Making a Bequest

Your gift to support our community in the future

 
bequestWhen making your Will it is important to consider your family and other loved ones. There is also the opportunity to have a positive impact on the future of the Geelong region by leaving a gift for the community.

By including a bequest to the Geelong Community Foundation in your Will, you can help shape life-changing programs that assist those with the greatest need. Our regular Foundation grants, made possible by the generosity of donors, address key impact areas such as education, health, aged support, youth, community wellbeing and family support.

Gifts to the Geelong Community Foundation are held in trust by the Foundation under terms agreed by you. There are several options when giving: Your gift can be made during your lifetime as a one-off donation, over a period of time, or provided for in your Will as a bequest – or a combination of these options. Gifts made during a donor’s lifetime are tax deductible.

Funds are usually named after families, to honour individuals or to create memorials to persons of special significance to a donor. These ‘Named Funds’ are recorded annually in the Foundation’s Annual Report unless anonymity is requested.

View the Foundation’s Leaving a Bequest brochure (Dec 2016), including stories of our esteemed gift makers.

How do I include the Geelong Community Foundation in my Will?

 
You have the power to shape a better future for our region and to strengthen our community. A gift in your Will, of any size, makes a significant difference.

The manner in which you wish to support the Foundation can be easily arranged.

  • Staff from the Foundation can work with you to understand your wishes and provide the documentation your solicitor will require to include a gift in your Will.
  • You may choose to work directly with your solicitor to make a bequest to the Geelong Community Foundation in your Will. To assist in making your gift, please download Instructions to my Solicitor – Bequest.

To discuss any aspect of our work, make a gift to the Foundation or to request a printed copy of the Bequest brochure, please contact:

Gail Rodgers, Chief Executive Officer
Tel: 03 5244 7831
Mobile: 0431 059 905
Email: gail@geelongfoundation.org
or
Sally Friend, Development Manager
Tel: 03 5244 7830
Mobile: 0403 523 300
Email: sally@geelongfoundation.org

Legacy-makers

Our deep and lasting gratitude, on behalf of the Geelong community, to those who have already made the inspirational commitment of including the Geelong Community Foundation in their Will.

Recent Bequest stories
Fred and Pauline Flanagan
Margaret Ann Cody