Foundation Fund Application Open A Fund Foundation Fund Application (Prototype) Foundation Fund Application Prototype single-page form (for stakeholder review). Required fields are marked *. Single Submit • CRM-friendly 1) About You (Primary Fund Holder) First Name * Last Name * Email * We’ll send confirmations and next steps to this address. Mobile Phone * Date of Birth * Required for compliance verification. Citizenship / Residency * Select one Australian Citizen Australian Permanent Resident New Zealand Citizen Other Residential Address * 2) Fund Details Proposed Fund Name * Applying As * Individual Couple Organisation Joint Fund Holder (if applying as a couple) Joint Holder First Name * Joint Holder Last Name * Joint Holder Email * Joint Holder Date of Birth * Organisation Details Legal Entity Name * ABN * Primary Contact Person * 3) Contribution Estimated Initial Contribution * Select a range $20,000 – $50,000 $50,000 – $250,000 $250,000 – $1,000,000 $1,000,000+ Intended Focus (optional) Undecided Religious Humanitarian Both This helps us route your onboarding appropriately. 4) Investment Preference How would you like your fund invested? * Select one Capital Preservation (lower volatility) Balanced Growth (higher volatility) Unsure — discuss with us 5) Optional Add-ons Add a Professional Advisor (optional) Professional Advisor Advisor Type Choose one Accountant Lawyer Financial Advisor Other Advisor Name Firm Name Email Access Level Choose one None View Only Full Access You can finalise access levels during onboarding. 6) How did you hear about us? (Optional) Source Prefer not to say Advisor referral Board member Church Existing donor Charity partner Web / Marketing Staff Other 7) Consent I confirm the information provided is accurate * I agree to the Terms & Privacy Policy * I consent to be contacted regarding this application * I’d like a call before proceeding Notes (optional) Submit Application Demo-fill (for stakeholder review) This is a prototype layout intended to validate the approach. In production you’ll connect the form action to your submission handler (or Elementor/Freshworks integration) and replace Terms/Privacy links.
