1. Organisation Name
2. Contact Person
3. Organisation
4. Project / initiative
5. Project costs / budget
6. Alternative funding
7. Further information
8. Application Guidelines
The Application Guidelines are outlined in full in the Joan Fernie Charitable Trust
Funding Policy, a copy of which is available here:
Funding Policy
Please note: There is one funding round each year. For the 2025-26 annual funding round, applications open on 1 October and close on 30 November 2025. Receipt of your application will be acknowledged. Applicants will
be notified of the Trustees’ decision within three months of the closing date.
The Trust’s philosophy is to provide ‘a hand up, not a handout’.
The Trustees have preferences for initiatives that assist groups and communities
that are financially sustainable and/or working towards a position of financial
sustainability.
9. Terms & Conditions
I have read and understood the Application Guidelines above and agree to the following:
- To the best of our knowledge the information provided in this application is true and correct.
- It is acknowledged that any decision made by JFCT is final and we accept that no reasons for such a decision may be given, nor any correspondence entered into.
- We agree that any donation made will be used for the purposes specified in our application. In the event that we cannot comply with the conditions of the donation within the specified time, we will advise JFCT of the surrounding circumstances to enable a review of the donation to take place.
- We acknowledge that our application will be considered based on the information provided at the time of our application. We understand that JFCT is not obliged to and may not request additional information or clarification from us, and that missing or incomplete information may affect the assessment or outcome of our application.
- We authorise JFCT or its agents to carry out audits of our organisation in connection with this application or the use of the donated funds, including contacting third parties where required for the purposes of such audits.
- We acknowledge that this application and details of the Trustees’ decision may be shared with other funders and made publicly available.
- We agree to immediately inform JFCT should the initiative depart from that agreed.
10. Supporting Documents
The following documents are required to support your application.
10.1 A copy of your latest annual accounts and an updated financial position if annual accounts are older than 12 months. Include audit/ review letter if appropriate.
10.2 Annual budget for your organisation (income and expenditure). Please ensure this is related to Hawke’s Bay operations not national, if applicable.
10.3 Two written references from supporters outside of your organisation.
10.4 Resolution signed by two office holders/authorised signatories that the application has the approval of the Board or relevant Committee / authority.
10.5 Verification of your bank account (deposit slip or bank statement).
