Philanthropic Services

Equity Trustees provides an extensive range of Philanthropy Services  

Equity Trustees can show you how easy it is to give a gift that grows – and keeps giving – year after year. We have helped Australians leave a lasting legacy through charitable trusts and foundations since 1888.

Today, we act as Trustee for over 200 charitable trusts and have over $300 million in charitable trust monies under management.

Traditionally, these trusts have mostly been established through wills. Now, thanks to changes in legislation, you can see your legacy at work during your lifetime.  

Our people have a thorough understanding of the legislation governing the operation of charitable funds and their investments. This helps us to simplify the process for you and explain which choice is best for your requirements.  

For more information on the types of foundations you can establish and how we can assist you click here.

Why establish a foundation?

You may want to give back to the community in a substantive way by contributing to medical research, welfare services or environmental concerns, or simply to help provide a better future for others.

The reasons for giving are as varied as the unique individuals who leave lasting legacies. By establishing a charitable trust in your lifetime, you will be able to see your philanthropy at work and choose to be involved in the activities and projects of those charities that have benefited from your gift. By establishing it now, you can also reduce your personal tax liability.

It’s never been easier to establish a charitable trust or foundation.