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 DATES
Applications open: Monday, 4 November 2013 – 9am EDST
Applications close: Friday, 13 December 2013 – 5pm EDST
Please ensure you have read and understood the 2014 Funding Round Instructions and Guidelines before applying. You may also find our Frequently Asked Questions (FAQs) helpful.
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 (until the report is received).
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 email@example.com 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 firstname.lastname@example.org
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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