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ACCESSING TRUSTS

ACCESSING TRUSTS. ROTARY ASSEMBLY 16 May 2010 Dawn Sanders QSM. New Zealand’s Population – 4.2 M UK’s Population – 61.5 M NZ – 97,000 Not-for-Profit Organisations. Charities Commission 2005 25,000 Registered – March 2010 …including Rotary Clubs’ Charitable Trusts. Gaming Trusts

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ACCESSING TRUSTS

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  1. ACCESSING TRUSTS ROTARY ASSEMBLY 16 May 2010 Dawn Sanders QSM

  2. New Zealand’s Population – 4.2 M • UK’s Population – 61.5 M • NZ – 97,000 Not-for-Profit Organisations

  3. Charities Commission 2005 • 25,000 Registered – March 2010 • …including Rotary Clubs’ Charitable Trusts

  4. Gaming Trusts • Community Trusts • Guardian Trust Centre for Philanthropy • Lottery Grants Board • Funding Information Service • www.allaboutfunding.org.nz • www.fis.org.nz/breakout

  5. GAMING TRUSTS • www.dia.govt.nz Funding for Community Groups • Policies • Criteria • Benefits to the community • Application requirements

  6. PROPOSAL • Project Outline-What, where, why, when • Benefits to Community • Who is involved – brief profiles • Budget – Expenditure & Income

  7. Quotes – 2 or 3 - on letterhead to organisation - not in body of e-mail • Resolution of Trust from Meeting • Minutes - often 1 or 2 required

  8. Other Documentation • Charities Commission Registration Certificate • IRD Charitable Donee Status Letter • Certificate of Registration • Bank Slip

  9. Trust Deed – if requested • Supplementary Information • Reviews • References

  10. COMPLIANCE • Invoices to match Quotes • Receipts to match Invoices • Bank Statements highlighting receipt of grant and payments • Report • Reviews/Media coverage/photos

  11. ACKNOWLEDGEMENTS • Inclusion of logo & name of Trust • Copies of print material • Reference to verbal acknowledgements • Thanks

  12. Strike gold to connect communitiesGodd Luck!!

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