“The Trustees shall stand possessed of the Trust Fund UPON TRUST to be applied to charitable, cultural, philanthropic, recreational and other purposes being purposes beneficial to the community principally in the specified area.”
Amended Trust Deed – 29 August 2002, Section 4. Paragraph a.
PURPOSE
The purpose of making donations is to:
Generally provide supplementary funding support rather than act as a principal funding source.
Focus on best supporting an organisation by providing funding at a time best suited to their needs.
Recognise the continuing and invaluable work of the voluntary sector.
The Trustees will assess applications for donations against this policy, the criteria and any guidelines that may be developed and reviewed from time to time by the Trust.
This Policy will be reviewed annually by the Trust with any reviews taking into account feedback received from donee organisations and the results of any surveys that are conducted from time to time by the Trust.
CRITERIA FOR APPLICATIONS
Donation applications will be categorised using the Johns Hopkins Funding Index as provided on Te Kete Tepua Database. This Index defines the Project, not the organisation.
Generally organisations should apply for funding only once within the Trust’s financial year.
Applications will be considered from:
An incorporated society
A registered charitable trust
A body or club controlled by an association of persons under an adopted constitution that has audited accounts and an annual report.
Not for profit preschools playgroups and youth groups.
Applications will not be considered from:
Individuals or groups seeking to provide funding assistance to individuals
Organisations and groups operating for private profit
Commercial entities
Primary Schools, Secondary Schools and Kindergartens that are eligible for annual formula funding from the Trust. (Subject to the Kindergarten, Primary and Secondary Schools Donation Policy)
Applications will not be considered for:
Projects that the trustees consider are the primary responsibility of local or central government
Completed or retrospective projects as at the time of applications being considered.
Projects that do not specifically benefit the community of the Mid and South Canterbury region.
A Community Trust donation is not subject to GST.
CLOSING DATES FOR APPLICATIONS
CLICK HEREfor upcoming Application Deadlines and Meeting Dates
Applications for donations up to $10 000.00 will close on the third Friday of each month other than November and December. Applications are considered at the Trust meeting of the month following the closing date, apart from December and January.
Applications for donations more than $10 000.00 will close on:
The third Friday in March (to be considered at the May Trust meeting)
The third Friday in September (to be considered at the November Trust meeting)
CONDITIONS OF DONATIONS
The following conditions will be attached to any donation made by the Trust
The recipients shall complete an Accountability Report
The donation must generally be uplifted within two years from the date of approval
The donation will be spent within twelve months from the date that it is uplifted unless special arrangements can be made with the Trust.
Where a donation has not been uplifted within 12 months of allocation, the donee may be requested for a written update of the project.
The donation will not be paid unless the Trust is satisfied that the balance of the funding is in hand and that the project can be completed.
If required by the Trust, the recipient agrees to a project audit being carried out.
Unless specifically authorised by the Trust, the donation must be used for the specific project applied for, with any conditions applied by the Trust to the donations being adhered to.
It is the responsibility of the donee to declare any income received from the Trust and to pay any taxes that may be incurred as a result of that donation income.
The Trust has the right to publicise any donation made.
The donee organisation shall acknowledge any donation made by the Trust in the Annual Report of the organisation.
GUIDELINES FOR APPLICANTS
When submitting an application for funding assistance, the applicant should ensure that the following information, where applicable, is clearly evident. If necessary, a supporting letter should be provided.
1. The way in which the donation will contribute to the benefit, well being and/or enjoyment of the community.
2. The number of people in the local community who will benefit from the project.
3. The amount being contributed by the Applicant to the project – generally at least half the cost is expected to be raised by the Applicant .
4. The extent to which projects and amenities will have a multi purpose use.
5. The extent of collaboration with other funders.
6. For any restoration project, the historical category classification, amount of community use and historical significance.
7. The ownership of any capital items purchased as part of a project.
8. The availability of other services or projects that may overlap with the Applicant’s service or project.
9. How the ongoing costs of the project will be sustained.
10. Where an application is made by a national or regional body applying on behalf of a local branch for a specific local project or for the local aspects of a national project, financial information, including budgets and financial statements, must be provided for the local branch or the local project. Details of the way in which the local community will benefit, including numbers of people, should also be provided.
DONATIONS POLICY
Donations Policy
Last Updated March 2013
OBJECTS OF THE TRUST
“The Trustees shall stand possessed of the Trust Fund UPON TRUST to be applied to charitable, cultural, philanthropic, recreational and other purposes being purposes beneficial to the community principally in the specified area.”
Amended Trust Deed – 29 August 2002, Section 4. Paragraph a.
PURPOSE
The purpose of making donations is to:
The Trustees will assess applications for donations against this policy, the criteria and any guidelines that may be developed and reviewed from time to time by the Trust.
This Policy will be reviewed annually by the Trust with any reviews taking into account feedback received from donee organisations and the results of any surveys that are conducted from time to time by the Trust.
CRITERIA FOR APPLICATIONS
Donation applications will be categorised using the Johns Hopkins Funding Index as provided on Te Kete Tepua Database. This Index defines the Project, not the organisation.
Generally organisations should apply for funding only once within the Trust’s financial year.
Applications will be considered from:
Applications will not be considered from:
Applications will not be considered for:
A Community Trust donation is not subject to GST.
CLOSING DATES FOR APPLICATIONS
CLICK HERE for upcoming Application Deadlines and Meeting Dates
Applications for donations up to $10 000.00 will close on the third Friday of each month other than November and December. Applications are considered at the Trust meeting of the month following the closing date, apart from December and January.
Applications for donations more than $10 000.00 will close on:
CONDITIONS OF DONATIONS
The following conditions will be attached to any donation made by the Trust
GUIDELINES FOR APPLICANTS
When submitting an application for funding assistance, the applicant should ensure that the following information, where applicable, is clearly evident. If necessary, a supporting letter should be provided.
1. The way in which the donation will contribute to the benefit, well being and/or enjoyment of the community.
2. The number of people in the local community who will benefit from the project.
3. The amount being contributed by the Applicant to the project – generally at least half the cost is expected to be raised by the Applicant .
4. The extent to which projects and amenities will have a multi purpose use.
5. The extent of collaboration with other funders.
6. For any restoration project, the historical category classification, amount of community use and historical significance.
7. The ownership of any capital items purchased as part of a project.
8. The availability of other services or projects that may overlap with the Applicant’s service or project.
9. How the ongoing costs of the project will be sustained.
10. Where an application is made by a national or regional body applying on behalf of a local branch for a specific local project or for the local aspects of a national project, financial information, including budgets and financial statements, must be provided for the local branch or the local project. Details of the way in which the local community will benefit, including numbers of people, should also be provided.