AAOD LEGACY FUND

A guide for charitable giving to the Australian Age of Dinosaurs Museum of Natural History, a not-for-profit education and science initiative created for the benefit of all Australians.

Annual reports for the AAOD Legacy Fund Ltd are available to download here as a PDF. 

 

2017 Annual Report and Statements

2017 Statutory Financial Statements

 

 

 

 

WHAT IS AAOD LEGACY FUND?

Legacy, or endowment, funds underpin the financial sustainability of many of the world's great museum, art and learning institutions. AAOD Legacy Fund is a public ancillary fund established to invite and receive donations and bequests from members of the public. Launched in 2015, donations to the Fund are building an investment portfolio that will, firstly, provide ongoing and permanent income for the general operations of the Australian Age of Dinosaurs Museum and also support new capital projects and replacement of capital assets. By donating to AAOD Legacy Fund, your gift is retained for the life of the Fund and interest earned on your contribution will continue to support AAOD and preserve it for future generations. 

The Trustee for the Fund is AAOD Legacy Fund Limited, a public company limited by guarantee. 

WHAT IS THE DIFFERENCE BETWEEN DONATING TO THE LEGACY FUND AND DONATING TO THE AAOD LTD GIFT FUND?

The main difference is that donations to the Gift Fund are all spent on operational requirements or specific capital projects whereas donations to the Legacy Fund are preserved and, as far as possible, only income earned on the donations will be distributed to AAOD Ltd. 

Donations to the Legacy Fund can be for any amount, large or small. Your donation will be added to the money donated to the Fund by other people and organisations and invested in accordance with the Investment Strategy with income distributed annually by the Trustee to AAOD Ltd. 

Unless donations are specifically directed to one of AAOD Ltd's current projects, such as the Outdoor Galleries Project, AAOD prefers that donations to be made to the Legacy Fund rather than the Gift Fund. 

MAKING PROVISION FOR AAOD IN YOUR WILL

You can support the AAOD Legacy Fund in your will in a number of ways including making a specific monetary bequest, leaving the residue of your estate or a percentage thereof to the Fund, or making the Fund a beneficiary after the death of a surviving partner who benefits from your estate during their lifetime. 

Non-cash bequests, eg real estate or other physical property, can also be made in favor of AAOD Legacy Fund. If, however, you are considering a bequest (or donation) of specimens that may be suitable for adding to the Museum collection, please endeavour to discuss this with Executive Chairman David Elliott david.elliott@aaod.com.au before your will is finalised.

Suggested Bequest Clause for the AAOD Legacy Fund 

"I devise and bequeath to AAOD Legacy Fund ABN 81 876 017 009 [the sum of $XYZ of my estate / the whole of my estate / the residue of my estate / X (insert description of particular asset)], free of all taxes and other deductions, for its general purposes. The receipt of the Company Secretary or other proper officer of AAOD Legacy Fund will be a sufficient discharge for my Trustee."

Download our brochure and other Legacy Fund documents below.

FOR MORE INFORMATION

CONTACT

AAOD Legacy Fund

PO Box 408 Winton, Qld 4735

+61 07 4657 0712

legacyfund@aaod.com.au

 

Board of Directors

The Trustee of the AAOD Legacy Fund is AAOD Legacy Fund Ltd (the Trustee). The Trustee has an honorary Board, the members (Directors) of which bring expertise in a range of fields including business and financial management. Directors volunteer their time to oversee the functions of the AAOD Legacy Fund.

CAROL TREWICK  

Qualifications
• Bachelor of Commerce
• Master of Law
• Certified Practising Accountant
• Graduate Australian Institute of Company Directors
• Justice of the Peace NSW

Current positions
• Director, Australian Age of Dinosaurs Limited
• Chairwoman, AAOD Legacy
Fund Ltd                                                                             • Head of Commercial Control ANZ, CNH Industrial Australia Ltd

Previous positions
• Project Controller, Pentair
• Commercial Manager and Finance Business Leader, GWA Industries
• State Administration Manager, Suez Environmental 
• Commercial Manager, Toll Ipec
• Financial Controller, GKN Australia

      

 

DAVID ELLIOTT OAM 

Qualifications
• Justice of the Peace Qld

Current positions
• Executive Chairman, Australian Age of Dinosaurs Limited

Acknowledgements
• Medal of the Order of Australia 2015
• Winton Citizen of the Year 2014
• Churchill Fellow 2011
• Queensland Finalist Australian
of the Year Awards 2009
• Queensland Museum Medallist 2006

Previous positions
• President, Australian Age of Dinosaurs Inc

    

BRUCE COLLINS OAM 

Qualifications
• Bachelor of Rural Science,

Current positions
• Director, Australian Age of Dinosaurs Limited
• Director, B&H Collins Investments Pty Ltd

Acknowledgements
• Centenary Medal 2001
• Medal of the Order of Australia 2009

Previous positions
• Director, Waltzing Matilda Centre 
• Director, Undaval Pty Ltd
• Director, Dutana Pty Ltd
• Mayor, Winton Shire Council 
• Chairman, Waltzing Matilda Centre Board

  

GRAHAM MCMANUS 

Qualifications
• Bachelor of Business - Accountancy
• Master of Business Administration


Current positions
• Partner, Grant Thornton Chartered Accountants
• Chair of Board, St Rita’s College Limited


Previous positions
• Managing Director, Plans In2
Actions Pty Ltd
• General Manager Planning and
Business Development, Pacifica Group Limited
• Corporate Development Manager, Bendix Mintex

      

 

 

        

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


COMPANY SECRETARY

IAN MERRITT 

Qualifications
• Bachelor of Education
• Diploma of Teaching
• Justice of the Peace Qld

Current positions
• Company Secretary, Australian
Age of Dinosaurs Limited
• Secretary/Treasurer,
Longreach Local Ambulance
Committee
• Representative,
Commissioner’s Reference
Group, QAS
• Director, Queensland Ag Shows

Acknowledgements
• Local Hero Award, State
Government 2013

Previous positions
• Treasurer, Tower Hill Picnic
Race Club Inc
• Representative of the State
Council, Queensland Teachers’
Union
• Treasurer, Longreach School
of Distance Education

       

 

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