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1. Introduction to Turn2us

The Turn2us Grants Search database contains details of over 1,500 charitable funds that give grants as well as other support to individuals who may:

  • Be in financial need and have welfare needs

  • Be on a low income and require help with the costs associated with education and training courses.

As well as contact information for each charitable fund, our Grants Search contains the following information on each fund:

  • What it is called

  • Who it helps

  • What help it gives

  • Eligibility criteria (qualifying rules) 

  • Whether enquiries can be made by individuals or intermediaries

  • How to apply

  • Whether the fund accepts online enquiries through the Turn2us website.

The Grants Search has filters to help users select the criteria that apply to them or the person they are seeking a grant for. This helps to narrow down the search to match the person's background and circumstances to funds that may be able to help them.

Where a charity has chosen to include our online enquiry feature, users can also make enquiries directly to the charity through Turn2us.

The Turn2us Grants Search and charities/not-for-profit organisations

Our Grants Search makes it easier for charitable funds to:

  • Access people in financial need who might be eligible for their help and who may be hard to reach by other means

  • Receive enquiries and applications which better match their eligibility criteria, saving time and resources

  • Manage online enquiries through Turn2us

  • Find other funds that may be able to share the cost of expensive items for individuals they are helping.

Every charitable fund listed in the database has its own ‘My Turn2us’ account through which it can access and reply to grant enquiries made by individuals and intermediaries.

 

2. Registering for a Turn2us charity account

What kind of organisations are listed on the Turn2us Grants Search?

At the moment, we list the following types of organisations on our Grants Search:

  • Non-for-profit organisations, usually registered charities or trusts, that provide funds for people in financial hardship
  • Utility providers, such as water, gas and electricity that provide support specifically to their customers or general support. There must be no commercial obligation on the recipient in order to receive help.

If your organisation fits one of the categories above and you would like to add it to our Grants Search, please complete our Charities/Providers Grants Search registration form.

Once we receive the completed registration form, we will contact you regarding the setting up of your Turn2us account. This may take up to five working days.

If you administer more than one charity

Please let us know if you are responsible for more than one charity/organisation and want to be listed as the contact (provider user) for all the charities you manage. Each charity/organisation will have its own profile on the Grants Search.  In terms of managing the account, the provider user will only have one login and will be able to control all the charity/organisation accounts through this - including viewing and responding to online enquiries made through Turn2us.

What is the cost?

Having a listing on our Grants Search is free of charge to charities and trusts.

If you have any questions

If you have any questions about our Grants Search and/or charity accounts, please email us at: dshelp@turn2us.org.uk

3. Accessing your Turn2us charity account

To log into your account, you need your charity's user name and password.

If you do not know these, contact us on email: dshelp@turn2us.org.uk

When you have your login details, click on ‘Log in’ in the top right hand corner of any page of the website or on the 'My Turn2us' option on the main navigation bar.

This will take you to the ‘My Turn2us’ login page.

Enter your user name and password. Click the ‘Login’ button.

Screengrab of the My Turn2us login page

This will take you to the Turn2us Charities landing page.

Screengrab of the charity account landing page

4. Using My Turn2us to manage your account

Once you have logged into your Charities/Providers account, you can manage your account, profile and enquiries using the My Turn2us area.

If you administer one charity

To select what you want to do, hover your mouse over the My Turn2us option on the main navigation bar at the top of the screen. The My Turn2us navigation list for Charities/Providers will appear. (See Screengrab below). You can then click on the option you want.

Screengrab of charity account My Turn2us menu

If you administer more than one charity

When you have logged into your charity account, you need to choose which charity you want to manage from the drop-down menu on the top right hand corner of the screen. (See Screengrab below)

Screengrab showing the multiple charities dropdown box

Then hover your mouse over the My Turn2us option on the main navigation bar at the top of the screen. The My Turn2us navigation list for Charities/Providers will appear (See first Screengrab on this page). You can then click on the option you want.

Options available

Managing your profile

  • Update my profile: Allows you to update your user profile, change your email address and password or request deletion of a provider (user not your charity)

  • Add admin user: Add an additional user to your profile

  • Remove my organisation from the Grants Search: Request the deletion of your charity's profile and all schemes, user accounts and enquiries associated with it.

