IMPACT Funding

Thanks to the generosity of our clients, Perpetual distributes more than $100 million annually from the charitable trusts and endowments we manage.

Many of these trusts and endowments are created with specific directions around the charities that will benefit.

However, where trusts and endowments have a more flexible approach to grant making, we undertake a rigorous application program that matches our clients’ wishes with suitable organisations.

Our IMPACT Philanthropy Application Program allows philanthropists and Not-for-Profits (NFPs) to connect, and allows NFPs to demonstrate how they improve outcomes for the communities in which they operate.

We encourage high quality outcomes by identifying organisations that can maximise their impact through:

  • good governance
  • solid leadership
  • strong strategy
  • an outcomes focus.

Beacon Foundation (TAS)

As Beacon embarks on a transformation and new strategic direction, funds will be used to further develop and implement a robust Monitoring and Evaluation (M&E) Framework to assist with programmatic strategies, objectives and planned activities that assure the impact of our programs for all stakeholders.

Abbotsford Convent Foundation (VIC)

Abbotsford Convent is Australia’s largest multi-use arts, community and cultural precinct. Over the next three years, the Abbotsford Convent Foundation will invest in its organisational capacity to deliver excellence in maintaining the National Heritage Listed Abbotsford Convent precinct and developing partnerships to enhance its public programs, community engagement, and public services and facilities.

Australian Youth Climate Coalition (AYCC) (VIC)

Seed, a branch of the AYCC, is Australia’s first and only Indigenous Youth Climate Network, led by and for Indigenous young people to take action on the causes and impacts of climate change. Funds will be used to strengthen our organisational capacity to ensure long-term sustainability by investing in Seed staff and volunteers as well as training for non-Indigenous allies.

Children by Choice (QLD)

Establish a new dedicated Regional Rural and Remote (RRR) Abortion Access Program to address abortion access inequity in Queensland with three elements of referral, access and support.

Global Development Group (QLD)

GDG’s Capacity Building Program aims to strengthen GDG staff in training and support capabilities, and its 200+ In-Country Project Managers in the areas of implementation, outcomes effectiveness, sustainability, financial controls and child protection implementation.

The Humanitarian Group (WA)

The Legal and Migration Hub (Hub) aims to provide an access point where new arrivals to Australia from Culturally and Linguistically Diverse (CaLD) backgrounds can obtain holistic advice and support in relation to their legal, psychological, welfare and social needs.  The purpose of the Hub is to provide a safe and hospitable environment where clients feel supported through the process of accessing services.

The 2020 IMPACT Philanthropy Application Program

Application documents

 

KEY DATES: 2020 IMPACT PHILANTHROPY APPLICATION PROGRAM

Applications open: Monday 28 October 2019 at 9am AEDT

Applications close: Friday 6 December 2019 at 5pm AEDT

Applicants informed of outcomes: by Friday, 26 June 2020

 

RESOURCES

Download the 2020 IMPACT Philanthropy Application Program Guidelines

Download the 2020 Frequently Asked Questions (FAQs)

Download the SAMPLE 2020 Application Form

 





Funding Conditions and Acquittal Reporting

Perpetual is honoured to assist our clients in providing funding to organisations with programs that align to the areas they wish to support through their philanthropy.

Please note that the following conditions apply to all grants provided by Perpetual:

 

  • The funds received may be only used for the purposes outlined by your organisation in your grant application. If the nominated activity does not proceed, it is your organisations responsibility to let us know as soon as possible so that we can agree on an appropriate course of action, which may include any unspent grant funds being repaid to the Trust that provided the funding. If you wish to make any changes to the timeframe, project focus or expenditure of your grant, please complete and submit a Change Request form, available under My Submissions in your Perpetual SmartyGrants profile. All changes must be approved by Perpetual as Trustee before proceeding.

     

  • The charitable tax concession and deductible gift recipient status of your organisation are correct during the period of 1 April 2019 to 30 June 2019 on the ABN Lookup website.

     

  • During the funding period your organisation remains registered with the ACNC and does not appear on the ACNC “Double defaulters” list published by the ACNC. For more information see ACNC website.

     

  • In the event a receiver, liquidator, administrator, trustee or similar official is appointed over your organisation, or an application is made or resolution is proposed for the winding up of your organisation, any unspent grant funds that cannot be utilised for the nominated activity must be repaid to the Trust that provided the funding.

