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Below are the three most effective wording options for including a bequest in a Will – either your own or that of a family or friend or, if you are a solicitor, a client. All ensure that the real dollar value of your bequest is not eroded by inflation.
1. Wording for a residuary bequest: I give and bequeath the rest and residue of my estate both real and personal to Mission Australia – (ACN 000 002 522) Level 7, 580 George Street, Sydney NSW, for its general purposes and declare that the receipt of an executive officer at the time, shall be sufficient discharge of my executor’s duty.
2. Wording to leave a percentage of the residue of an estate: I give and bequeath __________ per cent of the residue of my estate to Mission Australia – (ACN 000 002 522) Level 7, 580 George Street, Sydney NSW for its general purposes and declare that the receipt of an executive officer at the time, shall be sufficient discharge of my executor’s duty.
3. Wording for leaving a percentage of the residue of a total estate: I give and bequeath __________ per cent of my estate to Mission Australia – (ACN 000 002 522) Level 7, 580 George Street, Sydney NSW for its general purposes and declare that the receipt of an executive officer at the time, shall be sufficient discharge of my executor’s duty.
These are not the only ways you can make a bequest to Mission Australia, but they are the most effective.
Notifying Mission Australia If you, a family member, friend or client decides to leave a bequest to Mission Australia, please notify us so we can personally offer our heartfelt thanks. Also, everyone who leaves a bequest to Mission Australia is entitled to honorary membership of the Benjamin Short Society and will receive regular updates and invitations to events.
Contact us For more information or to discuss a bequest, contact us by submitting the online form, call our National Bequest Manager on (02) 9219 2057 or call 1800 88 88 68.
To inform us of a bequest, you can also submit your information via our online form.
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