Resources

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:

• About the foundation - Info for Advisers & Donors
• Memorandum of Wishes for a donation (non-named fund)
• Memorandum of Wishes form for a named endowment fund
• Suggested Clauses for Will or Trust Legal Documents

Further information that may be helpful:

• Article - Explaining Foundations and Endowment Funds - by RSM Global July2017
• Tip Sheet - Identifying Charitable Opportunities
• Tips for compiling a successful Community Funding Application

NZLS Article 20 Oct 2016 "Lawyers very influential in promoting legacy giving"