A Gift Account is a simple, fast, tax-smart solution for your charitable giving. 

 

GIVE

When you put funds into your Gift Account you make a tax-deductible donation to The Gift Trust

GRANT

Your account is donor-advised, so you provide advice on how to grant the money to your favourite charities - now, or in the future

 

GROW

Your donation can be invested in a variety of ways to grow, tax-free, while you decide which charities to support


STEP ONE: YOU CONTRIBUTE

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Easy set-up

  • Complete our basic online Gift Account Application
  • Fund your account with a one-off, ad-hoc or regular donation. Accounts can start with a minimum $5,000 balance
  • Accounts can be up and running almost immediately

Read more about our account types


Tax effective

  • You're eligible for tax credits for any donations you make into your Gift Account
  • We'll send you a single donation receipt each year to claim your tax credit, irrespective of when you choose to grant these funds to charities
  • Premium accounts can be invested for tax-free growth

Learn about the tax benefits of giving


Convenient

  • A Gift Account consolidates all your giving
  • We handle the charity due diligence, and are on hand to provide advice and support
  • We take care of all the ongoing regulation and compliance requirements under our charitable status, which creates economies of scale. 

See more about Gift Accounts as an alternative to charitable grant-making trusts


 

STEP TWO: YOU RECOMMEND

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  • Whenever you like, you provide grant advice – be it for a school, local arts initiative, hunger relief agency or other cause – as long as it's charitable, it's your choice
  • You can choose whether your gift is made anonymously, or in your name

You provide grant advice


  • We'll review your grant recommendation and check that the gift is charitable
  • We’ll ask for impact reports from charities on any grants over $5,000
  • We'll send you a report outlining all your account activity annually

Review


  • If you’re looking to set up giving that will last beyond your lifetime, you can allocate a new donor-adviser(s) to carry on your giving
  • Alternatively, you can work with us to set up a legacy plan to ensure gifts are made in line with your wishes into the future

Leave a legacy


  • Your donation can be invested in a variety of ways to grow, tax-free, while you decide which charities to support
  • We offer investment options, or you can elect an approved investment adviser to manage these funds for you. 
     

Investment options


LEARN MORE

Got questions? Contact us below, or check out our Frequently Asked Questions page.

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