Creating a Lasting Legacy

The Benefits of Establishing a Named Fund with Cardinia Community Foundation

A named fund with the Cardinia Community Foundation offers a powerful way to make a lasting impact on the Cardinia Shire community while receiving immediate tax benefits.

How It Works

A Named Fund can be set up quickly, once you have completed the Named Fund Establishment Form. The minimum establishment donation is $20,000 and it will form part of the Cardinia Community Foundation’s Trust.  The named funds is a tax-deductible donation which is pooled and professionally invested. The income from investments is distributed as grants to local charities yeah year meaning your original contribution keeps giving year after year. A single donation today becomes a gift that keeps on giving forever.

Three Fund Types

Family Funds – Create a tradition of giving that brings generations together around shared values and community service.

Business Funds – Demonstrate your company’s commitment to the local community while building stronger stakeholder relationships.

Legacy Funds – Ensure your charitable intentions continue beyond your lifetime through estate planning or lifetime giving.

Key Benefits

  • Tax-deductible contributions reduce your tax burden while maximizing community impact
  • Perpetual giving means your donation works forever, not just once
  • Local focus ensures grants support Cardinia Shire charities and organizations
  • Professional management handles investments, administration, and grant distribution
  • Personal involvement allows you to engage with grant decisions and see your impact firsthand

Your Impact

Named funds support local youth programs, mental health and wellbeing programs, families in crisis, and grassroots programs. The Foundation’s professional grant-making process ensures your contributions are used effectively by legitimate organisations making real community impact.

Ready to create your lasting legacy? Contact the Cardinia Community Foundation to discuss establishing your named fund today.

Visit for more information: https://cardiniafoundation.org/named-funds

4th July 2025