Charitable Giving
Australians are known for their generous spirit of giving and support of worthwhile causes. Australian Executor Trustees has been helping people give back to the community for over 120 years.
There are three options you can consider when donating to charitable causes:
- donate directly to the charity (either as a lump sum or a series of regular donations)
- donate through a Private Ancillary Fund structure established while you are still alive
- donate through a Charitable Trust structure established within your Will.
A Private Ancillary Fund or Charitable Trust allows you to achieve everlasting benefits through your own personalised giving program. The trust structure will carry on in your name, supporting the causes that are dearest to you.
If you are looking to donate large sums of money to charities over a number of years or make a similar bequest through your Will, then you may like to consider establishing a Private Ancillary Fund or a Charitable Trust.
AET works in partnership with clients and financial advisers in developing and managing Private Ancillary Funds and Charitable Trusts.
Find out more
An Australian Executor Trustees Estate Planning Specialist can assist you in establishing a Private Ancillary Fund or Charitable Trust. For more information contact your financial adviser or call us today on 1800 882 218.
