The people who make decisions about how you operate - trustees or directors. The majority should be unrelated.

We can only fund work which has a charitable purpose

Your organisation's total income in the last financial year

Our funding supports the residents of Surrey, we cannot fund work where the purpose is to support people outside this area

How long your organisation has been operating

black

2026/27 Strategic Transformation Programme R2 Application form

This application has two stages:

Expression of Interest (Stage 1): Complete Sections 1-3 to tell us briefly about your organisation and funding request. We will review your Expression of Interest and contact you to let you know if we are able to invite you to proceed to Stage 2.

Full Application (Stage 2): Sections 4-13 allow you to provide more detailed information about your organisation, project plans, budget, and supporting documents.

About this two-stage application process

Forename(s)

Surname

Job title /Role

Email address

Prefered contact phone number

Name of Organisation

Website

Select the type of your organisation or group.

What type of organisation/group are you?

Strategic Funding is intended to support a significant change. Please describe what you need funding for and how it will strengthen your organisation. (maximum 200 words).

Please describe what you need funding for and how it will strengthen your organisation

The specific amount of funding requested from the Community Foundation for Surrey in GBP.

How much funding are you requesting?

What is the total cost of your project?

The total amount of funding raised for this project so far in GBP.

How much have you raised to date?

The anticipated start date for spending the funding. Retrospective grants cannot be awarded.

When will you start spending the funding? This should be from 1st January 2026 

Select the primary local authority in Surrey where the activity will take place.

Which local authority in Surrey will the activity primarily take place in?

Provide a representative Surrey postcode for the geographical area benefiting from your project. We cannot fund work which does not benefit Surrey residents.

Please provide a postcode IN SURREY which represents the geographical area you serve.

Indicate how you learned about the Community Foundation for Surrey.

How did you hear about us?

Opt-in to receive the grants e-bulletin with information about future funding opportunities and application deadlines. By ticking the box, you agree that we can contact you via email and hold your data.

Would you like to receive our grants e-bulletin?

Address - Building Number/Name and Street

Town/City

County

Postcode

Your organisation's general or office email address.

General/Office email

Indicate if your organisation is part of a larger regional or national entity.

Are you part of a larger regional or national organisation?

The year your organisation was established.

What year was your organisation established?

Your organisation's total income over the last accounting year in GBP.

Income over last accounting year

Your organisation's current unrestricted reserves in GBP.

What are your current unrestricted reserves?

Describe your involvement in local networks, partnerships, and how your work complements other providers (maximum 300 words).

Please tell us about any local networks you are involved in or partners you work with. Tell us how your work fits in with other charities and providers addressing this problem.

Provide the number of individuals in each staffing and volunteer category.

How many of each of the following are involved in the organisation?

How many full time staff / workers

Part time staff / workers

Number of trustees or management committee members.

Trustees / Management committee

Number of volunteers (excluding trustees/management committee).

Volunteers (excluding trustees/ management committee)

Bank name

Bank sort code

The name on your organisation's bank account.

Bank account name

Bank account number

The planned start date for the funded work.

Funding start date

The planned end date for the funded work.

Funding end date

Describe the problems, disadvantages, and/or needs faced by the people your work supports (maximum 300 words).

The "Problem" - What problems do the people you work with face?

Describe the work you are seeking funding for, addressing where, when, what, how, who, and why (maximum 250 words).

Please tell us about the work you would like funding for which addresses this problem.

Explain the intended positive changes, how lives will improve, and the wider community benefits (maximum 250 words).

The change you want to make - How does this work help to solve the problem?

Describe how you will measure and report on the outcomes and impact of your work (maximum 200 words).

Outcomes and Impact - How will you measure and report on the positive changes made for people?

Provide a case study illustrating how your organisation has previously helped an individual and the resulting change (maximum 200 words).

Case study - To help us understand the difference this work will make please tell us how the organisation has helped an individual in the past and the change made to their life.

Use this field for any additional information you deem important (maximum 200 words).

If the questions above have not provided you with the opportunity to tell us what is important to you, please use this field to provide any extra information.

The estimated number of people who will benefit from this funding.

How many people will benefit from this funding?

Select the main outcome your activity aims to achieve.

Select the primary outcome for your activity

Have you recieved a grant from Community Foundation for Surrey in the last 4 years?

Referee forename

Referee surname

Referee company name

Referee position

Email address of the independent referee.

