Information for executors, trustees and solicitors 

General information for executors, trustees and solicitors

• Our full legal name is Anglicare WA Inc.
• Anglicare WA Inc. is a Public Benevolent Institution Incorporated (PBI)
• A receipt of a gift can be accepted by the executors as sufficient discharge of that gift if signed by the CEO or Director Marketing and Philanthropy
• Our ABN is 32 797 454 970

For executors or trustees administering a will

We are grateful to you for ensuring that our supporter’s gift in their will to Anglicare WA is properly administered. Please send the following information to us:

• A covering note that includes your contact details, as well as the full name and last known address of the deceased person
• A copy of the final will and any codicils
• A statement of estate accounts
• Details (where appropriate) of their next of kin so that their loved one can be recognised appropriately

When you’re ready to distribute the estate, please post a cheque made payable to Anglicare WA Inc. to:

Bequest Supervisor
By mail: GPO BOX C138, East Perth, WA 6892

For solicitors making a will

Thank you for your assistance in making a will that includes a gift to Anglicare WA. To see an example of our suggested will wording, please see below:

I give to Anglicare WA Inc. A.B.N. 32 797 454 970 free from all duties

(A) _____% of my residuary estate OR

(B) the sum of $______ OR

(C) the rest and residue of my estate

(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.

How to notify us

To make sure your client’s gift reaches us, please:

• Use our full registered name: Anglicare WA Inc.;
• Note that our ABN is 32 797 454 970

If your client would like their gift to be used for a specific purpose, please contact our Philanthropy team to make sure their wishes can be carried out.

We would also welcome the chance to thank the will maker in person and invite them to join our bequest society, Friends of Anglicare WA. Please could you ask them to contact us directly in any of the following ways unless they do not choose be acknowledged:

Please contact our Philanthropy team in any of the following ways:

Post: GPO BOX C138, East Perth, WA 6892
Email: bequests@anglicarewa.org.au
Phone: (08) 9263 2091