Our Strategic Vision Tō mātou uaratanga rautaki

Our Strategic Vision sets out our beliefs and guiding principles and goals which are the foundation for our work on behalf of our four funding regions — Canterbury, Nelson, Marlborough and the Chatham Islands — now and in the future.

“Keep your eyes on the stars and your feet on the ground” Theodore Roosevelt

Our trustees make their grant decisions based on our strategic vision.

It builds on our past successes and takes all we have learnt over the past 28 years as one of New Zealand’s largest philanthropic organisations and integrates new and emerging best practice in grant making, here and internationally.

We have been evolving the organisation towards being a more strategic grant maker, committed to continuing our traditional community support as well as focusing on strategic partnerships with grantees and other funders to achieve projects of greater scale and impact.

Our aim is to create positive change in our communities by supporting and promoting innovation and learning amongst our stakeholders. We will do this by developing programmes to assist the organisations we work with to develop their capacity in areas which will lead them towards sustainability and independence.

We will continue our work to prudently preserve, grow and manage our investment base on behalf of our four funding regions for our communities now and in the future. We will never lose sight of where the money comes from and its intended purpose. We continue to be committed to remaining fair, open, impartial and transparent as an organisation.

Through our endeavours we aspire to make our communities stronger, more connected, happier and more prosperous. This is how we will make a difference.

It is now time to bring this vision to life and let our stakeholders know what it will mean for them in the future. Over the next few pages we have set our Beliefs and Guiding Principles which will underpin the future work of enacting this new direction. As part of this process we have also reviewed our current identity and its relevance to the communities we serve. Please read the Identity Evolution story as it sets out the context and rationale behind these changes.

Our Beliefs and Guiding Principles underpin our Strategic Vision and provide a road map for our future direction.

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We will develop long-term investment strategies aimed at preserving the real value of our assets for our community's benefit – now and in the future. By achieving this goal we will provide certainty and stability for our stakeholders around our annual grants programme.

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We will be a strategic grant maker, maintaining and continually refreshing our knowledge and understanding of community needs through consultation, assessment and research. By doing this we can provide more tangible evidence we are delivering a wide range of community benefits across our funding regions.

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We will monitor, review and improve our governance and management practices, using best practice principles to guide our planning and decision making. Our aim is to unite and involve our stakeholders with our long-term direction by communicating what we do, how we help the community and most importantly consulting with our stakeholders.

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We will never lose sight of where our money came from and its intended purpose. Community is at our heart and our primary driver will always be to ensure through evidence our funding reaches people in our communities with the greatest need.

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We will work and develop strategic partnerships with other funders and community support organisations who share our vision for positive outcomes for our communities. By doing this we can ensure we are being collaborative and innovative within our grants framework to enable effective philanthropy.

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We will strive to ensure our funding is reaching people in our communities with the greatest need by using evidence based grant-making to deliver the biggest impact. We will evaluate our grants programme to ensure they are meeting the needs of the community.

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We will continue to be fair, open, impartial and transparent so the decisions we make and the impact they may have are clearly understood by the community and expectations around our grants framework are communicated.

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We will be innovative and work towards the development of support services around education, building capability, mentoring programmes and facilitation to complement our grants framework with the aim of supporting the future independence of our stakeholders.

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We will continue to employ investment strategies to preserve and grow our capital base for future generations and maximize the funding available for granting, with flexibility built in to respond to new opportunities or times of greater community need.