How to prepare your Will to include a bequest
You can save Australian lives by including a gift in your Will to The Heart Foundation.
Help save lives in just three steps
- Speak to your solicitor or legal adviser
- Write or revise your Will to include your bequest
- Please let us know about your gift.
What legal wording do you need to include in your Will?
| Type of bequest: | Suggested wording: | |
Whole estateWhen you leave everything you own to the Heart Foundation. | "I give the whole of my estate to the National Heart Foundation of Australia (ABN 98 008 419 761) for which an authorised receipt from the National Heart Foundation of Australia will be an absolute discharge to my executor." | |
A share of your estate: Residual bequestWhen you leave a portion or percentage of what’s left of your estate after you’ve taken care of your loved ones and expenses. It’s not a specific amount of money, so it gives you peace of mind no matter the final size of your estate. | "I give _________ per cent of the residue of my estate to the National Heart Foundation of Australia (ABN 98 008 419 761) for which an authorised receipt from the National Heart Foundation of Australia will be an absolute discharge to my executor." | |
A specific amount: Pecuniary bequestWhen you give a set amount of money. Something you may wish to keep in mind is that pecuniary bequests may lose value over time due to inflation, so you may not end up giving as much as you’d like. We do appreciate gifts of all types and sizes. | "I give $_________ to the National Heart Foundation of Australia (ABN 98 008 419 761) for which an authorised receipt from the National Heart Foundation of Australia will be an absolute discharge to my executor." |
Other types of bequests
ABN: 98 008 419 761
Would you like to know more?
Request a free information pack
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