Leave a legacy

Support causes you care about beyond your lifetime.

A Foundation SA bequest fund allows you to give to multiple charities in perpetuity. A wish in your Will to establish a bequest fund means a fund will be created in your name with grants to be given to organisations of your choice beyond your lifetime.

A bequest is simply a gift that is written in your Will. It can be a gift of cash, property shares or other investments.

Foundation SA can provide you with examples of how you can gift to causes that meet your wishes. We can also work with you and your advisers to put your charitable bequest in place.

It is important to get independent advice to ensure that your wishes are clearly expressed and meet legal requirements.

You can make a lasting legacy through Foundation SA in three ways

1. A gift to Foundation SA

 

Your gift to Foundation SA supports bold initiatives that focus on local issues and new approaches to tackling complex problems and creating a fairer and more sustainable Australia.

2. A gift to an existing fund

 

Your gift can be contributed to an existing fund, either your own or another whose areas of interest you align with and would like to support.

3. A gift to establish a fund

 

Your gift can be used to establish a new fund to support specific areas of interest or organisations identified for future granting.

Different types of bequests

A bequest is a gift provided as part of a Will, intestacy or settlement. Bequests may be for a particular asset, amount or percentage of an estate. There are several types of bequests:

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Penuciary bequest

A fixed amount specified in a Will.
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Residuary bequest

The remaining value of an estate when all other bequests to family and friends have been made and liabilities have been paid.
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Reversionary bequest

Allows a surviving partner to benefit from your estate during their lifetime and then for the balance of the estate to be paid to Foundation SA upon their death.

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Start Giving Today

 

Get in touch and we can discuss how Foundation SA can support you to tax-effectively support causes close to your heart today. Please complete the enquiry form below or give us a call on 08 82233597 (Monday-Thursday).

 

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