23/10/2026
🦆 Getting your ducks in a row before applying for funding 🦆
Something I always advise before you start applying for funding applications, is to take some time to make sure your organisation is “funding ready.”
Funders want to see that you’re well organised, legally sound, and able to manage their money responsibly- and having the right documents ready can make the whole process much smoother.
Here’s my basic checklist:
✅ Legal structure & constitution- have a signed, dated governing document (constitution, rules, or articles) that clearly sets out your purpose, how you operate, and who makes decisions.
✅ CIC or charity status- if you’re registered, keep your registration details, charity number, and annual returns up to date.
✅ Bank account- open an account in your organisation’s name, ideally with at least two unrelated signatories.
✅ Policies- prepare key policies such as safeguarding, equality/diversity, health & safety, and confidentiality- funders often ask for these.
✅ Insurance- make sure you have appropriate cover in place, such as public liability and employer’s liability, and keep certificates handy.
✅ Board or committee- have a clear management structure with at least two unrelated members, and make sure roles and responsibilities are understood.
Getting these basics in place doesn’t just tick boxes- it shows funders you’re ready to deliver and manage a project well. A little preparation now can save a lot of stress later! 💪
Need help getting your documents in order or writing a strong application? Watts Funding is here to help. 📩