Updating your profile

  • Update organisation contact details: Allows you to update your organisation's contact details and enquiry settings

  • Update your fund: View and edit the profile for any schemes (funds) that are attached to your profile.

Managing enquiries (if you have opted to receive online enquiries through Turn2us)

  • Messages: Check what messages you have and respond to them

  • Enquiries: Check what enquiries you have and respond to them.

Other

  • Favourite pages: View pages you have saved as favourites on the Turn2us website

  • ​Charity account homepage: Takes you back to the landing page for charity accounts

  • Sign Out: Sign out of your charity/provider account.

 

5. Update organisation contact details

If you click 'Update organisation contact details' on the My Turn2us navigation bar, this takes you to a page where you can update your organisation's contact details.

Fill in the relevant sections of the form and then click 'Update' at the bottom of the form (after enquiry settings). The fields marked with asterisks are mandatory so your changes won't get made unless you fill in these sections.

Screengrab of Update Provider page (top section)

Changing enquiry settings

At the bottom of this page, you can change your enquiry settings.

  • Accepting online enquiries: you accept online enquiries through Turn2us using the Turn2us enquiry form

  • Intermediary only enquiries: your profile is only visible to intermediaries who are logged into their Turn2us intermediary accounts.

Screengrab of enquiry settings

6. Update your fund

The 'Update your fund' section allows you to view and update any funds (schemes) attached to your profile. You can also add funds.

Screengrab of Update fund on the charity account menu

Editing a fund

Click 'Edit' against the fund you want to edit. This will take you to a form that has all the information about the fund on it. (See Screengrab below.)

Screengrab showing the View Schemes page

This will take you to the 'Update fund (scheme)' form for the fund. (See Screengrab below.)

Screengrab of Update scheme

The form is divided into several sections. (See Screengrab above.)

General information

  • Name

  • Description (Information about what you charitable fund does)

  • Status

Just fill in the fields and click 'Save'.

Enquiry gate

Screengrab of the enquiry gate

If you want to, you can put an enquiry gate on your profile (see Screengrab above). This means that before a person using the Grants Search can access your contact details or make an online enquiry to your fund through Turn2us (if you accept them), they have to confirm that they meet the eligibility criteria.

Just tick the box that says 'Display enquiry gate' and fill in the box that says 'Eligibility Short Description'.

Then click 'Save'.

Screengrab of the enquiry gate option

Description fields

Screengrab of description fields

The description fields in this section include:

  • Eligibility criteria (including any exclusions)

  • How to apply

  • Other information

Just fill in the fields and click 'Save'.

Custom fields (charities that accept online enquiries through Turn2us only)

Screengrab of Custom fund questions

If you accept online enquiries through Turn2us, you can add up to three 'custom' questions to the Turn2us grant enquiry form in this section. For example, if you are charity helping people who worked in a particular industry, you might want to know which company or sector they worked in. If you are a charity that helps members of a particular trade organisation or union, you might want to know what their membership number is.

To add questions in this field, click on the tab that says 'Custom fund questions'. (Screengrab below.)

An accordion will open out which allows you to add up to three questions relating to your fund. ( below.)

Screengrab of the Custom fund questions field showing the accordian

Add the first question in the Question 1 text box.

If you want it to be a 'required question' that the enquirer has to answer, tick the 'required question box'.

Screengrab of the Question 1 field of Custom fund questions section

You can also choose what kind of text box you want to appear on the enquiry form:

  • Standard textbox - for questions that require a short answer (box one and three on the Screengrab below)

  • Multiline textbox - for questions that require a longer answer (box two on the Screengrab below).

Screengrab of sample Custom fund questions on the Turn2us online enquiry form

Do the same for questions 2 and 3. Then click 'Save' at the bottom of the form.

Screengrab of the Custom fund questions tab

The questions will then appear at the bottom of the Turn2us grant online enquiry form when someone makes an enquiry to your particular charity. (Screengrab below). The ones marked with an asterisk are 'required' so the person has to fill these in before submitting the form.

Screengrab of example Custom fund questions on the Turn2us online enquiry form

Adding a new fund

You can also add a new fund (scheme) to your charity's/provider's profile if you need to.

Just click the 'Add new scheme' button.

This brings up a form for you to fill in. The sections are the same as for editing a fund described above.

Fill in details of your fund and then click 'Save'.

