Private Charitable Trusts
State Trustees are experts in creating and managing Private Charitable Trusts for Victorians wanting to contribute to a particular cause or organisation.
We often set them up for donors who have a specific purpose in mind for the funds, such as scholarships. The Trust can be named after a family or organisation or in memory of a donor.
We create Charitable Trusts through a Trust Deed or through your Will. Funds are invested in Trust in perpetuity, with the income earned then distributed as a grant. Donations to Private Charitable trusts are, however, not tax deductible.
For more information on Private Charitable Trusts contact us or call 03 9667 6466 (outside Melbourne 1300 138 672).
State Trustees' Private Charitable Trusts:
| Trust name | Purpose | Grant amount | Applications open? |
|---|---|---|---|
| M A Ingram Trust | Indigenous Australian (especially Victorian) mammals and birds | Up to $5,000.00 (majority of grants between $1,000.00 & $2,000.00) | Due 15 April each year |
| Scholarship of Octavia Simons | Children under Custody or Guardianship Orders in out of Home Care | Up to $5,000.00 | Open |
| Elsie Murray Trust | Persons indigent to Echuca and surrounding district | Not capped | Open |
| Charles Blackall Trust | Impoverished journalists or ex-Journalists | Not capped | Open |
| John & Anna Woods Memorial Fund | Aboriginal Children under 18 yrs | Up to $5,000.00 | Open |
| John Burge Trust | Persons suffering or who have suffered with Tuberculosis | Not capped | Open |
| Gunai / Kurnai Foundation | Education grants for children with special needs | Up to $1,000.00 | Closed |
Information for Professional Advisors
Discussing giving to charity with your clients
As a finance professional you understand that charitable giving can feature quite prominently in a client’s estate planning and overall approach to their finances. Giving can be an expression of their values and a way to leave a mark or memorialise a loved one. State Trustees can assist you and your clients by:
- Helping them give to causes they are passionate about
- Creating a perpetual donation that acknowledges a family or organisation
- Providing a specialist service to any clients who have complex philanthropic intentions.
For more information please contact us or call on 03 9667 6466 (outside Melbourne 1300 138 672).
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