Heritage Bank Charitable Foundation Grants FAQ's

Grant Application FAQ's

How do I apply for a grant?

Visit our grant guidelines information page to learn more about grant opening dates, eligibility and how to apply.

When will grants be announced and given out?

Our fourth round of Heritage Bank Charitable Foundation Grants close at 5pm on Friday 29 September 2023.

Applications will go through a thorough selection process and we hope to announce recipients by mid November. Grants will be provided to successful applicants shortly following the announcement.

Who can apply for a grant?

Visit our grant guidelines information page to learn more about grant opening dates, eligibility and how to apply.

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?

The Foundation will use a selection committee of staff from Heritage and People’s Choice to help select the recipients of the grants. Applicants must meet our eligibility criteria.

Preference will be given to eligible applicants whose program/service:

  • Covers multiple Heritage Bank Charitable Foundation focus areas. 
  • Demonstrates the utilisation of partnerships or collaboration.

Visit our grant guidelines information page to learn more about grant opening dates, eligibility and how to apply.

Where is the Heritage and People's Choice footprint?

To be eligible for the Heritage and People's Choice Grant, your organisation must meet our standard selection criteria, and work across the majority of Heritage and People's Choice footprint as detailed below.

New South Wales

  • Tweed Heads
  • Western Sydney

Northern Territory

  • Alice Springs
  • Greater Darwin
  • Palmerston

Queensland

  • Brisbane
  • Darling Downs
  • Gold Coast
  • Ipswich
  • Lockyer Valley
  • Sunshine Coast
  • Wide Bay Burnett

South Australia

Victoria

  • Ballarat
  • Greater Melbourne
  • Warrnambool
 

Who will decide which registered charitable organisations will receive grants?

The Foundation will use a selection committee of staff from Heritage and People’s Choice to help select the recipients of the grants. The Foundation’s Board will allocate grants based on which organisations align best with the Foundation’s purpose and grant criteria.

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.

What if my organisation doesn’t have DGR status?

Organisations without DGR status item 1 are not eligible to apply for a grant.

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.

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 or People's Choice?

No. It is not a requirement for grant recipients to bank with Heritage or People's Choice.

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. 

The word count for some sections on the online application are 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. 

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 next year.
Grant Guidelines & Application

Review our grant guidelines outlining our assessment criteria and funding exclusions. 


Follow us

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.
Heritage Bank Charitable Foundation
Heritage Charitable Foundation Limited ATF Heritage Bank Charitable Foundation ABN 79 297 317 699 ©
Registered under the Collections Act 1966 (Qld)