Morgans Foundation

The Morgans Foundation works with local Morgans branches to support their communities and raise funds for charities that are changing Australian lives.

Since the Foundation was established in 2005 and the core assets of the Foundation have grown to approximately $17 million. Since its inception, the Foundation has donated over $16.5 million to Australian charities (as at August 2023).

In 2018, we launched Big Dry Friday which is a day to recognise the importance of rural and regional Australia, to connect city and country and to provide support where it's needed most. The concept is simple...on a Friday, once a year, city people forgo (or match) what they might spend on a nice lunch or drinks and donate it to support rural Australia.

Over the past six years we have raised more than $6 million with the help of regionally-focused businesses and their staff and clients across Australia and distributed these funds to rural charities assisting with education, mental health and financial hardship due to natural disasters.

Named the inaugural QCF Corporate Philanthropist of the Year in 2011, the Morgans Foundation supports charities that reflect the wide-ranging community support and local interests of our Australia-wide network of offices, staff and clients.

The Foundation matches any branch donation up to $5,000 per year enabling donations up to $10,000 per annum to charities of their choice. Many of our staff utilise the employee giving initiative, where Morgans will match donations up to $500 per employee per annum to registered charities.

Due to staff involvement we have a core group of charities around Australia where we have committed on a 'best endeavours' basis to support them over a number of years to enable them to extend or improve a service they identify.

Major beneficiaries

As well as branch-nominated local charities, we commit to these charities on an ongoing basis so they can maintain programs and plan new ones:

We also have a further 50 beneficiaries that are designated gift recipients.

Help us help others

If everybody helps, everybody gains.

Donate online

A straightforward donation is always welcome. You can make a secure payment to the Foundation online through PayPal. You will be emailed a tax receipt directly from PayPal within 24 hours.

Donate via post

If you would like to donate via cheque (payable to the Morgans Foundation), please send it to:
The Chairman, Morgans Foundation
Reply Paid 202
Brisbane QLD 4001

Bequest

If you are considering leaving a bequest in your will to the Morgans Foundation, we suggest you seek legal advice. The following words can be used in your will with guidance from your solicitor:

I give to the trustees for the time being of the Morgans Foundation Trust ABN 29 287 581 394 (Foundation) the sum of $.... for its general charitable purposes (or specific charitable purpose) and I direct that the receipt of the secretary or authorised officer of the Foundation shall be a sufficient discharge to my executors.

Morgans Small Holdings Initiative assists you in cleaning up your portfolio of any CHESS sponsored holdings with us. We encourage clients with holdings valued at less than $100 to donate them to the Foundation to sell on market. No brokerage is paid and a tax receipt is provided.

This process helps make a difference to the community through the Morgans Foundation donation program.

For more information on the Small Holdings Initiative, or to make a regular donation to the foundation:

download and complete the Donate Shares Form
talk to your Morgans adviser; or
visit your nearest branch

More information

Please download our Morgans Foundation brochure for more information or contact us via:

Email: [email protected]

Post: The Chairman
Morgans Foundation
GPO Box 202
Brisbane 4001

The Morgans Foundation is a registered charity (ABN 29 287 581 394) for tax purposes and any donations over $2 are tax deductible.

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