The program was founded in 2023, with a goal of enabling Financial Advisers to invest in charities and non-profit organisations making a difference in the lives of Australians. Outside of delivering compelling investment solutions, one of Milford’s core beliefs is to support the community. The core community areas of focus are Youth, Education, and the Environment. Through the program, they allocate funds specifically to donate, engaging with their wide network of Advisers across the country, to broaden their giving impact.

No publicly available information.

Legal requirements: Social enterprise, Nonprofit legal entity (inc. assn, company, coop. or trust), ACNC Registered Charity

In February each year, applications are sought from Milford-connected Advisers to apply for funding for a charity/non-profit in their community. All applications are considered by a team of Milford executives, and grants are distributed in March/April to Advisers. Those Advisers then meet with their chosen charity/non-profit, to donate the funds and build an ongoing relationship. Details at: https://milfordasset.com.au/milford-community-connection-program/