Not-for-Profit (NFP) organisations enrich every aspect of our community. From education and social services, from sport to the arts and medical research, they make Australia a better place.

At Perpetual, we know the value of every endowment dollar is measured in what it can do for the community. We help charities:

Expertly manage their endowment investments

We help boards establish investment committees and design and implement sound investment policies and strategies to protect and grow their funds and provide future income.

Enhance leadership and governance

We share the latest insights on issues including financial sustainability, board leadership, fundraising and engaging with donors.

Access funding opportunities from the many charitable trusts we manage

Our annual IMPACT Philanthropy Application Program gives your charity the opportunity to apply for grants. These grants have funded initiatives in arts and culture, education, conservation and the environment, social welfare, medical research and more.

Helping NFPs with investment, governance and more

  • Engaging with philanthropists

    Our philanthropist clients appreciate our introductions to well-governed organisations aligned with their giving vision.

  • Governance, policy, strategy

    For many NFPs, the key decisions are around investment governance: the investment policy statement, investment committee, strategic investing, benchmarking and more. Perpetual can help you build the right governance structures and assist with crucial decisions like manager selection.

  • NFP experience

    We manage approximately 1,000 charitable trusts and endowments worth $2.7 billion (as at 30 June 2018) and distribute over $100 million to eligible charitable beneficiaries annually.

A partnership that helps you maximise your financial resources

Investing endowment funds

Once the vital groundwork – your investment governance – is in place, Perpetual can help you manage endowment capital, applying all the expertise we’ve gained from managing endowment funds over many decades.

We can help you:

  • Develop or review your investment policy statement
  • Determine your risk profile and the appropriate strategic asset allocation
  • Research the range of investments aligned to your needs and asset allocation strategy and implement those investment decisions
  • Provide regular and comprehensive investment reporting and investment insights.

Our investment philosophy is centred on protecting your endowment and creating long term value:

  • We are prudent
  • We aim to protect clients’ wealth by minimising downside risk
  • Our recommendations are based on the belief that quality investments will yield greater benefits in the long-run
  • We are responsive to your needs and offer long-term strategic investment advice.

Supporting NFP leaders

Perpetual believes great leadership and governance will build not-for-profit organisations that enhance the communities they work in. That’s why help we develop the skills of their leaders through our partnership with Stanford University's Center on Philanthropy and Civil Society.



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

IMPACT Philanthropy


IMPACT provides insight into important issues for philanthropists and the not-for-profit sector. It shares thought provoking ideas and best practice examples that aim to both stimulate and motivate a passion for philanthropy with Impact.



Not-for-profits can help improve the predictability of investment returns with portfolios better aligned to their mission.

Not-For-Profit and Philanthropy


The NFP funding tightrope stretches between financing current programs and those of the future. It is a delicate balancing act and if you take your first step without a spending policy you’re at risk of a fall.

NFP and Charity Team

What defines NFPs is their concern for others. Our advice and investment management improve sustainability - helping NFPs do good, for longer.

Scott Hawker, National Manager, Not-for-Profit Endowments