Trusts at the University

A gift during the donor's lifetime

This form of gift is often described as an inter vivos gift.

Where a donor proposes making a gift to the University during his or her lifetime, Advancement staff will liaise with the donor to:

Where an unusual or complex gift is proposed, Advancement staff will arrange for the Trusts Group to assist with this process.

The University cannot advise a donor whether or not a particular gift to the University will be tax-deductible. The University also cannot advise a donor on the legal aspects of any proposed gift.

Before making any gift to the University a donor should, therefore, seek independent advice, including legal advice and taxation advice.

A donor needing advice regarding the legal aspects of a proposed gift may wish to contact the Law Institute of Victoria to obtain a referral to a solicitor with relevant expertise. A donor needing advice regarding the taxation aspects (including tax deductibility) of a proposed gift may wish to contact CPA Australia or the Institute of Chartered Accountants to obtain a referral to an accountant with relevant expertise.

 

Sample purpose clauses

Study disciplines

 

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