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Giving

Future Funds

Secure your organisation’s future impact

Image: WithOneSeed uses a Future Fund to build long-term sustainability for its community-led forestry program in Timor-Leste.

Establishing a Future Fund is an easy, tax-effective and strategic way for not-for-profit organisations to develop their long-term sustainability.

With a low-cost fee structure, a Future Fund enables you to build an endowment for a not-for-profit organisation.

You gain access to our fundraising and donation infrastructure, and can enjoy greater returns than a bank account through our pooled ethical investments.

Future Funds are also available to individuals, families and other groups looking to support a single organisation.

What are the benefits of a Future Fund?

Ethical investing

Build an endowment for your organisation through our pooled ethical investments, where your savings will do good in the community. This is a unique value proposition for your donors too – their donations are doing good while sitting in the Fund.

Fundraising + donation infrastructure

Accept tax-deductible donations via a form integrated with your website or a custom donation page on our online portal, where you can have your own custom donation page. You can also use our fundraising licences in every state and territory. A Future Fund can also help expand your organisation’s supporter base by offering an independent and secure option for donor gifts, including bequests.

Flexible access

Access your Future Fund assets for any purpose, including operational costs. You can continue to build your endowment in perpetuity or choose to draw down the funds over time.

Low fees

Future Funds attract a low operating fee of 1.2% for amounts under $1 million, and tiered thereafter. The investment management fee is assessed monthly, ranging from 0.34% to 0.36%. Read more

+ All the benefits of our community

When you open a Fund, you gain access to all the benefits of joining our community, including events and networking opportunities with givers across Australia, and use of the Community of Giving space in East Melbourne.

How it works

1

Establish your Fund

With a minimum initial contribution of $20,000, start building your organisation’s long-term sustainability with a Future Fund. Donations into the Fund can be tax-deductible.

2

Build your endowment

You can make additional contributions at any time and invite tax-deductible donations from the public. All donations are responsibly invested and the Fund’s income is tax-exempt.

3

Access your money

Access your Future Fund assets for any purpose, including operational costs. You can continue to build your endowment in perpetuity or choose to draw down the funds over time.

We help you help others

Build an endowment through 100% ethical investing

Independent and secure option for donor gifts, including bequests

✓ Customised and branded donation page

✓ Access to fundraising licences in every state and territory

Flexible access for any purpose, including operational costs

Networking opportunities with our giving community

Online portal for making and viewing donations and distributions

All administration, compliance and governance covered by our team

No lock-in and you can close the Fund at any time for a low one-off exit fee

✓ Get set up in 72 hours

Low 1.2% operating fee. No establishment fee

Get started

We can help you get set up in less than 72 hours. Contact us below before submitting a Fund Establishment Form.