Community & Environment |
Equity Trustees

Equity Trustees to release Annual Giving Review

Australia’s leading specialist trustee to release first annual giving review

Australia’s second largest trustee philanthropic funder, Equity Trustees, will next week release for the first time, a full report and analysis of $87 million of philanthropic granting and bequests, overseen by the Company in FY18.

The report will also set out with insights and data rarely shared, the approach with which Equity Trustees determines their granting. It outlines their commitment to measure the success of their funding decisions. The report showcases case studies illustrating impact and innovation in a number of key focus areas.

The Equity Trustees Annual Giving Review will be launched in hardcopy and online on 18 March 2019.

Advance copies can be provided to interested media outlets. Interviews available with:

·         Jeff Kennett AC, Chairman of Equity Trustees

·         Mick O’Brien, Managing Director, Equity Trustees

·         Jodi Kennedy, General Manager, Charitable Trusts and Philanthropy, Equity Trustees

Media inquiries

Alicia Kokocinski

General Manager Marketing & Communications 

03 8623 5396 / 0403 172 024



Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services and Responsible Entity (RE) services for external Fund Managers. Philanthropy services are provided by Equity Trustees Limited (ABN 46 004 031 298, AFSL 240975) and Equity Trustee Wealth Services Limited (ABN 33 006 132 332, AFSL 234528), both companies are part of EQT Holdings Limited (ABN 22 607 797 615), a public company listed on the Australian Securities Exchange (ASX: EQT)