How to leave a gift in your Will

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How to leave a gift in your Will

Have you already planned to leave a bequest?

If you’ve decided to leave us a gift in your Will, we’d love you to let us know so we can show our appreciation and keep you updated on what we are doing to help support Australians living with heart disease.

How to leave a gift

There are many ways you can leave a gift. Your solicitor or other qualified professional can help you make the choice that’s right for you. Once you have decided on the type of gift you wish to leave, your solicitor or other professional will need these details for the wording of your Will:

  • Whole estate

    Many people who don’t have children are choosing this generous option.

    Suggested wording:

    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.

  • Residuary bequest

    A gift of what’s left of your estate (or a percentage of it) after you’ve made gifts to family and friends.

    It’s not a specific amount of money, so it keeps its value regardless of inflation. Your impact increases as your estate matures.

    Suggested wording:

    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.

  • Pecuniary bequest

    A gift of a set amount. Keep in mind that this gift may lose its value over time due to inflation.

    Suggested wording:

    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.

    Organisation details

    Once you have decided on the type of gift you wish to leave, your solicitor or other professional adviser will need the following legal details:

    Legal name: National Heart Foundation of Australia

    ABN: 98 008 419 761

More information

To find out more about leaving a gift to the Heart Foundation register for an information pack.

If you would like a confidential conversation about this process, feel free to reach out by email giftsinwills@heartfoundation.org.au or call Ian Lawton on (02) 9219 2453