Transcript Slide 1

Annual Public Meeting
1 September, 2012
ASB Community Trust
 Established in 1988 as a result of the sale of the
Auckland Savings Bank
 15 Trustees are appointed to four-year terms by
the Minister of Finance.
 Largest philanthropic grant-making trust in
Australasia
 Supported by ASB Bank
Eligibility
Incorporated societies or charitable trusts that:
 Have been operating for 12 months
 Operate in Auckland and/or Northland
 One grant per year
 Can provide financial statements
 Applications for under $40,000
may not require audited annual
accounts
Investment returns
Investment returns and grants
ASBCT Applications
YEAR ENDED 31 MARCH 2012
Declined,
382, 37%
Approved,
653, 63%
ASBCT Grants
YEAR ENDED 31 MARCH 2012
$60,000,000
$52,733,988
$50,000,000
$40,000,000
$36,999,713
$30,000,000
$20,000,000
$10,000,000
$0
Requested
Awarded
2008-12 Strategic Plan
2008-12 Strategic Plan
2008-12 Strategic Plan
2012 highlights
Far North grants: total 46, worth $2.2m
Whangarei District grants: total 60, worth $2m
Kaipara District grants: total 13, worth $231,000
Regional grants: total 28, worth $2.68m
 Marae grants: total 9, worth $1.2m, all in the
North
Total grants for the year: 651
Total value of grants: $36.6 million
Programmes introduced 2008-12
Maori and Pacific Educational Intiative
Maori and Pacific Strategies
Youth Health and Development
Community Housing
Emerging Artists Pilot
2013-18 Strategic Plan
Takes effect 1 April, 2013
Current applications will be assessed under
current policies until 31 March 2013
Responding to community feedback
Five year approach to strategic community
investment
Provides clarity about what we will fund
Increased responsiveness, more closing dates,
quicker processing of applications
Working in partnership with others on key issues
Our vision
To enhance the lives of all the people of our region
by responsibly managing our investments and
effectively making grants in our community
Our mission
 prudently preserve, grow and manage the
capital of the Trust for the present and future
 work to support community organisations to
meet the needs of our diverse communities
through effective grant making
 ensure that the Trust develops, delivers and
promotes effective philanthropy
 respect the partnership relationship enshrined in
the Treaty of Waitangi
Guiding principles
When working with us, you can expect us to:
 engage and work with Maori and Iwi
organisations in a manner consistent with a
Treaty-based relationship
 ensure that our funding reaches people in
communities in Auckland and Northland with
demonstrable levels of need
 be collaborative and innovative
 aim to operate in an environmentally
responsible and sustainable manner.
Our values
We believe it is important that:
 we treat people with respect and value a diversity of views, ideas
and cultures
 we acknowledge the values within our Maori and Pacific Strategies
 we act as guardians of the Trust’s investments in the environment in
which we operate
we ensure effective practice in all our activities
 we are committed to being fair, impartial, open and transparent
 we are respectful, responsive, accountable and act with integrity
 we promote and value innovation and leadership
 we enable effective philanthropy
Effective grantmaking
To enrich our communities by encouraging the
participation of all peoples in our region to achieve
their aspirations
Investment
To apply investment strategies to preserve capital
and maximise the funding available for granting,
with flexibility to respond to opportunities.
Effective delivery
To monitor, review and improve our governance
and management practices. We will use best
practice principles to ensure effective delivery of
our vision and mission.
People
We aim to fund for positive outcomes for all
people of our region
Strategic Objectives:
to support projects that facilitate improved
outcomes for high-need communities in our region
to support strengths-based programmes that
focus on positive outcomes for children, young
people and their families
to continue to monitor and evaluate the Trust’s
Maori and Pacific Educational Initiative.
Places
We aim to fund projects that conserve, preserve and develop our
region's natural and physical environment, and cultural heritage
Strategic Objectives:
to support projects that conserve and preserve the significant history
of our region
to support projects and organisations that protect and enhance the
environment in which we live
to support marae development in recognition of the special role that
marae play in supporting community cohesion
to support building projects that develop community cohesion,
enhance community participation, or are of regional significance.
Participation
Recognising the diversity of our communities, we aim to
encourage and support people to be engaged in their
communities through participation in artistic, cultural, recreational
and sporting activities
Strategic Objectives:
to support the growth and development of recreation and sport by
increasing participation and engagement at a community, regional and
club level
to support creative projects and organisations that aim to foster
access to, engagement with and experience in the arts
to support projects that recognise and celebrate the diverse cultures
of our region.
Community Support Grants
We will continue to provide general grants to community
organisations through our Community Support Grants
Programme
Funding will be prioritised for organisations which are
working in areas that align with the Trusts strategic goals
and objectives.
Quick Response Grants: up to $20,000, five closing
dates a year, six week response time, moving to online
applications
Applications for over $20,000: two closing dates a year in
Places and three a year in People and Participation
Key community partners
Over the next five years we will continue to develop
strategic partnerships with organisations under our Key
Community Partnerships Programme.
The Trust will work in partnership with other funders and
with community organisations, where there is a shared
vision, for positive outcomes for our communities.
In these challenging financial times we anticipate that
these partnerships will help our funding go further and will
provide some certainty to grantee organisations
Catalysts for change
Under our Catalysts for Change Programme the Trust will
continue to identify issues facing our region and then fund
organisations in a sustained way over a number of years to
try and address these issues.
This targeted approach will include additional support for
increasing organisations’ capacity to deliver.
The intention is to create significant positive change
through supporting innovative projects and practices.
Iconic and Innovative Projects
The Trust is interested in being a pro-active collaborator
in funding iconic projects which will create a significant
positive impact for the communities of Auckland and
Northland.
These iconic and innovative grants will only happen from
time to time and are likely to be significant regional projects
that will have intergenerational benefit and wide impact.
Watch our website for details!