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Practical Advice

Your gift to the Perkins can transform your Will into one of the most powerful tools for change. You can create a lasting impact on the future of health here in Western Australia and beyond.

By making a gift in your will, whatever the size, you will help the Perkins progress medical research well into the future. Through your kindness, you will forever play an important part in helping Perkins researchers overcome the most devastating diseases and disorders that impact you, your family, friends and the community

Preparing your Will needn’t be complex or expensive, but we always recommend you discuss your personal circumstances with your solicitor and immediate family to ensure your Will is valid and reflects your intentions clearly.

We have put together answers to the questions we are most commonly asked about leaving a future gift in your will to the Perkins.

What do I need to consider when leaving a gift to the Perkins?

Making your Will is very important, and we always recommend you discuss your circumstances with your solicitor. This will ensure your Will is properly prepared, is valid and reflects your personal situation.

We appreciate that your family and loved ones should always come first and believe it is very important to talk with them. It is also very important to discuss your choices with your nominated executor and share why leaving a gift to Perkins is important to you. This will ensure that in the future your wishes will be fulfilled exactly as you have planned.

Your solicitor can ensure that the causes and loved ones you hold dear benefit from your Will exactly as you wish. Your solicitor will ask you what kind of gift you would like to leave, and if there is a specific area of research you wish to direct your gift to.  By clearly specifying your requests, you reduce the likelihood of any disputes about your estate or your intentions.

What can I gift in my Will?

There are two types of monetary gift you can make. The first is residual gift, the second is a pecuniary gift (see explanations of these options below). You may also choose to gift an asset such as property, cars, jewellery, investments, or shares. The Perkins can also be nominated as the beneficiary of a superannuation fund.

What is a residual gift?

A residual gift is a nominated percentage of your estate, after all your other wishes have been fulfilled and expenses met.

The value of a residual gift will rise with inflation, so it will be worth as much to us tomorrow as it is today. As this kind of gift doesn’t decrease with inflation, it is the most efficient way to support the Perkins.

Just a small percentage can go a long way. You can choose to gift the whole, a percentage, or remainder (residue) of your estate to the Perkins.

Even leaving a gift as little as 1% of your estate to a charity means those closest to you receive 99% of your estate, but the causes that you care about benefit too.

What is a pecuniary gift?

A pecuniary gift is a specific dollar value that you choose and set at the time you make your Will. The value of pecuniary gift will decrease over time, as inflation and the cost of living increases.

What is a specific bequest/gift?

A specific bequest is a gift of a specific item of value i.e. a painting or a property.

What do I need to take to my solicitor if I choose to give a gift in my Will?

You will need to provide your solicitor with the legal name and ABN of your chosen beneficiary. If you choose to make a gift to the Perkins, we have wording that we recommend including in your Will. You can click here to print this key information or contact Ann.

What will my gift to the Perkins be used for?

Your gift will be used to realise our shared vision for a world-class medical research facility in Western Australia. The Perkins is focussed on improving health outcomes and keeping families together for as long as possible.

Gifts made to the Perkins are used to fund the greatest area of need as deemed by the Perkins Director. This may include funding the latest cutting edge piece of equipment, employing the best and brightest researchers or funding shortfalls for promising projects.

I’m considering leaving a gift – where can I get more information?

Contact Ann to arrange for a pack to be sent to you with information to help you make this important decision. Ann can also organise for you to visit the Perkins, and to see first hand the difference that your gift could make to the future of research at the Perkins.

Ann understands that this is a very personal decision and will always be driven by your wishes and will ensure they are fulfilled exactly as you intended.

Can I restrict my gift to a specific use?

Yes, your gift is personal to you and it’s very important to us that we honour your wishes and create a fitting legacy when your gift is realised.

Sometimes specifying an area of direction for your gift can be restrictive. We may not be able to fulfill your request if it is too specific or if our research focus changes in the future.

The COVID-19 pandemic and the near elimination of cervical cancers through the HPV vaccine, are both prime examples of the ever-evolving focus of medical research teams. For this reason, it is our preference that your gift be directed for general research purposes.

To ensure that the Perkins can carry out your wishes as you have specified, we urge you to contact Ann to discuss your intentions before making a gift that is restricted to a specific use. Once Ann has an understanding of your wishes, she will also be able to suggest the most suitable wording for your solicitor.

Can I make a gift in my Will in honour of somebody else?

Yes, you can honour or pay tribute to a loved one this way. Please contact Ann to discuss how the Perkins can fulfil your wishes and respectfully recognise you and the person you have chosen to honour.

Do I need to tell the Perkins about my decision?

We’d greatly appreciate you letting us know, if and when you make the selfless choice to leave a gift in your Will to the Perkins.

We would love to have the opportunity to thank you for your kindness and your gift, which will not only support our research, but also the lives of so many others in the future.

The gift you choose to leave today, will benefit the health of our families, loved ones, and generations of those yet to come.

If you decide to leave a gift in your Will to the Perkins, we would be honoured to invite you to join a special group of committed supporters. Like you, this wonderful group of people understand the importance of medical research. We’ve named this special group of special supporters, the Perkins Silver Lining – because every cloud has a silver lining.

Our Silver Lining family receive invitations to special Perkins events that show how realised gifts like yours are making a difference. You can meet our researchers and hear updates from the Director about plans for the future. Silver Lining family members are such an important and valued part of our future, and for that, we are truly thankful.

We’d love you to become part of our special Perkins Silver Lining family. Please get in touch with Ann if you would like to join.

To find out more or notify us of your intention to leave a gift, please contact our Planned Giving Advisor, Ann Macliver, on (08) 6151 0745.

Hugh Cahill

Lawyer, Cullen Macleod

We asked local lawyer Hugh Cahill from Cullen Macleod to break down some of the legal terms that you may encounter when writing your will.

Contact Ann

Planned Giving Advisor

Leaving a gift in your Will is a very personal decision. If you’d like to learn more, please don’t hesitate to get in touch with Perkins Planned Giving Advisor, Ann Macliver.

T. 08 6151 0745
E. [email protected]
Office hours: Tuesday, Wednesday and Thursday 9am – 5pm