When do I have to complete a Charity Business Case?

Where an idea requires more than £5,000 of funding, a Charity Business Case must be completed and approved by the Trust before it can be considered by the charity. Please do not start a Business Case before ensuring both the appropriate Fund Manager and Royal Surrey Charity are aware and happy with your plans.

Every business case will require approval from a number of signatories across the Trust. Additional sign-off may be required depending on the nature of the project e.g. approval from Estates, IT or Finance. This process can take some time – so it is important to allow for this.

The charity has a similar Business Case template as used by the Trust. You should provide as much detail as you can as we use the information provided to assess whether the proposal should be awarded funding. You can download a Charity Business Case from our Resources and contacts page. 

Resources and contacts >