THE TRUSTEE FOR STATE TRUSTEES AUSTRALIA FOUNDATION

Charitable Giving Victoria - State Trustees Victoria

Distributions to charitable organisations in FY 2021/22 totalled $3,820,039. At the request of our generous donors, around $2.73M was paid to specific charities named by our donors, approx. $1.09M to successful projects in the following program areas via our grants programs: Vulnerable Victorians Medical Environment & Animal Welfare
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statetrustees.com.au
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The Trustee for State Trustees Australia Foundation

The Trustee for State Trustees Australia Foundation is a registered charity under the Australian Charities and Not-for-profit Commission (ACNC). Established in 1994, it functions as a perpetual public charitable trust primarily for the benefit of Victorians. This organization allows individuals to make donations to a general charitable cause or a specific charity, enabling sustainable charitable giving through strategic investments and grant programs.

Objectives and Grant Programs

The foundation focuses its grant programs on several key areas:

  • Support for Vulnerable Victorians: Providing assistance to those in need within the community.
  • Medical Research and Support: Funding health-related initiatives and research.
  • Environment and Animal Protection: Encouraging conservation and welfare efforts.
  • Regional Community Support: Aiding regional communities in Victoria.

Private Charitable Trusts

In addition to general donations, the foundation offers the option of creating private charitable trusts. These trusts can be named after individuals, families, or organizations and are managed according to the donor's wishes.

History and Governance

The State Trustees Australia Foundation is connected to State Trustees, which was first established in 1940 as the Public Trustee of Victoria. The organization evolved over time, becoming a state-government owned company in 1994. Today, it operates under the guidance of principles such as care, unity, and passion, and is committed to supporting First Nations people through its Reconciliation Action Plan.

The foundation works closely with the charitable sector to distribute funds effectively and ensure long-term impact from donations received. Annual investments are made to support ongoing charitable projects while preserving resources for future initiatives.

[1] https://www.statetrustees.com.au/philanthropy-and-charitable-giving/ [2] https://www.statetrustees.com.au/our-story/ [3] https://www.guardianship.org/IRL/Resources/Documents/state_tustees_magazine_19.pdf [4] https://www.acnc.gov.au/charity/charities/8193de6f-39af-e811-a963-000d3ad244fd/documents/edf7a959-0847-ea11-a813-000d3ad1f497 [5] https://en.wikipedia.org/wiki/Public_trustee

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What a fantastic initiative! It's inspiring to see opportunities to leave a lasting legacy while supporting the causes that matter most to us. Thank you for making it easier for people to make a difference in our community! 💙🌟
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This is such a wonderful way to ensure your values live on! I’m excited to hear about the limited will writing spots—what a great opportunity to make a meaningful contribution! Keep up the incredible work, Team! 🙌✨
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1. What are the key factors to consider when deciding how to incorporate charitable giving into your will or estate plan?
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2. How can NGOs better educate potential donors about the benefits and impact of leaving a charitable gift in their wills?
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Im looking for Im looking for Im looking for Live in Bendigo or Geelong. Weve just opened limited will writing spots this May. Click here to book Charitable Giving Victoria We help you leave a lasting impact on the charities and causes you care about most. On this page About Charitable Giving You can choose to leave a oneoff gift or create a lasting impact by supporting your favourite charity or cause annually in your will or through a trust.

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