EQUITY TRUSTEES, YOUR PHILANTHROPIC PARTNER

We can show you how easy it is to give a gift that grows, and keeps giving, year-after-year. Since 1888, we have helped Australians leave a lasting legacy through charitable trusts and foundations.

As one of the largest distributors of philanthropic funds in Australia, we manage more than 500 charitable trusts and foundations. In 2016, we distributed more than $70 million to various charities and charitable causes.


COLLABORATIVE PHILANTHROPY

Collaboration is at the heart of philanthropy at Equity Trustees.

In order to define, build and grow your charitable objectives, our dedicated philanthropy team will collaborate with you and work closely with any co-Trustees to carefully manage your legacy. Our philanthropy services are supported by an in-house team of investment, tax and legal experts.

We collaborate with other funders and foundations to make the most of the resources that are being invested in the community sector.

We also work alongside the organisations that receive funds and grants from the trusts we manage.

Ways to give

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    How would you like to give?


    There are many ways to give; creating a philanthropic legacy is easier than you might think. Different types of structures will suit different situations. Equity Trustees can help establish a vehicle that is right for you.


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    First some important questions


    When choosing how to structure your philanthropic giving, it’s important to ask yourself some key questions.

    • How much do you intend to give?
    • Who will be the beneficiaries - charities or individuals?
    • What will be the timeframe for donations?
    • How much would you like to give each year?
    • How involved do you want to be in day-to-day operations?
    • Are you seeking a tax deduction for donations?

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    Donations vs structured giving


    Structured giving can have significantly more power than giving a single, lump-sum donation to charity.

    For example, a once-off $1 million donation to a hospital may pay for a new wing to be built. However, $1 million dollars invested in a philanthropic trust or foundation will grow over time. With regular payments made from the Trust’s income, the hospital will likely receive millions of dollars over many years. The hospital will be able to use the funds for what it requires, at the time, year-after-year.

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    Discretionary vs non-discretionary


    If you have a particular charity you would like to support, you can choose to establish a non-discretionary trust or foundation. This means that you direct the Trustee to distribute a specific amount or percentage to a particular recipient(s) each year.

    If you would prefer to support a particular charitable cause, you can establish a discretionary trust or foundation. The Trustee will have the discretion to decide year-on-year which projects and/or organisations should receive grants to further the cause.

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    Lifetime giving vs giving through a Will


    By giving through your lifetime, you can be involved and see your philanthropic giving in action.

    Not everyone feels they are in a position to give during their lifetime and may prefer to create a perpetual legacy that will start after their death.

    Equity Trustees can assist with either giving during your lifetime or establishing a Charitable Trust through your Will.