Milford Community

Connection Program

100% Funding Approved for Charities in 2025

In 2025, the Milford Community Connection Program supported all 51 applications for funding – that’s a 100% hit rate.

About the program

The Milford Community Connection 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. Our core community areas of focus are Youth, Education, and the Environment.

Through the Milford Community Connection Program, we allocate funds specifically to donate, engaging with our wide network of Advisers across the country, to broaden our giving impact.

The program was so successful in 2023, that we ran it again in 2024 and 2025, with the objective of making this a dedicated annual giving event.

How it works

In February each year, applications are sought from Milford-connected Advisers to apply for funding for a charity/non-profit in their community. They must name the charity/non-profit, describe their connection with them, and state why they are requesting funds. 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.

“At Milford, we believe investing is about more than markets—it’s about people and communities. Our Adviser partners care deeply about the places they live and work, and so do we. Through the Community Connection Program, we’re proud to support initiatives that create real impact, strengthen relationships, and improve lives. By partnering with Advisers and local organisations, we aim to make a difference that goes beyond financial returns. Together, we can build stronger, more connected communities and create opportunities for a better future.”

Regan Van Berlo, Acting Australian Country Manager

Our Impact

The Milford Community Connection Program has provided funding for more than 100 charities since its inception in 2023.

While young, we are already making an impact. You can read more about the charities we support and their stories by clicking the link below.

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