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Bequests 

If you want to take a longer-term view about assisting us you may wish to consider a bequest, which is a gift made in your will. 

This can usually be done by adding a codicil to your existing will. However, you should always consult your solicitor to ensure your wishes are properly expressed and documented. 

A bequest can be for a specific amount of money, or of a particular asset, e.g., a house or an investment portfolio. The bequest can be made for a specific charitable purpose, or simply for charitable purposes at the discretion of the Trustees or Directors. 

The following is a general form of wording that can be used in your will, subject to consultation with your solicitor. It may need to be modified depending upon the nature and purpose of your bequest. 

"I give devise and bequeath to The Walter and Eliza Hall Supplementary Trust, for its general purposes, free from all taxes and duties the sum of $xxxx. I direct that the receipt of any Trustee, Director or the Secretary for the time being of that Trust will be sufficient to my executors." 

If you wish to discuss any aspect of making a bequest, please contact us on (02) 9264 9480 or email info@wehalltrust.org.au.

Establish a fund in your own name

Where large amounts are donated or bequeathed there is the option of having the funds held and administered in your name or in memory of someone else. In this way the ultimate beneficiaries are informed of the original source of the assistance made available to them.

This is also a practical and simple option for anyone considering setting up their own stand-alone charity because it avoids all the legislative complexity and management time that would otherwise be involved.