A Private Ancillary Fund (PAF) allows you to establish your own Charitable Foundation. All donations are tax deductible and all income generated is tax-free. A PAF can be created in your lifetime but you can also direct a bequest to it in your Will.

Contributing to a community or cause you are passionate about is a rewarding experience. With a Private Ancillary Fund through Equity Trustees, you are able to have full involvement in the operation of your philanthropic fund.

A Private Ancillary Fund (PAF) allows donors to be involved in the operation, investment and direction of the fund’s charitable giving. The exact nature of your involvement will depend on your preference and the time, resources and knowledge you have at your disposal.

You can nominate Equity Trustees as the trustee or co-trustee with a corporate trustee controlled by you. In either case, you can draw on our full range of expertise; governance, investment and granting services.

Our experienced team has a unique knowledge and understanding of the not-for-profit sector, overseeing millions of dollars in charitable distributions every year. We work closely with you to understand your motivations for giving and to identify the most appropriate charitable structure to achieve your goals.

Speak with us today about giving

Want to find out how we can help you achieve your philanthropy goals? Speak with our experienced team today.

A FAMILY FOUNDATION

Jane and Hugh* had retired and felt they had accumulated sufficient assets for their future and the needs of their family. They had always had a desire to make a difference, particularly in the lives of Indigenous Australians. After talking to Equity Trustees, they decided to establish a PAF that would direct its annual grants to organisations providing education initiatives to young Indigenous people.

Jane and Hugh are directors of the Foundation, which they named after their family. They plan to include their children in grant-making decisions. They meet once a year to decide how they will allocate funds and advise Equity Trustees of their recommendations.

As the Foundation is managed by Equity Trustees, Jane and Hugh are comfortable that when they decide to step down as trustees, their wishes and the purpose of the Foundation will continue to be met.

*Names have been changed