Guidelines

IOOF Community Program Guidelines

Please note - we are not currently taking new applications. An update on our program and dates will be provided at the end of October 2017.***

Overview

The IOOF group not only looks after the financial wellbeing of thousands of Australians but cares in other ways too, by supporting those Australians who are disadvantaged by health or circumstance.

In recognition of the long history of the IOOF group and the important role it has played in supporting the community since 1846, the IOOF Foundation was established as a not-for-profit in June 2002 as part of the demutualisation of IOOF Limited.

The IOOF Foundation provides grants that support Australian not-for-profit organisations working with disadvantaged families, disadvantaged children and youth and aged care.

More information about the Foundation is available from the Foundations website www.iooffoundation.org.au

About the IOOF Foundation Community Progam

We are committed to creating opportunities for disadvantaged families, youth and the aged, by investing in initiatives that improve quality of life and help others achieve their potential to meaningfully participate in the community. The IOOF Foundation provides grants that support Australian not-for-profit organisations working with disadvantaged families, disadvantaged children and youth and aged care.

Aged care

The Foundation will be giving priority to program's that are committed to providing the quality of life for individuals and their families with progressive neurological and physical diseases.

Disadvantaged families

The Foundation's basic needs program, supports community groups that are assisting families that are struggling to be self-sufficient and support long-term priorities solutions that help families move out of poverty or avoid a crisis.

Disadvantaged children and youth

The Foundation supports education projects that help break the cycle of disadvantage and empower young Australians to reach their potential. Priority will be given to applications addressing:

(1) Prevention and early intervention, and

(2) Education, employment and training for young people.

Progam details

Who can apply?

To be eligible for funding from IOOF Foundation, your charitable organisation must have an Australian Taxation Office Deductible Gift Recipient (DGR) endorsement. Please ensure that your organisation has DGR status before submitting your application.

Funding amounts

The general grant program is for funding of up to $30,000 per year for up to two years. Please ensure you provide as much budget information as possible to enable us to evaluate the grant amount requested against funds available to distribute. Grants range from $10,000 - $120,000 pa.

Geographical considerations

Grants will be considered for organisations represented in any Australian State or Territory.

Assessment considerations

The Foundation considers applications from community organisations that are working towards providing measurable outcomes. Grant amounts are flexible and are dictated by the needs of the organisation and the funding availability.

Sustainable will continue to have an impact and remain sustainable beyond our support.

  • Measured outcomes and impacts are measured to show the progress of the program.
  • Connect have the ability to connect and share knowledge so that others may benefit.
  • Impact address an identified need and aim to deal with the cause of a problem.
  • Involvement would benefit from involvement from, IOOF staff e.g. volunteering, fundraising.

Assessment criteria

Assessment criteria will be based on the governance of the organisation including the following:

  • Need evidence of the need and value for money from the program.
  • Governance evidence of good corporate governance.
  • Outcomes evidence of realistic, measurable and achievable goals.
  • Leadership demonstration of ability to deliver and willingness share learnings.

Funding exclusions

In general the IOOF Foundation will not support funding for the following:

  • To or on behalf of individuals
  • Capital funds and building works
  • General fundraising appeals
  • Ongoing organisational operating expenses
  • Motor vehicles and buses
  • Government entities
  • Private schools
  • Overseas program
  • Other Foundations
  • Retrospective requests, general fundraising appeals or commercial sponsorships
  • Organisations that are restrictive based on financial, religious or cultural origin
  • Sport, recreation or social activities for their own sake
  • One off activities such as camps and festivals.
  • Debt retirement, budget deficits, endowments or bequest program
  • Travel, study or conferences
  • Provision of health and medical services
  • Projects which duplicate existing services
  • Research except in special circumstances at the Board's discretion.
  • Projection and welfare of domestic animals
  • Request that are identical to previously submitted, unsuccessful applications.

How to apply

Application Form

Charitable organisations will be required to submit an application form. In most cases it provides sufficient information to determine whether the request is one that can be progressed to a submission for Directors consideration.

Please aim to limit your expression of interest to four pages in length and submit as a word document with the file format saved as:  organisation year IOOF   example: community 2017 IOOF

Receipt of expression of interest is acknowledged by email and in some cases, IOOF Foundation will request further information.

Additional information

In order to support the application process, we may request additional information such as:

  • A copy  of the latest annual report
  • Audited financial statements
  • Constitution including Objectives/Statement of Purposes
  • DGR certificate from the ATO

Grantee obligations

Approved applications:

Once a grant is approved, we request successful organisations to:

  • Sign and return a grant agreement
  • Provide a tax invoice for payment
  • Provide a receipt of payment
  • Review the required reporting templates

Report templates

We asks grantees to provide a progress report at key stages of your project and a more detailed final report including expenditure statements at the end of the funding period. For multi-year grants, yearly progress reports, including expenditure statements, are also required. We will remind grantees when reports are due and provide a template to assist with the process. The following report templates are available:

Keeping in touch

We are interested in hearing from grantees about their achievements and challenges and relies on information sharing from recipient organisations to better understand what works and what doesn't, in what circumstances and why. We invite grantees to stay in touch as it suits them and we will do the same.

Informing us about changes

It is important that grantees inform us of any significant changes that will have an impact on the work we are funding. We are mindful of the fact that circumstances can change and will seek to be flexible.

Acknowledgement and publicity

Grantees must acknowledge the support of the IOOF Foundation in any published material related to their project. Please provide the IOOF Foundation with a copy of the acknowledgement before finalising it wherever possible. We hope our grants will help recipient organisations to attract funds from other sources and are happy for our support to be mentioned to other funders or included in Annual Reports.

Important note:

The Foundation has finite funds and will not be able to support all applications, no matter how worthy. Rejection of an application does not mean that it is not well regarded. Some applications may be reconsidered at a future time (at the discretion and invitation of the Foundation).

More information

If you have any questions or would like more information please email enquiries@iooffoundation.org.au