What an organisation needs to apply for funding

An organisation requesting funding must have:

• Two signatories to all bank account payment, withdrawal and transfer (money out) transactions.
• A cashbook (hard-copy or electronic) that is updated regularly.
• A person responsible for the organisation's financial information.
• An up-to-date Organisation profile in our online grants management system.
• A document from the bank showing the organisation's bank details. This could be a bank statement, printed deposit slip or letter from the bank confirming the account name and number.

An organisation may need to have:

• A document confirming who the Profile secretary is (if the Profile secretaries have changed in the grants management system).
• A record of the grants awarded from other funders.
• Reported back on any completed Hāpai Hapori grants.
• Up-to-date tax records.

You must update your Organisation profile before making a request

Each time you make a request for funding you need to make sure the information in your Organisation profile is up-to-date.

Your Organisation profile can be updated at any time by the Profile secretary.

An organisation may have as many Profile secretaries as they wish.

For a person to act as a Profile secretary they must:

• be authorised by the organisation – evidence of authorisation must be uploaded to the Organisation profile
• be a trustee, board member, director, manager or staff member of the organisation. The authorised person must not be from outside the organisation.

Important things to check are that:

• your financial information is up-to-date or available on the Charities Services register
• your bank account information is correct
• you upload a new bank account slip for any new bank account details.