AXA NZ has also established a Grant Programme to respond to applications for funds from other community organisations to support worthy initiatives which focuses on sick or disadvantaged children, poverty and homelessness.
Application Dates
Applications are accepted throughout the year, with Grants assessed and provided on a twice-yearly cycle. The closing dates for applications to be received are 31 March and 30 July each year.
A predetermined amount has been allocated to the Grant Programme on an annual basis and therefore, unfortunately, not all applications can be supported. The decision made is not subject to review and reasons for the decision may or may not be given. Applicants are urged to submit their applications well before the closing date. Details of all grants provided by AXA may be made public. Grant recipients are required to sign a Grant Agreement and agree to a reporting programme in an agreeable format prior to funding being granted.
Application Guidelines
Applications are invited for submissions for initiatives which focus on the following areas:
- sick children - defined as children between the ages of 0-18, with major health issues and/or life threatening illness
- disadvantaged children - defined as children whose standard of living is lower than that of an ordinary NZ child whose affected by homelessness & poverty
- People affected by homlessness and poverty.
AXA has a focussed approach to deliver more positive, significant and lasting impacts. Applicants unsuccessful in seeking a grant may re-apply again in the future if funding is sought for a different purpose or project. Any community organisation applying for funding must be a registered charity with an income tax exempt status. Applicants are required to provide evidence of tax-exempt status by submitting a copy of the notification letter from the IRD with their application.
Generally AXA will accept applications for funding of amounts ranging from $5,000 to $25,000. Applications for funding any greater than this will be considered however must be discussed with Marina Mohi prior to putting in an application.
Assessment Criteria
In assessing potential projects for funding, the AXA Grant Programme will favour those applications that meet some or all of the following criteria:
The organisation:
- objectives are in line with AXA’s strategy of addressing homelessness, and poverty; or assisting sick or disadvantaged children
- is financially sound - with low fundraising costs, varied income stream, no unexplained cash reserves and cash exceeding debts
- and is a registered charity
The project:
- can demonstrate measures to record and evaluate outcomes
- can demonstrate strategies to ensure future sustainability
- provides opportunities for AXA employees to volunteer
In general, the AXA Grant Programme will be unlikely to support:
- areas considered to be the direct responsibility of government
- general fundraising projects or appeals
- travel or conferences
- intermediate fundraising agencies
- funding deficits
- political activities
- religious bodies for religious purpose
- laboratory based basic research
- private schools or formal education
- retrospective costs
- organisations based outside Australia & New Zealand
Application Procedure
All applications must meet the criteria and provide all relevant documentation requested below:
Application Requirements
The Grant Application Form will request the following information:
- how the Grant will be used
- key tasks and goals of the project
- a detailed budget of the project including income from other organisations, funds provided by the applicant, government support and total costs including salaries, rent and equipment
- measures to be used to record and evaluate outcomes of the project
- the relevant experience of those managing the project
Documentation required
A copy of the following must be provided:
- a completed Grant Application Form
- a copy of the detailed project budget, please use this pro-forma
- a copy of the constitution including objectives/statement of purpose
- a copy of the most recent annual report, including the annual accounts
- a list of the members of the Board and/or management committee and their affiliations
- a copy of the certification from the IRD that the body is an income tax exempt charity
In some cases applicants may be contacted for further information regarding an application or to request a site visit.
All applications must be sent to NZHIA@axa.co.nz before the closing date.
All supporting documentation must be sent to:
AXA Hearts in Action Grant Programme
Human Resources
Level 6
80 The Terrace
WELLINGTON
If you have any questions in relation to the submission of your application, please contact us by e-mail NZHIA@axa.co.nz.