Perpetual Foundation Gift Fund
An easy and flexible way to give donations that make a difference and last forever.
Are you interested in making a difference to your community now and in the future?
What could be better than a gift that keeps on giving? Perpetual, with our long history in philanthropy, can support you every step of the way.
The Perpetual Foundation Gift Fund offers you a simple, quick and flexible way to establish a giving program through an established charitable foundation that does all the work for you – including trustee responsibilities, distribution of funds to gift recipients and investment of the donated funds. Through your Gift Fund, your chosen charitable or community organisations have a reliable and sustainable source of funding.
Who is it for?
About the Gift Fund
Features
Find out more about the Perpetual Foundation Gift fund
Who is it for?
Individuals or organisations who:
- are interested in contributing to their community with a donation that keeps on giving
- want to establish a lasting legacy, named after their family, a loved one, their organisation or themselves
- are looking for a simple and cost effective way to provide a planned gift
- do not want the responsibilities of a charitable trustee.
About the Gift Fund
When you make a donation a Gift Fund account, in the name of your choice, is established in the Perpetual Foundation (Foundation).
You can recommend the charitable or community organisations which the Foundation will consider when making grants from your Gift Fund.
The Foundation invests Gift Fund donations with the aim of generating long-term capital growth and income to support ongoing gifts to gift recipients.
The Foundation manages the regulatory compliance, reporting, administration, investment and distribution of funds to gift recipients.
Features
- Simple to establish
Establishing a Gift Fund is easy. Unlike establishing your own prescribed private fund or charitable trust it only takes a few days to organise and we manage all the administration, gift distributions and reporting for you. - A lasting legacy
Rather than giving a one-off donation directly to a charity, your Gift Fund is invested with the aim of creating a gift that lasts forever. The capital is carefully invested and income earned is distributed to gift recipients each year. - Flexibility
You only need a minimum of $20,000 and you can make additional donations at any time. You can choose to be acknowledged or remain anonymous when organisations receive gifts. You can also invite other people to donate to your Gift Fund and they will be issued with a receipt. - Name your gift fund
You can choose to name your Gift Fund – in your own name, your family, in memory of a loved one, a business name, or you can remain anonymous. It’s your choice. - Tax advantages – Gift Fund donations are generally tax deductible.
- Professional investment management
Donations to the Fund are invested in the Perpetual Charitable and Community Investor Fund which has been specially designed for non-profit organisations to provide long-term capital growth and regular income.
