The Geelong Grammar Foundation leads the philanthropic and fundraising activity for the School and is responsible for ensuring that each gift is used or endowed effectively and as intended by each benefactor. The Foundation is appointed by the School Council to be Trustee for the Scholarship Fund and the Geelong Grammar School Endowment Trust.

The Allocations and Investments Committee (AIC) is appointed by the Foundation Board and advises the Board on the investment of funds. AIC members have significant investment experience and, with the assistance of asset consultant JANA, provide the Board with expert advice regarding investment decisions including asset allocation and the selection of investment managers.

The Foundation's investment objectives are to maximise investment returns over a rolling ten-year investment horizon, subject to limiting the risk of a reduction in the real value of the corpus. Performance is measured against a target return of CPI + 5% (recently adjusted down from CPI + 6%pa) after fees. The Foundation avoids speculative investments and maintains a diversified portfolio. Scholarship funds are managed with the purpose of distributing 4% each year.

The AIC Committee is chaired by Justin Arter and other committee members are Angus Coote (FB’94); Jacinda Dixon; Penelope McBain (Chair, Geelong Grammar Foundation); Bill Ranken (M’72) and Michael Stapleton (P’91).

To view our current Foundation Financial Summary, please visit our latest Impact of Giving Report.