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Not-For-Profits

Not-For-Profits

Creating maximum impact and long-term sustainability for not-for-profits

Supporting Not-For-Profit businesses in a changing world

Now more than ever we need a Not-For Profit (NFP) sector that is compassionate and effective, innovative and strong. The range of people and communities in need is only getting larger and the responsibility – and opportunity – for NFP's to make a difference is growing just as fast. 

To make that difference – to really deliver for the communities they serve – NFP's need the strong underpinnings that top-quality financial governance provides.

Integrated NFP investment strategy delivering long-term sustainability

An NFP investment strategy (including an NFP Investment Policy Statement) that’s tailored to the mission and the organisation. One that is part of an integrated strategy that takes account of an NFP’s Spending Policy and delivers long-term sustainability as well as short-term program needs;

Financial structures and strategies that help the organisation manage their financial challenges – rising demand, variable funding, market volatility and regulatory change;

An integrated approach to NFP financial governance that helps NFP executives, boards and CFOs meet all their compliance and regulatory obligations and by doing so meet the needs and expectations of stakeholders including donors, partners and government. With that high level of NFP financial governance in place, NFP leaders are freed to focus on managing their organisation, delivering on their mission and growing their capability.

At Perpetual, we have a team of experts across philanthropy, governance and investment that work together to help NFPs meet all their investment strategy, sustainability and governance needs.

We believe NFPs are a great engine for good. We’re here to help the leaders who drive them forward.

Applying for funding

Not-for-profits can apply for funding from the philanthropic trusts and endowments that Perpetual manages, through our IMPACT Philanthropy Application Program (IPAP).

Impact newsletter

IMPACT provides insight into important issues for philanthropists and the not-for-profit sector. It shares thought provoking ideas and best practice examples that aim to both stimulate and motivate a passion for philanthropy with Impact.

 

How we help

Perpetual has been supporting NFPs for decades – by expertly investing charitable reserves to fund their work, building governance skillsets and by working with NFP leadership to create capabilities that serves all stakeholders – clients, donors and partners. Fordham, a specialist accounting firm that’s part of the Perpetual Group also provides a wide range of accounting and business services to NFPs – ranging from payroll to budgets and cashflow management, tax and financial statement administration and ACNC lodgments.

 

Our financial advisers – in their own words

“We are strategic partners to a wide range of not for profits and community organisations. With a team of specialists across philanthropy, governance and investment management we help them deliver for their clients and communities in a constantly changing environment.” Jamie Cockerill, Partner, Perpetual Private, NSW.

“Perpetual is working alongside NFPs and philanthropists all the time. That connection, that knowledge, means I can make a real difference whether I’m helping a client with their philanthropy – or helping an NFP with their investments or funding.” Liz Wheatley, Associate Partner, Perpetual Private, NSW.

 

Meet the team

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Caitriona Fay
Managing Partner, Community Social and Investment and ESG
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Jamie Cockerill
Partner, Private Clients NSW
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Daniel Tomé
Partner, Private Clients VIC
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Andrew Parker
Partner, Private Clients SA
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Constantine Maglis
Partner
B. Com (Acctg & Fin), Adv.Dip. FS (FP), AFP ®
Caitriona Fay
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Caitriona Fay

Managing Partner, Community Social and Investment and ESG
Bio

Cat Fay is a senior social investment and business leader in Australia. She has more than twenty years’ experience advising families, individuals and institutions on philanthropic and social investment strategies.

At Perpetual, Cat oversees approximately $5 billion in community funds across Perpetual’s work with philanthropists, non-profits and Native Title groups. Under her management, Perpetual’s clients distribute around $120 million annually through philanthropic trusts, estates, and endowments. She is also responsible for driving Perpetual Private’s client strategy in ESG investment.

Prior to her time at Perpetual Cat worked at The Ian Potter Foundation in Australia and the Heritage Lottery Fund in Scotland and London advising on community and built heritage regeneration projects.

Outside of Perpetual, Caitriona is a leader in democratised philanthropy, focused on giving voice to communities in decision making. She’s a founding Board Member of GiveOUT – a national day of giving for LGBTQIA+ causes, a founding member of Melbourne Women’s Fund, a Board Member of The Ladder Project and a member of the International Women’s Forum.

Jamie Cockerill
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Jamie Cockerill

Partner, Private Clients NSW
Bio

Jamie has over 20 years’ experience providing sophisticated investment advice to high net worth families and Not-For-Profit organisations.

With $1.5 billion in funds under management, Jamie’s team provides strategic advice to high net worth families, philanthropists and Not-For-Profits across medical research, cemeteries, schools, professional and sporting associations, indigenous land councils and other community organisations, to help maximise their investments to support the community.

