Your Will

The following wording is provided as a guide only. We recommend you take advice from your legal advisor in relation to the preparation of your Will to ensure it reflects your exact wishes.

You may also wish to speak to an accountant with respect to taxation and financial matters. We are also happy for you or your solicitor to contact us directly on 08 8223 3597 if you have any queries.

A gift to Foundation SA’s Main fund

I give (type of gift) to Australian Communities Foundation Limited, as Trustee of Australian Communities Foundation Extension Fund (ABN 57 485 460 977) to be held on trust in the Australian Communities Foundation Extension Fund and to apply the funds as the Trustee may decide in line with Strategic Fund priorities [and to acknowledge grants from my bequest, wherever practical at the Trustee’s discretion]. The executor may accept a receipt from the secretary of the Trustee of the Fund as sufficient discharge for this gift.

A gift to an existing tax-deductible fund

I give (type of gift) to Australian Communities Foundation Limited, as Trustee of Australian Communities Foundation Fund (ABN 57 967 620 066) to be held on trust in the Australian Communities Foundation Fund and request, without obligation, the Trustee of the Fund hold the bequest in the [insert name of your existing sub fund] and to apply the funds as the Trustee decides/in favour of [insert your areas of interest for grant making] purposes and to acknowledge grants from the [insert name of your existing sub fund], wherever practical in the Trustee’s discretion. The executor may accept a receipt from the secretary of the Trustee of the Fund as sufficient discharge for this gift.

Please contact our office for the appropriate wording if the existing sub-fund is a non-tax deductible or scholarship fund.

A gift to establish a fund

I give (type of gift) to Australian Communities Foundation Limited, as Trustee of Australian Communities Foundation Extension Fund (ABN 57 485 460 977) to be held on trust in the Australian Communities Foundation Extension Fund and request, without obligation, the Trustee of the Fund hold the gift in the [insert name of sub-fund] and to apply the funds as the Trustee decides/in favour of specific purposes [insert your areas of interest for grant making and to acknowledge grants from [insert name of sub-fund], wherever practical at the Trustee’s discretion. The executor may accept a receipt from the secretary of the trustee of the Fund as sufficient discharge for this gift.

Statement of wishes

If you choose to leave a bequest to Foundation SA, we ask that you or your solicitor notify us so that we can discuss with you how your bequest can be targeted to ensure its long-term viability and impact. We will also provide you with a short Statement of Wishes form.