Helen Macpherson Smith Trust An Independent Philanthropic Trust Chris Wootton 8 October 2010 HMS Trust 2010
Dec 27, 2015
Helen Macpherson Smith Trust
An Independent Philanthropic Trust
Chris Wootton8 October 2010
HMS Trust 2010
L.E.W CartyCharitableFund
Macpherson SmithCommunity Alliance
HelenMacphersonSmith Trust
JohnVilliersTrust
HMSBushfiresGrantsFund
HMS Trust 2010
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.auHMS Trust 2010
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
Streams Strands
Priority Areas: Ageing (research theme) Belonging Building Community Spirit Youth Health (research theme)
Streams Partnerships
Key Features: Collaborations Usually multi-year Capacity building & organisational
development Via an Expression of Interest process
What Makes a Good Grant?1. Clearly define the need and your project2. Match the granting agency with your project
– look at guidelines, annual reports & previous grants
3. Read guidelines carefully especially any themes, special requirements/eligibility etc
4. Double-check where your project proposal can be improved
5. Contact the granting agency and discuss your project informally and gauge reaction
6. Keep the application clear and precise
HMS Trust 2010
Government33%
Services29%
Sales9%
Membership5%
Investments4%
Philanthropic10%
Other10%
NFP/Third Sector – Sources of Income
Productivity Commission, October 2009 Table 4.9HMS Trust 2010
Trusts Foundations
& PAFs4%
OtherFundraising
14%
Sponsorship16% Corporate
Donations 8%
IndividualDonations
58%
NFP/Third Sector – Sources of Income
Productivity Commission, October 2009 Table 4.9HMS Trust 2010
Common Mistakes?1. Too detailed – lay audience (Trustees)2. Not reading guidelines3. Not checking previously awarded grants4. Attaching standard letters of support5. Seeking too much funding – relative to other
funding partners6. Seeking too little funding – limiting the
projects success7. Failing the ‘replication-test’8. Seeking support for ‘on-going’ programs9. Being ‘too passionate’
HMS Trust 2010
Investment-Based
Organisation-Based
TacticalCollaborative
Interventionist
Philanthropy
Project-Based
Individual-Based
Seven Approaches to ‘Good’ PhilanthropyGifts, donations & scholarships
Discreteprojects
Capacity building& unrestricted
funding
More focusedfundingFunders work together in
common areas of interest
Funder-led facilitation to address a community need
Venture capital, micro-credit & social enterprises
HMS Trust 2010
Granting Tensions
Responsive
Small grants
Cheque-book
Follow
Low Risk
Low profile
Trust persona
Proactive
Large grants
Value-add
Lead
High Risk
High profile
Staff persona
HMS Trust 2010
Granting Professional
Decision-Making Parameters
HMS Trust 2010
Grantor
Grantee
Balance of Power
HMS Trust 2010
Questions/Discussion
HMS Trust 2010