Equity Trustees Foundation
Introducing a cost-effective and flexible way of making a gift that keeps on giving
Be it large or small, your gift can continue making a difference. You can enjoy the benefits of a public foundation without the responsibility of being a trustee. Provided a minimum initial donation is made, you can contribute to the Trustee’s Gift Fund or open your own personalised account within the Foundation. A personalised account is an excellent way to celebrate an individual’s life and achievements forever. Or it can be used by charities and community groups as a fundraising tool. There are three types of accounts to consider:
Trustee’s Gift Fund
You may donate any amount you choose. Equity Trustees will invest your funds to benefit a range of charitable causes from helping those in need to funding valuable research. This is your simplest option, allowing you to give anonymously and rely on Equity Trustees to take care of the rest.
Preferred Charity Account – Personalised
You can choose up to five charities that are important to you. You can choose a successor to make recommendations on your behalf when you are no longer able to.
Preferred Purpose Account – Personalised
As the name suggests, you specify a purpose, rather than specific charities, for your EQT Foundation Account to support. You can choose to review grant applications sourced by Equity Trustees and then make funding recommendations to us. You can also choose a successor to make recommendations on your behalf when you are no longer able to do so.
| Type of account |
Minimum donation required |
| Trustee's Gift Fund |
$1,000 |
| Preferred Charity Account |
$20,000 |
| Preferred Purpose Account |
$100,000 |
AT A GLANCE
Advantages
- Invest from as little as $1,000.
- Any income produced within the Fund is tax-free.
- Generous tax concessions are available for donations.
- The EQT Foundation Account can be named after you, a company or organisation, or it can perpetuate the memory of someone you admire.
- The general public may contribute to these accounts.
- You determine your level of involvement.
You can
- Establish the preferred criteria for charitable giving.
- Help assess projects to support.
- Appoint successors and/or advisers.
- Make a further donation through your will.
Factors to consider
- Charities to benefit must be Deductible Gift Recipients.
- Donations are irrevocable.
- All investment decisions are made by Equity Trustees.
- Equity Trustees is the sole Trustee of the Foundation.
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