7. Update my profile

If you click 'Update my profile' on the My Turn2us navigation bar, this takes you to a page where you can update your own user profile.

On this page you can change:

  • The name of the person who is the grants contact for your charity

  • The email address for this person. Once you have changed this, the new email address will become the username for the person's account

  • Your password.

Just fill in the relevant sections of the form and then click 'Save'.

Screengrab of 'Update User Profile'

If you want to delete your personal profile

You may want to delete your own user account, perhaps because you are leaving the organisation; you are no longer the person for the charity who deals with grant applications;  or for some other reason.

To request the deletion of your account, go to the bottom of the 'Update my profile' page where it says 'Delete Account', fill in the text box and click the 'Delete' button.

8. Add admin user

When your charity's account with Turn2us is created, we also set up a provider user account in the name of someone from your organisation who is the grants contact.

This gives them login details that they can use to go into your charity's account to update your profile and manage any enquiries that you receive (if you have opted to receive online enquiries).

If more than one person in your organisation wants access to the charity account, you can add additional users.

To do this, an existing provider user for your charity needs to log into their Turn2us account.

When they are logged in, they should go to the 'My Turn2us' tab on the main menu and hover the mouse over it so the sub-menu appears. Click 'Add admin user'.

Screengrab of the charity account My Turn2us menu

The 'Add User' page will appear.

Just fill in the form and click 'Save'. Please note: You can't use the same email address as any other provider users for your charity.

 Screengrab of the Add User page

You will get a confirmation message onscreen and the new provider user will get an email asking them to confirm their registration within seven days by clicking the link in the email. Once they have done this, their account is ready to use.

Sample confirmation message Sample new provider user email

9. Receiving online enquiries from Turn2us

Charitable funds can opt to accept enquiries through the Turn2us Grants Search.

This means enquirers (who may be individuals or intermediaries) can make an enquiry directly to the charity using the Turn2us online enquiry form.

If you want to accept online enquiries through Turn2us, please email us at: dshelp@turn2us.org.uk and we will enable your profile to receive them as soon as possible.

Once this has been done, there will be a button on the right-hand side of the screen on your profile saying 'Enquire online'. (See Screengrab below).

Screengrab showing the 'Enquire online' button

10. The Turn2us Enquiry Form

This is a screengrab of a sample enquiry form.


Screengrab of part of the Turn2us Grants Search enquiry form

Screengrab of part of the Turn2us Grants Search enquiry form

Screengrab of part of the Turn2us Grants Search enquiry form

11. Viewing enquiries

When an individual or intermediary makes an enquiry to your charity, you will receive an automatic notification. (See screengrab below)

Example email when an enquiry is submitted to a charity from the Turn2us Grants Search

To view the new enquiry, you can either:

  • Click on the link in the email that says "View the new enquiry in MyTurn2us' (you will have to log into your account before you can view it) (See first screengrab below)

  • Log directly into your charity's account and view the enquiry in My Turn2us/Enquiries. (See second screengrab below)

Screengrab of charity notification highligting clickable link Screengrab of charity account My Turn2us menu

Selecting an enquiry

Once you are logged into your account and have clicked on the Enquiries tab in My Turn2us, you will see a list of enquiries. (See Screengrab below.)

On the line of the enquiry you want to view, click 'View enquiry'. (Circled on the Screengrab below.)

Screengrab of the Enquiries page

This will bring up the Turn2us form enquiry form for this enquiry.

Part of the Turn2us Grants Search enquiry form Part of the Turn2us Grants Search enquiry form Part of the Turn2us Grants Search enquiry form

If you are the provider user for more than one charity

If you are the provider user for more than one charity, before you do the steps above to select the enquiry you want to look at, you need to choose the particular charity that the enquiry belongs to.

After you have logged in and before you click 'Enquiries' on the My Turn2us menu, find the charity on the dropdown menu. (See Screengrab below.)

Then follow the steps for selecting an enquiry.

Screengrab showing the multiple charity dropdown menu

Exporting a list of your online enquiries

You can also export a list of the enquiries you have received online through Turn2us for the last 12 months.

When you are logged into your account, go to the Enquiries section of My Turn2us.

Click the link that says 'Export report to excel'. This will create a spreadsheet that you can open or save. (See screengrabs below.)

