What is the Be BlueRock Foundation?

BlueRock established the Be BlueRock Foundation to give individuals and organisations a simple, cost-effective way of making a charitable gift that will benefit generations to come. It’s another way we can give back to our communities.
The Be BlueRock Foundation is a Public Ancillary Fund, which is a type of charitable trust in which an individual, family, organisation or company can establish a fund to put aside money for long-term charitable purposes. It allows people to enjoy the benefits of a public foundation without the responsibilities of being a trustee.
BlueRock is responsible for the administrative, investment, legal, taxation, audit, reporting and compliance requirements of being a trustee which leaves you, our client, free to think about the charities and causes you’d like to support.
The Be BlueRock Foundation is endorsed by the Australian Taxation Office, ensuring all donations to the foundation are tax deductible and income earned is exempt from income tax.

Why Did We Create the Be BlueRock Foundation?

The Be BlueRock Foundation creates another opportunity for us to give back to our community.
The Be BlueRock Foundation allows BlueRock and our community to engage in meaningful conversations about how to create positive change in our community.
BlueRock aims to disrupt the commercial model that often drives philanthropic endeavours within the professional services industry by focusing on impact as our core and primary objective.
Importantly, the Public Ancillary Fund structure creates the opportunity for our clients and their families or colleagues to start their giving with a smaller financial commitment than would be required to establish a standalone Private Ancillary Foundation. It allows people to start small and have a far-reaching impact over time, while being part of a positive and inspiring community.

Benefits of Establishing a Be BlueRock Foundation Fund

You can make a tax-deductible donation now and decide each year which charities to support with the distributable income.
You can support the charities of your choice by funding projects or provide an enduring revenue stream.
You can embark on your philanthropic journey secure in the knowledge that all the administration, compliance and governance is taken care of by BlueRock as trustees.
You can involve friends, colleagues and family members in deciding which charities and causes to support.

How does it all work?

1
You set up a sub-fund based on your personal circumstances – either on your own or together with friends, family, your company or a local club.
2
You decide which causes or charities are nearest and dearest to your heart.
3
You contribute money to your fund at your discretion.
4
Your donations get invested on your behalf – sit back and watch it grow!

What are the Be BlueRock Foundation fees and charges?

Be BlueRock Fund
No fees
Sub-Fund
Fixed Fee*
*Note that this is a sliding scale - once the fund reaches a certain amount, the fee is reduced.
These fees include all of BlueRock’s charges, including investment service, governance, audit, distributions and communications.
BlueRock also offers a Philanthropy Service, which can work with you to decide on the best personalised approach for your philanthropy and our team can work with you to create your own giving plan and think about your legacy.

Want to know more?

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