LINKING INVESTMENTS AND GRANTS
Providing a simple story backed up with robust financial data
Client: Central Lakes Trust
Problem: CLT’s budget setting methods needed to include prudent consideration of investment risks and the changing needs of the community.
Mission: Utility was asked to provide transparent linkages showing the relationship between CLT’s investment income/value, and its ability to allocate grants to the community.
The Central Lakes Trust is a unique and exciting organisation generating and providing grants to their local community. It is the largest philanthropic trust
per capita in the Southern Hemisphere and manages funds (currently over $370M) to then use the income to give a boost to community services and facilities. They’ve already distributed more than 99 million dollars in grants into a wide
range of community projects. Amazing! CLT is absolutely bringing about the change its community wants to see in their world.
We have been proud to support CLT’s management and governance members by providing a simple story backed up with robust financial data showing the relationship between CLT’s investment income/value, and its ability to allocate grants to the community. This has helped new trustees and staff get up to speed quickly in their duties. We’ve also provided tools to help them make sound projections – planning for the challenges that lie ahead and understanding the future demand for grants in their growing community.
Our involvement has included investment management knowledge combined with modelling a variety of future scenarios. We also assisted CLT in streamlining their grants application process using a customer-centric approach to help people navigate the process more easily. This ensures all parties are clear on expectations and desired outcomes, and that minimal time is spent on applications that don’t proceed past an initial review.