What is a Bequeth?

 

A bequest is a gift made in your will. You can make bequests to individuals, companies, associations or charities. A bequest to Aussie Helpers is an investment for life. Making a bequest may be as simple as adding a Codicil to your existing will, but seek the advice of your solicitor. Full capital gains tax relief may be available to your estate for bequests made to certain charities, including Aussie Helpers. Scroll further down this page for details.

A Bequest to Aussie Helpers

A will is a personal matter and only your decision. Naturally Aussie Helpers will be very appreciative if you include Aussie Helpers in your will, after providing for your family. You can ensure that farming families throughout Australia are being continuously cared for by making a bequest to Aussie Helpers. Currently the rates of depression and self harm are still frequent , so consider a bequest as an investment in the future which will contribute to saving lives – perhaps the life of someone you love.

We thank and honour the individuals and families, who have made a major difference to our work, funded through their bequests.

Types of Bequests

A bequest made to Aussie Helpers may be:

– a specific bequest – the gift of a specific sum of money or nominated asset such as a house or other land, shares and other investments, life insurance, works of art or other valuables.

– a bequest of your entire estate or a specified share or percentage of your entire estate (after all debts and expenses have been paid).

– a residual bequest – what remains of your estate after all debts and expenses have been paid and other gifts distributed or a specified share or percentage of your residuary estate.

– after a life interest – when property, such as a house, is left to a beneficiary to occupy or receive income from during their lifetime (or another specified period) and then passes to Aussie Helpers.

We recommend that if you wish to make a bequest to Aussie Helpers, you discuss it with your solicitor.

You may have a preference for the way your bequest to Aussie Helpers will be used. You might wish to make a gift in memory of a particular person. Or you may want Aussie Helpers to hold your gift on trust to ensure that it is used to fund a particular type of project. Because Aussie Helpers is a charity, such trusts can be perpetual. We recommend discussing your ideas with us, so we can help you find practical ways to achieve your wishes.

A Bequest example

An example of bequest wording is set out below, but should be only used as a guide for you and your solicitor. The exact wording will depend on the type of bequest you wish to make.

“I give, devise and bequeath to Aussie Helpers of P.O.Box 405, Charleville, 4470 for its general purposes, free from all taxes and duties, (here please specify your gift eg the sum of $X). I direct that the receipt of any director or other proper officer for the time being of that organisation will be a sufficient discharge to my Trustees.”

For more general information about making a will, please contact us on 1300 665 232 or email admin@aussiehelpers.org.au

Please Contact us

You don’t have to tell us if you have made, or intend to make, a bequest to Aussie Helpers in your will. But if you do wish to tell us, we’d be happy to hear from you, so that we may thank and acknowledge you, as well as keep you informed about the activities of Aussie Helpers.

All information received by Aussie Helpers will be treated in the strictest confidence and we will respect your wishes if you choose to remain anonymous.

If you would like to discuss leaving a bequest to Aussie Helpers or require further information, please contact us on 1300 665 232 or email admin@aussiehelpers.org.au

Memorial Giving

When someone close to us dies, we experience grief, sadness and, ultimately, an appreciation of all memories we have of that special person. A Memorial Donation to Aussie Helpers is a thoughtful way to remember someone, and at the same time help to assist those who remain.

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Letter Expressing Condolences and Appreciation: The next of kin/nearest family member of the person who has died is sent a letter expressing condolences and special thanks to the names of all those who kindly make memorial donations (the dollar amount is not mentioned).

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Receipts for All: Everyone who makes a memorial donation and supplies their postal address is sent a letter of thanks.

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Special Envelope: Funeral Directors can request memorial envelopes on behalf of the family for where memorial donations are requested by the family at a funeral.

Read more about our past bequest makers on the right of this page and contact us anytime if you have any questions.

Thank You

The Aussie Helpers Team

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