Every gift we receive, no matter how big or small, helps us in our fight against stroke. We’re very thankful to everyone who helps to administer a gift left to the Stroke Foundation in a Will.
As an Executor to an estate which has named the Stroke Foundation as a charitable beneficiary, you are uniquely placed to ensure that the last wishes of someone close to you are carried out. If you have a solicitor acting on your behalf, please provide this information to them.
Your role is an important one which can sometimes be time-consuming and complex. We’re here to answer any questions you may have about distributing a gift to the Stroke Foundation. Information we need when the time comes, please send the following documents relating to the gift:
- A copy of the last Will, along with any codicils
- Details of the next of kin or surviving close friends so that we can write to thank them and answer any of their questions.
If the Stroke Foundation is named as a beneficiary of the residuary of the estate or a proportion of the entire estate, please also send the additional information:
- Grant of Probate
- Copy of Statement of Assets and Liabilities
- Statement of distributions
- Upon completion of the estate administration, a copy of the Estate Accounts.
Distribution of Gift
When you are in a position to distribute the gift from the estate, please make cheques payable to Stroke Foundation, sent for the attention of our Gifts in Wills Manager.
Our postal address is:
Gifts in Wills Manager
Level 7 / 461 Bourke Street
MELBOURNE VIC 3000
Alternatively, if you prefer to make distributions via EFT directly into our bank account, please contact the Gifts in Wills Team on 1300 194 196 for the correct bank account details.
If you are considering making an interim distribution from the Estate before all of the estate administration is completed, please contact the Gifts in Wills Team on 1300 194 196 to discuss in more detail.
Our questions and answers page provides easy to understand answers to some of the queries that you might have. Please take a look and see if we can answer any of your questions.
Please feel free to contact us to ask us any questions or to talk about how to distribute gifts in Wills to Stroke Foundation.