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What are the differences between giving in a single lump sum and giving in perpetuity? 

15 November 2023

There are key differences between giving to charity in a single lump sum and giving in perpetuity. 

  1. Leaving a gift of money or assets in a single lump sum to your favourite charity means the charity will receive that gift in full once your estate has been finalised. 
  1. Providing a gift to your favourite charity in perpetuity through a charitable trust favours maximising the value of your gift and pledging long term financial support through an annual income stream. 
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State Trustees Limited operates on the lands of Traditional Custodians. We acknowledge their history, culture and Elders past, present and emerging. State Trustees is committed to cultivating inclusive environments for staff and clients. We celebrate and value people of all backgrounds, genders, sexualities, cultures and abilities.

Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023