We have a deep understanding of the issues that are relevant to this sector. Our experience includes providing advice on the creation and development of investment policy statements, establishing governance frameworks, providing ongoing asset allocation & investment advice including tax effective income strategies, portfolio administration and performance reporting.
We can help advise on how to create strong investment policies, develop ethical/socially responsible investment portfolios as well as strengthening financial governance and provide insights on social impact investing
Many of our NFP accounts are long-term, multi-generational relationships. We understand their operations, their staffing, their projects, their goals, and how in managing their corpus, they must balance the needs of the present against the interests of future beneficiaries. We are proud to help these organisations.
We also lend our advice to several NFP investment committees – whose organisations operate in environmental, educational, community and aged care support. These corpus amounts can be quite large, and we provide counsel to the investment committees on how best to achieve their investment goals in a way consistent with their investment policies.
In a voluntary capacity we have served on a number of boards, finance committees, investment committees and advisory boards – with experience across foreign aid and development, education, religious organisations, sporting bodies, children with disabilities and foundations.
We look to partner with outstanding organisations that can structure investment opportunities to use investment portfolios for greater impact in a user-friendly way.
|For example, the IIG impact Alternatives Fund is a diversified fund offering low-correlation investment strategies, designed to catalyse significant environmental and social benefits and to be attractive to a broad range of wholesale investors.||Altiorem is a not-for-profit library and resource centre that can help clients and advisers gain a solid understanding of critical sustainability issues and their relevance to business and finance.|
We host leading fund managers to present on various investment strategies with an ethical overlay or charitable mission.
Tom King, Fund Manager at sustainable investment fund, Nanuk presented to EL&C Baillieu clients and Philanthropy Australia’s Next-Gen clients on “The Sustainability Revolution -the second Wave.”
Schools Plus hosted a workshop for philanthropic foundations on “Education and Venture Capital.”
Philanthropy Australia’s Yearly Policy & Advocacy roundtable -attended by 35+ senior management of Australia’s leading philanthropic foundations.
David Sutherland – former CFO Morgan Stanley Asia; Chairman ICM presented on “A Business solution to ultra-poverty”
Vedran Drakulic OAM – CEO Gandel Philanthropy presented on “Philanthropy from the heart in the 21st Century: passe or even more important than ever?”
Ronni Kahn AO – Founder & CEO OzHarvest
Harry Turner – former Global COO Opportunity International; Partner, Talanton presented on “an approach to social impact investing.”
Anna Draffin – Executive Director of ShareGift
David Ward – Technical Director, Australian Philanthropic Services presented to staff on private client philanthropic structures.
|EL&C Baillieu donates its services each week to help ShareGift Australia.
ShareGift is a registered charity which enables individuals to donate shares to charities quickly, cheaply (no brokerage) and efficiently.
|We partner with Australian Philanthropic Services (APS) to provide advice on structured giving and deliver administration services to our clients’ choice of charitable giving structure including private ancillary funds, charitable trusts and sub-funds. We also work with APS’ grantmaking experts to help support our clients make informed giving decisions and achieve impact on the causes they want to support.||We are proud “Engaged” subscribers to Philanthropy Australia.
We have a strong relationship with Philanthropy Australia, having co-hosted a number of events.
Philanthropy Australia provides our advisers and clients with expert guidance on how to give effectively.
We aim to make a meaningful impact with a small number of early-stage charities that support causes our staff are passionate about:
The EL&C Baillieu Charities Fund, established by donations from our staff, is designed to create a culture of “giving back”, providing opportunities to engage with, support and serve exciting early-stage charities.
The fund is a sub-fund of the APS Foundation. All donations into the fund are tax deductible.
4% of the fund corpus is donated each year to a DGR1 status charity.
We donate 5% of fees charged on NFP mandates to our EL&C Baillieu Charities Fund.
As you would expect, we apply the same rigour to selecting charities to support as we do to selecting appropriate investments for our clients. We are very pleased to have chosen EatUp as our inaugural charity partner for EL&C Baillieu.
With the generous help and lunch-making skills of a dedicated army of volunteers, Eat Up makes and delivers thousands of lunches a month to schools around Australia. In fact, since 2013, they’ve delivered over 850,000 lunches. Which is over 850,000 afternoons of learning salvaged from the grips of hunger. And their mission is to keep going until all of Australia’s hungry school kids are fed.
Eat Up recently commented on the impact of Covid-19: “Covid-19 saw us move quickly to re-look at the support we were able to provide our school communities as students began their remote learning, which in turn meant we were unable to feed hungry tummies in class as we usually would. …Schools have contacted Eat Up in recent weeks to report increases in their local families in need reaching out. The Covid-19 restrictions have meant devastating loss of jobs, self-isolation and children spending more time at home than at school around Australia. Eat Up has responded quickly to adapt our approach from school lunches to launch our new Emergency Food Box initiative to support our school network.”
EL&C Baillieu Ltd supports workplace giving initiatives and has participated in Workplace Giving Australia’s Employer Leadership Group. Many of our staff make regular donations to the fund from their monthly salary, while others choose to do so at financial year end.