About this Grant Opportunity
Thanks to the generosity of our clients, Perpetual distributes around $120 million annually from the charitable trusts and endowments we manage.
Many of these trusts and endowments are created with specific directions around the charities that will benefit.
However, where trusts and endowments have a more flexible approach to grant making, we undertake a rigorous application program that matches our clients’ wishes with suitable organisations.
Our IMPACT Philanthropy Application Program allows philanthropists and Not-for-Profits (NFPs) to connect, and allows NFPs to demonstrate how they improve outcomes for the communities in which they operate.
We encourage high quality outcomes by identifying organisations that can maximise their impact through:
- good governance
- solid leadership
- strong strategy
- an outcomes focus.
Perpetual is honoured to assist our clients in providing funding to organisations with programs that align to the areas they wish to support through their philanthropy.
Please note that the following conditions apply to all grants provided by Perpetual:
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The funds received may be only used for the purposes outlined by your organisation in your grant application. If the nominated activity does not proceed, it is your organisations responsibility to let us know as soon as possible so that we can agree on an appropriate course of action, which may include any unspent grant funds being repaid to the Trust that provided the funding. If you wish to make any changes to the timeframe, project focus or expenditure of your grant, please complete and submit a Change Request form, available under My Submissions in your Perpetual SmartyGrants profile. Note that changes are limited in scope as defined by the funding trust. Any changes considered by Perpetual will be required to meet these terms. All changes must be approved by the appointed Trustees before proceeding.
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The charitable tax concession and deductible gift recipient status of your organisation are correct during the period of 25 October 2021 to 30 June 2022 on the ABN Lookup website.
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During the funding period your organisation remains registered with the ACNC and does not have any enforcement actions taken out against it by the ACNC and is not more than 12 months overdue in its reporting obligations to the ACNC.
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In the event a receiver, liquidator, administrator, trustee or similar official is appointed over your organisation, or an application is made or resolution is proposed for the winding up of your organisation, any unspent grant funds that cannot be utilised for the nominated activity must be repaid to the Trust that provided the funding.
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We request that this grant is used only for the purpose(s) outlined in your funding notification. We ask that the grant is not applied towards electoral expenditure or used in relation to the creation of communication of electoral matter.
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Your organisation is required to submit an Acquittal Report to us for funding received. Acquittal reports must be submitted by 31 January annually until your grant obligations are completed and funding has been fully utilised. Failure to provide acquittal reports by these deadlines will be taken into account when considering future funding applications from your organisation.
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Acquittal forms are accessible through “My Submissions’ in your Smartygrants profile. If you are not the person in charge of completing acquittal reports, please let the most appropriate team member know where the forms are located. Note that we have made some improvements to our acquittal forms, including streamlining from two (interim and final) to one form. These new acquittal forms will be available for use for all IPAP funding received from 2022 onwards.
