IMPACT Philanthropy Application Program (IPAP)

IMPACT Philanthropy Application Program (IPAP) is sponsored by Perpetual. IMPACT Philanthropy Application Program (IPAP) is a grant program administered by Perpetual that provides flexible, mission-aligned funding from charitable trusts and endowments across Australia.

## IMPACT philanthropy funding A more flexible approach to grant making ## Grant Toolbox: new grant management platform Perpetual has transitioned to a new grant management platform, **Grant Toolbox. ** All grant applications, reporting and change requests – including the IMPACT Philanthropy Application Program (IPAP) – will now be managed through this system.

## Perpetual's IMPACT philanthropy application program (IPAP) Thanks to the generosity of our clients, Perpetual distributes around $120 million annually from the charitable trusts and endowments we manage. Many of these trusts and endowments are created with specific directions around the charities that will benefit.

However, where trusts and endowments have a more flexible approach to grant making, we undertake a rigorous application program that matches our clients’ wishes with suitable organisations. Our IMPACT Philanthropy Application Program allows philanthropists and Not-for-Profits (NFPs) to connect, and allows NFPs to demonstrate how they improve outcomes for the communities in which they operate.

Not-for-profit organisations can apply for funding from Perpetual’s IMPACT Philanthropy Application Program annually between October and December. Here we provide information on how the process works, the key areas we assess on, and must-read information to help not-for-profit organisations put forward their best possible application.

* Download the IPAP guidelines 2026 * Download the Frequently Asked Questions * Download the Sample Application Form ## Want more information? Watch the video to find out more about the Four Pillars and the assessable questions. We sometimes run IPAP information sessions with NFPs in person.

You can register to receive IPAP updates.

##### Annual IPAP timeline October - December Applications open December - March Eligibility and assessment March Ineligible and low scoring applicants notified April - mid June Matching of applications to philanthropic trusts and endowments End June Organisations notified and funding distributed Donors need to know that organisations are complying with all the requirements of a charity and are not at risk of losing Deductible Gift Recipient/Charity status or going into administration.

Perpetual checks the Australian Charities and Not-for-profits Commission compliance decision list for non-compliance. Organisations on this list will have their applications marked as ineligible as part of our assessment process.

Perpetual has a responsibility to our clients to ensure they are investing in organisations that will meet the acquittal and reporting requirements of the grant and checks that all prior grants administered by Perpetual have been acquitted and reported against.

Ultimately, Perpetual is working on behalf of its philanthropy clients to find great organisations that have a clear mission and goals and a realistic and reportable strategy to achieve them. We are looking for well-governed, well-led organisations that are committed to regularly monitoring their work, tracking progress and learning from both successes and challenges to create the impact they are dedicated to.

Organisations that can demonstrate commitment to these areas are those that Perpetual will recommend for philanthropic investment. ##### The four key pillars we assess on Perpetual focuses on four pillars when assessing applications for funding, identifying organisations that can maximise their impact through good governance, solid leadership, strong strategy and an outcomes focus.

The assessable questions within the application form are focused on these pillars. * **Strategy** – When we talk about strategy, we’re looking for organisations that can speak to their mission, understand how effective they are and how they're performing against their mission.

* **Leadership** – When assessing leadership, we’re looking for organisations that have an awareness of their external environment and have a willingness to learn and collaborate with other organisations pursuing similar goals. * **Capability** – When capability is assessed, we’re looking for organisations that understand what a sustainable business model looks like to them and how this is measured.

* **Outcomes** – When we ask about outcomes, we’re looking for organisations that can demonstrate evidence of success that’s measurable, realistic and can provide our clients with a clear picture of the long-term impact of funding. ##### The key questions - and how to answer them We want to help well-run, effective organisations access funding and better serve their communities.

Below are some of the key assessable questions in the application process, including which pillar they fall under, where you might find the information to answer those questions and how to fill in the application to best demonstrate your organisation’s strengths. ##### If your organisation is successful in receiving funding, the following conditions will apply. 1.

The funds received may be only used for the purposes outlined by your organisation in your grant application. If the nominated activity does not proceed, it is your organisations responsibility to let us know as soon as possible so that we can agree on an appropriate course of action, which may include any unspent grant funds being repaid to the Trust that provided the funding.

If you wish to make any changes to the timeframe, project focus or expenditure of your grant, please email philanthropy@perpetual. com. au.

Any changes considered by Perpetual will be required to meet these terms. All changes must be approved by the appointed Trustees before proceeding. 2.

The charitable tax concession and deductible gift recipient status of your organisation are correct during the period of 1 April 2026 to 30 June 2026 on the ABN Lookup website. 3. During the funding period, if your organisation is registered with the ACNC, it must not be subject to any enforcement actions or have reporting obligations overdue by more than 12 months.

For more information click here. 4. In the event a receiver, liquidator, administrator, trustee or similar official is appointed over your organisation, or an application is made or resolution is proposed for the winding up of your organisation, any unspent grant funds that cannot be utilised for the nominated activity must be repaid to the Trust that provided the funding.

5. This grant must be used solely by the recipient organisation (unless under an approved auspice agreement) and only for the purpose(s) outlined in your funding notification. We ask that the grant is not applied towards electoral expenditure or used in relation to the creation of communication of electoral matter.

6. Unless notified otherwise, all funding recipients must submit annual acquittal reports outlining their funded activities by **31 January each year. ** This obligation continues until the project is completed and all allocated funds have been fully utilised.

7. Future funding commitments are subject to the grant conditions above and remain at the absolute discretion of the trustee(s). If your organisation is unable to meet any of these conditions, please notify Perpetual as soon as possible.

Please call us on 1800 501 227 during business hours or email philanthropy@perpetual. com. au.

##### Recognition of donors If your NFP organisation wishes to name the trusts or endowments that have provided funding for your activity via your website, newsletters or in the media, please email philanthropy@perpetual. com. au to request approval.

Philanthropy insights report: A decade of philanthropy White paper: A new approach for Australian NFP fundraising This white paper helps NFP boards and executives to improve their fundraising capability with information, advice, tools and case studies. We can help with much more than funding We’re also committed to supporting sector leaders and helping non-profit organisations manage their endowment investments.

## New grant management platform, Grant Toolbox - how to video Perpetual is now using the grant management system, Grant Toolbox. This video explains how to complete your user registration to access the system. Have a question about the IPAP process that hasn’t been covered on this page?

Perpetual’s Philanthropic Services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This webpage has been prepared by PTCo and may contain information contributed by third parties. It contains general information only and is not intended to provide you with advice or take into account your personal objectives, financial situation or needs.

The information is believed to be accurate at the time of compilation and is provided by PTCo in good faith. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

PTCo does not warrant the accuracy or completeness of any wording in this document which was contributed by a third party. View the Perpetual Private Trustee Service Financial Services Guide.

Australia and New Zealand The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited.

Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms. Please read this information carefully as it governs your use of this website.

The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.