Donor advised Giving Funds
We are here to help you leverage your wealth, time, knowledge, and resources to drive meaningful transformation and live a life of purpose. By establishing a Donor Advised Giving Fund you can unlock the benefits of structured giving without having to do the compliance yourself.
Benefits of working with Payton Foundation:
- Payton financial management expertise
- Access to Charity Partners and Payton Endorsed Charities
- Portfolio giving via Health, Housing and Education
- Opportunities to connect directly with charities
- Opportunities to engage beyond giving
- Regular updates and reporting
- Brand your own Donor Advised Giving fund
- Leave the admin and governance to us
Donor-advised giving allows individuals to contribute to a dedicated fund, receive an immediate tax benefit, and support charities over time.
We can help you to:
1. Set-up a Giving Fund:
A Giving Fund is a sub-fund, within our ACNC registered Public Ancillary Fund which allows you to participate in where the funds are distributed, without the governance headaches. You decide what the fund is called and it can be promoted to your networks.
2. Establish a Corpus:
You get an immediate tax deduction for any money you put in the Giving Fund but it can be released over time. We will invest the funds, in accordance with our Investment Policy and then make donations from the income. We need to distribute at least 4% of the corpus each year. If the income is greater than that we can give more away or let the corpus build up for greater impact in the future. If appropriate, the corpus can also be reduced over time, bringing forward the impact of your giving.
3. Advise the trustees how to Distribute.
It is the responsibility of the trustees to determine how to distribute gifts from the Foundation including any giving funds. This is to ensure that recipients meet appropriate governance and outcome objectives. The trustees will seek your advice on how you would like your giving fund allocated. Distributions will be made to:
- Our Charity Partners or Endorsed Charities
- Any ACNC registered charity with DGR Item 1 status
4. Get the family involved.
Have you thought about how the nest generation will carry on your philanthropy? We can help you to hold family meetings to consider which charities to support. And we can facilitate engagement opportunities directly with the charities you are helping, including immersion trips overseas.
Fees & Reporting
We provide quarterly updates on what your giving fund has supported, how much is left to give and how much it’s earning.
We do not charge fees. All our overheads are covered, so every dollar donated can go where it’s needed most.
We do however ask that you consider allocating some of your giving to Seeding Hope Ltd, our charity supporting vulnerable people experiencing poverty, homelessness and distress in Australia and around the world.
Due Diligence
We undertake due diligence on all charities receiving funds from us. The amount of work we do is based on the amount given:
- Level 1 – up to $10,000 – Desktop review of registrations and other information available online
- Level 2 – up to $30,000 – Interview the charity and obtain supporting documentation
- Level 3 – over $30,000 – Ensure they comply with the ACNC Governance Standards and Payton filters
Investment Strategy
The Public Ancillary Fund Guidelines do not allow Giving Funds to be invested separately, so they will be invested in aggregate in accordance with the Foundation’s overall investment strategy.
The intention of the Foundation is to invest in a way that, where possible, protects capital while still producing a strong return.
In order to achieve growth in the corpus taking into account the required Minimum Annual Distribution of 4%, the Foundation will target overall returns between 5%-9%. This will necessitate a tolerance of medium risk levels which would tend to exclude highly speculative investments.
The trustees have a preference for investing in diversified private credit managed funds as they provide a relatively high rate of return for comparably low-medium risk and do not have the inherent volatility of the listed equities markets. This is an area of expertise for the trustees.
You can request a copy of the investment strategy from info@payton.foundation
Go Beyond Giving
See firsthand
Nothing beats seeing the need and meeting the people face to face. We regularly visit our charity partners in Australia, Asia and Africa and we love taking friends with us.
Our immersion trips are a great way to expand your horizons and see the impact of your work firsthand – You won’t come back the same.
To find out how you can join an upcoming trip email foundation@payton.com.au
- Philippines – March 2025
- Africa – Uganda and Kenya – June 2025
- NT – August 2025
- Thailand – 2025
Use Your Influence
You probably take it for granted that you have the ability to influence people in your networks. This influence can be leveraged to help others.
What doors are you able to open for charities that they can’t?
- Make an introduction to the right person,
- Negotiate a better deal on behalf of a charity,
- Promote a charity fundraiser from your platform,
- Add credibility to an application,
- Ask suppliers to donate goods
These actions would cost you nothing but may be priceless to the charity.
Lend Your Expertise
Charities struggle to get skilled professionals to advise without having to pay them. Typical professions needed include:
- Legal
- Accounting/bookkeeping
- Medical practitioners (for health related charities)
- Marketing
- Social Media
- HR
- Policy writing
- Compliance
- IT specialists
- Project management
Volunteer Your Time
Your time is precious and can be precious to those you give it too. You can volunteer in your area of expertise or step out and learn a new skill from them.
- Board roles
- Pro bono advisory
- Regular roster
- Occasional events
- Corporate days
- Hold a fundraiser
Use Your Resources
Do you have an asset that you could allow a charity to use?
- Office space, meeting rooms, hot desk or storage facilities
- Event spaces
- Host a fundraiser on your boat
- Provide a rental property at half rent
- Transport
- IT infrastructure
- Surplus furniture
How can we help?
Everyone’s giving strategy is different. Talk to us about what you’d like to do and we’ll connect you with a charity who needs you.