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GIVE Purpose to Your Family’s wealth

Create your own foundation and get your family involved in philanthropy, so that you can make a purposeful impact for generations to come.

Benefits of Establishing your own charitable fund account

Make tax-deductible donations to your fund at any time. Donations over $5,000 can be deducted over a 5-year period.

Support the charities you care about by providing an enduring revenue stream with fund distributions, instead of one-off donations.

Embark on a philanthropic journey knowing that all administration, compliance and governance is taken care of by the Be BlueRock Foundation.

Involve your family members in establishing your sub-fund’s cause areas, name and giving strategy.

Charitable Fund Account 

A strategic and cost-effective way to support the issues you care about.

Choose the causes you wish to support, name your fund and get your family and friends involved. You’ll meet like-minded donors and get to know the charities and programs you’re backing, with the full support of our team’s knowledge and research. Embark on your philanthropy journey knowing that BlueRock will manage the investment, administration, compliance and governance of your charitable fund account, while you focus on your giving.

A charitable fund account requires a minimum donation of $50,000.
Interested in setting up your own fund?
get in touch

How does it all work?

1
Set up your sub-fund –either with your family, friends, or even a local club or community group.
2
Decide where you want to make an impact and which charities you want to support.
3
You, and anyone else, can contribute money to your fund at any time, as tax deductible donations.
4
Funds are invested in BlueRock’s Impact Portfolio, with distributions made to DGR status charities of your choosing.

Philanthropic Advisory Service 

Tailor a giving strategy that directly addresses your passions with a personalised plan that’s right for you and your family.

Our philanthropy team will explore, research and complete due diligence on potential charities of interest to you. We'll also develop your strategy and define what giving means to you, helping you understand if you want to give your time through volunteering, your talents through pro bono work or your treasure through donations.

download the philanthropy toolkit
start your philanthropy journey