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Funding opportunities

Thanks to the generosity of our philanthropic clients, Perpetual was able to distribute more than $83 million in the 2014 financial year on behalf of the charitable trusts and endowments that we manage.

Many of these trusts and endowments have specified charitable terms and directions attached. For those trusts and endowments where there is discretion in regards to amounts and recipients, non-profit organisations have the opportunity to apply for grants through our annual IMPACT Philanthropy Application Program.

2015 IMPACT PHILANTHROPY APPLICATION PROGRAM

The 2015 IMPACT Philanthropy Application Program opens at 9am EDST on Monday, 3 November 2014 and closes at 5pm EDST on Friday 5 December 2014.

 

IMPACT PHILANTHROPY APPLICATION PROGRAM VIDEO


Caitriona Fay, National Manager - Philanthropy, explains the application and assessment process for applying for funding through Perpetual’s IMPACT Philanthropy Application Program

 

HAVE YOU PREVIOUSLY RECEIVED FUNDING?

If you previously received funding from trust(s) and/or endowment(s) managed by Perpetual, you must submit an acquittal report by 31 January each year until your grant obligations are completed and funding has been fully utilised.

Please note that funding through Perpetual’s funding process is normally provided for a one year period. Therefore, at a minimum, we require an interim acquittal report by 31 January of the year following your grant, with a final acquittal report due by 31 January the following year.

If you fail to submit an acquittal report your organisation may be declared ineligible for funding in future rounds.

To submit an acquittal report please complete the Acquittal Form.

Note:

  • Interim acquittal report - grant obligations outstanding / funding not fully expended.
  • Final acquittal report – grant obligations completed / funding fully expended.
  • Final acquittal report may be submitted at any time as long as you have fulfilled the grant obligations and fully expended the funding.

RECOGNITION OF DONORS

If your organisation wishes to highlight the support of the trust(s) and/or endowment(s) that have provided funding for your activity via your website, donor newsletters or in the media, please download our Guidelines for Acknowledging Charitable Trusts. Email philanthropy@perpetual.com.au if you have any questions.

STAY INFORMED BY REGISTERING WITH US

If you are interested in being notified of future funding opportunities or wish to receive our IMPACT newsletter, you can register with us by emailing your details to philanthropy@perpetual.com.au

Perpetual Philanthropic Services and advice 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.