Do you have clients who want to create a personalised and everlasting giving program?
Our private ancillary fund (PAF) is a charitable trust that allows your clients to create their own charitable giving program while they are alive, which continues in perpetuity.
It’s an appropriate structure for clients who:
We will work closely with you to establish your clients’ PAFs using the governance structures and documentation necessary to ensure they operate smoothly in the future – providing peace of mind for you and your clients.
Our unbundled or partnership approach means you maintain your relationships with your clients and provide investment advice for their PAFs while we manage the ongoing risk and compliance.
You can view information on your clients’ accounts at any time via our secure online portal – AET My Portfolio. Each year, we will assist you to conduct client reviews, in which your clients nominate which charities they wish to support. We can also provide giving advice if required.
For further information, please read our private ancillary fund client brochure.
Head of Philanthropy and Social Investment
Manager Charitable Services
Senior Trust Officer – Philanthropy and Social Investment
Estate Planning Lawyer