The Morgans Foundation was established in 2005 and the core assets of the Foundation have grown to approximately $11 million.
In 2017, the Foundation donated over $500,000 to charities in which our staff and branch network are involved. Since the Foundation was established, it has donated approximately $6.3 million to over 150 charities around Australia.
In 2011, the Foundation was named QCF Corporate Philanthropist of the Year.
The Morgans 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.
The charities supported by the Morgans Foundation to date reflect the wide ranging community support and local interests of our Australia-wide network of offices, staff and clients.
We also have a further 50 beneficiaries that are designated gift recipients.
Send your cheque (payable to the Morgans Foundation) to:
The Chairman, Morgans Foundation
Reply Paid 202
Brisbane QLD 4001
If you are considering leaving a bequest in your will to the Morgans Foundation, we suggest you seek legal advice. The following words can 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:
Please contact us via:
Post: The Chairman
GPO Box 202
The Morgans Foundation is a registered charity for tax purposes and any donations over $2 are tax deductible.