Ikhala Trust Profile

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Ikhala Trust

IT303/2002

PBO Reg No: 930 001 544

NPO Reg. No.: 030-883-NPO

ORGANISATIONAL PROFILE

‘MONEY FOLLOWS GOOD THINGS’

Our Vision

Self-reliant, confident and vibrant organizations are able to envision and catalyse positive change in themselves and their communities

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MISSION

To support community-led initiatives in the Eastern Cape by building relationships, enhancing capacity and facilitating access to funds.

Development Goal

Communities in the Eastern Cape increasingly influence their own development and make use of local assets.

Objective One:

Communities are benefitting from improved and expanded services from their communityled organizations.

Objective Two:

Community grant makers and other stakeholders participating in Ikhala Trust-led research and advocacy processes have adopted a strengths-based approach to community grant making and development.

Objective Three:

Ikhala Trust is effectively governed and managed.

OUR STRATEGY

SWIMMING UPSTREAM

The principle behind the work of Ikhala Trust is to sow where people have already laid a foundation. A grant will not be given unless social cohesion and mobilization are demonstrated by the community. Put another way, our grants (small) reinforce and build on communities existing assets (physical, social, financial, natural, human). In short it builds on people’s assets. This approach diverges from mainstream development paradigms, that are deficit oriented and needs based that often undermines and appreciates what communities have already done for themselves and by and large treats vulnerable communities as passive recipients in need of HELP and FIXING.

LEGAL STATUS

Ikhala Trust is registered as an independent Trust: IT303/2002 and NPO No 030-883.

VAT REG: 477 022 2638: PBO Reg: 930 001 544

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TRUSTEES (SECTOR REPRESENTATION)

Ms Sarah Hugow

Ms Chris Engelbrecht

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Provincial Co-ordinator, National Lotteries

Board: Eastern Cape

Community Development Manager, Dept of

Social Development –Grahamstown

Research and Capacity Development Director,

Nelson Mandela Metropolitan University

Dr Blanche Pretorius

Mr Andy de lare Mare

Ms Ncumisa Nongogo

Ms Nicolette Louis

Mr Vernon Naidoo

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Manager: Corporate Social Investment

Absa Bank: Port Elizabeth

Practising Attorney: East London

Financial Manager: Corporate

Community Development Manager: VW Trust

BACKGROUND AND HISTORY

The concept of a Delegated Micro-Fund for the Eastern Cape Province was initiated at a workshop held in Cape Town in May 1999. This workshop was organised by Misereor, a

German based development funding agency for its key secular and Catholic Church partners in South Africa. One of the main purposes of this workshop was to seek better cooperation and delegated responsibility between Misereor as the funding agency and the partners they were funding in South Africa.

Ikhala Trust was officially registered in April 2002 and to date have granted funds of +-

R4,5 million to 142 organisations operating in the all parts of the Eastern Cape. These organizations that are predominantly located in the former Ciskei and Transkei are by and large off the radar of most donor agencies and would more than likely never receive any funds and support. We will celebrate 10 years of dedicated community driven development in the Eastern Cape and beyond.

Ikhala Trust is unique it in its approach to grant-funding and capacity building support programmes in that all interventions that are implemented is based on the experiences we have at a grassroots level and programmes tailor-made to suite their challenges. 95% of the community based organizations we support do not have offices and use their households or communal village spaces from where they operate.

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Staff and Support Component

 2 full time – Director, Grantee Administrator

 Part-time – General Assistant

 3 External Associates – works for Ikhala Trust on average 5 days per month

 Accounting Services: Outsourced

PROGRAMMES TO SUPPORT OUR COMMUNITY DRIVEN DEVELOPMENT APPROACH

 Capacity Building

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Organisational Development

Skills Training (on request from individual organizations)

Asset Based Community Development

Relationship Building

Research

Grant Making

Advocacy & Lobbying (integrated into our approach)

Research:

Completed a 2-year demonstration project together with the University of Cape Town’s:

Centre for Grant Making and Social Investment; Centre for Leadership and Public Values:

UCT Graduate School of Business.

The title of the demonstration was: “Toolkit for Measuring and Valuing community contributions to local development agencies: Counting what the poor bring to the grant making and community development table.

