Establish My Fund
We will work closely with you and your family through the following steps to create your fund:
STEP 1 - Define your charitable objectives
STEP 2 - Determine the Fund's giving strategy
STEP 3 - Determine the timing and amount of your gift
STEP 4 - Determine what assets to contribute
STEP 5 - Name the fund
STEP 6 - Sign the Fund agreement
If you wish to establish a fund, we would love to help walk you through the process. Please give us a call on 03 546-6323, or complete the Memorandum of Wishes form here. You will also need to ask your solicitor to insert a clause into your will or Trust document. The suggested wording for this clause is included with the Memorandum of Wishes form.
Interested in establishing your own Named Fund?
Our team are ready to answer questions, provide information, and help you establish your fund.