Gifts In Wills

How To Include A Gift In Your Will

“You don’t have to have a lot of money to leave a gift in your Will,” says bequestor Donna Bradley-Robinson.

A planned gift – also known as a bequest – simply means including Cabrini as a beneficiary in your Will.

It is a very special way many people touched by Cabrini’s exceptional care choose to say thank you or pay tribute to their loved ones.

After providing for your loved ones we ask you to consider Cabrini.

 

 

 

Leaving a gift in your Will is a four-step process:
Step 1: My Will

An up-to-date legal Will enables you to provide for the people and causes you hold most dear.

Even if you already have a Will, you can still leave a gift by adding a codicil to your existing Will.

Ideally, seek independent legal advice to ensure your Will is subject to the laws of Victoria.

Step 2: What will I leave?

We value every gift as a privilege – no matter what the amount or type of gift.  It could include:

  • The whole or part of the residue of your estate once all other legacies and expenses have been deducted.
  • A portion of your estate.
  • A sum of money
  • Property
  • Stocks and shares
  • Superannuation and life insurance policies
Step 3: My legacy

Whether you would like to save lives with the latest high-tech medical equipment, impact future ground-breaking research, establish a scholarship fund in your name or invest in new building works – it would be our pleasure to discuss your preferences with you.

Your gift could be directed to a specific purpose or remain unrestricted.

Areas you could direct your gift to include:

  • The hospital’s most urgent needs first
  • Treatment and care of patients
  • State-of-the-art medical equipment
  • A particular facility or specific service
  • Research
  • Education

An unrestricted or “general purpose” gift will have the most impact as it allows Cabrini to direct your gift where it is most urgently needed at the time.

Step 4. Wording

Cabrini Foundation overseas and guides all fundraising activities on behalf of Cabrini.

It is important you clearly identify the Cabrini Foundation in the wording so we may ensure your wishes are honoured.

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

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