"to support UK non-profit organisations to deliver activities which will make a lasting impact on the way people think, behave and manage their money."
All projects we fund must support people to improve their ability to manage their money.
Step 1
Please take our quick Eligibility Quiz to review our key grant-making criteriato self-assess if we are able to support, in principle your organisation and project.
Our next grant round will be open to receive Stage 1 applications only between 8am Wednesday, 2 July and 5pm Thursday, 10 July.
We usually have two open grant rounds per year, if you are not able to apply this Summer, our next round will most likely open in mid-January 2026. Please sign up to our mailing list for grant round updates.
Step 2
Once the grant round is open, if you have successfully completed the Eligibility Quiz, you will be sent an email on the morning of Wednesday 2 July which will include a weblink to access our Stage 1 Outline Proposal online form.
The Outline Proposal is a brief form (see the questions template) that lets you tell us about your organisation and what financial capability activities you would like us to consider funding. This should provide sufficient detail for our Grants Advisory Panel (GAP) to assess whether to invite your organisation to complete a full application.
For more info, please refer to our Guidance Notes and FAQS.If you are still unsure how to answer any questionsor need additional support to access, we will be happy to help. Please email in the first instance so we can answer your query, or we can arrange a phone call back.
Step 3
Wait - The Grants Advisory Panel will consider and review the Stage 1 Outline Proposals received, and make decisions on which organisations to invite to make a Stage 2 application. All applicants will be notified.
For the Summer grant round this will be communicated on Friday 15 August 2025.
Step 4
If you have been invited through to Stage 2, youwill be sent an online link to complete a full application form, with approximately one month to complete. This will require more detailed information to be provided about your organisation; evidence of need, the project activities; the team's experience; the outcomes you are hoping to achieve; a detailed project budget; and submission of supporting documents, including your latest annual accounts and a recent bank statement.
The Stage 2 application deadline for the Summer round is 5pm Wednesday 17 September 2025.
Step 5
Wait... the Grant Advisory Panel considers and reviews Stage 2 applications in October, final decisions will be made at the Panel meeting on Thursday 23 October 2025.
Applicants will be advised of the outcome within 6 working days of the meeting which for this round will be Friday 31 October 2025.
If you have not heard from us by this date please do not hesitate to get in touch.