Forms and Information
Below are links to download forms to establish an endowment fund and to assist advisors with client discussions.
This includes suggested clauses to insert in a will or trust deed when setting up an endowment fund with Top of the South Community Foundation:
- Memorandum of Wishes for a donation (non-named fund)
- Memorandum of Wishes form for a named endowment fund
Further information that may be helpful: