Giving through a charitable foundation is perpetual, flexible and offers participation and control over funds distributed. A giving strategy can develop and vary over time. Generally, your money is invested and grown over time with the interest earned distributed to charities important to you.

ANZ Trustees can help establish these charitable foundations

Private Ancillary Fund (PAF)

Suitable for giving during your lifetime and in the future and for tax-deductible contributions of $1 million or more, offering a high level of control and flexibility.

A contribution to a gift fund

ANZ Trustees foundation (ATF) is an easy solution for giving during your lifetime and for tax-deductible contributions of $50,000 or more, for those who want to give without the burden of administration or responsibility.

Testamentary charitable foundations

Generally established in your will.

Private charitable trusts

Suitable for giving in your lifetime when a tax deduction is not important to you. It is possible to give to all charitable purposes.

ANZ Trustees can provide guidance on all stages of your charitable foundation from establishment to ongoing management. Depending on your wishes and the level of involvement your want, ANZ Trustees can help with governance, administration (tax and legal requirements), investment and the giving process. To discuss your giving intentions and the charitable foundation services we can provide to help you:

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Contact ANZ Trustees on 1800 011 047

Why establish a charitable foundation?

Philanthropy is an integral part of wealth and tax planning. Charitable foundations can be tax effective ways of giving. Most people give to charity throughout their lifetime, however, typically it is only when an individual or organisation is contemplating a major gift, that help is sought to create a strategic way of doing this. 

Other reasons to establish a charitable foundation

Where you may not wish to establish your own foundation, you can always make a tax-deductible donation to an existing charitable foundation that supports a cause you have an affinity with.

ANZ Trustees manages many charitable foundations that accept tax deductible donations. 

 

ANZ Trustees Limited (ABN 33 006 132 332) is a wholly owned subsidiary of Australia and New Zealand Banking Group Limited (ABN 11 005 357 522). The information provided on this website is intended as a source of information only. Any advice does not take into account your personal investment objectives, financial circumstances and needs and you should consider whether it is appropriate for you. ANZ recommends you read the relevant product disclosure statement and the financial services guide before acquiring any product. The content for this website was provided by ANZ Trustees.

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