This exciting demonstration involved developing tools and instruments that could assist community organizations to calculate in-kind donations, time etc to arrive at a financial value of their own contributions that could be used to leverage financial resources from other institutions including the State.

We work closely with Coady International Institute through their Asset Based Community

Development Department and have held very successful seminars, workshops and international visits. The Jansenville Development Forum, an Ikhala Trust grantee’s case study has been written into a collection of 13 international stories in a book called from

Clients to Citizens. Ikhala Trust in collaboration with the Coady International Institute has completed an Action Research Programme and DVD Production capturing stories of

Community Driven Development in the Eastern and Western Cape. The completed research will shortly be available on the website.

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CRITERIA USED IN SUPPORT OF CBO’S

Located in a disadvantaged area of the EC

Must be at least 1-2 years old

Run by an official committee appointed by the community

Received little or no funding from other sources

Operate with an annual budget not exceeding R200 000

Show how they have used their assets (natural, social, physical, financial and human assets) to develop and grow the project

FUNDS DISBURSED

Grants of R500.00 – R30 000 are made available to qualifying organizations

IN-KIND DONATIONS

Ikhala Trust collects second-hand clothes, furniture, shoes, stationary, bedding and food and distributes these items to organisations across the Eastern Cape who do not have access to these goods. Depending on availability every organization we visit when conducting field trips is given a black bag of goodies. We rely on the generosity of individuals, church organizations and companies for these donations.

DEVELOPMENT PRINCIPLES OF IKHALA TRUST (Defined by group in 2001)

To work with grassroots organizations/organizations which would fall through the gap

To make small grants to small organizations

To act as a catalyst for other initiatives

To work in a non-sectarian manner

To hold a shared vision with organizations with whom we work

Work from an appreciative approach

To have equity based partnerships with a recognition of mutual rights and

 responsibilities

To bring decision-making about funding down to lower levels (subsidiarity)

MONITORING AND EVALUATION

Regular monthly report submission, on-site visits and ‘organisational assessments’

Regular telephonic and written advisory service.

On-site training in organization specific support i.e. Project Management,

Fundraising and Governance, Organisational Assessments and Administration etc.

Peer-to-peer learning and sharing

Nomawethu Wellness Organisation, Zwelitsha Best Grantee 2012

How we can work together with others

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Provide an effective mechanism for channeling resources to communities where the greatest need exists

Monitoring and capacity development interventions with partner CBOs, ensuring appropriate programmes are delivered to the intended beneficiaries to ensure that results are achieved and donor funds are properly managed

Administration of funds for third parties

Consultation on good grant making practices, monitoring and mentoring tools and methodologies provided for CBOs

What small grants can do

Appropriate grant size is critical. Many promising organizations have been overwhelmed by the demands of donors who make large grants and insist on significant scale-up while undermining local leadership and community paced-development. Organisations need time to develop their structures and programmes based on internal values and decision-making.

Small grants encourage action and innovation and investment in creative leaders.

Small grants act as a developmental tool – the mere application process is developmental in itself.

Small grants help to build local ownership

 Small grants also serve as an effective strategy for bridging what was often a disconnect between people and more mainstream types of development

About Ikhala Trust

The Board of Trustees has been specifically appointed for their areas of expertise and skills. This ensures that Ikhala Trust is able to operate with a lean structure and draws on the experiences and expertise of the Trustees for additional support. Between the staff of Ikhala Trust, its associates and assessors, it has collective experience spanning many decades of working with communities at a grassroots level and therefore has a deep understanding of the complexities of dealing with community organizations at this level.

The Trustees, Staff and Associates are passionate, dedicated and committed people who all subscribe to a strong social justice agenda.

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CONTACT DETAILS

Ms Bernie Dolley

Phone

Fax

E-Mail

Postal Address

Physical Address

Website

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Director

041-5850970

041-5821425 ikhalatrust@telkomsa.net

Ikhala Trust, P O Box 210957

The Fig Tree, Port Elizabeth, 6033

South End Museum

Cnr Walmer Boulevard and Humewood Road

Humewood – Port Elizabeth

Eastern Cape Province www.ikhala.org.za

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