Philanthropy
The Evans and Partners Foundation
Empowering our clients, people and network to give with purpose.
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Structure your giving
The Evans and Partners Foundation provides a structured approach to philanthropy that makes giving accessible, impactful and enduring. As a Public Ancillary Fund, the Foundation enables you to establish a named sub-fund starting from just $20,000, giving you complete control over your charitable giving while we handle the administration, compliance and investment management.
How the Foundation works
The Foundation works in three steps: Give, Grow, then Grant to the causes you choose.
- Give: You decide on an initial contribution starting from just $20,000, with the flexibility to add more at any time. Tax deductions are received when contributions are made.
- Grow: Your funds are pooled into a sustainable investment portfolio, giving you scale, professional management and the scope to grow your giving over time.
- Grant: You can make grants to any Australian Deductible Gift Recipient (DGR1) charity whenever you wish, provided you meet the 4% minimum annual distribution.
Trustee
Equity Trustees acts as the independent trustee of the Foundation, ensuring governance and compliance with ATO requirements.
Giving portal
You will have access to your own giving portal, where you can check your balance, contribute to your sub-fund, make grants and track your progress against your minimum annual granting requirement.
Give alongside E&P and its people
Evans and Partners will donate its investment management fee back into the E&P Charitable Endowment, helping to grow our own giving and increase the impact we can have together.
How structured giving can amplify your impact
Multiply the reach of your giving through thoughtful, structured philanthropy.
Grow your giving
Move beyond ad-hoc donations and create a considered, long-term plan that reflects you and your families values and the change you want to see.
Engage your family
Involve children and grandchildren in decisions, creating opportunities for shared experiences, values-based conversations and a tradition of generosity, while ensuring future generations are aligned on the causes and areas of support that matter most to your family.
Flexibility over your giving
As a sub-fund holder, you retain flexibility over which charities you support. Through the Evans and Partners Foundation you can give to all Australian Deductible Gift Recipient (DGR1) organisations.
Discover and connect
Discover causes making a real difference and meet others who share your passion for giving. By connecting with like-minded givers, you can exchange ideas, learn from different perspectives, and find new opportunities to create lasting change.
Make giving accessible
Conversations about philanthropy are often reserved for the ultra-wealthy. A sub-fund opens structured giving to more families, offering the benefits of a private foundation, without much of the cost and complexity and substantial capital commitment.
How the Foundation is invested
The Evans and Partners Foundation capital is managed by Evans and Partners’ Chief Investment office, drawing on our deep expertise in managing for-purpose and endowment style portfolios. The investment portfolio is governed by an investment strategy document and integrates sustainable investment considerations.
To balance capital preservation with growth to maintain the real value of the Foundation’s assets, ensuring ongoing support for charitable initiatives while meeting the minimum annual distribution requirement of 4%.
The portfolio seeks to avoid investments with material exposure to controversial activities such as weapons, tobacco, gambling and certain types of fossil fuels. It also seeks to allocate a portion of the portfolio to investments that benefit people and the planet, where it is financially prudent to do so.
If we are able to help direct even a small percentage of the capital we advise toward structured philanthropy, the collective impact will be extraordinary, measured not just in dollars granted, but in the long-term and lasting change those funds make possible.
Ben Keeble
CEO and Managing Director
Get started
For more information, contact an Evans and Partners Adviser, or email us at eandpfoundation@eandp.com.au.
