At Equity Trustees, we can help you bring your vision to life for giving and use your wealth to make a difference for the long term. Our structured giving programs mean that while your funds are protected and growing over time, the causes you're passionate about are getting support as well, year after year.

Share your love for your community

One of the most effective ways to make a long-term difference in the lives of many others is through establishing a charitable trust.
This gives you the ability to give into perpetuity, supporting the causes that you're passionate about.  

With so many ways to put your money to work for the common good, it can be hard to determine which structure will work best for you. Through talking with you about your giving goals, we can help create a safe financial structure bring your vision come to life. (Read more)

Giving Consultancy

If you would like to share your wealth for the greater common good, but don't know where to start, our Giving Consultancy can help. Our expert team can assist you in establishing your own personal strategy, ensuring you have clarity about how and where you will give. (Read more).

Ways to give

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    How would you like to give?

    There are many ways to give; creating a philanthropic legacy is easier than you might think. Different types of structures will suit different situations. Equity Trustees can help establish a vehicle that is right for you.

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    First some important questions

    When choosing how to structure your philanthropic giving, it’s important to ask yourself some key questions.

    • How much do you intend to give?
    • Who will be the beneficiaries?
    • How involved do you want to be in day-to-day operations of your trust?
    • Are you seeking a tax deduction?
    • Would you like to commence philanthropy during your life or after your death?

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    Donations vs structured giving

    Structured giving can have significantly more power than giving a single, lump-sum donation to charity.

    For example, a once-off $1 million donation to a hospital may pay for a new wing to be built. However, $1 million dollars invested in a philanthropic trust or foundation will grow over time. With regular payments made from the Trust’s income, the hospital will likely receive millions of dollars over many years. The hospital will be able to use the funds for what it requires, at the time, year-after-year.

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    Discretionary vs non-discretionary

    If you have a particular charity you would like to support, you can choose to establish a non-discretionary trust or foundation. This means that you direct the Trustee to distribute a specific amount or percentage to a particular recipient(s) each year.

    If you would prefer to support a particular charitable cause, you can establish a discretionary trust or foundation. The Trustee will have the discretion to decide year-on-year which projects and/or organisations should receive grants to further the cause.

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    Lifetime giving vs giving through a Will

    By giving through your lifetime, you can be involved and see your philanthropic giving in action.

    Not everyone feels they are in a position to give during their lifetime and may prefer to create a perpetual legacy that will start after their death.

    Equity Trustees can assist with either giving during your lifetime or establishing a Charitable Trust through your Will.

How we can help you give

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Talk to us about your philanthropy goals

If you'd like to become a philanthropist and make a difference in the lives of others, then get in touch with us today.