Impactful giving, made simple

Equity Trustees Charitable Foundation

Whether you are seeking to make a difference in the world, nurturing your next generation’s charitable responsibilities or looking for tax efficiencies, activating a structured giving vehicle during your lifetime may be the right option for you, your family or your organisation.

Significant giving doesn’t just happen via your Will. You can start right now to create impact that reaches beyond today. With as little as $5,000 you can kick-start your structured giving journey with a named sub-account*.

Giving you and your family a way to support the causes you care about for many years to come.

Start today. Invest with Equity Trustees. Change tomorrow.

Establish

With a modest $5,000, you can begin your own philanthropic journey by creating a sub-account of the Equity Trustees Charitable Foundation, a public ancillary fund and one of Australia’s most popular family giving vehicles. You can even give it a name of your choosing. After completing the establishment process, your named sub-account can be opened within as little as seven days with a tax deductible receipt available immediately after your initial contribution is made.

Name

With a named sub-fund, you and your family can focus on the giving, while Equity Trustees takes care of the investment, administration, compliance and operation of your named sub-account. You can call your sub-account anything*, perhaps your family name, in memory of someone important to you, or something reflecting your vision for a future your sub-account might help create.

*Except the inclusion of the words "Trust" "Fund" and "Foundation.

Grow

Through responsible investment

Your named sub-account is invested alongside the other sub-accounts within the Equity Trustees Charitable Foundation. A portfolio which is aligned with our investment philosophy to preserve and grow the real value of capital over the long term while providing a steady income stream. Equity Trustees manages all the investment of all sub-accounts and ensures that funds are invested in a way that excludes alcohol, tobacco, gambling, weapons and adult entertainment.

Most families have established their named sub-accounts to exist in perpetuity. Our investment strategy provides annual returns which you donate to chosen charities, while at the same time providing capital growth. Over time, the Equity Trustees Charitable Foundation has seen capital growth throughout many global market fluctuations since 1998 when it was established.

Interact

You, your family and your nominated successors and advisers receive secure access to a technology platform, offering 24/7 online access to your named sub-account, where you can retrieve account balances, charitable giving history and interact with you philanthropy as and when you choose.

Donate

Each year your named sub-account can recommend that the minimum balance (4% of account balance, as at 30 June of the previous financial year) is directed to any eligible (DGR1) charity that is also charitable in purpose. There are plenty to choose from – and you may already have some favourites.

Equity Trustees is here to guide you through your journey in structured philanthropy, ensuring you and the causes or communities you care about get the most from your giving. Talk to us about how we can help you and your family get the best from your philanthropy.

Philanthropy your way

By starting your philanthropic journey with Equity Trustees, you’ll join one of Australia’s most popular options for named sub-accounts.

Support, guidance and assistance from our team of philanthropy experts
The option of self-service for those who are clear on their giving strategy
Assistance with setting your giving strategy, which will clarify where and how you give
Invitations to exclusive events with speakers and guests aligned to your giving interests
Insights from our team in regular communications.