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 ,000 Registered – March 2010 …including Rotary Clubs’ Charitable Trusts

Gaming Trusts Community Trusts Guardian Trust Centre for Philanthropy Lottery Grants Board Funding Information Service

GAMING TRUSTS Funding for Community Groups Policies Criteria Benefits to the community Application requirements

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

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

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

Trust Deed – if requested Supplementary Information Reviews References

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

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

Strike gold to connect communities Godd Luck!!