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17

What happens if you have a change in purpose?

We do expect donations to be used for the purpose applied for. If this becomes

difficult for some unforeseen reason, please talk to us about it before the funds

have been spent.

What about accountability?

We require organisations to report on their last donation before applying for

another donation. There are two ways to go about this:

1) If your organisation is applying for another donation, you can fill out the

accountability question on the application form, or attach a brief report on

how you used the donation and how it benefited the community.

2) If your organisation is not applying for another

donation for some time, it’s best to send us a report.

Include a project summary describing how the

community benefited from your project. Please also

provide copies of any receipts, as well as a set of

annual financial statements.

Why are some applications declined?

Unfortunately Trust Waikato’s donation budget is never big enough to meet

all requests. We will explain to your organisation the reason(s) why your

application has been declined. The most common reasons for decline are:

Incomplete applications

Applicants have not supplied all that is requested on the form.

Late applications

We cannot receive applications after the closing date. Make sure you get

them in early. Generally, late applications will be held for the following

donation round.

Level of reserves

Organisations have significant untagged funds in

their accounts.

Low priority

We assess applications with an eye to giving money

where the most community benefit will be derived.

Our resources are limited which may mean we think

certain requests are lower priorities than others.

Your accountability report

should be relative to the size

of your donation.

Your report for a previous

donation might also include

photos, personal statements or

media articles.