Foundations & Not-for-Profits
Mission-funded liquidity. Governance-grade clarity. Portfolio-secured credit against eligible listed securities—built with conservative controls and reporting designed for boards, committees, and defensible decision-making. Volans supports foundations and not-for-profits that steward capital with purpose. Where preservation and accountability matter, liquidity should be disciplined, transparent, and reliable through market cycles.
Built for Foundation Reality
Foundations and not-for-profits operate under mandates, spending policies, and stakeholder accountability. Funding needs are often time-bound—grant rounds, program delivery, operating commitments, and capital projects—yet markets rarely cooperate with those timelines.
Volans provides portfolio-secured liquidity against eligible securities within a rules-based framework designed to support governance, documentation, and resilience through volatility.
Who We Support
Foundations and charitable trusts
Stewards of long-horizon capital seeking disciplined liquidity and clear oversight aligned to mandate.
Endowments and mission-led organisations
Organisations balancing preservation, funding cadence, and accountability to boards and stakeholders.
Not-for-profits with investment portfolios
Entities that need to meet commitments while protecting long-term holdings and avoiding reactive selling.
What We Enable
Liquidity that supports mission and commitments
Access capital within defined parameters to meet time-bound funding needs without forcing disruptive sales of long-term holdings, subject to eligibility and facility terms.
Repeatable risk discipline
Clear eligibility rules, concentration parameters, monitoring, and reporting designed to support boards, committees, and audit trails.
Structures aligned to governance
Facility settings and reporting aligned to spending policy, approval processes, documentation standards, and stakeholder expectations.
Common Use Cases
Smoothing grant and program funding — meet commitments without selling into volatility
Bridging timing gaps — align inflows (donations/distributions) with outflows (program spend)
Preserving long-term holdings — avoid disruptive sales during market stress
Capital projects — staged funding with clearer liquidity planning
Board and committee reporting — consistent oversight aligned to governance requirements
How We Match Foundation Needs
Volans is designed to align facility structure and settings to your mandate—while keeping discipline non-negotiable.
We typically align to:
Mandate and policy objectives: preservation, income needs, funding cadence, drawdown tolerance
Portfolio profile: eligible securities, liquidity characteristics, diversification
Concentration exposure: limits consistent with governance and risk expectations
Liquidity rhythm: planned draws, buffers, seasonal commitments, program cycles
Reporting requirements: committee packs, audit trails, stakeholder updates
Currency needs: where exposures and obligations sit across markets
Eligibility and facility capacity depend on the specific securities, liquidity, and concentration profile. Not all securities are eligible, and concentration limits may apply.
Conservative by Design
Mission-led capital deserves frameworks that remain dependable under stress. Volans is conservative by design so liquidity supports stewardship without creating fragility.
Our approach typically includes:
defined eligibility and concentration parameters
ongoing monitoring and reporting
prudent buffers and conservative limits
clear processes for adverse moves (including remedial actions and margin call mechanics)
How It Works
Eligibility
Volans is available to Wholesale Clients and other eligible investor categories under Australian law.
Portfolio review
We assess the portfolio against eligibility and risk parameters to establish prudent borrowing capacity.
Facility design
Limits, monitoring settings, and reporting outputs are aligned to your mandate and governance requirements.
Access capital
Draw funds as required (subject to facility terms) to support commitments and timing needs.
Ongoing oversight
Monitoring continues as markets move and portfolios evolve—supporting repeatable governance.
Work With Your Ecosystem
Foundations typically operate with advisers, investment consultants, accountants, auditors, legal counsel, and trustees. Volans is designed to complement professional ecosystems—keeping the credit framework clear, well documented, and aligned to governance.
FAQs
Can this support planned grant rounds or program funding?
Volans can provide portfolio-secured liquidity to support planned funding cycles, subject to eligibility, concentration limits, and facility terms.
What happens in a drawdown?
Borrowing capacity can reduce, and remedial actions (including asset sales) may be required. Volans’ framework is designed to make limits and monitoring transparent.
Is this available to retail investors?
No. Volans is available to wholesale/private wealth segments and other eligible investor categories only.
Governance-first liquidity for mission-led capital.
Volans supports foundations and not-for-profits with portfolio-secured liquidity, transparent controls, and reporting built for oversight—so commitments are met, stewardship is protected, and decisions remain defensible through cycles.
Volans’ services are available to Wholesale Clients and other eligible investor categories only. Credit is subject to approval, terms and conditions, and ongoing risk requirements. Portfolio-secured lending involves risk and may result in loss, including the need to sell assets to meet obligations.