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AET Discretionary Grants Program

The AET Discretionary Grants Program brings together charitable trusts, where the founding donor has requested us to making granting decisions on their behalf. Through this program, we seek and value genuine philanthropic partnerships with the not-for-profit sector.

The AET Charitable Grants Committee oversees the AET Discretionary Grants Program. The Committee includes AET and IOOF employees, as well as an independent philanthropy expert.

This committee meets quarterly to:

  • review the progress of projects funded through the program
  • discuss broader issues aligned to the not-for-profit sector (especially in the areas aligned to our granting strategy)
  • review expressions of interest
  • make granting decisions

Our discretionary grants committee works with The Australian Centre for Social Innovation to help guide our approach to grant making and evaluation. Every three years we revisit our Theory of Change and grant making strategy. We continually test the assumptions we make about our approach to philanthropy in the spirit of fostering trust and learning more about the challenges and opportunities that our not-for-profit partners and the sector faces.

Our current and future funding strategies are:

Learning for Impact (2016 - 2019):

For more information about the Learning for Impact program, download our two-year funding report. This program is now closed for funding applications.

Small to Medium Stabilisation Fund (2019 – 2021):

We’re excited to announce the launch our Small to Medium Stabilisation Fund in 2019. Through this Fund, we will invest in a portfolio of not-for-profit partners. Our aim is to support not-for-profit partners that are building their organisational capacity and effectiveness, in particular those looking to:

  • adapt their organisation and revenue models
  • develop capability in their staff, volunteers or partners through professional learning opportunities.
If you represent a charity that is endorsed as an Item 1 Deductible Gift Recipient and are looking for a funding partner to help you with this challenge we encourage you to consider our funding strategy and guidelines.

Our charitable grants committee oversees the discretionary grants program. The Committee includes AET and IOOF employees, as well as an independent philanthropy expert.

This committee meets quarterly to:
  • review the progress of projects funded through the program
  • discuss broader issues aligned to the not-for-profit sector (especially in the areas aligned to our granting strategy)
  • review expressions of interest
  • make granting decisions
Our funding decisions are made in line with our current funding strategy and criteria. We suggest you consider the following steps, prior to contacting us directly:
  • Step 1. Familiarise yourself with our  Theory of Change and identify whether or not your organisational priorities are likely to align with our funding focus.
  • Step 2: Register your interest in our ‘tell us more’ day  by registering an expression of interest. In late February/early March 2019 we will invite organisations that have demonstrated an alignment with our funding strategy to discover more about potential partnership opportunities at our ‘tell us more’ day.
    Please note: Unfortunately, due to the number of enquiries we receive, we will only respond to expressions of interest we believe are aligned with our funding focus and qualify for our ‘tell us more’ day.
  • Step 3: Following the ‘tell us more’ day – and where we can see a genuine partnership opportunity – we will seek to gain a greater understanding of your broad goal and the challenges your organisation is seeking to address. At this point, our philanthropic services team will support you in completing a proposal to be submitted to the Discretionary Grants Committee.
  • Step 4: The Discretionary Grants Committee will meet in the first week of May 2019 to review and approve suitable funding partnerships. We will formalise our partnership agreements and process any grant payments by the middle of June 2019.

For more than 130 years we have been helping Australian individuals, families and organisations give back to the community.

Meet the Philanthropic Services Team

Ben Clark

Head of Philanthropy

Melbourne office

Ravi Malhotra

Head of Business Development, Private Client Services

Sydney office

Jennifer Wilson

Estate Planning Lawyer

Brisbane office

Karen Robinson

Estate Planning Lawyer

Melbourne office

View all members in our Philanthropic Services Team.View team