Donation FAQ's

Yes. The Foundation has Deductible Gift Recipient (DGR) status, which means you can claim a tax deduction for any donations you make. 

The Foundation does not accept cash donations via the post however cheques are welcomed! If you wish to donate with a cheque please address the cheque to pay Heritage Bank Charitable Foundation and post to:

The Foundation Administrator
PO Box 190
Toowoomba QLD 4350

Please note: If you would like to receive a tax deductible gift receipt for your donation, please include your Full Name, Address and Contact Phone Number with your donation. 

 

 

Of course! If you wish to donate in person at a Heritage Bank location, please visit our contact page to find your local branch. Our branches are equipped to assist you with your donation and provide you a tax deductible gift receipt. 

Yes of course! If you’d like to donate directly to the Foundation via direct transfer, you can use the details below 

Account Name: Heritage Bank Charitable Foundation
BSB: 638-060       
Account Number: 14973723
Reference: Please use your surname as the payment reference

For any direct transfers you can claim your tax deduction using your bank statement as evidence. If you would like a receipt from the Foundation, please contact us.

 

Your donation will be donated to the Heritage Bank Charitable Foundation.   

The Heritage Bank Charitable Foundation will distribute funds to selected registered charitable organisations with an annual grants program.

Grants will contribute funding to organisations whose initiatives help improve the livelihood of people, with a particular focus on disadvantaged and at-risk families, young people, and elderly people. Grants will go towards projects which address areas of education, culture, health, social, and financial wellbeing. 

The personal information that you provide while donating to Heritage Bank Charitable Foundation will be handled in accordance with our Privacy Policy. If you have any questions about our Privacy Policy, please get in touch with us by visiting our contact page. 

 

We use Everyday Hero and their secure Donor Pay platform to accept your donation online. This allows us to offer you multiple ways to make your donation through a secure platform. 

As part of this service every online donation has a platform and transaction fee deducted. This covers the cost of offering the donation service and any card acceptance merchant fees. You will see an extra field titled ‘Ensure Charity gets 100%’. - by selecting this option you'll cover that fee and Heritage Bank Charitable Foundation will get 100% of your selected donation amount.

We can issue you with a replacement receipt! 

Please complete the contact form on our contact page and include a note about the way you donated and the contribution amount.

We’ll return a receipt to you via email or get in touch if we need any more information.  

We will announce our grant recipients online and via email to our Foundation Supporters.

When you donate to the Foundation, you are given the option to be added on as a Foundation Supporter to receive updates from the Foundation. 

Alternatively, if you would like to opt in to receive updates, contact us today and request to be added onto the Foundation Supporters list. 

The Foundation has been established as a Public Ancillary Trust so it is able to accept tax-deductible donations from external parties.This means members of the general public or any other benefactors are able to make donations.

Heritage Bank staff and customers are encouraged to support the foundation and can donate in the form of once off, or regular contributions. The Foundation also accepts donations from the public and all donations are welcome.Learn more on our Donate page. 

We believe in our vision of Growing stronger communities, together. Along with conducting regular fund raising activities, the Foundation will also receive periodic contributions from Heritage Bank to ensure we are able to make a real difference in people's lives.

Although the Heritage Bank Charitable Foundation has been established by Heritage Bank, the Foundation is a separate entity.

The Heritage Bank Charitable Foundation Board, initially comprising of four directors, will govern the activities of the Foundation. The Directors are appointed by the Heritage Bank Board and you can learn more about who they are, and their qualifications on our learn page.

Heritage Bank contributed $2 million into the Foundation as seed funding in the 2018- 2019 financial year. The intention is for Heritage Bank to make regular contributions from pre-tax earnings, and we will announce these contributions each year. 

To promote the mutual and people first philosophies of Heritage Bank by distributing funding to registered charitable organisations which support initiatives designed to build positive community outcomes. 

Grants will contribute funding to organisations whose initiatives help improve the livelihood of people, with a particular focus on disadvantaged and at-risk families, elderly persons and young people. Grants will go towards projects which address areas of education, cultural, health, social and financial wellbeing.

When assessing grant applications the Foundation Board will consider the following criteria:

  • Geographic proximity to Heritage Bank customers
  • Community input in the project and the benefits the project will create for the community
  • Reach and impact of the project
  • The project's financial sustainability
  • The project's alignment to Heritage Bank's vision of being passionate about helping people
  • Innovation in relation to the project itself or its “new to our community” features; and
  • Sophistication of plans and the ability to properly evaluate the degree of success for the project.

Grants will be open to registered charitable organisations nationwide, but extra weight will be given to applications for causes that will benefit greater numbers of Heritage Bank customers.

To be eligible for funding applicants must be an Eligible Entity meaning a fund, authority or institution:

  • which is Charitable or would be a ‘charity’ within the meaning of the Charities Act 2013 (Cth) if it were not a ‘government entity’ as defined in that Act; and
  • gifts to which are deductible under item 1 of the table in section 30-15 of the Income Tax Assessment Act 1997.

We have not yet finalised when the first grants will be given out however this will occur sometime during the 2019- 2020 financial year. Grant applications will be announced on our website and by email to our Foundation Supporters. Visit our Apply page for more information. 

No – but the Foundation Board will balance the individual requests received against the sustainability of the Foundation over the long term. The Foundation has been established to support communities into the future. The intention at this stage is to distribute grants between $5,000 and $50,000.
Application FAQ's

When applications are open, you will be able to apply through our application form here on our website. 

You will be required to include details on your project including the cost of your project, what size grant you are seeking, how you will deliver your project, how the grant money will be spent, when the project will be delivered and how your project aligns with the Foundation’s purpose and other selection criteria.

You need to be a registered charitable organisation with deductible gift recipient (DGR) status seeking financial assistance for a project that builds and improves community wellbeing and life outcomes for people. We suggest you read the grant criteria to familiarise yourself with the type of projects that will be successful in receiving a grant.
Anyone representing an registered charitable organisation can apply. We recommend you have the support of your committee or board as they may be contacted during the application evaluation process.
Not in the same round of grants. We encourage charity groups to apply for numerous grants over time for different projects, but we will only award a maximum of one grant per organisation per round in order to share funding across multiple applicants each round.
No – but the Foundation Board will balance the individual requests received against the sustainability of the Foundation over the long term. The Foundation has been established to support communities into the future. The intention at this stage is to distribute grants between $5,000 and $50,000.

No, this is not a requirement. 

However if you'd like to switch your banking to Heritage Bank, we have friendly staff ready to help you through the process. Heritage Bank is a customer-owned bank driven by fulfilling its customers’ needs rather than distributing profits to shareholders. It has a passionate desire to be a positive member of the community, as is evident with its support of this Foundation. Go to the Heritage Bank website for more information on how its products and services could benefit you.

The Foundation’s Board will review applications and allocate grants based on which submissions align best with the Foundation’s purpose and grant criteria.
It depends on when you submit your application. When we put out the call for applications, we will inform you of the date applications close. We then expect applications to be evaluated within six weeks before we will contact successful applicants. Unsuccessful applicants will receive a notification email about eight weeks after applications close.
A representative from the Foundation will be in contact with you if your application is successful. They will advise what happens from there. We will hold a presentation event and media opportunity where you will receive the grant funds. We may also request to conduct a media opportunity to showcase your project in action.
Absolutely, if your application is unsuccessful you can submit an application in subsequent rounds. Different rounds of grant funding may attract stronger applications than other rounds. You may also be provided with some feedback on why your application was unsuccessful, so have another look at your application and identify where you can make your submission stronger and better align with the Foundation’s purpose and grant criteria.

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