Agreement for Grant by a Charity to a Charity (Short Version)
This Agreement for Grant by a Charity to a Charity (Short Version) is only for use where a charity registered with the Charity Commission provides a grant to another charity also registered with the Charity Commission.
If, however, they both have charitable status in law, but one or both of them are not registered with the Charity Commission, you should instead use the Agreement for Grant by a Charity to a Charity (Long Version) accompanying this template.
Your charity may instead be intending to provide a grant to an organisation that does not have charitable status in law. For example, the intended recipient of the grant may be a voluntary, social enterprise, public sector, or commercial organisation which is not a charity in law. If so, you should instead use the accompanying form in this subfolder for a charity giving a grant to a non-charity organisation.
This Agreement for Grant by a Charity to a Charity (Short Version) is intended for cases where only a relatively unsophisticated document is needed. It provides less detail, options and protection than the Agreement for Grant by a Charity to a Charity (Long Version). We suggest that in order to decide which of the two agreements is most suitable in your particular circumstances, you compare them to see whether there are provisions in the long version that you need which do not also appear in the short version.
Comments on Clauses
Clause 1: The definition of the “Activities” (i.e. the activities, services or project) can easily be edited to cover the nature of the activity to be funded by the grant. The details of the activity will need to be set out fully in the “Award” and a copy of the Award can be attached to the Agreement. The definition of the grantor’s “Charitable Purposes” will need to be carefully completed where indicated.
Clause 2.2 This provides for payment of only a single lump sum grant, not instalments.
Clause 2.5: This and other clauses provide for “clawback” of some or all of the grant where that is appropriate.
Clauses 3.1 and 8 are included to clarify that each payment by the grantor is intended to be a grant, not a contractual payment in return for the carrying out of activities.
Clause 4: This includes important monitoring provisions to ensure that the grantor receives, or can obtain, reports and other information on the use of the grant and the grant funded activities.
Clause 11 is included to comply with the GDPR (General Data Protection Regulation). It assumes that the grant recipient's reporting of any information or grant maker's monitoring etc will not result in the grant maker receiving any personal data about anyone, e.g. beneficiaries of the recipient's activities. It also assumes that neither party will share with the other party any personal data about any individuals, e.g personal data about trustees, employees, volunteers.
The document is in open format. Fields should be completed. Wording in square brackets is optional and can be deleted or retained according to requirements.
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