Annual Fund Review #
Your annual Fund Review meeting is a great opportunity to review your giving goals with the Foundation SA team, including:
- Granting: we will discuss your current grants and make sure they are aligning to your giving goals.
- Succession and your Fund’s future: A meaningful conversation about your long-term goals and succession plans for your Fund. Additionally, we can explore the positive impact a gift in your Will can make on your philanthropic legacy.
- Fund administration and investments: Gain deeper insights into fees, investments, and other critical aspects of your Fund’s administration.
- Additional initiatives: Learn how we can support your fundraising efforts, connect you with other like-minded Funds, and share knowledge at our learning events.
Whether you’d like a face-to-face meeting, a virtual chat, or a phone call, we are happy to accommodate your preferences.
Whether you’d like a face-to-face meeting, a virtual chat, or a phone call, we are happy to accommodate your preferences.
Our Annual sub-fund reviews are generally held in the first half of the calendar year. If you would like to meet at another time, please let us know and we will be in touch to organise a time.
