Heritage Bank Charitable Foundation

Grant Guidelines

The Heritage Bank Charitable Foundation was created to continue building upon the amazing community support Heritage Bank has always provided.

After an extensive review process of our membership, staff, societal issues and the location of our network, the Foundation has elected to focus on:

  • 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. 
Assessment Criteria

  1. The program aligns with the Heritage Bank Charitable Foundation vision, values and strategy
  2. The organisation’s fundraising efforts have been significantly reduced by the COVID-19 restrictions
  3. The program seeks to meet a real need within the community and is an appropriate response to that need, and includes community input
  4. There is evidence of effective project management, evaluation and performance monitoring
  5. The program has already demonstrated success in assisting people and building stronger communities
  6. The organisation has the knowledge, resources and capacity to deliver what is proposed
  7. The charity operates in the same geographic locations as Heritage Bank
  8. The program budget is realistic and well defined
Funding Exclusions

We will not providing funding in any of the following cases.

✘ Programs outside Australia
✘ Auspiced applications
✘ Sponsorship or fundraising appeals
✘ Events or commercial activities
✘ Small contributions to large capital programs
✘ Programs of a political or religious nature
✘ Contributions to work that would normally be considered the responsibility of local authorities or government departments
✘ Requests to support individuals
✘ Recurrent operational costs such as rent and utilities
✘ Study or attendance at conferences or seminars
✘ Endowments, memorials, bursaries or named academic chairs
✘ Motor vehicles and buses
✘ Government entities
✘ Private schools
✘ Other PuAFs and PAFs
✘ Sport, recreation or social activities for their own sake
✘ Programs which duplicate existing services
✘ Research except in special circumstances at the Board's discretion
✘ Programs and welfare of domestic animals

For further information see our FAQs, give us a call on 13 14 22 (option 0) or email charitablefoundation@heritage.com.au

Grant Application FAQ's

Frequently asked questions and answers for grant applicants.

Heritage Charitable Foundation Limited ATF Heritage Bank Charitable Foundation ABN 79 297 317 699.Β© 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.

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