Giving Fund Establishment Form

Thank you for choosing the Australian Philanthropic Services Foundation as your partner in giving. To establish your fund, please complete this short form. Upon submission, you will immediately receive instructions on how to make your initial tax-deductible donation to complete the establishment of your giving fund.

Need help? Reach out at 02 9779 6312 or email foundation@australianphilanthropicservices.com.au.

1. Name your giving fund

Choose a name for your giving fund that reflects your personal identity, honours your family, or embodies something uniquely significant to you.

My giving fund name:

2. Giving fund holders

Giving fund holders enjoy full and equal privileges. They can recommend gifts from the balance of the giving fund and receive information about the giving fund’s activities. Giving funds holders receive access to the APS Foundation online portal that provides on-demand access to information about the giving fund balance, investment returns, donation and giving activity.

Giving fund holder

Title

First Name

Last Name

Date of Birth

Is your preferred name different to your legal name?

YesNo

Preferred Name

Address Line 1

Address Line 2

City

State

Country

Postal Code

Phone (primary)

Key contact

At least one giving fund holder is required to assume the role of key contact. All communication regarding the giving fund's activities and the APS Foundation will be directed to the key contact(s).

3. Professional Advisers

You can give your professional advisers, such as your financial adviser or accountant, access to your giving fund information via the online portal. This view-only access allows them to see your fund's details and activities but does not give them decision-making authority.

Would you like to give a professional adviser view only access to your giving fund information via the online portal?

YesNo

Adviser details

Title

First Name

Last Name

Relationship to you

Address Line 1

Address Line 2

City

State

Country

Postal Code

Phone (primary)

4. Initial Donation

Anyone can donate to your fund. Donations are irrevocable and tax deductible. The tax deduction can be claimed in full immediately or spread over five years.

How much would you like to donate to establish the fund?

To establish your giving fund (minimum $40,000).

So we can issue a tax receipt, who has donated this money?

Provide the individual name, joint name or organisation that you would like to appear on the tax receipt

Who should receive the tax receipt?

First Name

Last Name

Email Address

5. Investment portfolios

Your giving fund can be invested in one of two portfolios. Please select your preference below.

General Portfolio: Well diversified across the full investment spectrum. Portfolio manager is Chris Cuffe AO.Focused Portfolio: Diversified across investment funds and individually managed accounts with an explicit responsible investing/ESG objective, or in funds that generate a positive, measurable social and environmental impact alongside a financial return. Portfolio manager is David Wright.

6. Succession planning options

Completing the succession planning section of the form is not a prerequisite for establishing your giving fund. On the death or incapacity of all giving fund holders, there are three succession planning options you can consider. You may choose one of these options now, or decide later after consultation with us:

1. Successor Appointment: Nominate one or more individuals to assume the role of giving fund holder(s) in the future

2. Giving legacy that continues your preferred giving program beyond your lifetime: Propose a structured giving plan for the continuation of charitable giving beyond your lifetime from your giving fund. This arrangement allows your giving to continue as an annuity-style legacy into the future. If you select this option, we will contact you to discuss how you would like the trustee to manage the giving program. This includes annual distribution amounts and which charities, or charitable causes, that you would like the trustee to support from your giving fund.

3. Close the fund: Propose a plan to recommend the entire balance of your giving fund to be paid to specific charities. If you select this option, we will be in touch to get details of your final gift recommendation.

Would you like to select your succession planning option now?

YesNo

Please select one:

Successor details

Title

First Name

Last Name

Date of birth

Relationship to you

Address Line 1

Address Line 2

City

State

Country

Postal Code

Phone (primary)

6. How did you learn about the APS Foundation?

Sharing this referral information is invaluable in helping us to fulfill our purpose of promoting philanthropy.

Please provide further detail eg. name of adviser, family member, client, article or google search term.

7. Acknowledgement

By submitting this form, I/We acknowledge:

· I/We have read the brochure for the APS Foundation and accepts its terms.

· I/We understand the APS Foundation trustee is bound by the provisions of the Foundation's Deed of Trust.

· I/We understand that any donation to the APS Foundation 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 gifts from my/our giving fund.

· I/We understand that the Trustee is bound by the Public Ancillary Guidelines and while taking my distribution preferences into account, as set out in those Guidelines the Trustee is not under an obligation to comply with such preferences.

Confirmation

First name

Last name

Email address

Hpot Name