Private ancillary fund

There are several ways you can give money to a cause, either as a gift when you are still alive or as a bequest in your Will. If you are interested in creating your own personalised charitable giving program during your lifetime which continues after your death then a private ancillary fund (PAF) may be suitable.

What is a PAF?

A PAF is a private fund to which you can make a tax-deductible donation for the purpose of supporting philanthropic organisations. The donations you make help to build an investment portfolio of carefully selected assets. A PAF would be appropriate if you want to direct a meaningful portion of your wealth towards your philanthropic goals and be involved in the ongoing decision making.

Many operators of PAFs ask their family members to become involved in the operating of the PAF and regular gifting process, however, this is always a personal decision for the trustees.  

How we can help you

We can help you establish a PAF and put the necessary documents and governance structure in place to ensure your fund operates smoothly and efficiently into the future. So please contact us today and let's discuss how we can help you.

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