Policy 6.5.4 Grants and Donations Administration

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POLICY – 6.5.4 Grants and Donations Administration Page 1 
 
Policy: 6.5.4 
Approved By: Trust Council 
Approval Date: December 9, 2009 
Amendment Date(s):  June 15, 2016 
Policy Holder: Director of Local Planning Services 
 
GRANTS AND DONATIONS ADMINISTRATION 
Purpose 
1. To facilitate a process for seeking and receiving external funding that supports the legislated 
responsibilities of Trust Council, the Executive Committee, Council Committees, local trust committees 
and island municipalities and that is cost-effective for taxpayers. 
2. To clarify roles and streamline procedures for seeking and receiving grants and donations in order to 
efficiently and effectively use staff and trustee resources.  
3. To ensure all grant applications and funded projects meet strategic, financial and legal requirements of 
the Islands Trust and funding agencies. 
4. To ensure trustees and staff units are aware of grant opportunities, consider the potential for 
collaborative projects, and have equal opportunity to apply. 
5. To preserve the Islands Trust’s reputation among funders and donors by presenting a cohesive 
strategy and avoiding an excess of requests to any one source.  
Background 
The Islands Trust Act provides Trust Council with the authority to levy property taxes to fund the operations of 
Islands Trust bodies. To provide cost effectiveness for taxpayers, Trust Council may also direct staff to seek and 
receive alternative sources of funding. In 2008, Trust Council created a Grants Program Manager staff position 
in response to trustee requests to increase effectiveness at receiving grants. This policy provides guidance to 
the Islands Trust bodies seeking external funding or requiring service from that position. In 2014 the Canada 
Revenue Agency confirmed Qualified Donee status for the Islands Trust, which enables requests to an 
increased pool of funding organizations and the authority to issue receipts for income tax purposes to donors. 
This policy does not apply to the Islands Trust Conservancy Board, which is governed by Policy ITC 06001.  
A. Definitions 
“Committees” refers to Executive Committee, council committees (including Trust Programs 
Committee, Financial Planning Committee, Regional Planning Committee and any select committee 
struck by Trust Council) and local trust committees. Island municipalities are not bound by this policy 
unless they are seeking support from Islands Trust staff or committees. 
“Donations” refers to gifts freely given to Islands Trust without going through a formal application 
process. 
“Grants” refers to gifts granted to Islands Trust by a funding agency after application through a 
granting process. 

 
POLICY – 6.5.4 Grants and Donations Administration Page 2 
“Legislated Responsibilities” refers to the roles of Islands Trust bodies as defined in the Islands Trust 
Act per sections 8 (2), 21 (1) and 24 (2). 
“Staff Units” refers to the management team, Local Planning Services, Trust Area Services a

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