Do you want to give?

Charitable trusts are an easy way to donate to charities on an ongoing basis. State Trustees can help you establish a charitable trust.

Charitable Trust Factsheet

How does a charitable trust work?

Charitable trusts offer individuals, families and businesses an easy way to donate on an ongoing basis. Rather than giving directly to a cause, a charitable trust allows the initial gift to be invested with part of the income distributed annually. This enables a lasting impact, providing grants to the community for years to come.

If you are passionate about a cause, you can leave a lasting legacy in your will or you can set up a fund now so you can see the good things that come from your support. You can even request a trust or sub-fund to be named after yourself, your family or an organisation. You may also be eligible for tax benefits.

“My sister died of breast cancer at 36 and I’d like to support those trying to find a cure.”

As a memorial to his sister, David established a sub-fund under Jane’s name with the State Trustees Australia Foundation. By requesting the cause ‘breast cancer’ rather than a specific organisation, State Trustees can help ensure that the money goes to the most appropriate, eligible organisation each year. In addition, the money that is contributed through the sub-fund is pooled with other sub-funds so it has a much greater impact.

 “My brother spent most of his life working with young refugee people and their families.”

The John Byrne Memorial was established by John’s sister Annette as a memorial to his tireless work. The benefit of establishing a fund, rather than giving directly, can be seen in the value being created by this memorial. If you donated $20,000 today and it was distributed straightaway, it would provide twenty $1,000 education scholarships. However, putting $20,000 in the State Trustees Australia Foundation sub-fund could provide more scholarships over time allowing for perhaps, thirty-six $1,000 scholarships over the first 20 years, and scholarships in perpetuity.

*This example assumes a 10% return rate (capital plus income) and 5% distribution per year. Under this scenario, total corpus after 20 years would be $46,157, and the total value of grants distributed would be approximately $37,000.