Bequests

Leaving a bequest to charity means that you have the use of your funds or property during your lifetime, and leave part or all of your money or property to a charity after your death. You may choose to leave a particular asset or a specified sum of money to your chosen charity or charities, or you can leave a percentage of your total estate, or a percentage of the residue of your estate, which means that you can ensure family and friends are provided for as well as benefiting the charity of your choice.

You may choose to leave your bequest freely - "no strings attached" - so that the charity can apply the money to the area of most need.

It is also possible to leave a bequest with a specification that it is used for a particular purpose - for example, to establish a scholarship for rural students. In this case, it is important to ensure that you are not leaving the charity more trouble than assistance. Making a bequest of a historic building, specifying that it must be used for a particular purpose, but not leaving any money for the maintenance and rates can be placing a burden upon that charity. It may be wise to speak to the charity beforehand to discuss your plans.


Suggested Wording

This is one example of a suggested wording for a bequest, but it is only a suggestion. Many charities will be able to offer a specific wording for a bequest to themselves, and your solicitor will also be able to assist you in this regard.
"I bequeath to (name of charity) of (address of charity) for its general purposes [(the whole) or (a specific amount or gift) or (a percentage) or (the residue)] of my estate free of all duties, and I declare that the receipt of its treasurer or other authorised officer shall be sufficient discharge to my executor.”


Charity Lists

There is no comprehensive list of all charities in Australia, but there are several websites which provide lists of charities. In some cases charities must pay to be listed, and in other cases the listing is free. None of these listings is comprehensive but there is generally a good representation of charities.

External site opens in a new windowOurCommunity.com.au
OurCommunity have an extensive listing of charities and also offer an online donation service.

External site opens in a new windowProBono Australia
Pro Bono have a listing of charities on their website, and they also produce their listing as a booklet which is distributed free of charge to solicitors, accountants, corporations, philanthropic trusts and other decision makers.

External site opens in a new windowAuscharity
AusCharity list some charities on their website and also distribute this listing as The Charities Book.


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