Trusts & Foundations
As a philanthropic body, we understand the opportunities and restrictions that come from operating as a Trust or Foundation.
This direct experience means that we understand the need to tailor programs to comply with the constitutions and wishes of Trustees. That’s why we agree the parameters of the program upfront, and establish how the effectiveness of the program, and FRRR’s operational performance, will be measured.
We jointly determine marketing and promotional plans, and establish upfront the degree of public recognition that our Trust and Foundation partners desire.
We also understand the need for regular and comprehensive reporting on the program, and provide prompt, thorough and concise reports on the outcomes of all donations to our programs.
We have found FRRR to be a wonderful umbrella organisation through which we have been able to donate to many small and worthy rural charities. We could not have done the research required to reach them directly. FRRR’s staff, resources and 30 years of assessment experience makes it simple. We would certainly recommend utilising FRRR to donate funds Australia wide.
Neville and Di Bertalli, Directors, Bertalli Foundation
FRRR’s understanding of community development, and of issues facing agriculture generally, has substantially contributed to our strategic and operational effectiveness. It has informed our place-based community approach to philanthropy. Their networks have also been invaluable in turning ideas to reality. They are a highly valued long-term partner.
Jenny Wheatley, CEO, Vincent Fairfax Family Foundation
We have proven experience in creating successful partnerships with Trusts and Foundations. Two excellent examples of this success are detailed below.
Working in Dairy Communities Small Grants program
For the last 15 years, the Gardiner Dairy Foundation has made available $100,000 to strengthen small Victorian Dairy communities. These funds are distributed as grants of up to $5,000 for innovative, community-driven projects that help to build dairying communities’ capacity to deal with local issues and enhance existing community infrastructure.
FRRR administers this program on behalf of the Gardiner Dairy Foundation. We review the grant guidelines annually, and then collaborate to promote the call for applications. FRRR’s staff then short-list the grants and then conduct the initial assessment, before presenting them to a joint Assessment Committee.
Once approved, FRRR manages the grant distribution, issuing grant agreements and passing on the funds once those agreements are executed. FRRR also has responsibility for following up on grant acquittal and we report back to the Gardiner Dairy Foundation annually on the program outcomes, together with any recommendations on the future evolution and targeting of the program.
From 2007 to 2016, FRRR managed part of the annual distribution from the McEwen Foundation, which is managed by Equity Trustees. The McEwen Foundation was established by Lady Mary McEwen, the widow of Sir John McEwen, Australia’s 18th Prime Minister (December 1967 to January 1968) through her Will on her death.
This program provided grants of up to $15,000 for projects and activities in the wider Goulburn Valley District, Victoria. In accordance with Lady McEwen’s will, its focus was on projects that related to Junior Legacy, Hospitals, Charities and Accommodation which benefits older people. In total, this program distributed more than $607,500.
Grants from the final round of the McEwen Foundation Grants for the Goulburn Valley were distributed in 2016, as the Trustees have decided to fulfil Lady McEwen’s wishes by deepening their partnership with the Lighthouse Project, a collective impact initiative to support the wellbeing and positive outcomes for young people from conception to career in the City of Greater Shepparton.