You want to make a difference to your community. To ensure your contribution has the most impact, you need to ask yourself a range of questions:
- What causes, charities or projects matter to me?
- Do I give now, through my estate – or both?
- How much should I give?
- What is the easiest, most efficient and tax-effective way to structure my giving?
- What role do I want to play in my giving?
- With so many good causes, how will I decide which organisations to support?
Give in a way that works for you
At Perpetual we work with you to find the best way for you to give - the approach that helps you make a bigger difference over a longer period.
With some careful planning you can give in a way that is tax-effective, provides the level of involvement you want and offers the satisfaction of knowing your gift will have the highest possible impact.We can help you:
- Structure your giving most effectively.
- Set up and manage a charitable trust.
- Ensure your trust gives in perpetuity by helping you grow the value of your donation.
- Find causes, charities and projects that match your interests and passions.
- Leave a legacy through your will.
Perpetual manages two Public Ancillary Funds that you can make a tax deductible donation to; The Perpetual Foundation and The Centenary Foundation. If you would like to make a donation to either fund, contact our Philanthropy team on 1800 501 227 or email firstname.lastname@example.org
A Private Ancillary Fund is your own charitable foundation. Your donation is invested and your foundation distributes to charities or causes of your choice.
Minimum initial donation: $500,000Benefits:
- You choose where the money goes and can be involved in the administration of the foundation (if you want to).
- Your donations are generally tax-deductible.
- You can give for generations – these trusts can exist in perpetuity.
- You can involve your family or friends in how you give by having them join advisory committees.
> Download our brochure on Private Ancillary Funds
Your donation creates an endowment within the Perpetual Foundation – a charitable trust which distributes to organisations you recommend.
Minimum initial donation: $20,000Benefits:
- Simple and effective – Perpetual manages all administration so you can concentrate on giving.
- You can recommend organisations or seek suggestions from Perpetual as to whom to give to.
- Your donations are generally tax-deductible.
- You can give for generations – these endowments can exist in perpetuity.
- You can name the endowment for your family, your business or to honour a loved one.
> Download our brochure on Perpetual Foundation Endowments.
> If you have an existing Perpetual Foundation endowment and would like to update your preferred grant recipient or recipients, please download the Perpetual Grant Recommendation form.
Philanthropy can be effective both during your lifetime and beyond. Some people like to witness the impact of their philanthropy while others prefer to leave a legacy through their will.
Whatever your preference, we can help you plan your giving in a way that helps achieve the most community benefit.
Speak with our philanthropy team on 1800 501 227 to find out more.
You may also be interested in Wills, Estates and Trusts.
THINKING SUPER? THINK PHILANTHROPY
Are you rethinking your retirement funding in light of the changes to super? Consider philanthropy as part of your planning for life after work – it’s a tax effective way to make a big difference and leave a legacy.
To find out how philanthropy can work as part of your retirement planning, speak to our philanthropy experts.
Caitriona joined Perpetual’s Philanthropy team in January 2013 and is responsible for supporting Perpetual’s commitment to Philanthropy and the not-for-profit sector.
With over a decade of philanthropic and grantmaking experience in both Australia and Europe, Caitriona has an extensive understanding of national and international funding approaches and mechanisms.
Caitriona is a former Chair of Philanthropy Australia’s Education Affinity Group. As an inaugural team member of the Leading Learning in Education and Philanthropy (LLEAP) research project, Caitriona possess a high level of understanding relating to the trends and challenges in the philanthropic sector within Australia. Her sector knowledge and standing was affirmed in 2012 when she was named the Australian Institute of Grant Management’s inaugural Grantmaker of The Year.
Caitriona is currently completing a Masters of Business (Philanthropy and Nonprofit) at the Queensland University of Technology and is a Board Member of Schools Connect Australia.
Jane joined Perpetual in 2011 and is a senior philanthropy specialist with significant experience and knowledge of the private wealth and not-for-profit sector.
Jane provides support to families and individuals who wish to create a legacy and structure their giving through the establishment of a charitable Foundation or Endowment. In doing this she also works closely with philanthropists to formulate giving strategies to ensure that their financial resources are best utilised to achieve outcomes and make an impact in the communities in which they seek to support.
Jane has a strong governance background having completed a Bachelor of Business and is a Graduate of the Australian Institute of Company Directors.
Meghan is passionate about philanthropy and the potential it has to influence social change. Her role as Manager – Philanthropy and Non-Profit Services enables her to work with philanthropists to achieve their charitable goals.
Prior to her current role, Meghan worked as Program Area Manager in the philanthropy team where she was responsible for funding methods which focused on Positive Ageing. In addition she developed a strong understanding of governance and the legal requirements necessary to ensure best practice within the philanthropic sector. Before joining Perpetual Meghan worked in the not-for-profit sector in fundraising and community engagement roles.
Meghan has over eight years’ experience in the philanthropic and not-for-profit sectors.
Tracey joined Perpetual in November 2010 and has worked in various roles and divisions across Perpetual Private including Advice Delivery, Project Management and most recently Philanthropy.
Tracey is passionate about helping clients structure their giving in order to enable them to support their preferred charities in the most impactful way. Tracey is focussed on building meaningful relationships with both philanthropists and the not for profit sector to facilitate positive outcomes for the community.
Tracey holds an Advanced Diploma in Financial Planning and is currently completing a Bachelor of Business.