ANZ New Zealand Staff Foundation

The Foundation supports registered New Zealand charities whose work fulfils one or more of the following purposes:

• To assist in the promotion of financial literacy.
• To provide opportunities for all New Zealanders to achieve economic and social independence.
• To provide access to learning opportunities that prepare people for meaningful work and a high quality of life.
• To assist people working together to create viable and secure communities.
• To assist communities to conserve New Zealand’s natural and historic resources.
• A maximum of $25,000 can be requested by each charity per funding round.

No organisation can receive funding in two consecutive funding rounds unless the funding rounds are more than 11 months apart.

• Schools.
• Sports clubs.
• Endowments.
• Fundraising events or campaigns.
• Fixed assets, including equipment unless the equipment is critical to the operation of your organisation, e.g. hospice funding requests for medical equipment to assist patients with home-based care.
• Capital investment, e.g. new buildings.
• Normal operating and administration costs, including salaries. However, consideration will be given to funding the cost of providing specialist services, e.g. funding for 20 one-hour sessions with a specialist counsellor at an hourly rate per session.
• Debt repayment and operating budget deficits.
• Costs of attending overseas conferences.
• Travel costs, e.g. national and international airfares.
• Organisations that ANZ New Zealand is already sponsoring.
• Organisations that have already received funding from the Foundation in the previous 12 months.
• Charitable projects that are not New Zealand based. 

To help you to apply for a grant with the ANZ New Zealand Staff Foundation Hub, our terms and conditions explain how the registration and application process works, what you’re sharing, how your information is kept secure, and what to do if you have a question or problem.

Find out about:

1. Your privacy and how we collect and use information about you.
2. We need to identify and collect information about you under New Zealand laws.
3. How your information is kept secure.
4. How to access and correct your information.
5. We can give you information electronically.
6. How we can contact you.

Download a copy of the example application questions to help you prepare your application.

• The Foundation can only give funds to registered New Zealand charities.
• All contact people on your application must belong to or be employed by the applicant organisation and have the authority to answer any questions we may have e.g. chairperson, manager.
• Your referee must be someone who knows your organisation and is happy to be contacted by us. The referee must be external to, or independent of, your charity.
• We no longer prioritise applications that are supported by an ANZ Staff member. You are still welcome to include the details of an ANZ Staff Supporter if you or your charity have an existing relationship with us. 
  

Annual financial accounts

You need to supply a copy of your most recent set of complete annual financial accounts. They must be:

• Signed by your Chairperson and a Chartered Accountant registered with Chartered Accountants Australia and New Zealand or a Certified Practicing Accountant (CPA); and
• Audited*, if you’re applying for more than $12,000.

If your annual financial accounts are more than six months old

If your annual financial accounts will be more than six months old when our funding round closes, you will also need to supply management accounts (a statement of profit and loss and balance sheets).

If you need to supply management accounts, they must cover the time from the end date of your annual accounts to no more than three months before our funding round closes.

We can accept print outs of your management accounts from accounting software, e.g. Xero. Draft accounts do not need to be signed.

*Accounts that have been reviewed by an auditor, but not formally audited, will not be accepted for applications of  more than $12,000.

If your application is successful, your charity must spend the funds within six months from the time of receipt. For August funding rounds, this means by 30 April the following year. For February funding rounds, this means by 31 October the same year. 

If you have not spent the grant within six months or intervening factors make project execution no longer possible, please contact us by email and provide details as to why, with an estimated date of when the donation will be used. 

The Foundation will consider an extension to use the funds in exceptional circumstances.

For audit purposes we require that an accountability report be completed no later than six months from the date you receive the grant. 

As part of the accountability report you must provide a summary of expenditure and supporting evidence of expenditure, for example, invoices, payroll records, bank statements or similar. 

Failure to provide the required evidence will result in a request for the donation to be returned. 

Successful applicants may be contacted to share information about the impact of the funding, for use in ANZ media releases, staff communications, newsletters etc.

If you don't use the funds within six months of the receipt of your grant, or by the end of your extension, if you have received one, the Foundation requires that you return the money in full.

If you end up not using all the funds you receive, the Foundation requires that you return any surplus funds exceeding $300.