Individuals and families

Create a lasting gift

Are you interested in making an impact on your community now and in the future? We can help you create a lasting gift, supporting you every step of the way.

We can help you:

Decide how and when to give for maximum community impact.
Match your charitable intent with suitable causes, charities or projects.
Create a charitable trust now or through your will.
Manage and administer your charitable trust.

Planned giving through a charitable trust

Establishing a charitable trust is an ideal way to support the community and plan your giving more effectively. We can help you create a trust that is in line with your intentions and the level of involvement you desire:

Your situation	Possible solution and outcome	Min. initial donation
You want to provide a tax-deductible gift to the community without a high level of day to day involvement.	Perpetual Foundation Endowment Fund Establish your own charitable endowment through the Perpetual Foundation, an existing charitable trust that provides funding to a number of eligible causes that you recommend.	$20,000
You want to provide a tax-deductible gift to the community with a high level of involvement and control.	Private ancillary fund Establish your own private charitable foundation where you set and guide your own investment and distribution strategy.	$500,000

Your situation

Possible solution and outcome

Min. initial donation

You want to provide a tax-deductible gift to the community without a high level of day to day involvement.

Perpetual Foundation Endowment Fund

Establish your own charitable endowment through the Perpetual Foundation, an existing charitable trust that provides funding to a number of eligible causes that you recommend.

$20,000

You want to provide a tax-deductible gift to the community with a high level of involvement and control.

Private ancillary fund

Establish your own private charitable foundation where you set and guide your own investment and distribution strategy.

$500,000

Find out more

Learn more about how charitable trusts work.
To find out how we can help you set up a charitable foundation or planned giving program, phone us on 1800 501 227.

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.