A testamentary charitable trust is established in your Will and commences upon your death to benefit your nominated charitable causes.

A testamentary charitable trust is appropriate if you want to:

• enhance the impact of an initial gift over the long term
• endow a charity or charitable purposes
• inspire future generations and engage them in your giving
• leave a lasting and powerful legacy.

How we can help you

We can establish your charitable trust as part of your Will and act as trustee to manage its administration and compliance, and oversee the investment strategy.

We will also ensure that the funds are allocated according to your wishes or as set out in your Will.

For further information, please read our testamentary charitable trusts client brochure.

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.