Screengrab of Export report to excel link Screengrab of Excel spreadsheet of enquiries

12. Replying to enquiries

When you have read through the enquiry and are ready to respond, you can respond in two ways:

  • Online (via Turn2us)

  • Offline (by letter, phone, email outside of Turn2us).

Choose the appropriate button at the bottom of the enquiry form.

Screengrab showing buttons for replaying to an enquiry

Respond online (through Turn2us)

If you choose 'Respond online', this means you will be sending a message to the enquirer online through Turn2us.

You will see a form that includes:

  • The name of the enquirer

  • A subject line

  • A 'select a status' dropdown menu

  • A text box to write your message to the enquirer.

Screengrab of Online Update Enquiry Status

Select the status from the dropdown menu. For more information, see the Update Enquiry Status section on this page.

If you select 'More info requested', you can include details of what you need in the message you send the enquirer.

Write your message to the enquirer and press the 'Send' button.

You will see a confirmation page with a link to take you back to your enquiry list.

Messages

The enquirer will receive a notification that you have messaged them.

You can see the messages you have sent and any that you receive in the Messages section of 'My Turn2us'.

Respond offline

If you click the 'Respond offline' button, this means you will respond to the enquirer by phone, letter or email outside of the Turn2us system. You will be taken to a page that asks you to update the status.

Update Enquiry Status

Screengrab showing Update Enquiry Status page

Select the correct status from the dropdown list:

Screengrab showing status dropdown menu

There are six options you can choose from:

  • Rejected the enquiry: The person is not eligible for your help.

  • More info requested: you are going to contact the enquirer because you cannot proceed without additional information. This would be by direct email, phone or letter but the status shows the stage you are at

  • Accepted the enquiry: All the information you require has been provided and you are going to make a decision next.

  • Grant given: You have approved and decided to award a grant. If you choose this option, the system will then provide you with a field to input the amount you have awarded

  • Grant not given: You have decided not to give a grant, even if the person meets your eligibility criteria. The form will provide you with the space to say why the grant was not awarded

  • Applicant did not respond: This will probably be after the “more information required” step and the enquirer has not responded to your attempts at contacting them.

Please note: you will need to scroll up or down on the side bar at the right of the options to see all six - not all of them are shown in the screengrab above).

When you have chosen your option, click the 'Save' button at the bottom of the page.

Confirmation page

You will see a confirmation page with a link to take you back to your enquiry list.

Screengrab of confirmation page

Replying to enquiries from someone who does not have an email address

Sometimes you will get an enquiry from someone who does not have an email address. The 'contact email' fields on the form will be blank. (See screengrab below). In many cases, this will be because one of our Turn2us helpline advisers has filled in the enquiry form on the person's behalf.

Screengrab of emplty contact email fields on the Turn2us Grants Search enquiry form

If the enquirer does not have an email address, there won't be a 'Reply to enquiry' button at the bottom. Instead you will see a message that advises you that they do not have email (See screengrab below). There will however be a phone number and a postal address to contact the person.

Screengrab of message received when there is no email address

Updating the status of the enquiry later on

You can update the status of a record at any time by clicking on the update option against the relevant enquiry on the Enquiries page.

Screengrab enquiry list

This will show you all of the options on the dropdown box again and allow you to update the status.

If you originally chose 'Respond via MyTurn2us messages'  from the 'Response type' dropdown menu, you will need to change the option to 'Respond directly (outside MyTurn2us)' (see screengrab 1 below) before clicking 'update' in the Status column. This is to make sure that you don't get the form that sends a message to the enquirer as well updating the status. The form you should see is shown in screengrab 2 below.

Screengrab showing the 'Respond directly (outside MyTurn2us)' option

 

13. Messages through Turn2us

The messages tab allows you to receive and send messages from enquirers who have used the Turn2us online enquiry form to make contact with your charity.

Screengrab of the Messages landing page
  • Inbox: Allows you to see any messages you have received (unless they have been deleted or archived)

  • Sent: Contains all the enquiries that you have sent (unless they have been deleted or archived)

  • Archive: Shows you all the emails that you have archived (unless you have deleted them).

Viewing a message

In the subject line, click on the link of the enquiry that you want to view.

Please note: If it is a new message or enquiry that you haven't read, it will have an envelope at the beginning of the subject line. This icon will disappear when you have read  the enquiry or message.

