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 www.dia.govt.nz 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 communities Godd Luck!!