Partnerships & Communications Alex Van Vliet, Research & Data Analyst Caroline Howe, Policy & National Programmes Manager. www.lloydsbankfoundation.org.uk.

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Living on the Edge: Grant-makers and small and medium-sized charities

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  1. Living on the Edge: Grant-makers and small and medium-sized charities Duncan Shrubsole, Director of Policy, Partnerships & Communications Alex Van Vliet, Research & Data Analyst Caroline Howe, Policy & National Programmes Manager www.lloydsbankfoundation.org.uk Follow us on Twitter @LBFEW #smallbutvital

  2. Grant makers and small and medium-sized charities • Who we are • Why we care • What we’ve done • What we’ve found out • What that means to us and funders more widely #ACFconf #smallbutvital @LBFEW

  3. Introduction • How many of you consider yourselves funders of small and medium sized charities? • Turn to your neighbour, introduce yourself and say what size organisation you fund and why

  4. The Foundation • Founded in 1985, one of 4 Lloyds Banking Group (LBG) Foundations • Distributed £340m to 42,000 local charities over 30 years • Independent charitable trust, 4 LBG Trustees • National reach, local presence • Fund charities with an income between £10,000 and £1m tackling disadvantage Follow us on Twitter @LBFEW #smallbutvital

  5. Our programmes Follow us on Twitter @LBFEW #smallbutvital

  6. What do we do?

  7. Research: Why? • Raising the voice of small and medium-sized charities in the policy debates that affect their work • Making the case for reforms that will benefit our grantees • Requires good quality evidence of their needs and strengths • Incrementally build the evidence base Follow us on Twitter @LBFEW #smallbutvital

  8. Research: How? • In-house survey of the experiences of grantees around challenges and support • 800 responses (50% response rate) • Mandate for raising our voice and voices of grantees

  9. Research: Challenges facing charities

  10. Research: What? • Two independent research reports • Evidence review by IPPR North • Audit of the financial landscape by NCVO using almanac data

  11. Research: Why small and medium-sized charities? • Local knowledge and understanding • Rooted in local communities – with, by and for • Boosting local social capital • Build and nurture social networks • Working with complex needs • Trusted, ‘whole person’ responses • Innovation in service delivery • Flexible and adapt to changing needs Follow us on Twitter @LBFEW #smallbutvital

  12. Research: Size of the sector What proportion of the sector is small and medium? • 64% • 77% • 93% • 97% Follow us on Twitter @LBFEW #smallbutvital

  13. Research: Size of the sector What proportion of the sector is small and medium? d) 97% Follow us on Twitter @LBFEW #smallbutvital

  14. Research: Size of the sector Change in number of charities in each income band (%) Follow us on Twitter @LBFEW #smallbutvital

  15. Research: Income By what proportion did income from Government change for charities with an income of £100k - £1m? (08/09 – 12/13) • 0% • -19% • -38% • -56% Follow us on Twitter @LBFEW #smallbutvital

  16. Research: Income By what proportion did income from Government change for charities with an income of £100k - £1m? (08/09 – 12/13) c) -38% Follow us on Twitter @LBFEW #smallbutvital

  17. Research: Income By what proportion did income from Government change for charities with an income of >£100m? (08/09 – 12/13) • 56% • 38% • 27% • -5% Follow us on Twitter @LBFEW #smallbutvital

  18. Research: Income By what proportion did income from Government change for charities with an income of >£100m? (08/09 – 12/13) b) 38% Follow us on Twitter @LBFEW #smallbutvital

  19. Research: Income from government and individuals Change in income from government and individuals (08/09 – 12/13) Follow us on Twitter @LBFEW #smallbutvital

  20. Research: Income from local and central government The biggest change has been in income from local government Follow us on Twitter @LBFEW #smallbutvital

  21. Research: Income from grants and contracts Follow us on Twitter @LBFEW #smallbutvital

  22. Income of smaller charities is more unstable Proportion of charities within typology categories (%)

  23. Trends in income sources

  24. Impacts of trends in income Decreased spending on staff costs (£100k-£500k income band): Change in proportion of spending on charitable activities and generating funds, 2008/09 to 2012/13 (% change)

  25. Research: Commissioning We asked small and medium-sized charities about their experience of bidding for contracts. What proportion said they found it ‘difficult’ or ‘impossible’? • 4% • 17% • 37% • 49% Follow us on Twitter @LBFEW #smallbutvital

  26. Research: What? We asked small and medium-sized charities about their experience of bidding for contracts. What proportion said they found it ‘difficult’ or ‘impossible’? d) 49% Follow us on Twitter @LBFEW #smallbutvital

  27. Research: Commissioning Follow us on Twitter @LBFEW #smallbutvital

  28. Research: Commissioning Evidence from 120 tenders show that this is because: • Commissioners lack understanding • Processes inadvertently exclude smaller providers • Specifications actively shut out smaller providers Follow us on Twitter @LBFEW #smallbutvital

  29. Things are getting tougher still

  30. The impact is disproportionate across England & Wales

  31. Research: Charities need more support Follow us on Twitter @LBFEW #smallbutvital

  32. Research: Charities need more support Help to establish new income sources Push for changes to commissioning Mentoring opportunities Support with lobbying/campaigning Supporting charities to work together Training opportunities Establish networks between charities Other None Follow us on Twitter @LBFEW #smallbutvital

  33. Research: Informing strategy Core grant making: • Listen to grantees • Core funding for longer Other support • ‘Enhance’ – consultants; action learning sets; mentors • Making the case for small and medium-sized charities – research; communications; thought leadership; commissioning toolkit Follow us on Twitter @LBFEW #smallbutvital

  34. Research: Informing strategy What does all this mean for funders more widely? - What are you doing to help small and medium-sized charities to thrive, not just survive? - How can you use the research to inform your own strategy? Follow us on Twitter @LBFEW #smallbutvital

  35. Where you can access the research? www.lloydsbankfoundation.org.uk/news/research • Expert Yet Undervalued and on the Frontline • Small and Medium-sized Charities after the Crash • Navigating Change • Too Small to Fail Coming soon: • Commissioning in crisis Follow us on Twitter @LBFEW #smallbutvital

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