Donation FAQ's

Donation FAQ's

Is my donation tax deductible?

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

Can I donate by post?

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. 

Can I donate in person?

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. 

Can I donate via direct transfer?

If you’d like to donate directly to the Foundation via direct transfer please email charitablefoundation@heritage.com.au

What happens with my donation?

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

We're dedicated to improving the quality of life for people in need throughout our community and will distribute funds to selected registered charitable organisations.

The Foundation does so by giving grants to eligible not-for-profit organisations that provide:

  • 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.

Our grants are targeted at making a positive difference to the lives of individuals and their families. We analyse demonstrated outcomes and projected impacts to ensure our grants maximise the benefits they deliver. Our goal is also for our grants to encourage greater collaboration and partnerships between those who share the Foundation’s passion for helping people. See our most recent grant recipients.

Heritage Bank funds all operational costs of the Foundation, ensuring your donations are 100% used to helping those in need, now and into the future. 

How does the Foundation handle my personal details after I’ve donated?

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. 

 

How does the Foundation process my donation online?

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

Visit givenow.com.au/hbcf to donate online.

I lost my tax deductible gift receipt, what can I do?

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.  

How will I know when the Foundation gives out grants?

 You can keep up to date with the Heritage Bank Charitable Foundation and check out when grants are provided by liking us on Facebook and following us on LinkedIn. You can also visit our Partners page to see our latest recipients.

How will money be put into the Foundation?

The Foundation has been established as a Public Ancillary Fund 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 about how you can support the Foundation.

How will the Foundation sustain grants over time?

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.

Who oversees the Foundation?

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.

Will Heritage Bank contribute a set amount each year going forward?

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. 

What are the Foundation's guiding principles?

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.

The Foundation is dedicated to improving the quality of life for people in need throughout our community. The Foundation does so by giving grants to eligible not-for-profit organisations that provide:

  • 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.

Our grants are targeted at making a positive difference to the lives of individuals and their families. We analyse demonstrated outcomes and projected impacts to ensure our grants maximise the benefits they deliver. Our goal is also for our grants to encourage greater collaboration and partnerships between those who share the Foundation’s passion for helping people. 

How will the Foundation decide grant recipients?

The Foundation reviews grant applications to ensure they meet our comprehensive guidelines and application criteria. 

During the assessment process we evaluate whether:

  • The program aligns with one or more of the Heritage Bank Charitable Foundation core focus areas
  • The program seeks to meet a real need in the community
  • The program has clear outputs that are helping build stronger communities
  • There is collaborative and the program has community support
  • The program’s budget is realistic and well defined
  • The program plays an important role in helping to create long-term change

We owe it to our donors to ensure we do justice to their generosity by having the greatest impact possible. That's why we believe it is critical to have a robust selection process for our grant recipients.

When will the grants be given out?

Our grants are given out annually after a thorough application and selection process. The timing of this can vary each year and we announce the annual recipients of our grants each year on our Partners page.

Is there a limit to how much registered charitable organisations can get in a grant?

Yes. There is a maximum amount for each grant and this may vary each application round. Visit our Apply page to learn more

Application FAQ's
Application FAQ's
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Grant Application FAQ's

Frequently asked questions and answers for grant applicants.

Can't find what your looking for? Get in touch with a Foundation representative.

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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)