Leave a legacy

By leaving a charitable gift to Foundation SA through your Will, your gift will be managed in perpetuity so that it continues to support the organisations or causes you care about for future generations.

A bequest is simply a gift that is written in your Will. It can be a gift of cash, property shares or other investments.

Foundation SA can provide you with examples of how you can gift to causes that meet your wishes. We can also work with you and your advisers to put your charitable bequest in place.

It is important to get independent advice to ensure that your wishes are clearly expressed and meet legal requirements.

We suggest you speak to your personal advisor re the wording in your Will, but we have some suggestions here and would be happy to speak with your solicitor.

Like to learn more about leaving a legacy with Foundation SA?

You can make a lasting legacy through Foundation SA in three ways

1. Foundation SA

A gift of any amount to one of Foundation SA’s three funds

2. Existing Sub-fund

Bequest to an existing named sub-fund with a gift of any amount

3. Your own Sub-fund

Establish a new sub-fund in your name with a bequest. We can discuss with you the minimum amount required.

Different types of bequests

A bequest is a gift provided as part of a Will, intestacy or settlement. Bequests may be for a particular asset, amount or percentage of an estate. There are several types of bequests:

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Pecuniary bequest

A fixed amount specified in a Will.
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Residuary bequest

The remaining value of an estate when all other bequests to family and friends have been made and liabilities have been paid.
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Reversionary bequest

Allows a surviving partner to benefit from your estate during their lifetime and then for the balance of the estate to be paid to Foundation SA upon their death.

Acknowledging your gift

We like to honour the legacy of donors by acknowledging gifts left by individuals and/or funds on our website and in printed materials.

It is also important for us to be able to tell grant recipients where the gift came from. However, we also value your privacy and will seek permission prior to any public acknowledgement.