Philanthropy Services - Minimum Funds and Costs

Minimum Donation Funds to Establish a Foundation

Type of Foundation	Minimum Funds to Establish	Annual Management Costs (incl. GST)
Individual or Family Foundations (Prescribed Private Funds) (1)	$500,000	1.10%
Equity Trustees Foundation (2)	$100,000	2.00%
(1) plus additional investment fees such as MER on managed funds, investment advice, audit fees etc.
(2) this fee covers administration, investment costs and grant making