Including an APS Foundation giving fund in your estate and legacy planning is simple. You can let us know your Giving Plan and we take care of the rest. Your philanthropic legacy can endure for as long as you wish, supporting the causes you care about and inspiring the next generation.
We can assist you to develop your Giving Plan which will include;
How you would like to fund your legacy
Nominating your steward
Letting us know who or which cause area you would like to gift
Giving futures service
APS offers three core services to help make planning your giving future simple.
We provide tailored services for:
Estate planning
We can work with your lawyer and provide a clause for your Will that directs a share of your estate, or the residuary, into your APS Foundation giving fund.
Giving Plan development
We can help you develop a Giving Plan which articulates your personal values, giving aspirations and the type of impact you’d like to achieve through your giving fund. This will provide invaluable guidance to the fund’s trustees regarding the types of causes, initiatives and organisations that align best with your intentions.
Giving while living co-design
An optional inclusion for giving fund holders who wish to work with APS to co-design a ‘giving while living’ strategy to guide the activities of their giving fund over the course of their lifetime and into the future. This could include the establishment of a scholarship or fellowship, or the development of partnerships with one or more charities providing a new solution to a particular cause area.
Contact us today for a discussion on planning your giving future.
"Wow, thank you. This work shows an excellent understanding of my values and philanthropy goals and how they could translate into implementable gift-giving intentions. I now understand how a well-crafted statement of wishes can serve as an enduring legacy. "
