Gifts In Wills

Gifts in Wills: Suggested Wording

A Will is a legal document therefore it is in your best interest to ensure that the wording is precise and does not include statements that can be misinterpreted.

It is important that the Cabrini Foundation is clearly identified in the wording of your Will.

The Cabrini Foundation overseas and guides all fundraising activities, donations and bequests on behalf of Cabrini.

We suggest you use the following:

“I leave to the Cabrini Foundation at Cabrini Health, ABN 33 370 684 005, the whole of my estate [or… the residue of my estate / or % of my estate / or the sum of $…. / or description of property]free from all duties and deductions, to be applied for its general purposes in such a manner as Cabrini Health may determine[or name a specific purpose or area such as research, oncology, cardiac services, educational scholarships].

The receipt in writing of an authorised officer of the Cabrini Foundation shall be a sufficient discharge to my executor and/or trustee.”

Download a printable version of our Suggested Wording.

*Cabrini Foundation is registered as a Deductible Gift Recipient (DGR) by the Australian Taxation Office.

** Cabrini Foundation does not directly offer legal advice, but encourages the donor to seek independent advice. Cabrini Foundation will direct donors to the Law Council of Australia or the Law Institute of Victoria (or other relevant state body) to find a suitable solicitor. Advice can also be sought from the offices of the State Trustees or commercial firms Perpetual Trustees or Equity Trustees.

We encourage you to discuss your wishes with us and any specific area you would like your bequest directed.

For more information or a confidential discussion please contact:

Natalie Sikora
Planned Giving Manager
P: 9508 1376
E: nsikora@cabrini.com.au

Thank you for considering Cabrini in your Will.

 

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