You can establish a sub-fund named for a cause, a specific charity, in memoriam or named after a donor or corporate entity*.
The sub-funds operate as management accounts for the purpose of tracking donations and grants attributed to a donor and/or a cause.
All funds are held in perpetuity and pooled for investment purposes utilising the services of premier investment firm JB Were’s dedicated not-for-profit investment support team. A investment policy which ensures ethical and responsible investments is central to our governance of funds held in perpetuity.
Only the income from those investments are distributed to enable positive impact. This means every dollar donated to a sub fund works for the community again and again.
We pride ourselves on providing an opportunity for sub fund holders to actively participate in driving positive community outcomes. You can request to establish a sub-fund by contacting us. We can tailor a solution according to your intended investment, interests and passions.
*Conditions apply for different forms of investment, please contact us to discuss your personal situation.
Some examples of existing named & in memoriam sub-funds can be found at funds supporting the community.