With our expertise in the investment of funds and grant-making, along with deep connections across the region, we are well-positioned to ensure that donations are used effectively to strengthen the community as the donor intends. Establishing a Named Fund is an efficient and straightforward alternative to setting up a private fund. There are no complex compliance issues or ongoing costs such as accounting, audit, or legal fees.
A Named Fund offers a lasting legacy for the Cardinia Shire community, and donations to the fund are tax-deductible. The named fund can be for personal, family, legacy or business. Once established, donated funds are pooled and invested, with the income used to provide grants to local charities.
Business Named Fund
Your Named Fund will have all the long-term benefits of your own company foundation without the workload, effectively giving forever. By opening a Named Fund you gain immediate tax benefits and philanthropic impact while avoiding the complex administrative burdens of running a private foundation. The foundation handles all legal compliance, investment management, grant administration, and reporting requirements, allowing your company to focus on its core mission while maintaining a lasting charitable legacy. Your fund can support causes aligned with your company values across generations, with the option to involve employees in giving decisions with our grant applications and create meaningful community engagement opportunities.
In Memory Named Fund
We all have great memories of those we’ve lost – their kindness, laughter and wisdom. These moments remind us of their warmth, generosity and the difference they made in the world. A Named Fund established through the Cardinia Community Foundation will ensure that your loved one’s values and passions continue to create positive change. It is a permanent way of honouring someone’s legacy in a philanthropic way.
The creation of a Named Fund is not just a way to honour your loved one’s memory; it’s a way to keep their spirit alive. Every contribution to these funds helps to further the Cardinia community and ensures that your loved ones impact will continue to grow.
For more information on Named Funds, you can contact us or download our information pack on the link below:
Current Named Funds
If you would like to contribute to a current fund, please contact us.
