The benefits of ancillary funds

Private and public ancillary funds enable an individual, family or organisation to put aside a chunk of money in a trust to support charities over the long term.  They are an efficient, satisfying and tax effective way to put a structure around your philanthropy.

By setting up a philanthropic structure, you can:

  • Make a tax deductible donation now and decide which charities to support later.
  • Invest your charitable funds over the long-term.
  • Provide an enduring revenue stream to charities.
  • Involve family members, children, grandchildren and generations to come.
  • Create a lasting legacy.

See the Philanthropy Fact Sheet for a quick reference guide outlining the key benefits and features of ancillary funds.

 

To find out more, contact us on 02 9779-6300 or by email.


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