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Charitable giving

Sustainable giving that benefits the community

If you have charitable intentions, Perpetual Private Clients can help you support the wider community or your chosen cause now and into the future. We began helping clients create charitable endowments in the late 1800s and today, as one of the largest managers of charitable funds in Australia, we manage and distribute funds from more than 450 charitable trusts.

We can help you with:

  • Deciding how and when to give for maximum community impact and tax-effectiveness
  • Matching your charitable intent with suitable causes, charities or projects
  • Tax-effective giving structures (such as charitable trusts) that you can put in place now or through your will
  • Ongoing management and administration of your charitable trust.

Would you like to know more?

Perpetual Private Clients advice and services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This information has been prepared by PTCo. It contains general information and is not intended to provide you with advice or take into account your objectives, financial situation or needs.