Thanks to the generosity of our philanthropic clients, Perpetual was able to distribute more than $55 million in the 2013 financial year on behalf of the charitable trusts and endowments that we manage. The majority of these trusts and endowments have specified charitable terms and directions attached.
For those trusts and endowments where Perpetual has the discretion in regards to amounts and recipients, non-profit organisations have the opportunity to apply for grants through our annual Funding Round. In the 2013 Funding Round Perpetual has distributed a total of approximately $13 million from these trusts and endowments.
2014 FUNDING ROUND
Perpetual's 2014 Funding Round has closed. Late applications will not be accepted.
If your organisation has applied for funding as part of the 2014 Funding Round, we are now reviewing your application and will contact you by 30 June 2014. Unfortunately we are unable to provide information relating to the progress and status of your application until this date.
2015 FUNDING ROUND
Information on Perpetual's 2015 Funding Round will be available on this site in November 2014. If you would like to be notified when open and close dates have been confirmed, please email your contact details to email@example.com
You may download the 2014 Funding Round Instructions and Guidelines and access the 2014 Frequently Asked Questions (FAQs) for further information although please note that these are provided for your reference only and apply to the 2014 Funding round which has closed. Updated guidelines will be provided when the 2015 Funding Round opens.
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 round 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 funding rounds.
To submit an acquittal report please complete the Acquittal Form.
- 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 firstname.lastname@example.org if you have any questions.
STAY INFORMED BY REGISTERING WITH US
If you are interested in being notified of future funding rounds or wish to receive our IMPACT newsletter, you can register with us by emailing your details to email@example.com
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.
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