Chapman Eastway Charitable Foundation

Comments

This field is for validation purposes and should be left unchanged.

Name of Endowment

You may request a name for your endowment. This can be after you, your family, a loved one, a business, for a relevant cause or issue, or after something meaningful to you. The ATO does not allow the use of the words "foundation" or "trust" in endowment names, as this suggests a separate legal entity.

Endowment Name*

Fund Category

Please select the category that best describes your endowment.

Fund Category*

Individual

Family

Group of like-minded individuals, connected by a cause or goal

Corporate

One or more individuals, an organisation or a business may apply to establish an endowment. The people named below will serve as the official Endowment Contact(s) — which means they will be able to submit grant requests and will receive all correspondence related to the endowment, along with other CECF communication materials.

Contact information will not be shared outside of CECF.

(i) Endowment Primary Contact

Full Name*

Title*

Mr

Ms

Mrs

Other

Title (Other)*

Date of Birth*

Organisation Name (if applicable)

Address*

Home Telephone

Work Telephone

Mobile*

Email*

Occupation

Endowments must be established with a minimum of $10,000. Note, there is no upper limit. It is expected that an endowment will build to a minimum of $100,000 over time, through ongoing donations or bequest.

The donor proposes to make unconditional gifts to Chapman Eastway Charitable Foundation, starting with a total gift of:

Total Gift Amount ($)*

Minimum $10,000. Enter amount in whole dollars.

Donation Method

Please indicate how you will make your donation.

Donation Method*

Electronic Funds Transfer (EFT)

EFT Bank Details

Account Name:	CE Foundation Pty Limited
BSB:	082-057
Account No.:	83 929 2686

Investment Approach

The CECF’s endowments are established in perpetuity. The default investment strategy is one seeking long-term capital appreciation.

All decisions relating to CECF’s investment of the Trust Funds are the legal responsibility of the Trustee, through the Board, which is responsible for the design and execution of the asset allocation strategy and investment activities.

Donor Acknowledgements

The donor has read, understood and agrees to the following:

Donor Gifts and Assets

The gifts form part of the Trust Fund of CECF and do not form a separate fund.
The Trustee may change the name of the endowment if it is required under law or recommended by the ATO and will consider any request from the donor as to a change in name.
The assets will not be invested separately from the Trust Fund.
The assets will not be separately accounted for in the statutory financial statements of CECF, although separate management accounts, known as an endowment, in respect of the assets will be maintained for the purposes of internal management and identification. The Trustee will provide an annual report of the investments and grants attributed to the endowment to the donor but is not under an obligation to do so.
The Trustee may at any time cease to maintain an endowment and account for the money and investments in the general accounts for the Trust Fund.
The Trustee is required to distribute a minimum of 4% of the net assets held in the Trust Fund annually, based on the net assets of the previous financial year.

Donor Grantmaking Requests

The management of donor requests in accordance with the below paragraphs is necessary for any donations to be tax deductible, where an endowment is tax deductible:

The Trustee is not required to respond to any request or indicated preference or to make a grant in accordance with a request or preference.
The Trustee may invite the donor to make requests or indicate preferences at certain times, but the Trustee is not required to invite the donor.
The Trustee may make grants from the funds from the donor's gifts along with other money in the Trust Fund without first advising the donor or seeking a request.

Donor Fundraising and Marketing

The donor will not undertake any fundraising activities for an endowment without written authorisation from CECF.
The donor will indemnify CECF for any claims or liability for injury or damage in relation to any fundraising event undertaken by the donor.
The donor will clearly state in all marketing and communications material that the endowment is part of the CECF. CECF's logo will be included on all published material, including websites.

Fees

The donor has been advised of the current fee structure, as per Schedule 1.

Schedule 1 — Investment Management & Donor Administration Fee

There are no fees to establish a sub-fund. To assist with ongoing costs, CECF transfers 1.1% from the sub account each year to the General Fund to cover all running costs including investment management fees, audit and compliance.

Chapman Eastway does not charge any fees to the CECF as it provides all of its services in goodwill.

Balance	Annual Fee
Assets up to $1,000,000	1.1%
Next $1M to $3M	0.825%
Assets over $3M to $5M	0.715%
Assets over $5M	0.5%

These fees are noted for disclosure purposes and are not in addition to the 1.1% transfer to the General Fund.

Terms Agreement*

I have read, understood and agree to all of the above acknowledgements, including the Donor Gifts and Assets terms, Donor Grantmaking Requests, Donor Fundraising and Marketing obligations, and the fee structure outlined in Schedule 1.

Declaration

Full Name of Signatory*

Date*

Signature*

Establish an Endowment

Thank you for choosing to become part of the Chapman Eastway Charitable Foundation (CECF).

Please complete this form to request the establishment of an endowment with CECF.

The form seeks information that will assist CECF in understanding your vision and preferences. Background information and a summary of policies and procedures relating to the establishment and maintenance of an endowment with CECF.