Ord Minnett & E.L. & C. Baillieu Charities Fund

COMMUNITY & CHARITY

Ord Minnett & E.L. & C. Baillieu Charities Fund

COMMUNITY & CHARITY

Warwick Smith, Chair and Karl Morris, CEO are pleased to announce that Ord Minnett will be forming a new charitable fund – the Ord Minnett + E.L.& C. Baillieu Charities Fund, which will be overseen by a new Charitable Giving Committee.

This fund is being established by expanding the existing E.L. & C. Baillieu Charities Fund to include Ord Minnett. It will enable Board, staff, advisors, clients and colleagues to make tax deductible donations to and fundraise for a yet to be determined small group of organisations. The organisations supported by the Charities Fund will be determined through a detailed staff survey and due diligence process, that will enable all staff at Ord Minnett to have an opportunity to put forward charities to be considered. 

Members of the Ord Minnett + E.L.& C. Baillieu Charities Fund Committee are:

  • Warwick Smith AO, Chairman
  • Karl Morris AO, CEO
  • Michael Arthur, Sydney
  • Lonni Aylett, Sydney
  • Hamish Bonifant, Queensland
  • Kevin Cairns, Queensland
  • Charlie Heerey, Melbourne
  • Vera Lin, Sydney
  • Alison Perrott, Adelaide
  • Malcolm Wood, Sydney
  • Julie White, External Adviser

The committee will be responsible for working with staff to determine areas of interest and organisations to be supported alongside stewardship of the funds and encouraging staff to make contributions to and fundraise for the Charities Fund in the coming years. More details on the Committee and its purpose will be available on this page.

The Ord Minnett + E.L. & C. Baillieu Charities Fund will commence with $137,000 in funds from the initial establishment of the E.L & C. Baillieu Charities Fund. This amount will be immediately bolstered by a contribution of $50,000 each from Ord Minnett, the Chairman, Hon. Warwick Smith AO, CEO, Karl Morris AO, major shareholder, Bruce Mathieson and the inaugural Charities Fund Committee. This will bring the total to $387,000 which is a fantastic base on which to grow, through staff support, a generous pot of money to be distributed to our selected causes in 2022/23.

All staff will be asked to do a short survey which will help in selecting areas of interest and organisations to be supported, including ways in which staff will be able to make their own personal contributions to the Charities Fund.

Charities We Support

To be determined by staff imminently.

Contributors

We are proud to establish the Ord Minnett & E.L. & C. Baillieu Charities Fund with these initial contributors. We look forward to giving all staff the opportunity to become a contributor in due course.

Legacy Contributors

  • Warwick Smith AO, Chairman
  • Karl Morris AO, CEO

Committed Contributors

  • Jonathan Andrews
  • Michael Arthur
  • Lonni Aylett
  • Hamish Bonifant
  • Kevin Cairns
  • Stewart Collingwood
  • Stephen Fulton
  • Charlie Heerey
  • Tom Jamieson
  • Vera Lin
  • Simon Martin
  • Alison Perrott
  • Simon Power
  • James Rosenberg
  • Andrew Smith
  • Tim Stewart
  • Chesley Taylor
  • Ben Taylor
  • Ian Warner
  • Malcolm Wood

Contributors in the Community

We would like to acknowledge all Ord Minnett and E.L. & C.Baillieu staff members who have been involved in their chosen charities for many years.

We encourage all staff to email the Charities Fund with details of their philanthropic involvement in the community, their chosen charities and fund raising efforts over the years, so we may showcase all of our staff’s endeavours on this page.

Donations

Donating to the fund

Staff can salary sacrifice to the charities fund by emailing: [email protected]

Deposits can be made directly by emailing: [email protected] with:

  • Donor Name (Your Name)
  • Donar Email (Your Email Address)

Once funds are received, Australian Philanthropic Services, will issue a tax receipt using the Donor's Name and email the receipt directly to the Donor's email address provided.

Payment Methods:

Bank Transfer

Account Name: Australian Philanthropic Services Foundation

BSB: 032 143

Account: 442304

Reference: Please quote #02162. This is Ord Minnett & E.L. & C. Baillieu Charities Fund's Unique Reference Number.

BPAY

Biller Code: 295519

Reference: Please quote #02162. This is Ord Minnett & E.L. & C. Baillieu Charities Fund's Unique Reference Number.

cheque

Made payable to: Australian Philanthropic Services Foundation

Level 5, 8 Spring Street, Sydney, NSW 2000

Giving Back

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