Heartbeat December 2023 Edition
13 May 2021
Take the next step with your charitable giving by starting your Heritage Bank Charitable Foundation “Sub-Fund”. A Sub-Fund could be the perfect philanthropic platform for you to make a difference, both now and well into the future. We can help you create your legacy.
The Heritage Bank Charitable Foundation may be able to assist you if you’re seeking to achieve the following:
As a Public Ancillary Fund, the Heritage Bank Charitable Foundation is able to create charitable “Sub-Funds”.
You create a Sub-Fund by way of a fully tax deductible donation to the Heritage Bank Charitable Foundation. Your Sub-Fund is then invested as part of the entire fund, with the aim of producing income for annual distributions to Deductible Gift Recipient (DGR) item 1 charities of your recommendation.
A Heritage Bank Charitable Foundation Sub-Fund can be started with a $5,000 donation, pledged to reach $20,000 in four years’ time.
While we are separate entities, the Heritage Bank Charitable Foundation has the full support of Heritage Bank, one of Australia's largest customer-owned banks, and one of the oldest financial institutions in the country. Heritage Bank is based in Toowoomba, with origins that go back to 1875 and the formation of the Toowoomba Permanent Building Society.
If you would like to discuss how you could benefit from setting up a Heritage Bank Charitable Foundation Sub-Fund, we would be more than happy to speak further with you. Please do not hesitate to contact the Foundation on 13 14 22 or email charitablefoundation@heritage.com.au.
Heartbeat December 2023 Edition
Six Aussie charities share in $137,000
Six Aussie charities share in $137,000 in funding from latest round of grants from the People First Bank Charitable Foundation.
Fourth grant round opens with $137,000 on offer
The People First Bank Charitable Foundation offered a massive total of $137,000 in funding for eligible charities for this round, including one new grant worth $50,000.
Weis Community Fund makes a lasting leadership impact
Our 2023 Community At Heart Appeal begins on 10 July
Weis Community Fund offers $37,000 in grant funding
The People First Bank Charitable Foundation invited applications for the Weis Community Fund.
Heartbeat March 2023 Edition
Our Annual Review for 2021/2022
Women & Change finds new home
People First Bank Charitable Foundation supported Women & Change – Queensland’s original giving circle.
People First Foundation Limited ATF People First Bank Foundation ABN 79 297 317 699. Registered under the Collections Act 1966 (QLD). People First Bank Foundation may be referred to as The Foundation across this website. The Foundation is not an authorised deposit-taking institution and its obligations do not represent deposits or other liabilities of Heritage and People’s Choice Limited (People First Bank). People First Bank's support of the Foundation is limited to operational costs, donation amounts and in-kind employee and charity partner support.