Book a Fund Review #
Your annual Fund Review meeting is a great opportunity to explore every aspect of your giving with the ACF Team, including:
- Granting: Discover how to maximise the impact of your Fund in the areas you are most passionate about. Our grants team can assist you in creating a significant and lasting impact with your granting.
- Succession and your Fund’s future: A meaningful conversation about your long-term goals and succession plans for your Fund. Additionally, we can explore the positive impact a gift in your Will can make on your philanthropic legacy.
- Fund administration and investments: Gain deeper insights into fees, investments, and other critical aspects of your Fund’s administration.
- Additional initiatives: Learn how we can support your fundraising efforts, connect you with other like-minded Funds, and share knowledge at our learning events.
Whether you’d like a face-to-face meeting, a virtual chat, or a phone call, we are happy to accommodate your preferences.
Fund Advisors can submit a request for a Fund Review here, and we will be in touch to organise a time.
Draw on our team’s expertise #
As experts in best-practice giving, our team is here to help you get the most from your Fund. Contact us for a conversation.
Get involved and attend events #
Our calendar of events provides opportunities for you to meet and learn from like-minded donors and changemakers, as well as the ACF Team and sector experts. In addition to Learning Circles, which are designed to provide our community with a deeper understanding of the issues we fund, we also run sessions and workshops on best-practice giving, estate planning, responsible investing and more.
See: Upcoming Events
Keep your funding interest areas up to date #
Primary Fund Advisors can update their Fund’s interest areas at any time by contacting us. Keeping these up to date will ensure you receive the most relevant granting advice and opportunities from our team.
Plan your Fund’s future #
At Australian Communities Foundation, you can choose to grant out from your Fund over a given period or, as many Fund Advisors do, build it over time so it can exist into the future. Either way, it is important to have a plan for what you want to happen to your Fund in the event you are no longer able to be involved, and to let us know your wishes. When considering the future of your Fund, it’s also important to consider your legacy plans – a gift to your Fund or the Foundation can be a powerful way of supporting the causes you care about beyond your lifetime.
See: Succession and Legacy Planning
Grow your Fund through fundraising #
Fundraising is a powerful way to grow your Fund at Australian Communities Foundation (ACF) and engage others aligned with your Fund’s mission.
See: Fundraising and Marketing
Claim your Fund’s expenses #
Fund Advisors who undertake their own fundraising, marketing or grants research activities may incur expenses they would like to cover using their Fund.
ACF may agree to pay for reasonable administration expenses relating to these activities, subject to prior approval. Reasonable administration expenses should not exceed 10 per cent of the Fund’s balance at the end of the previous financial year. ACF will attribute these expenses to the Fund and Fund Advisors will be reimbursed (net of GST).
ACF will pay reasonable administration expenses for a maximum of five invoices per year on the basis that:
- approval is sought for both the activity and the amount in advance
- an invoice with an ABN is submitted for payment by ACF, and
- ACF receives a completed Fund Expense Claim Form.
Other eligible expenses include insurance, professional development, and travel and accommodation for philanthropic events.
To seek approval for an expense, contact our Community Team on 03 9412 0412 or email [email protected]
Looking to claim an approved expense? Submit a Fund Expense Claim Form