Ideas and Pioneers Fund

Assessment and next steps

Initially, we will review the written information you have sent us and identify those applicants that are eligible and have a pioneering idea. For these, we will watch the video. We then shortlist applications for a decision-making panel meeting. The panel consists of PHF trustees, advisors and staff.

Second stage assessment

If your application is approved by the decision-making panel, you will be invited to a second stage assessment process when you will need to provide additional information, including a budget. We will also then undertake a number of due diligence checks, which may include a Skype conversation or meeting. The process will be slightly different depending on whether the grant will be paid through an organisation or to an individual.

The information we request at this stage includes:

  • A budget for how you plan to spend a grant from PHF. See here for guidance on how to compile a budget.
  • If applying as a small organisation, brief details about the organisation and a copy of its constitution or memorandum and articles of association and most recent accounts.
  • Individuals, or the lead contact for a small team, will be asked to provide photographic ID and proof of address. If you are unable to provide verifiable photographic ID or proof of address, we can discuss what alternative arrangements may be possible.

We will set up a Skype conversation with all applicants at this stage of the process. Those applying as individuals will need to show us the originals of your proof of address and identity documents during that conversation. We will indicate in advance of this Skype conversation if there are any specific issues or topics that we would like to discuss with you.

We welcome applications from people with a range of life experiences and will not automatically exclude anyone on the basis of their financial or personal history. But we will want to have a discussion about what support you need to manage a grant – and whether we can provide it. We will also want to make sure that the funding will only be used for charitable purposes and may ask you to put controls in place to ensure this.

At this stage, we will ask you to confirm whether the grant will be paid to you as an individual, or whether it will be paid through an organisation. A grant from us may affect your tax or benefits status, so individuals need to consider carefully their personal circumstances when choosing to apply to the Ideas and Pioneers Fund. For those applying to us as an individual, we offer £500 to cover advice that will help you decide whether or not to accept the grant.

In most cases, we will notify you within six weeks of going to second stage whether or not your application has been successful.

Feedback on unsuccessful applications

Due to the large volume of applications we receive, we are unable to provide personalised feedback to applicants who do not progress to the panel meeting. If your application has been shortlisted to second stage and is unsuccessful, we’ll write to you explaining the reasons why we haven’t been able to fund you.

Next steps if your application is successful

If you are successful in securing support through the Ideas and Pioneers Fund, we will write to let you know and invite you to accept the offer of a grant by returning a signed copy of a Grant Terms & Conditions form.

We will also ask you to send us an original, recent bank statement for the account into which the funds will be paid, which will be returned to you.

We provide a package of additional non-financial support to Ideas and Pioneers grantees, which includes a three-day residential, a budget to purchase courses provided by the School for Social Entrepreneurs (SSE), a bursary to attend the Social Media Exchange, one-to-one crowdfunding coaching (provided by Crowdfunder), other ad hoc opportunities to attend events or access webinars (to be confirmed during the course of the grant), and access to the Ideas and Pioneers grantee and alumni online network.

At the end of your grant, we will ask you to send us a short report reflecting on your experience, learning and achievements and to send us brief details about how you used the grant. We will also have a conversation with you to discuss and reflect on your experience and achievements.

Following this end-of-grant conversation, it is possible that we will ask the School for Social Entrepreneurs to carry out an assessment of your readiness and need for follow-on support – which may result in a package of financial and non-financial help being provided by SSE on behalf of Paul Hamlyn Foundation. A number of factors are taken into consideration in making this referral, such as: the progress the grantee made during their grant; whether they have been able to demonstrate any momentum behind their idea (e.g. further financial or in-kind support); whether they have a plan for their next steps or an idea of the areas that they need help with for their next steps.

Initially, we will review the written information you have sent us and identify those applicants that are eligible and have a pioneering idea. For these, we will watch the video. We then shortlist applications for a decision-making panel meeting. The panel consists of PHF trustees, advisors and staff.

Second stage assessment

If your application is approved by the decision-making panel, you will be invited to a second stage assessment process when you will need to provide additional information, including a budget. We will also then undertake a number of due diligence checks, which may include a Skype conversation or meeting. The process will be slightly different depending on whether the grant will be paid through an organisation or to an individual.

The information we request at this stage includes:

  • A budget for how you plan to spend a grant from PHF. See here for guidance on how to compile a budget.
  • If applying as a small organisation, brief details about the organisation and a copy of its constitution or memorandum and articles of association and most recent accounts.
  • Individuals, or the lead contact for a small team, will be asked to provide photographic ID and proof of address. If you are unable to provide verifiable photographic ID or proof of address, we can discuss what alternative arrangements may be possible.

We will set up a Skype conversation with all applicants at this stage of the process. Those applying as individuals will need to show us the originals of your proof of address and identity documents during that conversation. We will indicate in advance of this Skype conversation if there are any specific issues or topics that we would like to discuss with you.

We welcome applications from people with a range of life experiences and will not automatically exclude anyone on the basis of their financial or personal history. But we will want to have a discussion about what support you need to manage a grant – and whether we can provide it. We will also want to make sure that the funding will only be used for charitable purposes and may ask you to put controls in place to ensure this.

At this stage, we will ask you to confirm whether the grant will be paid to you as an individual, or whether it will be paid through an organisation. A grant from us may affect your tax or benefits status, so individuals need to consider carefully their personal circumstances when choosing to apply to the Ideas and Pioneers Fund. For those applying to us as an individual, we offer £500 to cover advice that will help you decide whether or not to accept the grant.

In most cases, we will notify you within six weeks of going to second stage whether or not your application has been successful.

Feedback on unsuccessful applications

Due to the large volume of applications we receive, we are unable to provide personalised feedback to applicants who do not progress to the panel meeting. If your application has been shortlisted to second stage and is unsuccessful, we’ll write to you explaining the reasons why we haven’t been able to fund you.

Next steps if your application is successful

If you are successful in securing support through the Ideas and Pioneers Fund, we will write to let you know and invite you to accept the offer of a grant by returning a signed copy of a Grant Terms & Conditions form.

We will also ask you to send us an original, recent bank statement for the account into which the funds will be paid, which will be returned to you.

We provide a package of additional non-financial support to Ideas and Pioneers grantees, which includes a three-day residential, a budget to purchase courses provided by the School for Social Entrepreneurs (SSE), a bursary to attend the Social Media Exchange, one-to-one crowdfunding coaching (provided by Crowdfunder), other ad hoc opportunities to attend events or access webinars (to be confirmed during the course of the grant), and access to the Ideas and Pioneers grantee and alumni online network.

At the end of your grant, we will ask you to send us a short report reflecting on your experience, learning and achievements and to send us brief details about how you used the grant. We will also have a conversation with you to discuss and reflect on your experience and achievements.

Following this end-of-grant conversation, it is possible that we will ask the School for Social Entrepreneurs to carry out an assessment of your readiness and need for follow-on support – which may result in a package of financial and non-financial help being provided by SSE on behalf of Paul Hamlyn Foundation. A number of factors are taken into consideration in making this referral, such as: the progress the grantee made during their grant; whether they have been able to demonstrate any momentum behind their idea (e.g. further financial or in-kind support); whether they have a plan for their next steps or an idea of the areas that they need help with for their next steps.