Jamie takes a partnership approach with his clients to deliver tailored investment strategies to meet their specific investment objectives, taking into account ethical portfolio preferences and board governance requirements. He works closely with specialist teams within Perpetual, including investment strategy and governance, portfolio construction, investment research, philanthropy, estate planning and local and international tax and accounting.

Prior to joining Perpetual, Jamie spent seven years as a Senior Adviser at Westpac Private, where he was responsible for providing sophisticated advice to wholesale clients. He held a similar role prior to Westpac at NAB Private.

Jamie holds a Bachelor of Business from Griffith University, is a Certified Financial Planner and is a Member of the Australian Institute of Company Directors (AICD).

Daniel Tomé
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Daniel Tomé

Partner, Private Clients VIC
Bio

Daniel is the Partner of VIC’s Not For Profit and Medical division.

He has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps them develop best practice investment policies as well as connecting them with Perpetual’s philanthropic resources.

Prior to joining Perpetual, Daniel was Senior Financial Adviser to the Private Clients of Halifax Bank of Scotland Australia (HBOSA) and HSBC Bank Australia.

His international experience was gained in Canada as a Financial Adviser for nine years with Assante Capital Management.

Andrew Parker
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Andrew Parker

Partner, Private Clients SA
Bio

Andrew is the Partner of SA’s Not For Profit division.

With over 32 years experience, Andrew specialises in advice to large complex organisations, family offices, not-for-profit clients and philanthropic trusts. He has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps his clients implement best practice investment policies. Andrew also connects clients to other parts of the Perpetual business, including Philanthropic services.

Prior to joining Perpetual, Andrew held senior adviser roles within commercial and private banking based in Adelaide for the last 9 years. Andrew has also held senior manager roles in institutional banking at JPMorgan Chase, Deutsche Bank and Royal Bank of Scotland in Tokyo, Singapore, London, New York and Sydney over a period of 20 years.

Andrew has a Bachelor of Business (Finance), Advanced Diploma of Financial Planning, is an accredited Self- Managed Super Fund adviser (SMSFA) and speaks several languages.

Constantine Maglis
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Constantine Maglis

Partner B. Com (Acctg & Fin), Adv.Dip. FS (FP), AFP ®
Bio

Con is a Partner with extensive experience advising the not-for-profit sector, executives and ultra-high net worth families. He delivers the full range of resources needed to address the complex, multi-faceted challenges of managing significant wealth.

Since 2010, Con has provided trusted advice to his clients and is highly experienced in managing wealth and protecting their investment assets.
In his role at Perpetual, Con’s vision is to enrich communities, people and lives with advice and services that inform, educate and sustain longevity of wealth. He believes in honest and meaningful relationships with his clients and delivering an exceptional level of service to help them reach their objectives.


Con delivers tailored strategies to meet individual client objectives by bringing in specialist teams within Perpetual, including investment research and strategy, governance, philanthropy, succession planning, estate planning and accounting.
Prior to joining Perpetual, Con spent eight years at Commonwealth Bank, as Strategic and Investment Adviser at Commonwealth Private.

Con holds a Bachelor of Business and Commerce with a double major in Accounting and Finance and is currently completing his studies with the CFA Institute.

Your best interests at heart

Perpetual provides a wide range of services to the NFP sector. That service is delivered by a team of experts in everything from investment and governance to philanthropy and finance. We seek to partner with NFPs in the areas where we can bring our unique capability to bear, helping them service their communities, fund their operations and increase their impact.

Perpetual works with NFPs and charities across a wide range of fields in Australia and overseas – education, social welfare, advocacy, aged care, medical research and the arts – to name a few. Our services range from NFP governance – investment and spending policies, investment strategy – to all aspects of the specialist investment management of NFP capital.

Perpetual also works with donors every day to help them generate greater impact from their giving. So, we’re a natural connecting point between philanthropists, funders and NFPs. Just as importantly, we’re constantly engaging with NFPs, philanthropists, business, government and the education sector to help increase the impact NFPs can have – through thought leadership, network building, a focus on capability and involvement in public policy processes.

Perpetual is an ASX-listed, diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created around putting clients first – is what makes Perpetual unique.

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Contact our team today


And see how we can help protect and build your wealth

Perpetual’s Philanthropic Services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This webpage has been prepared by PTCo and may contain information contributed by third parties. It contains general information only and is not intended to provide you with advice or take into account your personal objectives, financial situation or needs. The information is believed to be accurate at the time of compilation and is provided by PTCo in good faith. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. PTCo does not warrant the accuracy or completeness of any wording in this document which was contributed by a third party. View the Perpetual Group's  Financial Services Guide.

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