SWIFT Grant Application Form

GRANT APPLICATION FORM
SWIFT aims to support viable and reputable organisations with projects/ activities that benefit the South Waikato district and community with a focus on the below areas:
- Supporting the delivery of educational and training opportunities for the people of the South Waikato District to enable them to enter the workforce and;
- Supporting the delivery/enhancement of community infrastructure that encourages business/investment and/or the quality of life of South Waikato residents
Requirements for grant requests are as follows:
- Grant applicants must be Charitable Organisations in or serving the South Waikato.
- SWIFT will fund no more than 70% of the total project cost.
- The remaining 30% contribution can be from other funding providers and/or measurable cash-in-kind.
- The minimum grant amount is $25,000 to ensure large-scale impact projects. The return on investment is required to match the quantum of the funding request.
- Grant applications must showcase an understanding of long-term planning and recognise community outcomes rather than simply focusing on deliverables or outputs.
- Evaluation measures must be identified and reported on annually.
- Applicants must show the ability to collaborate with others and recognise partnership opportunities.
The annual grant round will be open from 3rd July - 4th September 2023.
- Requests must be for activities or projects occuring in the 2024 calendar year and once allocation decisions are made there will be two pay out rounds - January and July. This will depend on a project start date and by negotiation with the successful applicant.
- Applicants will be notified of the outcome by 29th September 2023.
- An invoice will need to be presented for payment to SWIFT by the applicant prior to the pay-out dates.
- Accountability reports will be required within six months of receiving funds.
Community Grant Workshop

Community Waikato will be holding a Free Funding Workshop on 30th August 2023 9.30am to 11.30am at the South Waikato Event Centre.

Topics include: funding tips, planning and preparation, what makes a successful application, budgeting, accountability, reporting, how decisions are made, and alternative income sources.

SWIFT will also be in attendance to assist those who need clarity on their application if need be.

To register to this event Click Here
You will be asked to upload documents throughout this form.

Please do not start completing this form until you have in electronic/pdf format a copy of the following:
- a bank deposit slip or bank statement in your organisation's name.
- quotes, feasibility reports, business plan, budgets, project KPI's, information on existing programmes or services to support grant request.
- a copy of your organisation's latest annual financial statements (preferably audited where available).
- any other supporting documentation.

ORGANISATION STRUCTURE AND LEGAL STATUS INFORMATION
What is the name of your organisation?*
Charitable TrustIncorporated SocietyOther
YesNo
Please advise the GST number:*
YesNo
Please advise the charitable registration number*
Governance structure (i.e. Trustees, Members etc.)*
When was your organisation formed?*
Number of years operating in the South Waikato*
YesNo
Please specify*

Postal Address*

Street/PO Box

Town/City

PostcodeState / Province

Postal / Zip Code
YesNo
Physical Address*

Street/PO Box

Town/City

PostcodeState / Province

Postal / Zip Code
Phone*
Email*
(Once application has been submitted a confirmation email will be sent to this address)
BANK ACCOUNT DETAILS
Please attach a preprinted bank deposit slip or copy of physical bank statement in your organisation's name*

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Account Name*
Bank*
Branch*
Bank Account Number*

CONTACTS

Please identify one appropriate person who can be contacted by SWIFT regarding your application and one alternate contact.
Primary Contact's Name*

First NameLast Name
Position*
Email*
example@example.com
Telephone*
Mobile*
Alternate Contact's Name*

First NameLast Name
Position*
Email*
example@example.com
Telephone*
Mobile*
ORGANISATION DETAILS
State your organisation's purpose and objectives*
What services and/or programmes does your organisation currently provide?*
Full-time staff*
Part-time / casual staff*
Volunteers*
Number of staff working in the South Waikato District*

GRANT REQUEST
What are you seeking this grant for?*
Additional details must be provided e.g: Quotes, feasibility reports, business plans, budgets, information on existing programmes or services.
YesNo
Please upload quotes, business plans, budgets, other supporting information etc.*

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To evaluate the success of the project/activities, measurable Key Performance Indicators (KPIs) are required. Please attach the KPIs for this project/activities.*

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PROJECT COST
Project Cost (do not include GST in the cost)*
Please indicate the total cash funding required for the project and the cash funding sources, including cash-in-kind. *
SWIFT will fund no more than 70% of a total project cost.
Grant Amount Requested (do not include GST in the cost)*
The minimum grant amount is $25,000 to ensure large scale impact projects.
PROJECT DATES

When will your project start and finish (if applicable)
Project Start Date

DayMonthYear
Project End Date

DayMonthYear
EDUCATIONAL & TRAINING BENEFITS
Please explain how the project/activities will support the delivery of educational and training opportunities for the people of the South Waikato District to enable them to enter the workforce.*
COMMUNITY INFRASTRUCTURE BENEFITS
Please explain how the project/activities will support the delivery/enhancement of community infrastructure that encourages business/investment and/or the quality of life of South Waikato residents.*
COMMUNITY OUTCOMES OF PROJECT/ACTIVITIES
What are the expected community outcomes of the project/activities?*
PARTNERSHIPS + COLLABORATIONS
Please list any partner organisations that you have collaborated with for this project/ activity.*
Please list any national, regional or district strategies that the project/activities are contributing to. *
We are happy to provide SWIFT branding to show our support of the project/activities. Please describe the opportunities available to profile SWIFT in this project/activities.*

FINANCIAL POSITION
INCOME
What are your usual sources of funds?*
FINANCIAL SUMMARY FROM THE LATEST ANNUAL FINANCIAL STATEMENTS
Summary for financial year ending*

DayMonthYear
Date
Income*
Expenses*
Surplus / Deficit*
Current funds in hand (total bank balance)*
as at*

DayMonthYear
Date
Please upload your latest annual financial statements*

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YesNo
Please explain*

DECLARATION & CONSENT UNDER PRIVACY ACT 2020
This must be signed by two people from your organisation - one must be the Chairperson/President. (These people may be contacted if more information is required).

We hereby declare that the information supplied here on behalf of our organisation is correct. We consent to SWIFT collecting the details provided, retaining and using this information for the purpose of this application. We acknowledge our right to have access to this information. This consent is given in accordance with the Privacy Act 2020.
Name*
Address*
Position*
Phone*
Email*
Date

DayMonthYear
Date
Signature*

Clear
Name*
Address*
Position*
Phone*
Email*
Date

DayMonthYear
Date
Signature*

Clear
Should be Empty:

GRANT APPLICATION FORM

ORGANISATION STRUCTURE AND LEGAL STATUS INFORMATION

BANK ACCOUNT DETAILS

CONTACTS

ORGANISATION DETAILS

GRANT REQUEST

FINANCIAL POSITION

DECLARATION & CONSENT UNDER PRIVACY ACT 2020