What Future2 Foundation does

Future2 Foundation Limited is an Australian charitable foundation (DGR status, ACN 125 930 074) established in 2007 as the philanthropic vehicle of the Australian financial services profession. It runs the Make the Difference Grants Program, an annual competitive grant round that awards one-year grants (up to $15,000 per recipient) to grassroots community organizations that deliver financial wellbeing education and support. Since inception it has distributed approximately $1.9 million across more than 192 community programs, with $177,075 awarded to 12 programs in 2025 and $128,842 distributed in November 2024. Its target beneficiary segments are young Australians (under 25), women experiencing disadvantage, Australians in need (covering mental health, domestic violence, homelessness, First Nations, and refugee/migrant communities), and people in regional and remote communities.

Future2's business model is donation- and event-driven, with no commercial pricing or product sales. Revenue is generated through direct donations, workplace giving programs, community challenge events (marathons, running festivals), and signature fundraising events including the annual WA Melbourne Cup Luncheon at Crown Perth (16th edition in 2026, 400+ attendees) and the Future2 Hiking Challenge in New Zealand's Fiordland. Grantmaking is intermediated through a unique nomination-based model: community organizations cannot apply directly and must be endorsed by a financial services professional (advisers, accountants, mortgage brokers), with nominations from FAAA, SMSFA, and IPA members carrying additional weighting. The foundation is governed by a seven-member board chaired by Julie Berry, supported by a strategic partner ecosystem led by AIA Australia and including HUB24, VBP, Spark Financial Group, Sufficient Funds, Collective Resourcing, and Milford, alongside professional associations FAAA, SMSFA, IPA, Ensombl, FSC, and BFP. The operating footprint is domestic (Australia) with 1-10 employees based at its Sydney headquarters.

Name

Future2 Foundation

Legal name

Future2 Foundation Limited

Website

https://future2foundation.org.au

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Future2 Foundation is an Australian charitable foundation, established in 2007, that channels donations from the financial services profession into the Make the Difference Grants Program — awarding up to $15,000 annually to grassroots community organizations delivering financial wellbeing programs for young Australians, women, disadvantaged groups, and regional/remote communities.

Ownership category

akta.pro rank

Product category

Charitable Foundation / Grant-Making Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (8132)

SIC

Services-Social Services (8300)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industries

Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB), Education Grantmaking Foundations (BPAGAKAK)

Keywords

• Charitable foundation
• Grant making programs
• Financial literacy funding
• Community fundraising
• Workplace giving

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Others

Revenue model

1. Donations and Fundraising: Future2 raises funds through direct donations, workplace giving programs, event-based fundraising (WA Melbourne Cup Luncheon, Hiking Challenge), and community challenge events. All proceeds support the Make the Difference Grants Program funding grassroots financial wellbeing programs across Australia.
2. Strategic and Community Partnerships: Strategic partners (AIA Australia) and Silver/Bronze partners (HUB24, VBP, Spark Financial Group, Sufficient Funds) contribute additional funding and co-support grant recipients, amplifying the foundation's grant-making capacity.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Future2 Foundation is the charitable foundation of Australia's financial services profession, funding grassroots community programs that build financial wellbeing for vulnerable Australians. Its flagship offering, the Make the Difference Grants Program, provides one-year grants of up to $15,000 to community organizations working in four focus areas: young Australians, Australians in need, women, and regional/remote communities. Funding is generated through direct donations, workplace giving, signature fundraising events (WA Melbourne Cup Luncheon, Hiking Challenge), and strategic partner contributions.

Product overview

Future2 Foundation operates as a charitable foundation offering a single integrated platform of fundraising and grantmaking services centered on the Make the Difference! Grants Program. The organization facilitates financial wellbeing initiatives through annual grant funding to grassroots programs (up to $15,000 per grant), supplemented by fundraising events including hiking challenges and gala luncheons, workplace giving programs, and direct donation options. The core product—the Make the Difference! Grants Program—distributes funding across four pillars: financial wellbeing for young Australians, Australians in need, women, and regional/remote communities. Supporting products include various fundraising events and corporate giving programs that collectively enable the foundation to fulfill its mission of building stronger financial futures for Australians.

