> > >

Key Milestones

Viridian Foundation and Community Program Achievements to Date

  • Viridian Foundation
  • Community Program
FY17

April 2018

Viridian Community Program established

June 2018

1st staff survey – 5 most important social causes

FY18

July 2018

– 'Charity Starts at Home' launched
– 1st ‘Charity Starts at Home’ - Black Dog Ride ($13k)

October 2018

– Viridian Foundation registered ATO & ACNC
– Viridian Foundation 1st Board Meeting

November 2018

Volunteering launched

December 2018

1st Volunteering events The Big Umbrella & Fair Share

February 2019

2nd staff survey – 5 most important social causes

FY19

September 2019

1st staff donations received

November 2019

2nd ‘Charity Starts at Home’ - Peter Mac Cancer Foundation Bike Ride ($25k)

November 2019

Annual ACNC Reporting Completed

February 2020

– 1st Disaster Support – NSW & Vic Bushfires ($30k)
– 3rd staff survey – 5 most important social causes

February 2020

Payroll donation deductions launched

April 2020

Matching gift program established

May 2020

– Sub-fund soft launch - first 2 clients onboarded ($1.15m)
– Investment Committee Formed

June 2020

– $1.151m FUM reached
– Risk, Governance and Compliance Committee formed

June 2020

Annual Giving $55k & Doing Volunteer 556 Hrs

FY20

November 2020

National support Movember & Share the Dignity

November 2020

Annual ACNC Reporting Completed

December 2020

Support State based local charities - Christmas

April 2021

Formal external market launch of Foundation

May 2021

– State Community Champions appointed
– National - Cancer Council Biggest Morning Tea

June 2021

– Sub Funds established & annual giving $60k
– $1.655m FUM & total grant giving $69k

June 2021

– Annual Giving $75k & Doing 706 Volunteer Hrs
– 15 Charities supported in 2020/2021

FY21

July 2021

– Cancer Council Pro Bono Program Partnership launched (20 Advisors)
– Jul 21: Walk 4 Rita (359 steppers) - Epworth Foundation & Pancreatic Cancer ($48k)

August 2021

$48k donated to Epworth Foundation & Pancreatic Cancer Centre

November 2021

National support Movember & Share the Dignity

November 2021

Annual ACNC Reporting Completed

December 2021

– Support State based local charities - Christmas
– Local Community Initiatives – Christmas

March 2022

Disaster Support - Lismore, NSW Floods

May 2022

National - Cancer Council Biggest Morning Tea

June 2022

– Annual Giving $140k & Doing 939 Volunteer Hrs
– 20 Charities supported in 2021/2022

June 2022

– Sub Funds established & annual giving $67.5k
– Profit Share with VFGL established for profit outperformance
– $1.831m FUM & total grant giving $122k

FY22

July 2022

– Walk 4 Rita (423 steppers) - Epworth Foundation & Pancreatic Cancer ($50k)
– Cancer Council Pro Bono Program Partnership (38 Advisors)

July 2022

9th Board member appointed and voice for NSW

October 2022

Disaster support - Rochester, Victoria Floods

November 2022

National support Movember & Share the Dignity

November 2022

Annual ACNC Reporting completed

December 2022

Support State based local charities - Christmas

April 2023

10th Board member appointed and voice for WA

May 2023

National - Cancer Council Biggest Morning Tea

June 2023

– 6 Sub Funds established & annual giving $93k
– $2.456m FUM & total grant giving $138k
– 22 Charities supported in 2022/2023

June 2023

– Annual Giving $210k & Doing 1,247 Volunteer Hrs
– 22 Charities supported in 2022/2023

FY23

July 2023

Walk 4 Rita - Epworth Foundation & Pancreatic Cancer ($124k)

July 2023

– Walk 4 Rita (1,000 steppers) - Epworth Foundation & Pancreatic Cancer ($124k)
– Cancer Council Pro Bono Program Partnership (45 Advisors)

August 2023

Pass through $2.5m FUM

September 2023

Recognised in Bush Heritage Aust Annual Report

October 2023

– Recognised on Epworth Foundation Trusts Honour Board
– Inaugural Viridian Foundation Golf Day raising $121k

November 2023

Support Movember & InTouch Multicultural Centre

December 2023

Support State based local charities through volunteering and fund raising - Christmas

May 2024

National - Cancer Council Biggest Morning Tea

June 2024

– 5 Sub Funds established & annual giving $192k
– $3.426m FUM & total grant giving $323k

June 2024

– Annual Giving $383k & Doing 1,982 Volunteer Hrs
– 28 Charities supported in 2023/2024

July 2024

– 28 Charities supported in 2023/2024
– Walk 4 Rita - Epworth Foundation & Pancreatic Cancer raising $278k & $500k over 4 years

July 2024

– Walk 4 Rita (159 Teams & 1881 Steppers) - Epworth Foundation & Pancreatic Cancer ($278k)
– Cancer Council Pro Bono Program Partnership (100+ referrals since start)

August 2024

Pass through $3.5m FUM