Major Grants & Heads-Up

We offer major grant rounds subject to our investment returns, capital rebuild and our annual grants budget. We decide annually whether a major grants round will be held in our next financial year. 

If your organisation is considering or planning a major future capital project of over $75,000, we’d love to hear from you via our Heads-Up programme.

Please note there will not be a major grants round in 2020.

Future major grant rounds (requesting over $75,000) will be announced as widely as possible, so we encourage you to keep an eye on our News & Events and follow us on Facebook.

There is a two-stage application process:

  • Stage 1 - Expression of Interest
  • Stage 2 - Full Application by invitation only

Major Grants Approved: 

2019/20 

2018/19 

If you have any questions about our major grants ring 0800 500 185 or email dianne@communitytrustsouth.nz

 

Can you apply?

Non-profit organisations that are a legal entity and operating in our area - Southland, Queenstown, Glenorchy, Arrowtown, Tapanui and Heriot areas can apply including;

  • an incorporated society or an incorporated charitable trust (check your registration at incorporated at Societies & Trusts
  • a company with charitable purposes that is registered with Charities Services
  • non profit organisations established under the Local Government Act 2002, Maori Trust Boards Act 1955 or Education Act 1989

(Registration with Charities Services does not mean your organisation is a legal entity)

The following organisations can't apply:

  • Commercial and for profit organisations
  • Political or advocacy/lobby groups

What we fund?

Major grants support significant community projects that strongly align with at least one or more of our funding priorities, that are about the people, communities and activities we want our funding to support. Your application will be stronger if you can meet some of these.

Health, Wellbeing & Active Lifestyles

Working with communities to ensure people participate, are supported, empowered and cared for.

Art, Heritage & Culture

Working with communities to ensure people participate, celebrate, and preserve our arts, heritage and culture.

Education

Working with communities to ensure every person has the opportunity to achieve their potential.

Community Development & Economic Development

Working with communities to ensure they are connected, successful, resilient and dynamic. 

Within these four pillars we have specific priorities we want our funding to support, and your application will be stronger if you can meet some of these. 

Please see Our Strategic Vision for details on our priorities in each pillar.

Check out Our Grant & Scholarship Recipients to see what we’ve funded recently.

What we don't fund

  • Projects/activities outside our area unless there is a clear benefit to our community
  • Repeat requests for the same project i.e. increases in project costs or funding shortfalls
  • Projects that have already commenced or has been completed
  • Events or activities that are primarily being held to fundraise
  • Projects that are primarily for private/personal financial benefit
  • Religious instruction, lobbying or education
  • Travel, accommodation and uniforms for sports teams
  • Mowers and other items of capital maintenance equipment for golf and bowling clubs
  • Curriculum activities in schools
  • Boarding school hostels
  • School capital projects and maintenance items
  • Centenaries, jubilees and reunions
  • Earthquake strengthening
  • Debt repayments
  • Sponsorships
  • Endowments

How we assess applications

Expressions of Interest (EOI)

We carry out an initial review of your EOI to make sure you can apply. After considering all EOIs, decisions are made by trustees on which organisations and projects will be invited to submit a full application.

Full Applications

Our staff review your application to help trustees to make an informed decision. We’ll contact you to ask further questions about your project and also:

  • meet with your organisation and, if applicable, trustees and staff may visit your project site
  • talk with other relevant organisations such as  other funders, councils, Government departments/agencies, peak bodies
  • give you the opportunity to make a presentation to trustees in support of your application

What we look for 

  • Strength of project alignment with our strategic plan
  • A clear understanding of the identified need, gap or opportunity supported by evidence
  • Awareness of current and future trends in the field the application relates to, or community demographics
  • Degree that  the project complements other existing initiatives such as  local or regional
  • Level of community benefit - projects for the exclusive benefit of a limited number of people will be a lower priority
    Applicant commitment to the project
  • Credibility and capability of the organisation and ability to deliver
  • Strength of community support
  • Demonstrated connections, consultation and/or partnerships such as with communities, between organisations, across levels within sectors or across sectors
  • Demonstrated need for funding and provision of a comprehensive and realistic budget
  • Extent that alternative and complementary funding sources have been explored and secured
  • Ongoing viability and sustainability of the project in the long term
  • Extent that the project demonstrates value for money i.e. extent of community benefit relative to level of grant funding sought
  • Extent of understanding of the likely outcomes and community benefit (i.e. who, how many and likely changes) and how this will be measured
  • Project responsibility
  • Risks associated with project

We aim to treat and assess all applications fairly, based on their individual merits and in the context of other grants being considered and funding available. Our trustees make the final decisions on all applications.

Heads-Up

A Request for Information on Future Major Projects


At the Trust we love to know what’s happening in our community. It keeps us up to date with community needs and upcoming projects in our region.  If your organisation is considering or planning a major future capital project of over $75,000, we’d love to hear from you.

Heads-Up is a request for information that can be completed online. If you have already registered please log on online and complete the Heads-Up form. If you haven’t applied for Community Trust South funding before you’ll need to register by providing your name, organisation and email address as well as creating a password – it only takes a moment.

Once we know a little bit more about your potential project we’ll keep you up to date with Community Trust South funding opportunities that may be suitable, or of interest to your organisation.

Please note registering your information through Heads-Up is not an application for funding.  If you are ready to apply for funding now please log on and complete the appropriate application form.

If you have any questions about Heads-Up ring 0800 500 185 or email jackie@communitytrustsouth.nz

Heads up

DOES THIS MEAN THESE PROJECTS WILL BE FUNDED?

No, this is an information gathering process only to help the Trust with long term planning. There is no commitment or guarantee of funding from Community Trust South either now or in the future.

WHAT PROJECTS SHOULD BE ON THE LIST?

Major capital projects from throughout the Trust’s region with an estimated total project cost of over $75,000.

WHAT IS THE CRITERIA?

There are no set criteria as this is an information gathering process only, however it is assumed that projects will be significant in nature.

What if you aren’t a legal entity?

You can apply for up to $2,000 and you will need to have a set of rules, minutes of meetings and have a bank account in your group’s name.

Otherwise you will need to work with a Funding Partner to apply – contact us to talk about your options. 

WHAT ARE THE BENEFITS OF BEING ON THE LIST?

Submitters will be kept updated on Trust funding opportunities i.e. upcoming Major Grants rounds.

Once registered you can log in at any time to start an application or to access it again later, so you can work on it over time.  To help you prepare you can also download the application form so you can see the questions we ask.

WILL PROJECTS ON THE LIST AUTOMATICALLY GET TRUST FUNDING?

No, being a project of interest does not guarantee funding from the Trust. However, what being on the list does do is enable the Trust to undertaker longer term planning for potential pressure on our funding.

WHEN WOULD HEADS-UP PROJECTS BE ABLE TO APPLY FOR TRUST FUNDING?

This would depend on the Trust’s annual grants budget and whether Major Grant rounds were being held in any given year. Apply at any time for up to $75,000 and we will keep you updated of funding opportunities.