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
GROW
Your donation can be invested in a variety of ways to grow, tax-free, while you decide which charities to support
GRANT
You decide when and which charitable causes to donate to. The Gift Trust checks their credentials and can provide research or guidance if you wish
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STEP ONE: YOU CONTRIBUTE
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 $1,000 balance, but must grow to $5,000 before we can start donating
Accounts can be up and running almost immediately
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
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.
See more about Gift Accounts as an alternative to charitable grant-making trusts
STEP TWO: YOU decide who to support
Whenever you like, you provide donation advice – as long as it's for a charitable cause, it's your choice
You can choose whether your gift is made anonymously, or in your name
You provide donation 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 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.
Other ways to give