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Sub-fund Establishment Form

Thank you for choosing the Elston Giving Foundation.

Establishing a sub-fund is easy. Simply scroll down the page and type your responses in each section. Once you’ve filled all the boxes and submitted the form, you will receive instructions on how to make your initial donation with BPAY, a bank transfer or cheque.

As soon as your donation has been cleared by our accounts department, we will be in touch with a welcome email and a copy of your tax receipt.

If you need any help filling out the form, please call 07 3211 9555 or email elstongivingfoundation@elston.com.au

Please Note

This form cannot be saved. You will need to complete it in one sitting. However, it should only take a few minutes.

Your Name *

First

Last

Email *

1. What would you like to call the sub-fund?

Hint

The sub-fund name you choose can be inspired by your family name, a person or place that is meaningful to you.

Dos and Don’ts

You can’t use words like ‘trustee’ or ‘foundation’ in the name. But you can use words like ‘gift’, ‘bequest’ or endowment.’

Why the name matters

Unless you have requested anonymity, when a grant is made, we will tell the charity that the donation was made at the recommendation of the sub-fund.

Sub-fund Name *

2. Sub-fund holders

Sub-fund holders can:

Access information about the sub-fund's activity
Recommend grants from the sub-fund
Nominate additional sub-fund holders and successors

Any correspondence arising from the sub-fund's activities and the Elston Giving Foundation will be sent to the person you have nominated as your key contact.

Sub-fund Holder #1

Title *

Full Legal Name *

Known As

Date of Birth *

Mobile *

Email *

Address *

Address line 1

Address line 2

City

State / Territory

Post Code

Nominate as key contact *

Yes
No

Sub-fund Holder #2

Title *

Full Legal Name *

Known As

Date of Birth *

Email *

Mobile *

Address *

Address line 1

Address line 2

City

State / Territory

Post Code

Nominate as key contact *

Yes
No

Add more sub-fund holder

Add sub-fund holder

Title *

Full Legal Name *

Known As

Date of Birth *

Mobile *

Email *

Address *

Address line 1

Address line 2

City

State / Territory

Post Code

3. Professional advisers

Is there a professional adviser that you would like to nominate as an additional contact for the sub-fund?

Yes
No

Name *

First

Last

Company *

Email *

Opt in to all correspondence *

Yes
No

Is there a professional accountant that you would like to nominate as an additional contact for the sub-fund?

Yes
No

Name *

First

Last

Company *

Email *

Opt in to all correspondence *

Yes
No

By nominating your adviser and/or accountant as a contact, you are giving them access to correspondence only. They have no authority to transact on the sub-fund. If you want your adviser to have the authority to transact, please return to the “adding sub-fund holders” section and nominate them there.

4. Your initial donation

An initial donation of at least $25,000 is required to establish a sub-fund in the Foundation. After that, you can make top-up donations of $1,000 or more.

Any person can donate into the sub-fund. Donations are irrevocable. They are also tax deductible, and this deduction can be claimed immediately or over five years. For specific tax advice, be sure to check with your professional adviser.

How much will the initial donation be? *

Please provide the name of the individual or entity that should appear on the tax receipt. *

5. Succession planning options

It’s important to have a succession plan that can be actioned in the event of death or incapacity of sub-fund holders.

Please note

You are not required to complete this section to establish your sub-fund. You can provide a succession plan after your sub-fund has been established.

There are three succession plan options outlined here for you. You can select one of these options now or instruct us later.

Option 1

Recommend one or more successors to serve as the sub-fund holders.

Option 2

Recommend a grant-making program that can continue beyond your lifetime.

This option lets you set up an annuity-style legacy. If you choose this option, we will talk to you about the way you would like the trustee to manage the grant-making process, charities to be supported and minimum percentage distributions each year.

Option 3

Recommend that your sub-fund be closed and the balance be distributed to charity.*

You will need to specify which charity you are recommending. If there’s more than one charity, please nominate the percentage of your sub-fund balance that should be distributed to each.

*All recommendations of charitable recipients are subject to the approval of the trustee. The trustee can only approve grants to Deductible Gift Recipient Item 1 entities.

When would you like to nominate an option?

I will decide on a succession plan later
I would like to name one or more successors now
I would like to plan for the sub-fund to be closed
I would like to recommend that a grant-making program be established

Successor

Title

Name *

First

Last

Date of Birth *

Relationship to you *

Mobile *

Email *

Address *

Address line 1

Address line 2

City

State / Territory

Post Code

6. How did you learn about the Elston Giving Foundation?

Did you find us in an online search, or were you given a referral by a friend? We’d love to know how you heard about our Foundation. It could help us to spread the word and get more people involved with philanthropy.

How did you learn about the Elston Giving Foundation?

Professional adviser
Family/friend/colleague
Existing sub-fund holder
Google search
Article/story
Other

How did you learn about EGF: Other

7. Acknowledgement

By submitting this form, I/We acknowledge that:

I/We have read the brochure for the Elston Giving Foundation (EGF) and accept it terms.
I/We understand that the EGF is bound by the provisions of the Foundation’s Deed of Trust.
I/WE understand that any donation to the EGF is irrevocable and not refundable to me/us.
I/We will not receive any direct benefit from the charitable or community organisations recommended to receive grants from my/our sub-fund.
I/We understand that the trustee ultimately decides which eligible organisations will benefit from each giving fund and is under no legal obligation to follow my/our recommendation.

Full Legal Name *

Signed Acknowledgement *

By submitting this form, I/We confirm that we understand and accept the terms outlined above.

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Complaints Warnings and Disclaimers

Warnings and disclosures

This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.

Elston Group - ACN 130 771 523

EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252

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