STRENGTHENING COMMUNITY FUND POLICY STRENGTHENING COMMUNITY FUND POLICY

OUR PURPOSE To support our communities to build a The Toi Foundation is committed to reducing economic thriving, inclusive and equitable . and social disparities in Taranaki by funding where there is the greatest need.

KIA TOKA IA NEI TE ARA WHAKAKAHA I TE HĀPORI, KIA TOITŪ TE WHENUA, KIA TOITŪ TE TANGATA, KIA TOITŪ TE MAUNGA

ABOUT THE STRENGTHENING WHO CAN APPLY COMMUNITY FUND Not-for-profit organisations with an project or initiative The Foundation understands the significance of its within the region can apply for funding. Not-for-profit community grants, which support the fabric of our organisations include Incorporated Societies, Charitable community. The Foundation is responsive to requests Foundations, schools and non-constituted groups with that contribute to increasing access to opportunities. The a formal structure. Individuals whom meet the criteria as has an annual budget of approximately $7 million for the detailed in the Individuals section of this Policy are also Strengthening Community Fund and is distributed via: able to apply. • Annual Grants: to help with organisational day-to-day The Foundation’s legislated boundary/region runs from costs Mokau in the North, to Tahora in the East and Nukumaru in the South. • Capital Grants: to help organisations buy or improve assets or equipment • Programme and Event Grants: to help with the cost of MOKAU running programmes/initiatives or events

• Individual Grants: to help individuals with the costs of WAITARA competitive representation, training and development NEW PLYMOUTH (see Individual Grants section for terms specific to INGLEWOOD individuals) MOUNT TARANAKI STRATFORD

ŌPUNAKE ELTHAM

MANAIA HĀWERA

= Eligible Area WAVERLEY PATEA

WHANGANUI STRENGTHENING COMMUNITY FUND POLICY

FUNDING CRITERIA Each grant category (Annual Grant, WHEN CAN YOU APPLY Capital Grant, Individual Grant and Applications are accepted at any time and will be Programme and Event Grant) has its considered quarterly throughout the Foundation’s financial year (1st April – 31st March). We will advertise own principles of practice in addition to the quarterly closing date for applications on our website the below criteria: at least one month before each close off date. Grant amounts are set by the Foundation and may The Foundation does not fund: consider: • Sub-groups of entities (such as jubilee committees, • Your organisation’s alignment with our purpose men’s, women’s, or junior sections). The main entity or governing body of each organisation must be the • Where there is greatest need applicant • Organisation and/or initiative type, focus and size • Industry, commercial or professional network groups • Recently received funding from the Foundation by your • Groups whose purpose is to support or fund Council organisation owned assets (e.g. ‘Friends of’) • The potential impact of the grant, including how many • Political lobby groups people will benefit • Corporate social clubs • Community involvement with your organisation, including community access, contributions, use and • School carparks, entrance ways, staff areas and staff support equipment • Your organisation’s ability to fundraise from other • Alcohol sources • Group travel or group registration • Other applications being considered at the time and • Grants which are for the purpose of fundraising or re- budget availability gifting • Any other factors we consider appropriate in the • Retrospectively – the activity being considered for circumstances funding must not start prior to the grant being made • Costs already incurred or activities already undertaken by your organisation prior to the grant being made • Activities or initiatives that are of a similar nature or duplication STRENGTHENING COMMUNITY FUND POLICY

ANNUAL GRANTS owner of the asset or equipment (we may consider your application if you hold a lease or other formal Annual Grants are to support the operational costs of not- agreements depending on the conditions of the for-profit organisations that have community or regional agreement) impact. • Applications for Information and Communication An organisation may receive an Annual Grant once within Technology (ICT) equipment must show the equipment the Foundation’s financial year (1st April – 31st March). is part of a well-planned strategy (e.g. ICT Plan, Strategic This does not prevent the organisation from applying for Plan) other grants in the same financial year. • If your organisation is a school/kura, your application

must show that the grant would have a direct impact on How much can you apply for learning outcomes for students. The Foundation funds Annual Grant amounts are set by the Foundation and start ICT, facilities, and vehicles for schools/kura. It does not from $200.00. fund uniforms, school carparks, entrance ways, staff areas or equipment

