Establish a Charitable Trust Account

 

Leave your mark on the present and provide for the future by establishing a charitable trust account with the Foundation.  Our simple and cost-effective trust account will continue to support your community, in your name, forever.
  • All contributions to your trust account are fully tax deductible
  • No establishment fees
  • You choose the name of the charitable trust account
  • Established from as little as $2000
  • You may indicate your preferred charities or allow us to distribute the trust accounts income on your behalf
  • Management fee of just one per cent per annum
  • Complete transparency: annual statement shows trust account development, all contributions, income generated by funds, charity disbursements and account balances.
Charitable Trust accounts can be established within 24 hours.  Simply email the following to sandie.baskin@lmcf.org.au
1.    Name(s) and address (for the trust deed)
2.    Name selected for charitable trust (or you can choose to remain anonymous)
3.    Preferred charities or causes you wish to support (if any)
We will then draw up a Trust Deed for your signature at no cost.
For more information please call Sandie Baskin on 9633 0030.
Bequests
The Lord Mayor’s Charitable Foundation is also able to accept a bequest directly to the Foundation or to your chosen charitable trust account.  
Suggested wording is:
 
“I give [specific percentage of my estate] or [specific assets] or [the residue and/or balance of my estate] or [the sum of $      (as indexed for CPI)] to the Board Management of The Lord Mayor’s Charitable Fund of Fourth Floor, Melbourne Town Hall, Swanston Street, Melbourne VIC 3000 to be applied for its general purposes. I declare that the receipt of the secretary, treasurer or proper officer will be a sufficient discharge to my Trustees.”
It is important that independent legal advice is sought as to the implications of the proposed bequest.
If you require suggested wording for specific purpose clauses or for any other information please call Sandie Baskin on 9633 0030.
 

CREATE YOUR CHARITABLE TRUST ACCOUNT

Remember a loved one and give to your community forever.


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