Differentiator

Problem solved

Functional benefit

Products and services

• Make the Difference Grants Program Future2's flagship annual grants program that provides one-year grants of up to $15,000 to grassroots community organizations nominated by financial services professionals. Funding supports programs in four pillars: financial wellbeing for young Australians, Australians in need, women, and regional/remote communities.
• Future2 Hiking Challenge Multi-day adventure fundraising event (e.g., five-day New Zealand Hiking Challenge through Fiordland's Kepler, Milford and Routeburn Tracks) that combines outdoor activities with fundraising for the Make the Difference Grants Program. Open to financial services professionals.
• WA Melbourne Cup Luncheon Annual fundraising event bringing together over 400 financial services industry professionals at Crown Perth for an afternoon of networking and fundraising in support of the Make the Difference Grants Program.
• Workplace Giving Program allowing employees to contribute through regular, pre-tax payroll deductions to support grassroots financial wellbeing initiatives funded by Future2.
• Workplace Fundraising Corporate fundraising initiative enabling organizations to support Future2 through fundraising events, donation-matching, or team challenges.
• Challenge Events Community athletic events and challenges (marathons, running festivals, cycling events) that participants can fundraise for through the Future2 challenge platform.
• Donations Direct donation option processed through the Future2 supporter hub supporting grassroots financial wellbeing programs.

Quantifiable outcome

• 192 causes supported since 2007
• +4 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

14 partnerships are on record, tiered flagship / strategic partner, core / silver partner, secondary / bronze partner, secondary / future2 partner, core / community supporter, secondary / community supporter and secondary / supportive partner.