     

  • Your organisation is required to submit an Acquittal Report to us for funding received. Acquittal reports must be submitted by 31 January annually until your grant obligations are completed and funding has been fully utilised. Failure to provide acquittal reports by these deadlines will be taken into account when considering future funding applications from your organisation. Blank Acquittal Forms will be available under My Submissions in your Perpetual SmartyGrants profile. If you are not the person in charge of completing acquittal reports, please let the most appropriate team member know where the forms are located.

     

  • If your organisation received an ad hoc or general distribution, outside of our annual IMPACT Philanthropy Application Program, you may also be required to submit an acquittal report. Please refer to your notification of funding for further details.

 

If your organisation is unable to meet any of these conditions, please notify Perpetual as soon as possible. Please call us on 1800 501 227 during business hours (EST) or email philanthropy@perpetual.com.au

 

Recognition of donors

If your NFP organisation wishes to name the trusts or endowments that have provided funding for your activity via your website, newsletters or in the media, please email philanthropy@perpetual.com.au to request approval.

 



IMPACT Philanthropy Funding Programs

Additional IMPACT Philanthropy Funding Program 

At Perpetual we are committed to encouraging philanthropy that supports non-profit organisations who demonstrate a strong focus on Leadership, Capability, Strategy and Outcomes in their sectors.

As part of our commitment to IMPACT Philanthropy, we are identifying opportunities to support a limited number of non-profit organisations NFP partners annually with longer term and deeper support designed to help them maximise their impact. At Perpetual we have a number of programs in place to provide grants to organisations working towards crucial outcomes for the communities and sectors they serve. The IMPACT Capacity grant will be offered again in 2020.

Download the 2020 IMPACT Capacity Grant Frequently Asked Questions (FAQ’s)

Beacon Foundation (TAS)

As Beacon embarks on a transformation and new strategic direction, funds will be used to further develop and implement a robust Monitoring and Evaluation (M&E) Framework to assist with programmatic strategies, objectives and planned activities that assure the impact of our programs for all stakeholders.

Abbotsford Convent Foundation (VIC)

Abbotsford Convent is Australia’s largest multi-use arts, community and cultural precinct. Over the next three years, the Abbotsford Convent Foundation will invest in its organisational capacity to deliver excellence in maintaining the National Heritage Listed Abbotsford Convent precinct and developing partnerships to enhance its public programs, community engagement, and public services and facilities.

Australian Youth Climate Coalition (AYCC) (VIC)

Seed, a branch of the AYCC, is Australia’s first and only Indigenous Youth Climate Network, led by and for Indigenous young people to take action on the causes and impacts of climate change. Funds will be used to strengthen our organisational capacity to ensure long-term sustainability by investing in Seed staff and volunteers as well as training for non-Indigenous allies.

Children by Choice (QLD)

Establish a new dedicated Regional Rural and Remote (RRR) Abortion Access Program to address abortion access inequity in Queensland with three elements of referral, access and support.

Global Development Group (QLD)

GDG’s Capacity Building Program aims to strengthen GDG staff in training and support capabilities, and its 200+ In-Country Project Managers in the areas of implementation, outcomes effectiveness, sustainability, financial controls and child protection implementation.

The Humanitarian Group (WA)

The Legal and Migration Hub (Hub) aims to provide an access point where new arrivals to Australia from Culturally and Linguistically Diverse (CaLD) backgrounds can obtain holistic advice and support in relation to their legal, psychological, welfare and social needs.  The purpose of the Hub is to provide a safe and hospitable environment where clients feel supported through the process of accessing services.

Philanthropic-funds
Not-For-Profit and Philanthropy

Insights from Perpetual’s IMPACT funding program

In the 2019 financial year Perpetual distributed more money than ever before (over $23 million) in philanthropic funding via a rigorous application process. We take a deep dive into where the money went and why.

WHITE PAPER: A NEW APPROACH FOR AUSTRALIAN NFP FUNDRAISING

This white paper helps NFP boards and executives to improve their fundraising capability with information, advice, tools and case studies.

NFP

WE CAN HELP WITH MUCH MORE THAN FUNDING

We’re also committed to supporting sector leaders and helping non-profit organisations manage their endowment investments.

Mission-unaffordable
Not-For-Profit and Philanthropy

Mission unaffordable – why the cash crash matters to NFPs

Falling interest rates are bad news for NFPS who rely on investment returns to fund part of their mission. So, what can NFPs do to make sure low interest rates don’t hold them back?

Apply for funding