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FINANCIAL GIVING POLICY Our financial giving is aimed at supporting projects, activities and organisations that have charitable aims and will be of real direct benefit to families. The support we provide should reach charities and organisations delivering work which aligns with our priorities and has a direct and tangible social impact on families. We will support organisations that focus on solving significant social issues, as defined through Families Matter. Our Commitment We are committed to creating the maximum impact for families. This means we will give funding to those organisations that are targeting the key social issues we have identified and can provide evidence of the impact of their work. Our Priorities Our principle aim of funding is clear; it is to focus on supporting families that need the help the most. Our specific areas of focus are: To work with those who need our support within the social areas defined later in this policy. To focus on support that fits with our principles of Transparency, Trust and Transformation. To work with families facing challenges. Help families with opportunities. Our Funding Structure Type of Funding Definition of Grant / Project Funding Limits Community Grant Applications Community Grants are small sums of money for groups furthering one of our social issues that can be used for something specific that will benefit the cause e.g. buying equipment to support an employability project etc. Employees of Warburtons are able to apply on behalf of organisations if they are actively involved with them (e.g. they are a volunteer, trustee, active supporter). Up to £250 Bakery Hub Project Grant Applications Project Grants are for a clear, identifiable project that can be attributed to our support. It may be a new project or to extend a project that they are currently delivering. They will be able to identify and report on the social impact in an in-depth manner and be time limited to enable this. £1000 – £10,000 Unless led by Centre. Our Community Reach We define our community in a practical manner that fits with the aims of Families Matter. This is outlined below: Focus Community Reach Community Grants Provided throughout England, Wales and Scotland and is an open process via our website. Bakery Hub Projects Projects that take place within 15 miles from our sites and is a closed process. The organisation can be based outside of that area provided the project is delivered within 15 miles of our site(s). Centre Projects Provided throughout England, Wales and Scotland and is a closed process.

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Page 1: 5140 Warbs Financial Giving Policy - Warburtons Bread · FINANCIAL GIVING POLICY Our financial giving is aimed at supporting projects, activities and organisations that have charitable

FINANCIAL GIVING POLICY

Our financial giving is aimed at supporting projects, activities and organisations that have charitable aims and will be of real direct benefit to families. The support we provide should reach charities and organisations delivering work which aligns with our priorities and has a direct and tangible social impact on families.

We will support organisations that focus on solving significant social issues, as defined through Families Matter.

Our Commitment

We are committed to creating the maximum impact for families. This means we will give funding to those organisations that are targeting the key social issues we have identified and can provide evidence of the impact of their work.

Our Priorities

Our principle aim of funding is clear; it is to focus on supporting families that need the help the most. Our specific areas of focus are:• To work with those who need our support within the social areas defined later in this policy.• To focus on support that fits with our principles of Transparency, Trust and Transformation. • To work with families facing challenges.• Help families with opportunities.

Our Funding Structure

Type of Funding Definition of Grant / Project Funding LimitsCommunity Grant Applications

Community Grants are small sums of money for groups furthering one of our social issues that can be used for something specific that will benefit the cause e.g. buying equipment to support an employability project etc. Employees of Warburtons are able to apply on behalf of organisations if they are actively involved with them (e.g. they are a volunteer, trustee, active supporter).

Up to £250

Bakery Hub Project Grant Applications

Project Grants are for a clear, identifiable project that can be attributed to our support. It may be a new project or to extend a project that they are currently delivering. They will be able to identify and report on the social impact in an in-depth manner and be time limited to enable this.

£1000 – £10,000Unless led by Centre.

Our Community Reach

We define our community in a practical manner that fits with the aims of Families Matter. This is outlined below:

Focus Community ReachCommunity Grants Provided throughout England, Wales and Scotland and is an open process via our website.

Bakery Hub Projects Projects that take place within 15 miles from our sites and is a closed process.The organisation can be based outside of that area provided the project is delivered within 15 miles of our site(s).

Centre Projects Provided throughout England, Wales and Scotland and is a closed process.

Page 2: 5140 Warbs Financial Giving Policy - Warburtons Bread · FINANCIAL GIVING POLICY Our financial giving is aimed at supporting projects, activities and organisations that have charitable

Eligibility

Financial giving shall be for not-for-profit organisations with charitable purposes only.

We will fund organisations that fit with Families Matter.

We have defined the social themes that we want to focus on. These are below:

FINANCIAL GIVING POLICY Continued

Focus Areas Social Themes Warburtons Focus Within The Social ThemesChallenges Health Help families lead healthier lifestyles.

Financial Stability Help families manage their finances.

Worklessness Help families recognise the economic and social benefits of employment.

Opportunities Health Education Help educate families about healthy lifestyles. (No Project Grants).

Aspiration Help raise career aspirations to improve prospects for them and their families.

Employability and Skills Help raise employment prospects for family members seeking employment.

Ineligibility

Financial donations will only be for not for profit organisations with charitable purposes. Additionally, we will not support:

• Specific causes: o Political parties. o Animal causes. o Anything outside of England, Wales or Scotland.

• Discriminatory organisations: o Organisations that discriminate by race, creed, gender, sexual orientation, age, religion or national origin.

• Individual: o Individuals (in contrast to groups, teams or communities). o Individuals or organisations seeking educational bursaries e.g. assistance to individuals for school,

research projects, travel costs or college and university fees.

• Others: o Organisations which are not charitable and do not operate on a not for profit basis. o Applications that solely seek support for salaries. However we will consider funding a proportion of a salary or

sessional worker fees where these are directly linked to project delivery. o Part funding. o Activities with a negative impact on the environment. o Organisations with which association can be potentially harmful to the Warburtons business. o Third party fundraising. (E.g. sponsoring an individual to complete a challenge). o Sponsorship, advertising and promotion alone, which primarily generate commercial returns. o Raffle prizes, but please note it is possible to provide a donation for a raffle prize or a cause, but we cannot

provide goods ourselves. o Requests that solely seek to purchase something (except Community Grants) (e.g. the buying of a building

or other significant purchase).

Page 3: 5140 Warbs Financial Giving Policy - Warburtons Bread · FINANCIAL GIVING POLICY Our financial giving is aimed at supporting projects, activities and organisations that have charitable

FINANCIAL GIVING POLICY Continued

Exceptions

The Chair of the Community Investment Committee with the Community and CR Manager will decide on all exceptions. These will include DWT awards, patronages, or other such activities.

In limited cases, the Community and CR Manager can authorise support for Bakery Hub projects outside of the 15 mile radius with agreement with the Chair of the Community Investment Committee. Such projects will require benefits for both the community and the business as a result of making this exception.

Reporting

All community activity must be tracked; all organisations who wish to engage with Warburtons must agree to provide feedback to Warburtons on the outputs and outcomes of the Community Grant or Project Grant.