Philanthropy

Support the charities you are most passionate about – while you are living or once you have gone – in the most tax-effective way

There are many ways you can support the charity, or charities, of your choice. You can:

• establish a long-term charitable program that makes grants to eligible charities you wish to support
• create a personalised giving program that commences during your lifetime and continues after you have gone
• commence a charitable trust which takes effect upon your death
• leave a one-off bequest or gift in your Will.

The range of philanthropic services available via the trustee division of IOOF, Australian Executor Trustees (AET), makes it easy to set up the right giving structure for you.

AET is one of Australia’s largest and most experienced trustee providers, and has a long, proud history spanning over 140 years.

Services available

AET’s Philanthropic Services Team work in partnership with you and your adviser to ensure your giving program is structured to best suit your needs.

AET’s philanthropic services include:

• Private ancillary funds that allow you to create your own personalised giving program that can operate during your lifetime and after you are gone.
• The AET Foundation – which is a public ancillary fund that allows you to set up a donor advised account without the costs associated with running a stand-alone foundation.
• Establishing a testamentary charitable trust as part of your Will, overseeing its investment strategy, and managing its administration and compliance.
• Setting up a bequest/s as part of your Will.