Starter Account

For those looking to build up their giving funds or to consolidate their giving.

  • Due diligence and review of charity credentials for all donations

  • Make one-off or regular donations

  • Minimum balance: $1,000 (must build up to $5,000 or more before grants can be made)

  • Minimum grant size: $250

  • 2% fee on account balance (with a minimum annual fee of $300)

Premium Account

A premium account for larger givers with tailored support and advice.

  • Personalised giving strategy and philanthropic support

  • Tax-free investment growth

  • Due diligence and review of charity credentials for all donations

  • Make one-off or regular donations

  • Minimum balance: $20,000

  • Minimum grant size: $250

  • Tiered fee structure (as below)


PREMIUM ACCOUNT COSTS

There is never a fee to open a Gift Account at The Gift Trust.

A percentage of the balance of your Gift Account is donated to The Gift Trust annually to cover our operating costs.  

As Premium Gift Accounts receive tax-free investment income, this donation contribution is often deducted from income earned on your account.

  • Over $500,000: 1%

  • $100,000 - $499,999: 1.25%

  • Under $100,000: 2% (with a minimum annual fee of $500)

Additional costs may apply for special requests or for additional philanthropic support and guidance.

 

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