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Charitable Foundations

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Five charity-supporting investment vehicles

From Chris Cuffe's original idea in 2008, several investment vehicles now seek to deliver strong performance and donate fees to charities, creating a win-win for all involved.

Last minute tax deductions in a public ancillary fund

Although the end of the financial year is near, there is still time to establish a tax deduction in a sub-fund within a public ancillary fund – a simple philanthropic structure that allows a planned approach to charitable giving.

Private Ancillary Funds suffer same ‘retail’ treatment as SMSFs

One of the benefits of Private Ancillary Funds is the philanthropic family legacy they create, and Social Benefit Bonds appeal to many PAF trustees. Unfortunately, investor definitions create an unnecessary barrier to entry.

What does the new charity regulator mean for trustees?

A new charity regulator was established a few months ago, and thousands of directors and trustees of foundations and not-for-profits need to understand the implications.

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