Gifts in Wills

Gifts in

Gifts in Wills

Leaving a gift in your Will ensures vital research can continue beyond your lifetime and help you leave a lasting legacy. We recommend talking with your Solicitor or Financial Planner who will ensure your estate plan is correct and your wishes are met. A few different ways to remember JDRF in your estate planning can be:

  • Gifting a specific amount;
  • Gifting a percentage amount;
  • Gifting what is left – this is also known as a “gift of residue”;
  • Making a pledge – an undertaking to pay a certain sum of money within a specified period of time usually at regular intervals. Gifts can be paid through cash or stock gifts;
  • Setting up Trusts and Funds;
  • Life Insurance or Superannuation Funds – these can be used to give money philanthropically.

Many JDRF supporters have a connection to type 1 diabetes and wish to have their gift directed to an area of personal interest, please get in touch to discuss this further.

Wording for leaving a legacy to JDRF Australia

Below are several suggestions of wording for making a gift in your Will. The symbol * indicates where you would enter either a dollar amount or a percentage of the total estate.

A percentage of the total estate:
Choose this wording to leave your entire estate or a percentage of your estate.

“I GIVE AND BEQUEATH *…… per cent of my estate to JDRF Australia (ABN: 40 002 286 553) for its general purposes AND I DECLARE that the receipt of an executive officer of the Foundation at the time shall constitute a sufficient discharge to my executor/s and trustee/s.”

Residue:
The residue of your estate is what remains after you have taken care of family, friends and any debts outstanding.

“I GIVE AND BEQUEATH the rest and residue of my estate, both real and personal, to JDRF Australia (ABN: 40 002 286 553) for it’s general purposes AND I DECLARE that the receipt of an executive officer of the Foundation at the time shall constitute a sufficient discharge to my executor/s and trustee/s.”

A percentage of the residue:
You may also choose to leave a percentage of the residue.

“I GIVE AND BEQUEATH *…… per cent of the residue of my estate to JDRF Australia (ABN: 40 002 286 553) for its general purposes AND I DECLARE that the receipt of an executive officer of the Foundation at the time shall constitute a sufficient discharge to my executor/s and trustee/s.”

A specified sum:
To specify a particular sum, use this wording.

“I GIVE JDRF Australia (ABN: 40 002 286 553) the sum of $…… for the purposes of, and use by, the Association AND I DECLARE that the receipt of an executive officer of the Foundation at the time shall constitute a sufficient discharge to my executor/s and trusteee/s.:”

 

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