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Application Guidance

We have a two stage application process. The first application should be made online and is designed to be short and easy to complete. If this application is successful, we ask for a more detailed second application.

In order to help you, we have created a list of our Funding FAQs

Stage 1 applications

Please ensure you have read our apply for funding section and eligibility criteria and Funding FAQs before filling in the Stage 1 application.

Stage 2 applications

Submission of a Stage 2 application is by invitation only.

There are different requirements and deadlines for different programmes. Your invitation letter will detail which programme to apply under and the contact details for your Programme Manager.

Arts & Humanities; Science & Medicine, Health & Disability programmes

Before applying

Unless otherwise agreed, we require that at least 50% of the capital costs of the project are raised before submission (unless the project cost is under £50,000). Matching funds may include funds raised towards elements of the capital project that are not eligible for Wolfson funding (e.g. VAT and professional fees). They should not be for funds raised towards staff costs or core funding. Unless otherwise agreed, we also require that any necessary planning permission is in place. If permission has not been formally received but is likely to be imminent, please contact your Programme Manager for advice.  

How to apply: Stage 2

Stage 2 applications should be sent by email to your Programme Manager, whose contact details will be in your invitation letter. Applications should contain the information requested in our Stage 2 Application Guidelines documents and be accompanied by a Summary Sheet.

Examples of how to present your project’s aims and anticipated outcomes

An example of how to present you project’s financial information

When to apply: Stage 2

We run two funding rounds each year. The key dates are:

  • Round 1 Stage 2 application deadline: 1 March, Funding decision: June
  • Round 2 Stage 2 application deadlines: 1 September, Funding decision: December

Grants are not made retrospectively, and so your project must be ongoing at the time that a funding decision is made (i.e. June or December).  

Review and assessment process
Stage 2 applications are sent out to expert reviewers and you can find out more about our application review process here.

If questions or queries are raised, applicants are given an opportunity to respond. Applications are then considered by an expert Panel, who make recommendations to our Trustees.

Schools programme

Before applying

Where the total cost of the project is above £50,000, applicants who are able to demonstrate that some matched funds are in place will be viewed more favourably but it is not strictly necessary. Matching funds may include funds raised towards elements of the capital project that are not eligible for Wolfson funding (e.g. VAT and professional fees). They should not be for funds raised towards staff costs or core funding. If additional funding will be required to deliver the project but is not yet secured, a clear fundraising strategy should be in place for raising the balance. Unless otherwise agreed, we require that any necessary planning permission is in place. If permission has not been formally received but is likely to be imminent, please contact your Programme Manager for advice.

How to apply: Stage 2

Stage 2 applications are submitted via our online application system and by invitation only.

List of questions asked at Stage 2

  • Date of appointment of headteacher
  • Complete the Table of basic characteristics of the school form (XLSX)
  • An explanation of the educational benefits that would accrue to the school if the project was funded
  • Details about the aims and outcomes of the project and how they will be achieved (see an example of how to present your project’s aims and anticipated outcomes (PDF))
  • The percentage of lessons (for the subject being considered) that are taught by specialist teachers. If your application relates to a science project, the number of science technicians employed by the school
  • For a new build or refurbishment, a design plan (as an attachment)
  • For equipment, a detailed list of the equipment requested (as an attachment)
  • Detailed cost breakdown (as an attachment)
  • Details of the plan for raising additional funds, if applicable
When to apply: Stage 2

We run two funding rounds each year. The key dates are:

  • Round 1 Stage 2 application deadline: 15 February. Funding decision: June
  • Round 2 Stage 2 application deadline: 15 July. Funding decision: December

Grants are not made retrospectively, and so your project must not have been completed yet at the time that a funding decision is made (i.e. June or December).

Review and assessment process

Stage 2 applications are sent out to expert assessors and if they have any queries, they will arrange a telephone call or visit to the School at a mutually convenient time. Applications are then considered by an expert Panel, who make recommendations to our Trustees.