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How do I make an enquiry or an application to a charitable fund? - Making an enquiry and application to a charitable fund

Once you have found charitable funds that may be able to assist you, the next step is to apply to them for help. This guide explains the steps involved.

Making an enquiry and application to a charitable fund

Each charitable fund will have their own application process that people will need to follow. However, in most cases there are usually two stages:

  • Making an initial enquiry to the charitable fund

  • Submitting a formal application for help.

The Turn2us Grants Search provides information on the enquiry and application process for each charity as well as details about how they receive enquiries/applications.

You can also make an initial enquiry to some charities using the Turn2us Grants Search online enquiry form.

Making an enquiry 

There are three main ways that funds accept enquiries:

  • Online through Turn2us

  • By applying to them directly using their contact information 

  • Via an intermediary working with people in financial need

Online through Turn2us

Some of the charitable funds on the Turn2us Grants Search accept online enquiries

Applying for help to a charitable fund on the Grants Search that accepts online enquiries involves three  steps:

  • Creating a Turn2us account 

  • Making an enquiry to the charitable fund

  • Making a formal application if they accept your enquiry.

Registering for a ‘My Turn2us’ account

To make online enquiries and applications to charitable funds on our Grants Search database, you need to register for a Turn2us account.

This  allows you to track the progress of any enquiries you have made

Using your account also means that you will not have to repeat the same information when looking for help. If you need to submit an enquiry to another charity at a later date, all the data will be saved and carried over to the new form.

You can also fill in the forms a bit at a time rather than all at once.

Security

Your details will be held securely and will not be shared with any third parties without your consent.

How do I register as an individual?

  1. Click on ‘Register’ in the top right hand corner of any page of the website

  2. Select the registration form that says: "Are you looking for help for yourself or someone close to you".

Screengrab showing the individual's registration form
  1. Fill in your details on the form.  Those fields marked with a red asterisk are mandatory.

  2. If you want to be notified by text message, you will need to provide your mobile phone number.

  3. Make sure you tick the box to accept the Terms and Conditions

  4. Click the ‘Register’ button

Logging on for the first time

Once you have registered with us, you can log in to your  Turn2us account.

  1. Click on ‘Log in’ in the top right hand corner of any page of the website

  2. Enter your username and password

  3. Click the ‘Login’ button

  4. You are now logged in to your Turn2us account 

Making an enquiry

The next step is to make an enquiry.

If a charity accepts online enquiries through Turn2us, there will be an 'Enquire online" button on the bottom right hand corner of the full profile.

Screengrab showing the enquire online button

When you click the 'enquire online button, the Grants Search tool will ask you to log  into your  Turn2us account.

Screengrab of the login page

When you have done this, it will bring up the Turn2us online enquiry form.

Screengrab of the top of the enquiry form

This asks you some general questions about your:

  • Contact details

  • Income

  • Situation

This information is needed to give  the charitable fund  information that will help them  assess your request for support and whether you qualify for their help.

When you have completed the form, you need to click the box at the end of the form confirming that you are happy for us to pass on your details to the charitable fund you have selected.

And then click 'Send'. 

Screengrab showing the bottom part of the Turn2us online enquiry form

The form can also be printed off if you want to post it to the charitable fund instead of emailing it or to keep a paper copy of your enquiry.

Once you have sent off the form, the charities should reply to your enquiry by email, phone or letter, telling you:

  • they may be able to help, but they need more information

  • they are not able to help you and why

  • they have accepted you enquiry and invite you to make a formal application.

Making an application

You can  formally apply when a charity asks you to do so.

You will usually have to fill in a detailed application form.

The charitable fund will advise you what the next stage is in the application and how you should apply.

The charity will ask for more detailed information, please remember that you will only be asked for details that the charitable fund needs to know to make sure you get appropriate help. It may also assist them to find other help for you that you did not know was available.

Applying directly to charitable funds

Go to the full profile page for the charity.

Click 'How to apply?'

This will then tell you how to contact the charity and make an enquiry.

 Screengrab showing the 'How to apply' section on the Turn2us Grants Search

It is important to follow the guidance about how to apply. 

Final check - can I apply?

In some cases, before you can access the contact details or the online enquiry form, you will have to confirm that you meet the eligibility criteria for that charity. 

If you are sure  you meet the conditions of that charitable fund  click 'Enquire', the Grants Search will either display the contact details in the case of charities that want you to apply directly to them or take you to the online enquiry form if the charity accepts enquiries through Turn2us.

Screengrab of the Turn2us Grants Search enquiry gate

If you don't meet the eligibility criteria, don't tick the confirmation box.  Close the window and look for other charities that are able to support  your situation and needs. If you click the 'Enquiry' button, it will give you a message telling you to do this and will not let you progress to the next step.

Screengrab of the Turn2us Grants Search enquiry gate

Applying via an intermediary

Some funds can only be accessed via an intermediary.

Some of these funds do not appear on the public Grants Search . However, registered intermediaries  with Turn2us are able to see their records  when they do a grants search..

Others show their details on the public part of the Grants Search but the "how to apply" makes it clear it has to be via an intermediary.

Others accept enquiries from individuals but they have to be supported by an intermediary.

Who qualifies as an intermediary?

This will vary depending on the rules of each charitable fund. 

Intermediaries who  work with people in financial need include:

  • Health and social care professionals, such as nurses, GPs, therapists and social workers

  • Advisers from Citizens Advice and other advice organisations

  • Staff and volunteers from charities working with people in financial need

  • Someone who speaks on your behalf (advocate or representative) - for example advocates for people with learning disabilities.

I don't have an intermediary

It may be worth contacting the charity to find out if there is anyone that you know who could act as an intermediary; or if there are any other ways to apply.

If you change your mind about applying after you have received the application form

Charitable funds tell us that sometimes they send out application forms and then never hear from the applicant again. This may be because the person found the help they needed from somewhere else or because the applicant found the forms too difficult to fill in.

We would encourage anyone who decides not to apply after receiving application forms from a charity to let them know that you don't wish to continue with the application and why.  If it is because you struggle to fill in forms, they may be able to help you with this. If there is some other barrier that prevents people from applying to them, it is useful for them to know as they may be able to adapt their services to get round this.

Last updated: June 2018

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