Freemasons Foundation Victoria offers an opportunity to preserve your donation or bequest and provide a long-term gift to your chosen charity in years to come via the creation of a Named Sub-Fund.
A Named Sub-Fund can be established in either of the two charitable trusts of which Freemasons Foundation Victoria is a trustee:
The Freemasons Public Charitable Foundation (FPCF) is a public ancillary fund endorsed as an item 2 Deductible Gift Recipient (DGR). All grants from FPCF must be made to item 1 DGR charities.
Freemasons Benevolent Fund (FBF) is a charity, endorsed as income tax exempt. Donations to the fund are not tax deductible.
The benefits of a Named Sub-Fund
Donations to the Freemasons Public Charitable Foundation are tax deductible
Long term gifts to your chosen charities
We manage the investment, governance and administration
Low Fees - 0.6%
Families, friends, Lodges and businesses can contribute to your fund or establish their own
The Funds are Income Tax Exempt
Can create a legacy in perpetuity from your bequest
How does Named Sub-Funds work?
The minimum amount required to established a Named Sub-Fund with Freemasons Foundation Victoria is $2,000. Once established, the funds within your Named Sub-Fund are pooled and invested with income and capital attributed accordingly. You can commence granting when the balance reaches $11,000. While investment returns help to grow your balance, anyone can make donations into your Named Sub-Fund. Freemasons Foundation Victoria online donation portal provides a quick, easy and secure way of contributing to your Named Sub-Fund.
For further information about Named Sub-Funds please refer to the "Named Sub-Funds Agreement". To apply download the "Application Form". For further discussion please contact Neil Cripps at (03) 9411 0124 or email