The Perpetual Philanthropy Toolkit

Welcome to Perpetual’s new Philanthropy Toolkit. Everything you need to make your philanthropy easier, more enjoyable and more effective.

Philanthropy changes the world. For the giver, it can be a tremendous source of satisfaction. But it can also be frustrating - even for the most experienced philanthropists.

It’s complicated – but important – and sometimes it feels like there are just too many questions:

  • What structure should I use?
  • Am I giving in the most effective way?
  • Can I get my family involved?
  • Are the NFPs I support making a real impact on the causes I care about?

There’s never been one place you could go to answer all those questions. Until now.

Perpetual's new Philanthropy Toolkit, developed and tested by Stanford University’s Centre for Philanthropy and Civil Society (Stanford PACS) is the philanthropy how-to guide you've been looking for.

It's interactive and comprehensive and will make your philanthropy more enjoyable - and more effective.

What it covers:

You’ll give more – and more effectively - if your philanthropy aligns with how you see the world. The Philanthropy Toolkit helps you clarify the issues that matter most to you so you can direct your giving effectively.


The Philanthropy Toolkit helps you build a framework that guides how much you give and when. The result – giving that really works.

The toolkit has a variety of exercises you can do with your family to capture their ideas and contribution, maximise your giving and pass on your values.


The right giving vehicle will make your giving more tax-effective, easier-to-manage and more enduring. The Philanthropy Toolkit helps you make the right choices.


Your philanthropy is more powerful if you share the experience, learn from others and combine your giving. The Philanthropy Toolkit shows you how to do it.

There’s more than one way to give. Perpetual’s Philanthropy Toolkit helps you maximise the impact of your time, talent and treasure.


Download the Philanthropy toolkit

By downloading this book you confirm you are happy to be contacted about Perpetual services or offers. View our privacy policy. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. This work is a derivative of “The Philanthropy Toolkit: an Introduction to Giving Effectively” by Stanford Center on Philanthropy and Civil Society, copyright 2020 Board of Trustees of The Leland Stanford Junior University, used under Creative Commons Attribution 4.0 license.

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Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information was prepared by PTCo and Perpetual Investment Management Limited (PIML) ABN 1800 866 535, AFSL 234426 and is used by PTCo. It contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, who can provide you with the relevant Financial Services Guide, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The information is believed to be accurate at the time of compilation and is provided in good faith. The PDS, issued by PIML should be considered before deciding whether to acquire or hold units in the fund. The PDS and Target Market Determination are available on our website at www.perpetual.com.au. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this article are opinions of the author at the time of writing and do not constitute a recommendation to act. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practise or law that is often complex and can change. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.