We only accept applications from not-for-profit organisations. These include:
If you have any questions relating to the above contact us on 0508 266 878 and ask to speak to one of our Funding Team.
We support operating costs and/or project costs.
Operating costs may be considered to support the operating and administration costs of community organisations. This may include salaries, plus general overheads such as rent, power, phone and administration costs.
Project cost grants may be available to assist funding to community projects, events, assets or programmes.
To see what is not eligible click here.
Rātā Foundation does not make grants to:
If you require any further information or would like to discuss your application, please contact one of our funding team or phone us on freephone 0508 266 878.
You can choose where your project or organisation fits best. As a guide to get you started:
|Topic of Your Application||Funding Area|
|Health & Wellbeing||Support|
|Young People||Support or Learn|
|Arts & Heritage||Participate|
|Sports & Recreation||Participate|
|Community & Economic Development||Connect, Support or Participate|
|Environmental||Connect or Participate|
In 2015, we undertook a survey asking for feedback about our application processes from organisations which have applied to us over the last two years. You gave us some clear messages:
We also want to make sure our funding programmes reflect our strong desire to contribute to the building of strong, happy, healthy, prosperous and more connected communities. Our focus areas encompass the wide range of cultural, social, environmental and community projects which we support in our communities and connect with our strategic vision.
We won’t assess your application on how well you present the information, so please don’t worry about formatting your answers.
Try to tell us about the difference your project will make (the outcomes) not just what your organisation is doing (the outputs).
For example rather than saying:
"Older people will attend a weekly lunch club."
You could tell us about the difference that will make by saying:
"Older people will have reduced social isolation as a result of attending a weekly lunch club."
Make sure your outcomes are realistic and not too ambitious.
For example saying:
"Ex offenders will be in full time employment by the end of the programme."
Might not be as realistic as saying:
"Ex offenders will have increased employment skills, and will feel more confident about future workforce opportunities as a result of taking part in the programme."
Please remember to include all of the required information and documentation before submitting your application, otherwise your application will be put On Hold until this information is provided. If you application is On Hold, we may withdraw your application if you do not provide the information within a reasonable time-frame.
Please wait until you have all relevant documentation before submitting your application.
If you do not provide all the information we require at the time your application is submitted, we will put your application On Hold until this information is provided. If you application is On Hold, we may withdraw your application if you do not provide the information within a reasonable time-frame.
We ask applicants to provide two letters of support. These letters might be from a national or regional organisation, a governing body, an organisation that you are affiliated to or a community organisation or network. The date of these letters of support must be within the last 12 months.
The letter should state the organisation supports the work of your organisation and the project you are applying for. It should also endorse that your organisation is in a good position to deliver the project or programme.
Our four funding regions include:
Organisations operating outside our geographic funding area are not eligible to apply. However, we may consider an application from a national organisation if your programme aims to benefit a community within our four regions.
If your organisation serves more than one of our regions, please submit one application to Rātā Foundation, covering all your work across the funding regions.
When you login to the application portal, you will be able to review previous applications you have made through our online Application Portal. But please remember under our new programmes our application form has changed. You can login to our Application Portal here.
Have a look at how we fund to find out more about the different programmes. You should apply under the programme that best meets your organisation’s needs. There are some differences about the programmes.
The intent of the Small Grants Programme is to support grassroots community initiatives in the community, including organisational running costs, through a 10 week process.
Under the Large Grants Programme, is to support organisations which form part of the fabric of our community and projects which provide wider community benefit.
You can contact our Funding Team to discuss your application.
Rātā Foundation has identified four funding areas under which Rātā has funding priorities.
Go to What We Fund and look at our four key areas of Learn, Support, Connect and Participate. Look through the 'Our Priorities' list for each focus area and identify which area best fits what you are trying to achieve through your project, programme or service.
Tell us, in your own words, how your project, programme or service best aligns with those focus areas:
For example, under 'Participate' you might choose "improve health and well-being through increasing participation in sport and activity."
You might describe this as follows:
"We work with schools in low income areas to enable young people, who are not otherwise taking part in sport and activity, to be part of our holiday programme. The holiday programmes offer taster sessions in a range of sports. We work with the young people to identify clubs where they could continue to participate after the holiday programme has ended."
Your project, programme or service may fit more than one area. However, please think carefully which of our priorities your project, programme or service most strongly aligns with.
Here are some examples:
Yes. We ask you to include your total request in one application.
In your application we ask you to tell us which cost areas you are applying for. You do this by selecting options from a list. You are able to tick more than one cost area or project.
It would be helpful for you to identify which of these cost areas are your priority for funding. Given our limited budget it's important we know what your priority is rather than us making assumptions.
If you need to inform us about the different priorities for each project, you can include it in the "Anything More to Add" section.
Please check the information below to ensure the information you provide in support of your grant application meets the following audit assurance:
Consistent with the charities act 2005 assurance requirements are as follows:
|Total operating expenditure in each of the previous two accounting periods||Assurance requirement|
|Over $1 million||Audit by a qualified auditor|
|$500,000 to $1 million||Audit or review by a qualified auditor|
|Below $500,000||As required by entity’s trust deed or constitution|
You can find out more from the Charities Services.
If you have expenditure under $500,000 but your Trust Deed or Constitution requires an audit or review, your board is able to pass a resolution amending your governing document. Any amendments to your governing document must be lodged with Charities Service if you are a registered charity and/or the Companies Office if you are an incorporated society.