Referee email

Referee phone

Certify that submitted documents are current and accurate.

I certify that the documents submitted to support this application are the full and current documents and they accurately represent my organisation’s current financial position, policies and governance.

Conditions of Grant Award  By submitting an application to the Community Foundation for Surrey, the organisation named in the application (referred to as “you” in these Terms and Conditions) agrees, if awarded a grant, that:  Any grant is awarded on the basis of the information supplied in this application. Any and all monies awarded must be used for exclusively charitable purposes as defined on the Charity Commission website https://www.gov.uk/government/publications/charitable-purposes/charitable-purposes. 
The award is intended only to fund the work specified in your request and only for expenditure incurred after the date of your grant award. The award should be recorded as Restricted income in your accounts unless you are specifically notified that the grant is unrestricted. You will act lawfully in carrying out your project in accordance with best practice and guidance from your regulators, and follow any guidelines issued by us about the project or use of the grant and let us know promptly about any fraud, other impropriety, mismanagement or misuse in relation to the grant. You will inform us of any Serious Incident as defined by the Charity Commission https://www.gov.uk/guidance/how-to-report-a-serious-incident-in-your-charity If the project/activity changes in any way from the original application, the Community Foundation for Surrey must be notified immediately. Significant variations may result in the grant being altered or withdrawn. If you have been unable to start using the grant within three months of receipt, or it cannot be used for the purpose for which it was awarded you must contact the Foundation as soon as possible. You will immediately return any part of the grant that is not used for your project, or which constitutes an unlawful subsidy. You will keep accurate and comprehensive records about your project during the project and for five years afterwards and provide us on request with copies of those records and evidence of expenditure of the grant, such as original paper or electronic receipts, invoices, and bank statements. An End of Grant report will be completed and returned to the Community Foundation for Surrey within 3 months of completion. You will acknowledge Community Foundation for Surrey funding using our logo in accordance with the relevant guidelines for recognising your grant, which can be found on our website https://www.cfsurrey.org.uk/apply-for-funding-3/publicising-your-grant. Public information about any grant awarded may be shared in open datasets. No personally identifying information will be published.

Conditions of Grant Award 

Confirm you have read, understood, and agree to the grant award terms and conditions.

Please tick this box to indicate that you have read and understood the terms and conditions and agree to them

Rate your experience completing the application form.

How did you find the application form?

Provide feedback on your experience with the application form (maximum 100 words).

We would appreciate your feedback on your experience of completing this application form, to help us make improvements.

Please upload your supporting documents, please note that they are part of your application and must be provided by the deadline. We cannot process incomplete applications.

Supporting Documents

Governing Document

Please upload your organisation's formal safeguarding policy document(s). This should include policies for both Children and Young People, and Adults at Risk/Vulnerable Adults as applicable to your work.

Safeguarding policy and proceedures

Finance Policy

Your statement should be no more than 3 months old. Transactions should be redacted for privacy

Bank Statement in the name of the applying organisation

Charity Number

Please provide your company registration number.

Company Number

Describe your organisation's mission, goals, and the services it offers (maximum 500 words).

Please describe the overall aims and objectives of your organisation and the activities or services your organisation provides.

Budget

Please provide information about the difference your work will make. These outcomes are the way you measure your own work and we will ask you to report on them in your end of grant report 

Outcomes -  the difference your work will make to people?

If your R&A are more than one year old, please also provide an update on your financial position.

Most recent annual report and accounts. 

Tick if supporting documents will be sent via email instead of uploaded. Please note your application is not complete until we have received your supporting documents and we cannot process your application if you do not supply these supporting documents by the deadline.

If you cannot upload your documents please tick the box to indicate that they will be sent by  email

In order to process your Expression of Interest and potentially invite an application we need to record your details on our database. The information will not be shared with any other party without your explicit permission. 

Our full privacy policy can be viewed on our website https://www.cfsurrey.org.uk/privacy-policy?rq=data%20protection



Data protection

Expression of Interest: About You

Expression of Interest: Funding Request

Expression of Interest: Project Scope

Expression of Interest: Referral & Consent

Stage 2 Application: Organisation Information

Stage 2 Application: Grant Application Details

Stage 2 Application: Project Impact

Stage 2 Application: Budget

Stage 2: Bank details

Stage 2 Application: Referee

Please upload your supporting documents. Your application is not complete until you have provided these documents. 