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.