Exploring Strategy

Topics: Charitable organization, Organization, Postal code Pages: 6 (939 words) Published: February 12, 2013

Please complete and return this form to:
The Charity Bank Ltd
194 High Street

This form can be completed in a compatible word processing programme. A separate form is available on the web site in a pdf format if you would prefer to complete the details by hand.



Name of organisation

Charity number

Company / i&ps, cic number (where applicable)

Legal form

(eg trust, association, company limited by guarantee, i&ps, cic number)


Post code
Name of contact person
Position of contact
( e.g. trustee, chair, director, fund-raiser, treasurer etc.) Telephone
E-mail address
Website (if any)
Best contact time:

Local authority name

Amount needed

To be repaid in (years, month)

Date you need the commitment by:

Date you need the funds by:

Short description of how loan or guarantee is to be used, together with an outline of additional funds/own funds committed to the requirement. Do include your own “sweat equity” contribution e.g. redecoration using own labour

Location of project (if different from address above)

Sources and timing of repayment


How/where did you hear about Charity Bank?

Who are your main funders?AmountUntil


Name of your bank/building society:

Name of account:
Sort code:
Account number:

Has the bank been approached? 0 Yes 0 No (please tick as appropriate) If no, why not?

If yes, what did they say?

Name and address of your organisation's solicitors:

Post code:

Name and address of your auditor (if audited):

Post code:

Brief description of your organisation's work (if not covered elsewhere)

|I certify that the information supplied with this application is correct to the best of my knowledge | | | |Name: | | | | | | | |Signature: | | | |Position within organisation | | |

Charity Bank information and communications
Charity Bank has a policy of full transparency regarding loans and use of funds. Following a successful loan application, we would normally list your charity, the work it does and the nature of the loan on our web site and in printed material. We may also wish to use your charity as an example of excellence in charitable activity in our communications material. o Please tick if you do not want us to mention your organisation.

The following information, where relevant, should accompany your application and be sent to Charity Bank.

We will make every effort to process your application as rapidly as possible and we are aware of the amount...
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