Establish your own Named Fund or Bequest and give to the causes that matter to you.

What is a Named Sub-Fund?

A named sub-fund is an account used to collect or hold funds that generates income. The income is then dispersed to local charitable organisations.

Recipients Parklands Albury Wodonga "Work on the Wild Side" Project

Adroit Sub Fund Recipients – Parklands Albury Wodonga “Work on the Wild Side” Project

A named sub-fund gives you the chance to provide community assistance at a grassroots and personal level. It is an efficient way of supporting your area of interest, charitable cause or to commemorate a special someone.

You can make a substantial ongoing impact within your local community by identifying your particular interest and supporting it with a financial commitment.

Setting up a named sub-fund is an easy way to involve a family or business in a meaningful and fulfilling philanthropic experience. Donations can be made at any time and many people can contribute. It is easy to follow a sub-fund’s progress. You can see firsthand the difference your contribution makes. It’s a wonderful experience to be involved in.A named sub-fund is a simple option for an individual or family who want to give in perpetuity without the cost and legal requirements of setting up a Private Ancillary Fund or Family Foundation.

It is also a great option for businesses wanting to be more active in their support of the local community. It can be a positive way to encourage staff development and involvement in giving.

All donations towards named sub-funds are tax deductible.

Why Create a Named Sub-Fund?

There are lots of reasons but some include:

  • Remember a loved family member in perpetuity;
  • Financially support activity in your specific area of community interest; and
  • Encourage staff to become more active participants within your community.

A Named Sub-Fund starts from as little as $2,000

An initial contribution of $2,000 will allow you to get your named sub-fund started with Border Trust. Depending on the value of your named sub-fund, you can request how the income earned is distributed. For example, you can ask to support a particular charity, cause or area of interest that is meaningful to you.

Your gift forms part of Border Trust’s Public Ancillary Fund and is not separate to other money in the Border Trust Public Ancillary Fund. We do all the hard work for you.

Funds are pooled for investment purposes. Named sub-funds above a certain amount may also provide input regarding the nature of how the funds are invested. This will influence the income available for future distribution.

Download  Named Sub Fund Brochure 2014

See our Named Sub Funds at work.


BEQUESTS

Your Will and Border Trust

picture-children-crayonAfter providing for family and friends in your Will, you may wish to consider setting aside funds to provide financial support for local community organisations or causes in which you have an interest.

A Gift Forever

Leaving a gift to your community through Border Trust is a convenient and effective way of implementing your wishes and associating your family name with the causes you care about.
Your bequest will be monitored by the Directors of Border Trust. This Board is comprised of individuals with a degree of responsibility for our community who contribute their time and expertise free of charge.

A Bequest with Border Trust Offers : –
•A simple and convenient structure for gifts to the community under your Will
•Ongoing donor recognition to the individual and their family (if desired)
•Financial support for the causes you care about
•The probity of a respected trustee
•No establishment costs
•Minimal management fees
•Peace of mind.

THE NEXT STEP

To ‘Give Where You Live’ through a bequest to Border Trust, simply consult your trusted legal advisor or contact Border Trust on 02 60513349 or email mail@bordertrust.org.au.