Deploy grants that don't get consumed
Foundation-as-a-Service for Australian community foundations, Public Giving Funds (formerly PuAFs), Private Giving Funds (formerly PAFs), and Community Charity Trusts. Donor portal, recoverable grant agreements (CWCA + CADA), capital-flow tracking, trustee dashboard, and the operating tech for the new CCT pathway. Your trustees keep the decisions; we run the platform.
What changes for your foundation
You keep everything that matters. Elevate adds the operational layer.
- Your trustees, your governance, your decisions
- DGR status, ACNC registration, ATO standing
- Choice of sector, geography, charitable purposes
- Direct relationships with delivery partners
- Your existing donor relationships
- Trust-deed authority over every grant
- Donor portal with automated DGR tax receipting
- Recoverable grant agreement templates (CWCA, CADA)
- Capital-flow tracking — disbursements, repayments, recovery schedules
- Trustee dashboard for approvals and exception queue
- CCT registration + Asset Deployment Vehicle (ADV) management
- Auspice agreement management for non-DGR delivery partners
- Public donor pages with auto routing recommendations by donor type
- Audit trail (every action logged) for ACNC + assurance review
Foundation operating tech, your way
Foundation-as-a-Service for any community foundation, Public Giving Fund (formerly PuAF), or sub-fund. CCT operating layer for declared Community Charity Trusts running Path B deployments.
You're a declared Community Charity Trust (or applying to be). We provide the full operating tech: ADV creation, delivery-partner CADA agreements, trustee dashboard, and ADV management for non-DGR delivery partners.
- CCT registration + ministerial declaration support
- Donor-facing pages with auto routing recommendations
- ADV creation + delivery-partner CADA agreements
- Trustee dashboard with batch approvals + exception queue
- Capital-flow reporting per deployment
- Public + private campaign infrastructure
Pricing: Annual platform fee tied to assets under management + per-deployment fee on Path B agreements.
You don't need to be a CCT. Donor portal, automated tax receipting, recoverable grant agreements (CWCA + CADA), and capital-flow tracking for any foundation deploying recoverable capital under the Public Ancillary Fund Guidelines 2022 cl 19.
- Donor portal + automated DGR tax receipting
- Stripe-powered donation processing (recurring, one-off, in-kind)
- Cause + project pages with capital flow visible to donors
- Auto-generated CWCA + CADA agreement PDFs
- Recoverable grant tracking under Public Ancillary Fund Guidelines 2022 cl 19
- Public + private campaign infrastructure
Pricing: Small transaction fee on donations + annual platform fee. No setup costs.
Simple, transparent pricing
Contact us for specific pricing based on your foundation's needs and deployment scale.
Frequently asked questions
We're the operating tech layer. You keep your trustees, governance, DGR status, and grantmaking authority. Elevate provides the donor portal, automated tax receipting, recoverable-grant agreement templates (CWCA, CADA, recoverable grants under the Public Ancillary Fund Guidelines 2022 cl 19), capital-flow tracking, trustee dashboard, and the legal scaffolding for the new Community Charity Trust pathway. You make the decisions; we run the platform.
No. We support all foundation structures — Public Giving Funds (formerly PuAFs), Private Giving Funds (formerly PAFs), community foundations, sub-funds, and the new Community Charity Trust category. The platform routes capital correctly based on your structure and the recipient's DGR status. Many of our anchor partners are Public Giving Funds that don't need CCT status; others are CCTs operating Path B deployments through ADVs.
On 26 February 2026 the Assistant Minister for Charities announced that Private Ancillary Funds will be renamed Private Giving Funds and Public Ancillary Funds will be renamed Public Giving Funds. The change reflects the funds' charitable purpose. Minimum distribution rates are also moving to 6% (from 5% for PAFs and 4% for PuAFs), with a transition period. The rename is announced policy — not yet law — pending guideline amendments and ATO guidance. Existing funds don't need to be re-established. The platform uses both old and new naming during the transition.
A regular grant transfers the asset or cash outright — the donor's capital is consumed. A recoverable grant retains the donor pool's claim on the principal: the recipient operates the asset or runs the program from day one, and voluntary contributions tied to revenue or milestones return the principal over the agreed schedule. The Public Ancillary Fund Guidelines 2022 cl 19 specifically authorise this for DGR Item 1 recipients. CCTs unlock the same model for non-DGR delivery partners under Path B.
Yes. Recoverable grants under the Public Ancillary Fund Guidelines 2022 cl 19 are explicitly authorised. Path B (CCT + ADV + CADA) is structured under the Treasury Laws Amendment Act 2024 and the 2025 Community Charity Guidelines. We work with ABL on legal architecture and the Australian Communities Foundation on trustee services. Every action on the platform is logged for ACNC + assurance review.
Yes. Most foundations start with one recoverable agreement to see how the model works — typically a single CWCA bridge or a CADA equipment deployment with one delivery partner. We provide the agreement template, capital-flow tracking, and trustee dashboard from day one. You scale at your own pace.
In most cases, no. Recoverable grants and retained-asset structures are standard charitable activity. Most existing trust deeds already permit them. We'll review your deed with you and (where relevant) ABL before any new structure goes live. CCT operation may require new deed work — we'll flag that early.
Ready to deploy your first retained grant?
Your foundation makes the decision and holds the asset. Elevate does the work.
Tell us about your foundation
We respond personally to every inquiry within 48 hours.