Heritage Bank Charitable Foundation Grants FAQ's

Grant Application FAQ's

When will grants be announced and given out?

The grant round will open on 9th September and close on 18th October 2024 at 5pm.  We will notify the successful recipients in early December 2024.

Who can apply for a grant?

Visit our grant guidelines information page to learn more about grant opening dates, eligibility and how to apply.

What is the definition of a “program”?

We are wanting to help fund an activity (program/service/project) you are already providing that has historical data that clearly shows it has a positive impact on people within the Foundation’s core focuses and geographical reach.

What support is available for completing the application process?

Applicants are encouraged to contact the Foundation’s team for assistance.  You can email us at charitablefoundation@heritage.com.au with your contact details. We will then contact you and provide the support you need to complete our application process.    

How are applications submitted?

Generally, applications will only be accepted via the People First Bank Foundation website: https://www.peoplefirstbankfoundation.org.au

If your organisation requires assistance accessing the online platform for any reason including a lack of internet connectivity, English as a second language or a lack of confidence please call the Foundation on 0448 438 794 to discuss alternative application options.

What is the assessment process?

The Foundation will use a selection committee of employees from People First Bank to help select recipients of the grants.  Applicants must meet our eligibility criteria.

Preference will be given to applicants whose program/service:

  • Covers multiple People First Bank Foundation focus areas
  • Demonstrates the utilization of partnerships and collaboration.

Where is the Heritage Bank and People’s Choice footprint?

Please use these links to find a branch near you:

Heritage Bank https://www.heritage.com.au/about/locations

People’s Choice https://www.peopleschoice.com.au/locate-us

What is DGR status?

Deductible Gift Recipient (DGR) status is granted by the ATO. It allows entities or funds to receive tax deductible gifts and ensures that gifts and contributions are used appropriately to benefit the community. As well as holding DGR status, your organisation must also be covered by Item 1 of the table in section 30-15 of the Income Tax Assessment Act 1997 (Cth), from the time of the application until the end of the term.

What if my organisation doesn’t have DGR status?

Organisations without DGR status are not eligible to apply for a grant.

How long do successful organisations have to spend the grant?

Successful grant recipients must spend all funds within 12 months of receiving the grant funding.

Can I apply on behalf of an organisation?

Only an authorised representative of an eligible organisation can apply for a grant.

Do I have to bank with Heritage or People's Choice?

No. It is not a requirement for grant applicants to bank with People’s Choice or Heritage.

Can my organisation apply for multiple grants for different programs?

No. Organisations can only apply for one grant per round.

I’m experiencing problems with the online application form - what do I do?

Please email us at charitablefoundation@heritage.com.au or call us on 0448 438 794

I’m preparing an application for a grant. Where can I find a copy of the application questions?

If you'd like to prepare yourself in advance, you can download a list of the questions here.

The word count for some sections on the online application are too short. Can I submit a longer answer?

Unfortunately, not due to the expected high volume of applications.  Please write your answers in point form to reduce the characters.

I missed the time or date applications closed. Will you still accept my application?

Unfortunately, we’re unable to accept any late applications. If you miss the application deadline, we encourage you to apply for a grant in 2025.

When are recipients announced? When would we receive the grant?

We will inform all applicants of their status as we move through the assessment process.  Successful applicants will be announced in early December 2024.

Grant Guidelines & Application

Review our grant guidelines outlining our assessment criteria and funding exclusions.