Professional advisers

Want to learn more?

Find out about the Foundation and the benefits of partnering with us.

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Provide your clients with intelligent giving options that positively shape our community now and in the future.

Provide your clients with intelligent giving options that positively shape our community now and in the future.

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At a glance

Charitable Fund Overview Brochure

CHARITABLE FUND ACCOUNTS

Charitable Fund Accounts provide a simple, tax-effective and rewarding way to structure your client’s philanthropy. You can establish a named Charitable Fund Account with as little as $2,000 and grow this over time to create a legacy for the future.

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Greater-Melb-Vital-Signs-17.PNG

GREATER MELBOURNE VITAL SIGNS 2017

Lord Mayor’s Charitable Foundation is proud to launch our latest Greater Melbourne Vital Signs 2017 report, which provides a snapshot of our health and vitality, identifying the things to celebrate and the issues we face as we work to create a sustainable and resilient city.

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Lord Mayor’s Charitable Foundation partners with lawyers, financial planners, accountants and wealth advisers, who are dedicated to helping their clients fulfil their charitable goals.

We offer support and resources to complement the service professional advisers provide to their clients, helping them to experience the joy of effective giving and understand how their philanthropy can create meaningful positive social change and help to make Melbourne a better place for all.

 

Why partner with us?

Lord Mayor’s Charitable Foundation is Australia’s oldest and largest community foundation. Through our future focused research, innovative grantmaking, partnerships and impact investing, we are helping communities across Melbourne transition to become healthy, resilient and sustainable.

As an independent, not-for-profit community foundation, we provide a simple, powerful, and personal approach to giving. Our expertise includes:

  • KNOWLEDGE 
    Demonstrating in-depth knowledge of the critical issues facing greater Melbourne and the charities working to address these challenges;

  • EXPERTISE
    Our team can provide philanthropic expertise on tax-deductible planned giving options, such as establishing a Charitable Fund Account or Private Ancillary Fund (PAF);

  • TRUST
    We have a long history of responding to the changing needs of the community and can help your clients create a legacy for the future through bequests;

  • EASY
    We take care of the investment, governance, compliance and administration, allowing clients to focus on supporting the issues they are passionate about;

  • COLLABORATION
    We provide co-funding and collective giving opportunities to maximise the impact of your client’s philanthropy.

To discuss how we can help your clients achieve their philanthropic aspirations, please contact us.