Bequests

Your Will

Your Will is a legal document that ensures your wishes are carried out after you die. Whatever your age or personal circumstances, making a Will and keeping it current is the only way to be certain your wishes will be followed, and that the people
and causes you care about will be taken care of after your death. If your situation changes, you can revise your Will at any time. Spending a short time with your solicitor now, setting down your wishes, means peace of mind and could save your loved ones from distress and uncertainty in the future.

 

 

A Bequest to Palliative Care South East Ltd

A bequest is a gift left in a Last Will and Testament – it could be money, shares, property, residual of estate or other valuable items.It is an investment in the future and would  enable us to extend our services to improve the quality of life of others with a life-limiting illness within our community. Your gift will touch the lives of many, leaving a truly lasting legacy.

You can leave a gift in your Will to Palliative Care South East Ltd in the following ways:

Residuary bequests: You donate the remainder of your estate to Palliative Care South East after your dependants, taxes and expenses have been taken care of. With a residuary bequest, your gift will always reflect the proportion of your estate
that you intended. As there is no fixed dollar amount stated, a residuary bequest prevents inflation from reducing the ‘real value’ of your gift.

A fixed dollar amount: You may nominate an exact dollar amount to gift to Palliative Care South East Ltd. The value of this type of gift can decrease over time, as the cost of living increases. It is possible to have the amount adjusted for inflation within your
Will, and your solicitor can advise you on this.

Specific property: You can nominate a specific gift such as property, possessions, insurance policies or shares that are clearly distinguishable and separate from the remainder of the property that forms your estate.

Suggested Wording for your will:

I give to Palliative Care South East Ltd ABN 64 725 842 484 free of all taxes and other deductions the residue of my estate OR (x)% of the residue of my estate; OR the sum of $(insert amount) OR (insert specified assets such as real estate, shares etc) for its general purposes. I declare that the receipt of the proper officer of the organisation shall be a sufficient discharge to my Executors.

For more information about bequests or to discuss your ideas with us confidentially to ensure your peace of mind, please contact our Fundraising Officer on:
Phone 03 5991 1300
Email communications@palliativecarese.org.au

If you are considering including Palliative Care South East in your Will we advise that you seek professional legal advice.

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