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.

The 2020 IMPACT Philanthropy Application Program

Application documents

Applications for funding are now closed.

 

KEY DATES: 2021 IMPACT PHILANTHROPY APPLICATION PROGRAM

Applications open: Monday 26 October 2020 at 9am AEDT

Applications close: Friday 4 December 2020 at 5pm AEDT

Applicants informed of outcomes: by Friday 25 June 2021

 

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 2020 to 30 June 2020 on the ABN Lookup website.

  • During the funding period your organisation remains registered with the ACNC and does not have any enforcement actions taken out against it by the ACNC and is not more than 12 months overdue in its reporting obligations to the ACNC. For more information click here.

  • 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.

    As part of Perpetual’s response to the COVID-19 pandemic and the impact it is having on the sector, we are providing flexibility for grant reporting periods. An additional twelve months for expenditure of funds will be provided for:

    • any grants received through the 2019 IPAP round, and
    • any new grants which are awarded in the 2020 IPAP round.

    These extensions will be applied automatically including amendment of acquittal due dates. There is no need to contact us if you wish to revise your project completion date and it falls within this extended period.

  • 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, Perpetual provides a number of initiatives designed to support non-profit organisations working towards crucial outcomes for the communities and the sectors they serve. We review these programs annually to ensure we are still delivering impact where it is needed most.

In the past couple of years we have offered our The IMPACT Capacity grant program to a limited number of NFP organisations, providing longer term and deeper support to assist them to maximise their impact.

In 2020 and as a result of the COVID-19 pandemic we reviewed this program and directed these funds to the broader sector to provide support to more NFP’s in a time when it was needed most.

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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.

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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.

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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.

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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?