FOR PEOPLE WHO WANT THEIR GENEROSITY TO OUTLIVE THEM
Your giving shouldn't end when you do.
We protect, invest and steward charitable funds so every gift continues making a difference for generations to come.
Give once.
Keep giving for generations.
Tell us what you care about and what you want your gift to do. In plain language, you'll walk away knowing:
- how much your gift could pay out each year
- who it could support
- how the tax works for you
No obligation, no jargon.
How it works
The Forever Gift: spend the fruit, keep the tree.
Three things happen to every rand you give
1. Protect Your intent
Your wishes, in writing,
for good.
We record what you want your gift to do in a signed gift agreement. If a charity you name ever closes or loses its way, your gift doesn't die with it. We redirect it to a comparable cause that fits your purpose.
Your purpose outlives any one organisation
2. Grow your
gift
Invested carefully,
for the long run.
Licensed, regulated managers invest your gift under a written investment policy. The next seven-plus years of payments are set aside in safer funds first, so payments don't depend on a good day in the markets. The rest is invested to grow ahead of inflation.
Payments are protected years ahead.
3. Sustain the good work
A reliable cheque,
every year.
Each year we pay out a sustainable 3–4% of the fund to vetted, registered public benefit organisations. Charities can plan around money they know is coming, instead of hoping the next donor appears.
Steady support for generations, not a once-off windfall.
Our trust has been going for over 60 years and never have we had the portfolio do so well in such a short time as when it was moved to her and her team.
We have had such a professional service with wonderfully insightful presentations. What I love the most is her “layman’s” terms so that we can all understand what is happening with the money.
She has understood from the beginning the mission & ethos of our trust so has absolutely continued with all the values that we uphold.
- Amy Q., The charlotte roberts trust
FOR PEOPLE WHO WANT THEIR GENEROSITY TO OUTLIVE THEM
the hard truth about generous gifts
You worked for decades to build what you have. Then you give a large part of it away, and within a year or two it's gone.
Not because anyone was careless. Because:
The need is permanent, but the gift is once-off. A school still has salaries to pay next year, and the year after.
Charities aren't investment experts. Most have no one to manage a large gift, so it sits in a bank account or pays this month's bills.
People change. Founders retire, boards turn over, and successors don't always know what you intended.
Organisations close. When they do, the gift often goes with them.
R1 million spent this year helps once.
R1 million invested at a sustainable 3–4% pays out R30,000–R40,000 every year.
Within 25–35 years it has given away more than the original gift, and if it's invested well, the R1 million is still there, still working. (Illustration only.)
Generosity isn't the problem. A plan to make it last is.
A charity that chose to last.
API cared deeply about Never Neverland, a school and crèche caring for about 260 children. When API's board looked ahead, they faced the question every generous organisation eventually faces: what happens to this money when we're no longer here to look after it?
They could have handed over R5 million and closed the door. A gift like that can be gone in a few years. Instead they made a braver choice. In 2026 API became The Giver's Fund: a new board, a new founding document, and one rule at its heart. Invest the gift. Pay out the fruit. Keep the tree.
Today the school receives R15,000 on the 1st of every month, automatically. After five payments, the R5 million is still intact. It's built to keep paying long after everyone around that board table has gone.
We'd love to do the same for the causes you care about.
Our Steward's Promise to you.
If you trust us with your gift, here is what you can hold us to.
Our core promises are written into our Memorandum of Incorporation, so they bind every board after us too.
we honour your intent
Your wishes are recorded in writing. If a named cause can no longer receive funds, we choose a comparable one that fits your purpose.
we preserve and grow your gift
Our payout rule balances today's impact with protecting the capital, so your gift is built to still be giving in 50 years.
no payment hinges on one person
Investments pay only into our own bank account. Every payment needs a second director's sign-off, and proof of payment goes to the board.
we tell you exactly where it went
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open governance
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Every rand works
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