Perpetual Guardian Head Office

Perpetual Guardian Head Office





































Strathlachlan Fund - High Engagement Round


The J M McLachlan Trust was established according to the wishes of the late Isabella McLachlan outlined in her Will dated 1954 and later Deed dated 1984, and The Strathlachlan Fund was established in 2007 according to the wishes of her daughter, the late Susannah McLachlan. 

In 2014 the J M McLachlan Trust was merged into The Strathlachlan Fund in accordance with the terms of the Trust Deed, reconnecting mother and daughters philanthropic wishes to support vulnerable women. 

Both women were committed to social justice and strongly believed that the causes of vulnerability for marginalised women could be addressed. 


Funding Objectives

To support vulnerable women In New Zealand, over 17 years of age through: 

1)  Prevention and early intervention approaches – This approach is based on the idea that you are intervening to stop a problem from occurring, or acting early to prevent an issue from getting worse. Prevention and early intervention approaches can offer better, more cost-effective social and economic outcomes. 

And / or 

2)  Two generation approaches – This approach considers the needs of both vulnerable women and by extension of helping the woman, her children, parents and/or grandparents together in the design and delivery of services and programs. Two generation approaches can support improved economic, educational, health, safety, and other outcomes.

On behalf of the settlors of The Strathlachlan and McLachlan Charitable Trusts, Perpetual Guardian (as Trustee) is seeking partners who wish to create significant positive change, by taking innovative approaches to the delivery of projects.  


Assessment Criteria

1) Organisational Assessment Criteria

We want to support organisations that: 

  • Demonstrate strong leadership, with clear commitment to engaging in this funding and capacity support programme.
  • Have, or will build through the programme of work, organisational capacity and capability to deliver catalytic change (this is, not just business as usual).
  • Have the ability to evidence previous outcome delivery, measurement and reporting.
  • Have a track record in adding value to their sector(s).
  • Are ready and willing to work in an engaged partnership with Perpetual Guardian and to participate in a programme of capacity development support (if needed). 
  • Have the ability and desire to work in complex systems, and be innovative, adaptable, and open to new practices. 

2) Project Assessment Criteria

Expressions of interest must illustrate how your organisation will make significant and meaningful difference to the lives of women over 17 years of age.  Your application will be assessed against how well your project:

  • Delivers a clear outcome framework 
  • Is based on good practice for the sector or programme area 
  • Demonstrates collaboration/or partnership 
  • Provides ability to share knowledge and learning with others 
  • Will achieve one or more of the following outcomes: 

    -  Increase life opportunities 
    -  Increase aspirations 
    -  Increase community engagement 
    -  Increase positive relationships 
    -  Provide greater empowerment 
    -  Enhance well being 
    -  Provide greater access to education. 



  1. Applicants must be registered charities or public benefit entities (schools/universities etc.)
  2. Applicants must be based in New Zealand


Funding Exclusions

  1. Retrospective funding
  2. Projects supporting women/girls under the age of 17


Funding Amount

The 2018 High Engagement funding round provides high level partnership grants of up to $50,000 per year for a period of two to five years. 


Application Time Frames

There are three stages to this application process. 

1) Expression of Interest:

  • We will open for expressions of interest from 4th July 2018 to 1st August 2018. All expressions of interest must be completed via the electronic application form. 
  • Shortlisting of applications will be completed by Friday 31st August 2018 at which time all applicants will be notified of the outcome.

2) Business Case (funded):

  • Shortlisted applications will proceed to round two of the assessment process, commencing September 2018
  • Applicants will be funded in order to develop a robust business case in support of their proposal.  This activity will be separately funded under consultation with the shortlisted candidates.
  • Shortlisting of business cases will be completed by 30 November 2018 at which time all applicants will be notified of the outcome.

3) Interviews: 

  • Shortlisted organisations will be invited to present their business cases to the Trustees. 
  • During the assessment period, we may be in touch for additional information if trustees request further clarification. It is best-practice to pre-empt questions and provide as much robust and demonstrable evidence in your responses, as possible.

Final funding decisions will be made 31 December 2018.


Regrettably, due to the number of applications received, we are unable to provide detailed feedback on unsuccessful applications. Please note the decision of the Trustee is final and not subject to any appeals process.



Click on one of the following grant buttons to start your application.
Please ensure you select the correct button pertaining to the amount you are requesting, i.e.
The < $15,000 button is for amounts below $15,000.
The $15,000 - $100,000 button is for amounts of $15,000 or above.

Expression of Interest 2018 E

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