Frequently asked questions about leaving a bequest
A bequest is a gift left through your Will. At Anglicare WA, we truly appreciate the honour of being named as a recipient of a bequest, and do all that we can to ensure that the legacy of the supporter is honoured.
Wills & Bequests FAQ
Everyone should have a Will. It ensures that after you are gone, you are able to provide for the people and issues you care about.
The best way of arranging a bequest to ensure your wishes are honoured is by seeking legal advice. Having a solicitor or trustee company assist you with writing your Will can help to ensure the required legal processes are followed.
When writing your Will it’s important that you consider the needs of your family and dependents, and let them know about decisions that affect them – including if you decide to leave a gift to Anglicare WA.
If you do not have a Will, it is advisable to write one as soon as possible. It is also important to update your Will when your circumstances change – for example if you get married or divorced, have children or buy property.
If you choose to leave a gift to Anglicare WA in your will, it is important to ensure that the wording is legally correct. You may want to talk to your solicitor or trustee, as well as the Anglicare Bequest Supervisor. For suggested wording, you may use one of the following:
I give to Anglicare WA Inc. A.B.N. 32 797454 970 free from all duties
(A) _____% of my residuary estate
OR
(B) the sum of $______
OR
(C) the rest and residue of my estate
OR
(D) details of a particular asset — such as shares or property
I express the wish that it is applied for the purposes of Anglicare WA Inc in such manner as the CEO may determine and I direct that the receipt of the CEO or duly authorised officer of Anglicare WA Inc. be accepted by my executor/trustee as a sufficient discharge of same.
OR
I express the wish that it is applied for the purposes of ______ and I direct that the receipt of the CEO or duly authorised officer of Anglicare WA Inc. be accepted by my executor/trustee as a sufficient discharge of same. However, if circumstances change and my wishes cannot be fulfilled, I direct that the CEO or duly authorised officer allocates the bequest in such a manner as best approximates my wishes.
We suggest you use the services of a solicitor or Trustee Company to ensure your Will is legally sound. A solicitor can also advise you on matters such as guardians, asset valuation and power of attorney.
An enduring power of attorney is a legal agreement that enables a person to appoint a trusted person - or people - to make financial and/or property decisions on their behalf. An enduring power of attorney is an agreement made by choice that can be executed by anyone over the age of 18, who has full legal capacity.
An Enduring Power of Guardianship is a legal document that authorises a person of your choice, to make important personal, lifestyle and treatment decisions on your behalf should you ever become incapable of making such decisions yourself. This person is known as an enduring guardian.
An enduring guardian could be authorised to make decisions about things such as where you live, the support services you have access to and the treatment you receive.
It is recommended that you do. We would also welcome the chance to thank you and invite you to join our bequest society, Friends of Anglicare WA.
If you would like to let us know of your decision to include Anglicare WA in your Will, please contact our Philanthropy team on (08) 9263 2091 or bequests@anglicarewa.org.au.
Yes, Anglicare WA is a charity. To be more specific, we are a Public Benevolent Institution Incorporated (PBI).
Our CEO or Director of Marketing and Philanthropy.
Our ABN is 32 797454 970.
Please contact our Philanthropy team in any of the following ways:
Post: GPO BOX C138, East Perth, WA 6892
Phone: (08) 9263 2091
Email: bequests@anglicarewa.org.au