Gift in Your Will



Sometimes we’re not able to give as generously during our lives as we might like. Leaving a gift in your Will for charitable organisations close to your heart is a meaningful way to give back to our community.

There are multiple ways to leave a gift in your Will through Acorn Foundation, either by donating directly to our Vital Impact Fund, or by setting up your own named endowment fund. Either way the process is simple - as outlined below. We will work closely with you and your family to help you decide how to leave a gift that best fits with your long-term charitable goals. 

If you have any questions about the process, please contact us.

How it works

1

Donor approaches the Acorn Foundation to set up a fund.

We encourage a discussion of your plans with your solicitor and your family.

2

Donor chooses to leave a gift in their Will or to give now and get a 33.3% tax credit.

Some donors choose both options in order to enjoy seeing the impact from their Living Giving efforts - it is entirely up to you!

3

Donor selects charities to support or allows Acorn to determine the areas of greatest needs in the community.

You can choose to give any amount to our Vital Impact Fund, or you can set up your own named endowment fund and distribute to specific charities of your choosing (minimum gift amount applies).

You can change the recipients your fund distributes to in the future without having to change your Will.

4

A named fund is established​.

If you choose to set up a named endowment fund, you will need to complete our Named Endowment Fund form and insert a simple clause to your Will (or a Memorandum of Wishes for a family trust) that will come into effect after death. The form and further advice on this can be found here.


Either Donor passes or Donor begins Living Giving


5

Donations are pooled and invested in perpetuity.

Craigs Investment Partners manage the Fund, with oversight from Acorn Trustees and our Investment Advisory Committee.

Detailed investment information and returns over the past 10 years can be found here.

6

Fund becomes active once it reaches the Acorn threshold.

The threshold for distributions is $50,000 if you have selected charities to support.

7

Investment income used to make distributions annually to charities - forever.

The capital of your fund remains intact, while a portion of the returns are distributed annually as per each donor’s wishes. This means your fund will continue to grow and give back to the community - forever!

 

 

 

I am supportive of the Acorn Foundation and have personally experienced the seamless process for a client of mine who has made provision in their Will for an endowment fund through Acorn.” - Nikki Burley, Partner, Burley Castle Hawkins Lawyers

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