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Long gone are the days of just establishing a managed fund to distribute interest to the charities of your choice. Whilst this still can be a valuable element, there are many more alternatives that are possible which can be easily integrated with your existing resources.

We understand that each business has a unique culture and focus towards corporate giving. Regardless of the size of your charitable budget, whether you simply wish to donate to charity, or need help to manage your numerous charitable requests, we can assist you.

Services include:

  • Evaluating initial client requirements and offering alternatives to achieve desired outcomes;
  • Incorporating charitable partnering into your marketing plan;
  • Providing strategic advice along with research and analysis services;
  • Assisting with the establishment of a tax effective Foundation (Ancillary or Prescribed Private Fund) together with the implementation of appropriate administrative processes;
  • Providing off-site ongoing administration services to manage the fund. These may include:
    - Taking phone & email enquires from potential funding applicants
    - Responding promptly to all correspondence
    - Sourcing and coordinating volunteers or supporters
    - Checking and preparing applications for assessment
    - Preparing board meeting papers
    - Ensuring all regulatory requirements are identified, researched and maintained
    - Recording statistical information
    - Investigating external opportunities that could add greater value to a donation
    - Ensuring donations are used appropriately as intended
    - Researching potential beneficiaries or charities
    - Maximising recognition opportunities and ensuring they are actioned with correct branding
    - Audit preparation
    - Annual report preparation
    - Website compilation
  • Database advice including access to our exclusive software licence:

    Foundation Manager

    -Captures and tracks all relevant funding and supporter information
    -Ensures all ATO and Privacy Act requirements are recorded
    -Provides comprehensive analysis and reporting tools