1. Helen Macpherson Smith Trust An Independent Philanthropic Trust Chris Wootton 8 October 2010 HMS Trust 2010

2. L.E.W Carty Charitable Fund Macpherson Smith Community Alliance Helen Macpherson Smith Trust John Villiers Trust HMS Bushfires Grants Fund HMS Trust 2010

3.   Established in 1951   Initial corpus of £275,000 – current value around $90 million   3 Grant rounds per year – end of September, January & April (Approx $5-$6 million per year)   Allocate grants via a Granting Policy and Grants Committee of the Trust   Total grants to date of over $85+ million   Support Victorian Charitable Institutions, Public Benevolent Institutions & Health Promotion Charities   www.hmstrust.org.au HMS Trust 2010

4. Streams   Small Grants (<$25,000) Funding Areas:   Aged Persons Care and Support   Arts, Culture and Heritage   Community Support   Disabled Care and Support   Education   Employment and Vocational Training   Environment   Health and Medical Research

5. Streams   Strands Priority Areas:   Ageing (research theme)   Belonging   Building Community Spirit   Youth Health (research theme)

6. Streams   Partnerships Key Features:   Collaborations   Usually multi-year   Capacity building & organisational development   Via an Expression of Interest process

7. What Makes a Good Grant? 1. 1. Clearly define the need and your project 2. 2. Match the granting agency with your project – look at guidelines, annual reports & previous grants 3. 3. Read guidelines carefully especially any themes, special requirements/eligibility etc 4. 4. Double-check where your project proposal can be improved 5. 5. Contact the granting agency and discuss your project informally and gauge reaction 6. 6. Keep the application clear and precise HMS Trust 2010

8. NFP/Third Sector – Sources of Income Productivity Commission, October 2009 Table 4.9 HMS Trust 2010

9. NFP/Third Sector – Sources of Income Productivity Commission, October 2009 Table 4.9 HMS Trust 2010

10. Common Mistakes? 1. 1. Too detailed – lay audience (Trustees) 2. 2. Not reading guidelines 3. 3. Not checking previously awarded grants 4. 4. Attaching standard letters of support 5. 5. Seeking too much funding – relative to other funding partners 6. 6. Seeking too little funding – limiting the projects success 7. 7. Failing the ‘replication-test’ 8. 8. Seeking support for ‘on-going’ programs 9. 9. Being ‘too passionate’ HMS Trust 2010

11. Investment-Based Organisation-Based TacticalCollaborative Interventionist Philanthropy Project-Based Individual-Based Seven Approaches to ‘Good’ Philanthropy Gifts, donations & scholarships Discrete projects Capacity building & unrestricted funding More focused funding Funders work together in common areas of interest Funder-led facilitation to address a community need Venture capital, micro-credit & social enterprises HMS Trust 2010

12. Granting Tensions Responsive Small grants Cheque-bookFollow Low Risk Low profile Trust persona Proactive Large grants Value-addLead High Risk High profile Staff persona HMS Trust 2010

13. Granting Professional Decision-Making Parameters HMS Trust 2010

14. Grantor Grantee Balance of Power HMS Trust 2010

15. Questions/Discussion HMS Trust 2010