Charitable Trusts
Structuring your giving with charitable trusts
Giving via a charitable trust structure is a rewarding and powerful way to contribute to cause areas you’re passionate about in a way that creates real and tangible community outcomes.
As experts in philanthropy, we can show you how to build an impactful legacy that can be started in your lifetime or within your Estate Planning. Charitable trusts allows for your giving legacy to continue well beyond your lifetime, a way to engage future generations of your family and they also ensure that the community continues to benefit from your generosity.
Structured giving: a better way to give
The best way to achieve a long-lasting community impact is through structured giving. While one-off gifts are important, giving via a charitable trust amplifies impact.
By investing your contributions into a tax-exempt investment framework, structured giving provides your nominated charities or cause areas with an ongoing income stream, year after year, rather than simply donating a lump sum of money. Because of its ongoing nature, structured giving is also a great way to involve family members in charitable giving, bringing them together to discuss and demonstrate family values and develop a sense of community.
You can look at the long list of more than 1200 charitable trusts we manage here.
Your partner in Philanthropy
The philanthropy journey is a deeply rewarding one, but not necessarily straightforward. We can help you get started and get the most out of your giving. As your philanthropy partner, we provide you with the following services:
- Advise which structures would be most suitable.
- We establish and administer your charitable trust or foundation.
- We work with you to define your philanthropic goals
- We develop investment strategies and manage investment portfolios to grow your trust’s capital base and income over the long term.
- We distribute income to your nominated eligible charities or causes.
- We provide tax-effective strategies to maximise your charitable giving.
Why give through us?
It’s easy to give away money, but it can be hard to do it well. Managing a charitable trust requires specialist knowledge in numerous areas, including trustee duties, investment, taxation, governance and strategic grant-making. At Equity Trustees, we act as the trustee or co-trustee for more than 1200 charitable trusts, distributing more than $100million each year.
We can assist you in establishing your structured giving vehicle, ongoing investment, governance and compliance responsibilities and connect you to relevant organisations, networks and information to inform your giving.
We can assist you in establishing your structured giving vehicle, ongoing investment, governance and compliance responsibilities and connect you to relevant people, networks and information to inform you’re the future of your giving.
We steward some of the largest Foundations in Australia, including:
William Buckland Foundation, Virertel Foundation and JO & JR Wicking Trust.
Structured Giving Vehicles
Start structured philanthropy during your life
Initial seed donation: $5,000
