Have you thought about succession planning?

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Have you thought about succession planning?

One of our priorities in 2016 is to help donors think through and document their plans for the management and operation of their sub-funds into the future.  It is one of those tasks that is easy to put off, but for many donors it is reassuring to have a plan that can be followed when they can no longer be actively involved.

To assist with the planning process, we have developed a Statement of Wishes form which we will be sending out to all our donors. It covers both whether and how you want the sub-fund to operate and who the successor sub-fund advisors will be, as well as providing details of any bequest that you are considering or have made to ACF.

Not only will succession planning give you peace of mind, but it assists ACF by giving us clear directions and future contact people.

We are hoping to have completed Statement of Wishes forms for all our sub-funds by the end of the year and we are very happy to meet with any donor who would like to discuss their options or would like assistance in completing the form.

Once completed the form cam be updated by you at any stage, should circumstances change.

If you would like to make a time to discuss your succession plans or bequest with us, please contact Sarah Trainor or Trudy Wyse on 03 9412 0412 or email trainors@communityfoundation.org.au