Testamentary charitable trusts

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 charitable trusts, please speak to your adviser or call us on 1800 684 672.

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