Personal Client Services

Philanthropy Services

Helping you help others

Do you want to give back to the community or the environment? Increasingly, people want to donate through a range of charitable trust options and we have the experience and expertise to help.

Establishing your own trust or foundation not only helps you support charities close to your heart, it may also give you effective tax deductions.

Let us assist you to identify and establish the most appropriate charitable structure to match your philanthropic goals.

These include:

  • Setting up tax-effective trusts
  • Establishing and managing charitable trusts
  • Establishing and managing prescribed private funds
  • Managing donations into The Trust Foundation
  • Distributing grants to charities

Case studies

 

“For many years now I have supported a few local charities which for various reasons I have felt a connection to. Recently, after selling some assets I started thinking about making a lasting legacy but I did not just want to choose just one of the charities. I spoke to The Trust Company and they told me I could invest in a Fund which they would manage and ensure that the profits would go to my nominated charities. This way I know I am leaving a lasting gift to them and I do not have to worry about managing the donations, as that is done by The Trust Company.  

It is good to know that even after I die I will still be helping these special organisations that have helped me.”
Arthur, 92

 

 

 

Contact us

To find out more about our services call 1800 622 812 or email