Types of Foundations

To help you choose the most appropriate legacy, ask yourself these questions:

• How much do you wish to contribute?
• Who do you wish to benefit from your contribution?
• Do you want to play a role in investment decisions?

There are many ways Equity Trustees can help you give a gift that becomes more generous over time. They include:

1. Private Ancillary Funds   

2. Equity Trustees Foundation  

3. Testamentary Trusts   

To see how much you need to establish a foundation, click here.     

Contact us

To speak with one of our Client Relationship Managers, telephone 03 8623 5000 or 1300 555 511, or click here to complete an online enquiry form.