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Give purpose to your family’s wealth

Create your own Named Giving Fund and get your family involved in philanthropy, so that you can make a purposeful impact for generations to come. By providing an enduring revenue stream through invested capital and annual distributions, your impact will grow over time, ensuring a lasting legacy beyond one-off donations. We’ll take care of all the admin and compliance, while you focus on giving back to the causes your family cherishes.

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Family Philanthropy

WHAT IS A NAMED GIVING FUND?

A strategic and cost-effective way to support the issues you care about.

When you create a Named Giving Fund with BlueRock, you own a sub-fund within a public ancillary fund (PUF) called the Be BlueRock Foundation.

BENEFITS OF ESTABLISHING A NAMED GIVING FUND

You’ll meet like-minded donors and get to know the charities and programs you’re backing, with the full support of our team’s knowledge and research. Embark on your philanthropy journey knowing that BlueRock will manage the investment, administration, compliance and governance of your charitable fund, while you focus on giving.
  • Tax deductible donations

    Tax Deductible Donations

    Make smart tax decisions and take advantage of tax-deductible donations to your fund at any time. Donations over $5,000 can be deducted over a 5-year period.

  • Ongoing Compounding Impact

    Ongoing & Compounding Impact

    Support the charities you care about by providing an enduring revenue stream through invested capital and annual distributions, that grow your giving over time, instead of one-off donations.

  • Focus on Giving Back

    Focus on Giving Back

    Embark on a philanthropic journey knowing that all administration, compliance and governance is taken care of by the Be BlueRock Foundation.

  • Make Generational Impact

    Make Generational Impact

    Create a legacy your whole family can feel connected to and proud of by involving your family members in deciding your fund’s name, cause areas and giving strategy.

HOW DOES A NAMED GIVING FUND WORK?

You name your fund, choose the causes you wish to support, and enable anyone, including you, to provide tax-deductible donations to your fund. A Named Giving Fund requires a minimum donation of $50,000.

Step 1

Set up your sub-fund, either with your family, friends, or even a local club or community group.

Step 2

Decide where you want to make an impact and which charities you want to support.

Step 3

Anyone can contribute money to your fund at any time, as tax-deductible donations.

Step 4

Funds are invested in an ESG Portfolio, with distributions made to DGR-1 status charities of your choice each year.
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Philanthropic Advisory Service

Tailor a giving strategy around the things you’re passionate about. Then make an impact with a personalised plan that’s right for you and your family. We explore, research and complete due diligence on potential charities of interest to you, and formulate investment strategies to maximise your donations.
Download Philanthropy Toolkit

WHAT OUR CLIENTS SAY

  • Family Philanthropy Client Quote

    "The whole notion of involving our kids in the foundation was really important to us"

    We didn't just need to set the endowment up. The whole notion of involving our kids in the foundation was really important to us because we wanted to get a succession plan going. We wanted to have the kids in a position where they can further work over the coming generations."

    Craig Ferguson

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