• AIA Australiaflagship / strategic partnerStrategic or Co-development PartnerAIA Australia is Future2's Strategic Partner and the most prominent supporter of the Make the Difference Grants Program. AIA provides significant co-contributions to grant recipients — for example, an additional $7,500 to MoneyMob Talkabout and $7,500 to Diamond Women in 2025-26 — amplifying the impact of Future2 grants. AIA is committed to helping Australians live healthier, longer, better lives, including championing financial wellbeing.
• HUB24core / silver partnerStrategic or Co-development PartnerHUB24 is a Silver Partner of Future2 and has made additional contributions to grant recipients. In 2025, HUB24 extended support to Foyer Oxford through the Make the Difference Grants Program, helping young people transitioning from homelessness build financial capability and independence.
• Vital Business Partners (VBP)core / silver partnerStrategic or Co-development PartnerVital Business Partners (VBP) is a Silver Partner of Future2, supporting the Make the Difference Grants Program as part of the foundation's partner ecosystem.
• Spark Financial Groupsecondary / bronze partnerStrategic or Co-development PartnerSpark Financial Group is a Bronze Partner that made an additional $2,000 contribution in 2025 to support Tiny Foxes' Life Skills Academy, expanding financial education access to 200 young people.
• Sufficient Fundssecondary / bronze partnerStrategic or Co-development PartnerSufficient Funds is a Bronze Partner supporting Future2's mission. Through the Make the Difference Grants Program, Sufficient Funds partnered with Wilderness Collective to support women aged 40+ in Far East Gippsland building financial resilience and micro business skills.
• Collective Resourcingsecondary / future2 partnerStrategic or Co-development PartnerCollective Resourcing is a Future2 Partner supporting the foundation's grant-making and fundraising activities as part of the partner ecosystem.
• Milfordsecondary / future2 partnerStrategic or Co-development PartnerMilford is a Future2 Partner that has supported grant recipients including Wise Girls Money. A representative from Milford (Rachel Satchel) has participated in conversations about the program's impact on empowering women with financial confidence.
• Financial Advice Association Australia (FAAA)core / community supporterGTM or Marketing PartnerFAAA is a community supporter of Future2, helping connect the foundation with the financial advice profession. Nominations from FAAA members receive additional weighting in the grant assessment criteria.
• SMSF Association (SMSFA)core / community supporterGTM or Marketing PartnerSMSF Association is a community supporter of Future2, helping extend the foundation's reach within the SMSF and superannuation professional community. Nominations from SMSFA members receive additional weighting in grant assessments.
• Institute of Public Accountants (IPA)core / community supporterGTM or Marketing PartnerIPA is a community supporter of Future2. Nominations from IPA members receive additional weighting in Future2's grant assessment process.
• Ensomblsecondary / community supporterGTM or Marketing PartnerEnsombl is a community supporter of Future2, contributing to the foundation's connection with the financial services professional community.
• Financial Services Council (FSC)secondary / community supporterGTM or Marketing PartnerFSC is a community supporter of Future2, helping extend the foundation's reach across the financial services sector.
• Boutique Financial Planning Principals Association (BFP)secondary / community supporterGTM or Marketing PartnerBFP is listed as a community supporter of Future2, helping connect the foundation with boutique financial planning practices.
• Tangelo Advice Consultingsecondary / supportive partnerStrategic or Co-development PartnerTangelo Advice Consulting supported Mandy Money's grant nomination through Future2's Make the Difference Program, helping fund the Real Life financial education program for 15-25-year-olds. Tangelo has been acknowledged for its ongoing generosity in supporting Future2 initiatives.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Sydney Community Foundation: Australian community foundation pooling donations and distributing grants to grassroots causes. Comparable community-foundation structure and grantmaking model, but geographically concentrated on Greater Sydney rather than nationally.
• The Smith Family: Major Australian children's charity focused on education and disadvantage, including financial literacy components. Comparable large-scale grantmaking to grassroots community programs serving disadvantaged young Australians, though with a broader education remit.
• Ecstra Foundation: Australian foundation established by the Australian Banking Association focused on building financial capability across Australia. Directly comparable mission (financial wellbeing), grantmaking model, and industry-affiliated positioning, but operates at a larger scale with broader banking-sector backing.
• Good Shepherd Microfinance: Australian not-for-profit focused on financial inclusion for women and vulnerable Australians through microfinance and financial capability programs. Highly comparable target demographic (women in need, regional communities) and similar mission of building financial wellbeing at the grassroots.
• Australian Communities Foundation: Australian community foundation enabling individuals and families to establish sub-funds for charitable giving to grassroots causes. Comparable community-foundation grantmaking infrastructure and donor-advised giving model, operating nationally.
• Infoxchange: Australian not-for-profit working on technology and inclusion for disadvantaged communities. Comparable community-services funding ecosystem partner addressing financial and digital literacy for vulnerable Australians, often co-funded alongside similar grant pools.

Broad incumbents

• NAB Foundation: The charitable foundation of National Australia Bank, funding financial resilience and community programs across Australia. Comparable financial wellbeing mission but as part of a major bank's CSR spend with much larger grant pools than Future2.
• ANZ Staff Foundation: ANZ's employee-led charitable foundation supporting disadvantaged Australians. Highly comparable structure (industry employee-affiliated foundation) and similar grassroots grantmaking approach.
• Westpac Foundation: Westpac's charitable arm funding programs addressing social and economic disadvantage in Australia. Overlapping focus on financial inclusion and disadvantage but as one of several priorities within a major bank's CSR portfolio.
• AMP Foundation: AMP's charitable foundation funding education, health and community programs. Comparable financial services industry-affiliated foundation model in Australia, but operates as part of a much larger corporate giving program.

Market position

Strengths1 record

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Future2Foundn
• Facebookfacebook.com/Future2Foundation
• LinkedInlinkedin.com/company/future2-foundation

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about Future2 Foundation