Screengrab of Messages landing page


When you click on the link, you should see an 'enquiry submitted page' like the one below.

Screengrab of sample enquiry message

To view the enquiry, click the link (circled above).

This will open up a Turn2us enquiry form.

See Replying to enquiries for information on how to respond.

Sending a message via the 'new message' link

If you want to send an email to someone who has made an enquiry through Turn2us, you can also use the 'new message link' to do this.

Just click on the 'new message link' at the bottom right of the messages page (circled below).

Screengrab showing new message link

This brings up a reply page (see below).

Select the person you want to send the message to by clicking the downward arrow at the end of the 'To' box.

Screengrab showing how to select an enquirer to send a message to

Type your subject and message and then click the 'Send' button.

Screengrab showing the boxes you use to write and send a message

Archiving a message

To archive a message, click the tick box on the line of the enquiry that you want to archive (see example below). Then click the archive button at the bottom of the page. The message will be moved into the archive box. (See Screengrab below.)

Screengrab showing how to archive a message

You can view your archived messages by clicking the Archive Inbox (see image below)

Screengrab of the Archive inbox

Deleting a message in the Inbox, Send box or Archive box

To delete a message, select the message that you want to delete.

Click the delete button at the bottom of the screen.

This will delete the message.

Screengrab showing buttons involved in deleting a message from the Archive box

14. Favourites pages

On some pages of the Turn2us website, there is an 'Add to Favourites' button. If you click this button, the page is saved to your favourites page in 'My Turn2us'.

Screengrab showing 'Add to favourites' button

Accessing your favourites page

To access your favourites page, just login to My Turn2us. Then click 'Favourites' on the 'My Turn2us' navigation bar. This will take you to your favourites page.

Screengrab showing the Favourites Page

Removing favourites

To remove favourite pages you no longer want, you can either:

  • On the Favourites page: Tick the boxes in the 'Remove from favourites' column that are next to the pages you want to remove (on the favourites page) and then click 'Update favourites', or

  • On the page you made a favourite: Click the 'Remove from Favourites' button.

  Screengrab showing how to update favouritesScreengrab of page showing the 'Remove from Favourites' button

15. Grants Spotlight, news items and guest blogs

Charities often ask Turn2us if we can help them publicise their services in order to increase the reach of the work they do.

We may be able to help you through the following opportunities.

Grants Spotlight (monthly feature)

Turn2us 'Grants Spotlight' is a monthly feature that Turn2us offers to charitable funds listed on our Grants Search database.

The aim is to publicise the work of the charity to Turn2us users.

It is free of charge to charitable funds and charities.

Find out more about Turn2us Grants Spotlight

Guest blogs or news stories

We are also always looking for guest blogs from charities, especially if their work goes with our current campaigns or subjects we are focusing on our website.

If you have news about your charity, such as an anniversary, new services or a new campaign, we may be able to feature this in the news section of our website and through social media.

Please note however that we cannot feature fundraising campaigns from other charities.

Here are some examples of news stories we have featured:

More information

To discuss this further, please contact us at email: dshelp@turn2us.org.uk

 





 

16. Using Turn2us services when working with your clients

Don't forget that you can also use Turn2us tools when working with your clients.

These include:

The Turn2us Grants Search: to find other charitable funds that may be able to share the cost of expensive

Turn2us intermediary accounts

You may also be interested in having a Turn2us intermediary account. This will enable you to use the intermediary features of the Turn2us Benefits Calculator and Grants Search to help individuals you are supporting to:

  • Identify means-tested benefits they may be entitled
  • Find other charitable funds to share the cost of expensive items/provide additional support.

Read our Professionals User Guide for more information

Register for a professional's (intermediary's) account (Please note: You have to register with a different email address from the one registered for your charity account, as the system does not allow an email address to have more than one account).

Read our Website Privacy Policy

17. Need help with your charity account or have a question?

Further information or help

If you need any help with using Turn2us services, please email: dshelp@turn2us.org.uk.

Give us your feedback

We would also welcome feedback about the usefulness and clarity of this Charity User Guide.  If you don't understand how to do something or would like more information on a particular aspect of the Grants Search or other Turn2us services, please contact us at email: grantsfeedback@turn2us.org.uk

Last updated: 22 August 2018