Bundaberg Branch Manager Visits Youth Insearch
13 May 2021
Take the next step with your charitable giving by starting your Heritage Bank Charitable Foundation “Sub-Fund”. A Sub-Fund could be the perfect philanthropic platform for you to make a difference, both now and well into the future. We can help you create your legacy.
The Heritage Bank Charitable Foundation may be able to assist you if you’re seeking to achieve the following:
As a Public Ancillary Fund, the Heritage Bank Charitable Foundation is able to create charitable “Sub-Funds”.
You create a Sub-Fund by way of a fully tax deductible donation to the Heritage Bank Charitable Foundation. Your Sub-Fund is then invested as part of the entire fund, with the aim of producing income for annual distributions to Deductible Gift Recipient (DGR) item 1 charities of your recommendation.
A Heritage Bank Charitable Foundation Sub-Fund can be started with a $5,000 donation, pledged to reach $20,000 in four years’ time.
While we are separate entities, the Heritage Bank Charitable Foundation has the full support of Heritage Bank, one of Australia's largest customer-owned banks, and one of the oldest financial institutions in the country. Heritage Bank is based in Toowoomba, with origins that go back to 1875 and the formation of the Toowoomba Permanent Building Society.
If you would like to discuss how you could benefit from setting up a Heritage Bank Charitable Foundation Sub-Fund, we would be more than happy to speak further with you. Please do not hesitate to contact the Foundation on 13 14 22 or email firstname.lastname@example.org.