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Professional advisor forms and guidance notes


Important Acorn Foundation Forms

Here are some useful forms and suggested clauses to insert in a client's Will when they have expressed a desire to set up an endowment fund with the Acorn Foundation.

Guidance Notes for Lawyers
Use these notes to assist you in completing the Named Endowment Fund form below.
Guidance notes for Lawyers.pdf

 

Named Endowment Fund form - pdf
PDF form for establishing an endowment fund. Please print off this form, and help your client complete their wishes by hand and then sign the form.
AF3185 Endowment Fund.pdf

 

Named Endowment Fund Form - editable doc
Word document form for establishing an endowment fund. Please complete the areas indicated on-line, then print and have your client sign the form.
Endowment Fund Form.docx

 

Clause for Memorandum of Wishes
Use the clause below for inserting a Memorandum of Wishes into a client’s Trust deed.

After we have both died, it is our wish that you pay or transfer _____% of the Trust’s net assets to The Acorn Foundation to be paid into the “[name of fund] Fund” which we have established so that it may be dealt with by the trustees of the Foundation in accordance with the terms of that Fund.

 

Draft wording for a will containing a legacy
The following wording can be used in a Will to establish a legacy.

My Trustees shall transfer ____% of the residue of my/our estate to the Acorn Foundation to be paid into the “[name of fund] Fund” which I/we have established so that it may be dealt with by the trustees of the Foundation in accordance with the terms of that Fund.

 

Listening for Charitable Opportunities
Attached please find a useful tool for professional advisors to help you to ‘ask the giving question’ of your clients.

Listening for opportunities.pdf
 

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