Information for including a gift in your client’s Will
As a provider of professional legal, estate planning and Will-writing services, you’ll meet with many people to draft or update their Wills. We believe you have a critically important role to play in our fight against stroke.
Your actions can help fulfill your clients’ philanthropic wishes to support the Stroke Foundation through their Will. And, by encouraging them to share their wishes with their family, you can help prevent any nasty surprises from cropping-up further down the track
If you’re helping someone to include a gift to the Stroke Foundation in their Will, our suggested wording is:
“I give free of all duties or taxes...
[Please insert here the appropriate statement selected from the 6 options below:]
- the whole of my estate
- [insert number] percent of my estate
- the residue of my estate
- [insert number] percent of the residue of my estate
- the sum of $ [insert value of your gift]
- [insert number] of my [insert name of shares] shares.
...to the Stroke Foundation (ABN 42 006 173 379) for its general purposes. The official receipt of the organisation shall be a full and sufficient discharge to my executor.”
You can download a printable version of our Suggested Wording for your Will for their Will.
Our Gifts in Wills information booklet also contains our suggested wording and more information about how to include a gift in your client’s Will. This is information that you can pass onto your client.
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 include a gift in your client’s Will.