Fund Establishment Form

Thank you for choosing to create a fund with the Geelong Community Foundation. By establishing a fund, you are joining a community of generous people who share a vision for a connected, fair and thriving Geelong region.

Your fund will become part of the Foundation’s enduring legacy of “Giving Forever” — where the income generated from your gift will support local charities and community initiatives year after year. Together, we can make a lasting difference in the lives of people across our region.

This form captures the essential details to establish your fund. Once your form has been received a representative of the Foundation will be in contact with you.

On behalf of the Board and staff of the Foundation, thank you for your generosity and commitment to the Geelong Region’s future.

Warmest regards,

Amy Waters
Chief Executive Officer

1. Your Details

Please indicate who is establishing the Fund:*

Individual

Family

Business /Organisation/Group

If Business / Organisation / Group:

Name of Business/Organisation/ Group:

ABN (if applicable)

Contact Person 1

Donor Name*

Date of Birth:

Address*

Address* Suburb* Postcode*

Preferred Contact Method:*

Email

Phone

Post

Phone*

Email*

Contact Person 2

Donor Name*

Date of Birth:

Address*

Address* Suburb* Postcode*

Preferred Contact Method:*

Email

Phone

Post

Phone*

Email*

Other Family/Corporate/Group Members (optional):

Name

Email

Phone

Name

Email

Phone

2. Fund Selection and Fund Name

Please indicate which fund you would like your gift to support? We can help you decide if unsure.*

Geelong Community Foundation Gift Fund Tax-deductible for individuals and businesses. For general charitable purposes.

Geelong Community Open Fund Not tax-deductible. Commonly used for distributions from trusts, estates, and foundations.

Geelong Community Foundation Scholarship Fund (DGR1) Tax-deductible. Supports educational scholarships.

Please outline your preferred Fund Name (subject to Trustee approval):

Fund Name:*

3. Initial Gift

The Foundation requires a minimum of $10,000 to establish a Sub Fund, if needed this can be achieved in instalments over three years.

Starting gift amount: $*

Ongoing giving intention (please select one):*

One-off gift

Regular contributions

Annual contribution

Occasional contributions

4. Recognition & Privacy

The Foundation promotes its work through reports and media. Please indicate your preference:*

I give consent for my Fund name and balance to be included in Foundation materials and the Annual Report.

I prefer my Fund name to remain anonymous.

5. Bequest Pledge

Many of our supporters choose to extend their generosity by leaving a gift to the Foundation in their will. A bequest is a meaningful way to ensure your legacy continues to benefit the Geelong community for generations to come.

If you would like to share your intentions with us, please tick one option below:*

I have already included the Geelong Community Foundation in my will.

I intend to include the Foundation in my will.

I would like more information about leaving a bequest.

I do not want more information about leaving a bequest at this time.

This information is not legally binding but helps us acknowledge and thank you appropriately.

6. Grantmaking Interests

Please let us know which areas of our grantmaking you would like updates on:*

Food & Emergency Support

Health, Resilience & Connection

Education & Employment

Environment & Sustainability

Your preferences will help inform our communications and engagement approach.

7. Advocacy & Referrals

Your story has the power to inspire others. By sharing your journey (including why you chose to give and the impact you’ve seen) you can help build a culture of generosity in our community and encourage more people to join in creating lasting impact. Please let us know if you would like to be involved in this way:*

Yes, I am interested

I am not interested in sharing my story or introducing my network to the Foundation at this time.

I am Interested….*

I am happy to share my story of giving (e.g. through an interview, profile, or feature on our website, newsletters, social media, or events).

I would be open to introducing the Foundation to others in my network or referring potential donors.

8. Acknowledgement

By signing below, I/we request the establishment of a Sub Fund within the Geelong Community Foundation. I/we acknowledge that:

All gifts become part of the Trust Fund of the Geelong Community Foundation Fund, the Geelong Community Open Fund or the Geelong Community Foundation Education Scholarship Fund and do not form a separate fund.
A management account (also referred to as a Sub Fund) will be maintained by the Trustee for the recording of gifts from the Donor and others.
Should the balance of the Sub Fund be less than $10,000 after three years, we will consult with you on whether you would like to make any further contributions to your Sub Fund or if existing donations will be transferred to the Foundation’s Community Fund.
The Foundation manages investments and grantmaking in line with its policies and vision.
The Trustee may amend the Sub Fund name if required by law or regulation.
The Foundation will only accept gifts that align with its mission and values.

Signed by Donor:*

Full Name :*

Date*

PA Caldwell Fund