Heritage Bank Charitable Foundation


Heritage Bank Charitable Foundation Grants FAQ's

Grant Application FAQ's

The following details applied to the 2021 Heritage Bank Charitable Foundation annual grants round.

When will grants be given out?

The 2021 Heritage Bank Charitable Foundation Grants will open on Wednesday 16 June and close at 5pm on Friday 30 July 2021. Applications will go through a thorough selection process, and we hope to announce recipients in October 2021.

Who can apply for a grant?

To be eligible to apply for a Heritage Bank Charitable Foundation Grant, applicants must:

  • Be a non-profit with deductible gift recipient (DGR) item 1 status.
  • Be able to show evidence of an effective existing program supporting one or more of the following areas:
    Positive educational and alternative pathways to help at-risk children and teenagers;
    Health care services for vulnerable Australians and their families; and
    Support for the economic and social wellbeing of people in regional, rural and remote communities, including in times of natural disasters. 
  • Be clearly able to demonstrate the number of people who will be positively impacted by provision of the grant.
  • Have an annual income for 2020 (based on their latest audited report) of under $10 million.
  • Obtain less than 70% of their annual income from government sources.

What is the definition of a “program”?

We are wanting to help fund an activity (program/service/project) you are already providing that clearly shows it has a positive impact on people within the Foundation’s core focuses and geographical reach.

What is the assessment process?

A Heritage Bank staff committee assesses eligible applications against the assessment criteria.  Highly recommended applicants are interviewed by the Heritage Bank Charitable Foundation’s Executive Officer.  Then, successful applicants will be selected by the Board of the Heritage Bank Charitable Foundation. 

What if my organisation doesn’t have DGR status?

Organisations without DGR status are not eligible to apply for a grant.

What is DGR status?

Deductible Gift Recipient (DGR) status is granted by the ATO. It allows entities or funds to receive tax deductible gifts and ensures that gifts and contributions are used appropriately to benefit the community. As well as holding DGR status, your organisation must also be covered by Item 1 of the table in section 30-15 of the Income Tax Assessment Act 1997 (Cth), from the time of the application until the end of the term.

How long do successful organisations have to spend the grant?

Successful grant recipients must spend all funds within twelve (12) months of receiving the grant funding. See our Partners.

What is the maximum amount of funding that can be applied for?

The maximum amounts that can be applied for in the 2021 Heritage Bank Charitable Foundation Grants are: 

Our Shout Workplace Giving Grant – 1 x $25,000 grant

Growing Stronger Communities Grants - 4 x $15,000 grants

From time to time, the Directors may choose to increase the size of the grant on a program that addresses an issue they deem to be of potential benefit to many individuals.

Can I apply on behalf of an organisation?

Only an authorised representative of an eligible organisation can apply for a grant.

Do I have to bank with Heritage Bank?

No. It is not a requirement for grant recipients to bank with Heritage Bank.

If you'd like to learn more about Heritage Bank's products and services for charitable organisations, visit heritage.com.au. 

Can my organisation apply for multiple grants for different programs?

No. Organisations can only apply for one grant per round. 

I’m preparing an application for a grant. Where can I find a copy of the application questions?

To prepare your questions in advance, download our Grant Application Questions and Examples document.

I’m experiencing problems with the online application form - what do I do?

Please email charitablefoundation@heritage.com.au if you require assistance during your application.

I missed the time or date applications closed. Will you still accept my application?

If you missed the application deadline, we encourage you to apply for a grant in 2022.

The word count for some sections is too short. Can I submit a longer answer?

Unfortunately, no. Due to the expected high volume of applications we have limited certain free text fields.  Please write your answers in point form to reduce the characters. 

When will the grants be given out?

Our 2021 grant applications are open from Wednesday 16 June until Friday 30 July, 2021 at 5PM. 

Last year's Grant Recipients were announced in October 2020 after a thorough selection process. See our Partners.

Heritage Bank Charitable Foundation ACNC Registered Charity
Heritage Charitable Foundation Limited ATF Heritage Bank Charitable Foundation ABN 79 297 317 699.© Registered under the Collections Act 1966 (Qld)
We acknowledge and honour the Traditional Owners of the land on which we meet, work and live. We pay our respect to Aboriginal and Torres Strait Islander cultures and to Elders past, present and emerging.

Follow us