How to make an application

In the first instance applicants should make an application in writing to the Secretary.

The Secretary
Marketing Trust
Moor Hall, Cookham, Berkshire, SL6 9QH

The Secretary will ensure that the application complies with the procedures of the Trust and that all necessary information is provided.

A copy will be sent to each Trustee prior to a Trustees meeting, usually held quarterly, and will be discussed at a meeting of the Trustees.

The Secretary will inform the applicant:

• whether their application has been granted - in which case the Secretary will make any arrangements for transfer of funds at an appropriate time

• whether the Trustees would like more information before they make a decision - in which case the Secretary will arrange for the additional information

• whether the application is rejected. The Trustees do not have to give a reason for rejecting an application

All correspondence should be with the Secretary.

Preparing your application

Your application should run to no more than four A4 pages, and should have a cover sheet of a single sheet which summarises:

• name, appointment and full address of the applicant and the organisation making the application

• the organisation's mission statement

• the nature of the project, and the total project budget, broken down by major elements

• the amount of funding applied for from the Marketing Trust and how the money is to be spent

• the length and timing of the project

• the project's relevance to the objectives of the Marketing Trust

• any funding received, or applied for, from other sources

• any commercial implications e.g. publication and sale of research results and who would receive the income

• means by which the success of the project will be judged

• extent of applicant's own financial commitment to the project.

Guidelines for a grant from the Marketing Trust

The Trustees will consider any application from academia, organisations, associations, charities and existing or proposed attractions or events which is likely to help the public to achieve a greater understanding and appreciation of the role of marketing in today's society.

Projects eligible for consideration would normally be related to some form of education, training or research project or activity. (see Recent projects for a selection of recently approved projects)

The award of a grant from the Trustees will be on such terms as they consider appropriate for the project and may vary considerably from one grant to another. However, most grants are likely to include the following basic conditions:

Applications must comply with the following to be considered by the Trustees

• the application rigorously meets the Trust's objectives and the applicant should match their activity with the objectives.

• the project should improve the general canon of marketing knowledge

• the application should state clearly the objectives of the project for which funding is sought

• projects should be one off

• the project should have a finite life but grants may be made over a period of years

• the anticipated outcomes of the project should be clearly identified, as should the means of communicating the outcomes

• funding will only be made to meet marginal activity costs

• funding sought from the Trust will not be the only source of finance for the project. Where other funders are being sought the donation will be pledged rather than paid until all the required funding is available

• applications should identify the applicant's own financial commitment to the project

• the application should be expressed in clear English and should be free of jargon as far as possible

Reasons an application will not be approved by the Trustees

• grants will not normally be made to individuals unless there is clear evidence that the general conditions are met

• the Trust will not provide working capital

• funding will not be made to meet normal operating expenses or to fund what the Trustees consider to be a core activity of the applicant

• costs absorbing the applicants normal overhead costs will not be considered

• funding will not be given retrospectively for expenditure already made

• any grant should not exceed 25% of the forecast annual income of the Trust

Conditions on which a Grant is made

• the grant must only be used for the project as approved by the Trustees

• any proposed changes to the original application must be notified to the Trustees for their approval before the project is implemented

• any part of the grant that is not used for the agreed purposes and within the agreed timetable must be returned to the Trustees

• any promotional material and publicity for the project must include acknowledgement of the support of the Trust and must comply with the Trustees' publicity guidelines

• in some instances the project for which the grant is paid may achieve some level of commercial success. In such an event the Trustees may ask for some or all of the grant to be repaid, or a share of the profits

• in some instances the grants may be paid in stages or upon completion of the project. In such cases this condition will be notified to the applicant when the grant is made

• the recipient will provide to the Trustees a report detailing the project's development, evaluation and evidence of expenditure of the grant

• if the recipient of the grant is found to have submitted false information or does not abide by terms and conditions of the grant, the Trustees will be entitled to have the grant repaid

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