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Trusts and Bequests

The University of Adelaide is trustee of almost 500 trusts established by gifts or bequests to the University since it established in 1874.

These trusts and bequests provide income for a wide range of University purposes including prizes, awards, bursaries, scholarships, fellowships, professional chair positions, research funding, books and publications and faculty equipment.

The University acknowledges with gratitude the generosity of its many benefactors.

Trusts and bequests are managed across different branches:-

  • Financial Services manage all investment aspects of trusts and bequests;
  • External Relations manage donor relations, fundraising and the University Giving Framework;
  • Local Schools and Faculties manage the expenditure from the trust for the purpose specified by the donor and local management and administration of the prize/award or scholarship.

What We Do

    - Manage the University-wide compliance reporting program for trusts and bequests to ensure that income of each trust is spent for the purpose specified by the donor
    - Provide legal advice within the University on new and existing trusts
    - Provide legal advice and work with the University Engagement branch about proposed bequests and gifts to the University

Each trust and bequest held by the University has a University Trust Record. To view these trust records, please refer to the links below:

To view the Prizes and Scholarships offered by Schools and Faculties, please refer to the relevant Faculty/School web page:-

    Resources for Staff

    The Legal and Risk Branch has developed a number of resources to assist staff who administer Prizes and Scholarships from Trusts and Bequests.  These resources have been developed in conjunction with Financial Services and the University Engagement Branch to ensure the University has a consistent approach to administering prizes and scholarships.

    All prizes must be reviewed at least every 3 years (refer Giving Policy) and the below Endowed Prize Variation documents will guide you through the process, or if it has been identified that the rules for an endowed prize need to be varied.

    Note: Endowed means a gift held in perpetuity and invested in the University's Endowment Fund, only the income from the capital sum is used to fund the prize or scholarship each year.

    Further guidelines are being developed and will be added here when complete.

    For More Information

    Jackie Morris,
    Trusts Officer

    jackie.morris@adelaide.edu.au
    08 8313 5804

    For more information about the University's Giving Framework, refer to External Relations.

    To learn more about trusts and the obligations of a trustee, refer to the Trustee Act 101 (education material).

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    Need Help?

    Email helpdesklegal@adelaide.edu.au and we will respond within 24 hours.
    Rm G07 Mitchell Building, North Terrace, Adelaide  SA  5005

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