Support is available from Community Law or Christchurch Community Accounting.
The new Charities Services reporting standards provide a good framework for what should be covered in a set of financial statements and performance report. There are different requirements for organisations depending on their income and whether organisations are publicly accountable.
The Charities Services website contains information, getting started videos, templates and guidance notes.
Chartered Accountants have recently released two resources dedicated to help New Zealand Not-for-Profit entities comply with their financial reporting requirements.
The resources are:
There are also other organisations which can support you. See our Toolbox.
We support operating costs and/or project costs.
You may have opportunities to acknowledge our grant in your marketing materials. This might include your website, social media, marketing material and any other relevant promotional tool. To find out more about these requirements go to acknowledging your grant.
Rātā Foundation is keen to learn about the difference organisations are making in our communities with the help of our funding.
We will send you a short post grant survey about a year after the grant was made which asks for some basic information about whom the programme or project benefitted, where it took place, how it went and what you learnt along the way.
In addition, we will ask some of our large grant recipients to give us more information. This may take the form of surveys or interviews.
There may be some instances, where a fuller evaluation of your programme would provide useful learnings. This would be agreed upon in discussion with your organisation.
The purpose of our monitoring and evaluation process is for learning and development both for us and our communities.
We expect grants to be used for the purpose applied for. However we recognise occasionally circumstances change and you may wish to spend the grant slightly differently. Please contact us to talk this through with one of our funding team.
We consider applications all year round so we encourage you to choose when is best to apply. To help you choose check out our application timeframes and funding decisions.
It is important to note you can only receive one grant per financial year (1 April to 31 March) based on the approval date, of your application. We cannot fund retrospectively, so it is important you allow sufficient time for your application to be considered.
You need to allow at least ten weeks to hear the outcome of your application if you apply under the Small Grants Programme, and four months under the Large Grants Programme. If you don't think you have left enough time to hear an outcome before your project begins, please contact our Funding Team before applying.
No. We cannot fund retrospectively. This means if you have already committed these costs or the activity will take place before you hear the outcome of your application, we will not be able to fund your request.
To find out more about when to apply check out our applications timeframes and funding decisions.
Applications are submitted through our online portal.
Once it arrives into the Rātā Foundation system, one of our administration team checks to see you have submitted all of the requested information.
Next it passes to one of our funding team, who will look at the application. The assessors and advisors will look to see your application meets our eligibility criteria and is not requesting an excluded item.
Your assessor or advisor will also look to see what difference your project will make and how your organisation is placed to deliver the project.
A report, which summarises the application, is presented to Trustees. The Trustee will make the final decision on supporting or declining applications.
All this can take time, as we give each request careful consideration and the attention it deserves. So thank you for your patience in waiting for the outcome of your application. Find out more about application timeframes and funding decisions.
You can apply at any time. However, you can only receive one grant in any Rātā Foundation financial year (1 April to 31 March).You can receive one grant in our financial year from 1 April to 31 March.
If your application has been declined, you are able to re-apply at any time. You may wish to have another look at our website to see how your project or organisation fits our focus areas. We also encourage you to call our Funding Team before submitting another application on 0508 266 878.
Unfortunately Rātā Foundation receives requests for funding which are far higher than the grants budget we have available. So we have to make difficult decisions about which projects we’re able to support.
Some reasons an application might be declined include:
We look to see what difference your project or service will make and how your organisation is placed to run the project when assessing applications
You can apply to only one of these grants programmes at any time. Please look to see How We Fund to see which programme best fits your needs.
We’ll send you a letter to tell you whether your application has been successful or whether it has been declined.
Grant payments will be made after you have agreed to the terms and conditions of the grant and have sent us an original hard-copy pre-encoded bank deposit slip.
If there are specific terms and conditions attached to the grant, you will be advised of the time-frame in which you need to meet them, and we may withdraw the grant if you are unable to do so.
Building Project instalments will be paid as agreed, in line with your project timeline and as conditions are met.
To see our decision timeframes, go to our Application Timeframes and Funding Decisions page.
Each application is unique. We consider each request’s scope and complexity, amount requested, your organisation’s history with us, as well as other factors that could contribute to or hinder its success. This takes time. We give every request careful consideration and the attention it deserves. We appreciate your patience.
Ever wondered where Rātā Foundation’s money originated?
In the 1980s the deregulation of the banking industry was the catalyst to the formation of Rātā Foundation. Established in 1988 and named the Canterbury Community Trust it received an annual dividend from Trustbank Canterbury which it distributed to not for profit organisations throughout its four funding regions of Canterbury, Marlborough, Nelson and the Chatham Islands.
In 1997 it received a further injection of capital when Trustbank Canterbury was sold to Westpac and the profits of the sale were channeled into the trust for the community.
In 2015 the Canterbury Community Trust changed its name to Rātā Foundation. We believe our new name better represents our organisational beliefs and values and incorporates a powerful, well articulated vision for the future as well as being more inclusive of all our funding regions. To find out more read our identity evolution story.
Today Rātā Foundation’s income comes from its capital base of over $600 million achieved through a prudent and extensive investment strategy. It is the role of Rātā Foundation to use this money wisely and work with the community to identify priorities and needs. Rātā Foundation is simply the guardian for current and future generations, acting on behalf of you – the community.
Our Funding Team is available by calling 0508 266 878. One of our team will be able to answer queries you may have about the application process.
There are many organisations, which can provide support to community organisations.