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Rather than making a large immediate gift, setting up a Charitable Trust Account with us facilitates steady support to community projects in perpetuity.

Establishment of your Endowment Account or Bequest is easy – once your minimum donation is made, your account is established with no additional ATO or regulatory approval required.

Setting up your own named charitable account under the Harper Bernays Charitable Trust is inexpensive, and there are no establishment fees.

You can still have your own named Endowment Account or Bequest.

All donations from any source carry 100% tax deductibility, and there is ongoing tax deductibility for additional contributions to the Fund from either you or any other donor. (E.g. members of your family / family friends / professional colleagues etc.)

The earnings of the fund do not incur taxation to allow maximisation of your giving to designated charities.

The Public Charitable Trust format gives certain tax management and granting strategy advantages over Will Trusts and Prescribed Private Funds. For more details on this and related matters, please feel free to contact us at any time.