Endowment funds

Over the next 15 years an estimated $70 billion in household income and approximately $400 billion in housing assets are expected to transfer from one generation to the next.

The bulk of this wealth is likely to be inherited by wealthy Australians over the age of 55. We believe philanthropy will increase as this anticipated intergenerational wealth transfer takes place.*

The not-for-profit sector is uniquely positioned to capture a significant portion of this wealth via bequests and major gifts.

Increasingly, donors are seeking not-for-profits that can demonstrate  they have the appropriate giving structures and governance framework in place to manage their donations. By partnering with us to establish and manage an endowment fund, you can reassure your donors that their contribution will be managed effectively.

What is an endowment fund?

An endowment fund can provide an ongoing and sustainable income stream for your not-for-profit organisation. Typically, the fund’s capital is preserved and income is allocated annually to cover your organisation’s operating or programming costs.

An endowment is appropriate if your organisation:

  • has cash reserves greater than $2 million
  • has a supportive board and executive team
  • wants to build a sustainable revenue stream
  • has a committed and supportive donor base, and has established (or wants to establish) a bequests program.

How we work with you

We have a team of specialists in philanthropy with experience working with not-for-profit organisations and establishing and managing endowment funds.

We will work closely with you to review whether an endowment fund is right for your organisation and, if so, to present the reasons your organisation should establish an endowment fund to your board and executive team.

Once the endowment fund is established, we will provide trustee services and customised reporting to assist you to achieve your fundraising objectives.

To find out more about how we can work with you, please email out Philanthropic Services Team at philanthropy@aetlimited.com.au or call us on 1800 684 672.

*Source: mccrindle 2019 https://mccrindle.com.au/insights/blog/australias-generations-wealth-income/

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 and Social Investment

Melbourne office

Cesare Silvestri

Manager Charitable Services

Adelaide office

Jennifer Wilson

Estate Planning Lawyer

Brisbane office

View all members in our Philanthropic Services Team.View team