CAPITAL GRANTS Capital Grant Terms of Funding Capital Grants provide support towards the purchase or maintenance of capital assets or equipment. An The Foundation may decide to make Capital Grants: organisation may receive a Capital Grant once every two • On the basis that the Foundation has agreed with you financial years. This does not prevent the organisations the specific outcomes that the asset or equipment is from applying for other grants in those financial years. aiming to achieve Capital Grant Funding Criteria: • Conditional on certain requirements (for example, • Your project must comply with any relevant central, obtaining any required consents or raising the regional and local government legislation, regulations, remaining funds necessary to complete the project) by-laws and have required consents • On the basis that you are required to complete an • Your organisation must own or be the intended accountability/outcome report(s)

Below are the maximum amounts that can be applied for based on the type of project:

Organisation Type Capital Grant Maximums Early Childhood Education Up to $30,000 Primary and Intermediate School Up to $30,000 Secondary School Up to $60,000 Initiatives with Community Impact Up to $60,000 Initiatives with Regional Impact Up to $100,000 Significant Impact Projects Over $100,000 (Large building projects that align to the Trust’s Purpose and increasing access to opportunities) STRENGTHENING COMMUNITY FUND POLICY

PROGRAMME AND EVENT GRANTS - Lifting engagement, wellbeing and/or educational achievement of children with special learning needs Programme and Event Grants are to help organisations and those children coming from low socio-economic with the costs of running programmes or events that are backgrounds beneficial to the community. - Connecting families, whānau and communities to Programme and Events Funding Criteria: schools • The programme or event has a specified timeframe Programme and Event Terms of Funding and clearly identified purposes or outcomes We may decide to make Programme and Event Grants: • The programme or event complies or will comply with relevant central, regional and local government • On the basis that the Foundation has agreed with you legislation, regulations, by-laws and have any required the specific outcomes that the programme or event is consents aiming to achieve • The programme or event costs are budgeted for and are • Conditional on certain requirements relating to your separate from the operating costs of your organisation programme or event (but we accept that part of the budget may include a • As an underwrite (rather than paying for necessary contribution to operating costs that relate directly to goods and services, we guarantee payment to running the programme or event) providers to allow your organisation to access them) • If your organisation is a school/kura, you must show • On the basis that you are required to complete an how the programme or event will deliver outcomes in accountability/outcome report(s) one or more of the following areas: - Increasing engagement of parents in their children’s learning

Below are the maximum amounts that can be applied for based on the type of project:

Organisation Type Maximum Grant Amount Early Childhood Education Up to $30,000 Primary and Intermediate School Up to $30,000 Secondary School Up to $40,000 Initiatives with Community Impact Up to $60,000 Initiatives with Regional Impact Over $100,000 STRENGTHENING COMMUNITY FUND POLICY

INDIVIDUAL GRANTS legislated boundary, and whose parent/s or guardians do live in the region The Foundation makes Individual Grants each year to help individuals with the cost of competitive representation, • Individuals may receive an Individual Grant once each learning and development opportunities. For example, financial year (1st April – 31st March) we may support individuals to: • The Foundation does not fund managers or chaperones • Represent when selected to do so by a We may require your application to be supported by: recognised national body - A confirmation letter from a recognised national • Attend a national training or development squad body verifying that you have been selected as a • Represent iwi or tribal of Taranaki in traditional representative or participant practices of identity/Ngā Taonga Tuku Iho - An endorsement letter from Iwi Individual Grant Funding Criteria: - Any other relevant evidence to support your • The Foundation’s Individual Grants are available to application any individual who lives in the region, or is attending a recognised educational institution outside of the

Below are the maximum amounts that will be granted to individuals based on the type of event:

Type of event Maximum Grant Amount NZ Representative – Overseas event Up to $1,500 NZ Representative – NZ event Up to $750 Training and Development Squads Up to $500 Iwi or tribal waka of Taranaki – Overseas event $1,500 Iwi or tribal waka of Taranaki – NZ event $750

SUPPORTING THE REGION The Toi Foundation, via its holding company owns 100% of TSB Bank Ltd (TSB) and a controlling share in Fisher Funds Management Ltd (Fisher Funds). Each year, TSB and Fisher Funds pay dividends and these dividends enable the Foundation to complete its philanthropic work. Therefore, if people bank with TSB and have their KiwiSaver with Fisher Funds they contribute to the community and enable the Foundation’s granting activity. We may give preference and priority to organisations and individuals that are customers of TSB Bank and have their KiwiSaver with Fisher Funds.

The Foundation, at their full discretion may in certain circumstances fund outside of the Strengthening Community Fund.