moray adp stakeholder day. about us set up in 1985 by the trustee savings bank group; one of four...

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MORAY ADP STAKEHOLDER DAY

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Page 1: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

MORAY ADP

STAKEHOLDER DAY

Page 2: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

About us

• Set up in 1985 by the Trustee Savings Bank Group;

• One of four independent charitable trusts

• Distributing 1% of the Bank’s pre-tax profits;

• Since then we have made in excess of 13,000 grants totalling almost £94 million to thousands of charities the length and breadth of Scotland.

• Changing relationship with Banking Group, covenant ends 2019.

Page 3: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

£2.25m awarded in 2013• Henry Duncan Awards 212 awards = £919k• Partnership Drugs Initiative 13 awards = £1.18m• Pilot initiative in West Lothian = £48k

Additional Support in 2013 • Capacity building support totalling £20,000 • 237 charities attended one of our face-to-face surgeries• Over 150 practitioners attended PDI Conference

grant making

Page 4: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

strategy 2014-2017

• Strategy ratified by Trustees in February 2014

• Will run for three years until February 2017

• Three overarching objectives:

1. Be the best grant-maker that we can be

2. Reach communities that grant-making doesn’t

3. Support other grant-makers

Page 5: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

o Knowledge and awareness of what is happening in other parts of Scotland

o Analysing what helps to make a successful application and project

o Speaking with other funders o National overview

Adding value

Page 6: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

PDI background

Partnership Drugs Initiative (PDI) is a relationship grant-making programme and a partnership between Lloyds TSB Foundation for Scotland and Scottish Government and recently The Robertson Trust.

Focused on children and young people affected by drug and/or alcohol issues (either their own or that of a parent/carer)

Established in 2001 to: o increase the well-being of children and young people in

Scotland affected by drugs and alcohol o help develop and influence both local and national policy

and strategic direction

Page 7: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

PDI ethos & approach

Develop working relationships with funded groups:o Importance of understanding their work o Support and networking

Look at understanding local needs and view:o Connecting to local strategies (Alcohol & Drug

Partnerships)o How to add value

Support the national policy:o Using the learning from the ground upo Connecting to policy priorities (GIRFEC, CAPSM, Road to

Recovery, Alcohol Framework)

Page 8: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

o Support for up to 50% of overall costs of project

o Multi-year funding

o Applications in partnership with local Alcohol and Drug Partnership

o Focus on outcomes and demonstrating connection to local need

PDI criteria

Page 9: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

o Help to develop applications

o Experience from 13 years of supporting groups

o Support and training to help demonstrate the positive impact for children, young people and families

o Networking and training to share from other projects delivering similar services

PDI support

Page 10: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

PDI strategy

• Be Proactive: Increase engagement with local partners across Scotland.

• Target areas of need to address gaps and extend reach.

• Communicate learning: Share more effective knowledge from PDI over the last 13 years.

• Optimise Available Funding: Attract new partners and increase the size of the pot.

Page 11: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

What makes a good project

o Trusting relationships and continuity of staffing.

o Flexibility and addressing presenting needs helps with therapeutic interventions.

o Change doesn’t happen in isolation there needs to be a connection to the local landscape and other local partners (both statutory and other voluntary groups).

Page 12: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

o Experiences from other parts of Scotland – no need to reinvent – we need to learn from what we know on what works and what hasn’t

o Capacity building – 3 day evaluation training programme understanding how to measure the difference you make can help strength projects

o Enables more to be achieved - we have awarded excess of £20m 50% matched funding equates to £40m throughout Scotland

Adding value

Page 13: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

o Opportunity to work collaboratively – promoted and supported partnership models across Scotland

o Widen networking opportunities – attending PDI events engaging with other practitioners encouraging conversations that promotes practice development and learning

o Helps to contribute to local outcomes –everyone plays a part in a collective response that helps individuals achieve positive change

Adding value

Page 14: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

Application Advice o Use the guidanceo Speak to funderso Concise clear languageo Clearly define your outcomes o Clear project planso Reasonable, accurate costso Funding strategy

General thoughts

Page 15: MORAY ADP STAKEHOLDER DAY. About us Set up in 1985 by the Trustee Savings Bank Group; One of four independent charitable trusts Distributing 1% of the

for more info

http://ltsbfoundationforscotland.org.uk

@PDIforscotland

[email protected]

0131 444 4025