Fidelity Strategic Grants Fund

Grants of £5,000 to c.£15,000

The Fidelity UK Foundation Surrey Community Development Fund primarily supports organisations benefiting those most disadvantaged in society (especially children and young people) and is open to considering organisations active in the field of health and environmental conservation. Charities should be focused on the county of Surrey.

The Fund has a focus on the capacity of charities, by which we mean the capability, knowledge or resources that charities need to be effective. Grants should focus on helping organisations strengthen their impact, effectiveness and/or sustainability – therefore strengthening their ability to achieve their mission.

This could include investment in leadership, strategic planning, technology (not hardware), fundraising, financial management or impact measurement. Where appropriate, the Fund may consider the refurbishment of premises where it helps organisations deliver services more effectively.

Applicants must include in their application what outcomes they hope to achieve, how these outcomes will be measured and what evidence of impact they will be able to provide.


The Fund will only support registered charities that have been in existence for at least 3 years with a demonstrably strong track record.

The Fund will only support organisations in robust financial health. Applicants are required to provide their most recent audited annual accounts, up-to-date management accounts, and any other evidence (e.g. recent financial plans or funding commitments) which demonstrate the sustainability of the organisation.

The Fund will not consider:

  • Applications for core/running costs or event sponsorship.
  • Applications from individuals, political or sectarian organisations, mainstream schools and colleges, playgroups, community centres, sports clubs.
  • Religious groups can apply but their services must be open to all and the grant cannot be used for the promotion of religion.

Examples of funded Strategic Projects:

Home Start Surrey – £10,000       

Home Start recruits and trains volunteers to support vulnerable families in their own homes, offering practical and emotional support to families experiencing difficulties, where there is at least one child under five.

Funding supported an investment in IT, which created a time-saving of half a day per month per scheme or 50 days per year staff hours spent on administration, that can be redirected to support families.

As a result, the number of people accessing support services increased from 664 to 720, and the number of people accessing support services for the first time increased from 379 to 563.

The Grange Centre for People with Disabilities – £16,800 

The Grange helps adults with learning disabilities and other secondary disabilities to realise their full potential and live independent and fulfilling lives. Services include Residential Care, Supported Living, Skills Training, and mini enterprises.

The grant supported a one-off capital project to make the Victorian House a fully accessible building, enabling access by disabled people to a range of Skills & Activities in the newly created facilities.

The Grange is now fully accessible to people with restricted mobility and 38 new Skills and Activities sessions are now available. These figures will increase as the full capacity of the space is used. The Grange reports that the project has significantly raised their profile and they have been able to approach new sources of funding from Trusts and Foundations and organisations previously unaware of the work of The Grange.

Windle Valley Youth Project – £12,813 

The charity supports young people aged 11-18 “to become all that they can be”, via three integrated streams of work: Community youth work, One-to-One support and mentoring, and Youth Social Action.

The grant supported costs associated with a merger between WVYP and Eikon resulting in a stronger, more efficient and sustainable merged organisation delivering clear cost savings from reduced duplication of work and freed up key staff to develop an Innovation and Development (ID) team. The ID team is helping the new merged charity “Eikon” to find new ways to meet increased demand and create services which enable the charity to have more impact.

Apply for funding

Applying for funding is easy. Simply fill out a quick Expression of Interest Form (EOI) to start the application process.

Tell us what you want to do, and how much you would like to apply for. The EOI is designed to save you time and provide us with a little more information about your funding needs prior to making a full application.

The grants team will then review your EOI against our fund criteria and advise you if we can invite you forward to make a full application.


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