Step 1: Decide on the type of gift you'd like to give
There are several ways you can direct gifts in your estate. We’d always suggest that you take care of your loved ones first and then consider including causes that are close to your heart and that best suit your circumstances.
What are the most common gift types?
- Residual gift: the remainder of your estate after all your other wishes have been fulfilled and expenses met.
- Pecuniary gift: A fixed sum of money.
- Specific gift: A particular item such as property, shares or art.
It’s important to note that superannuation and life insurance do not automatically form part of your Estate. We recommend speaking to your solicitor or legal professional about making appropriate arrangements if you would like to include them.
Step 2: Visit your solicitor to write or change your Will
We always recommend consulting a solicitor to write or change your Will as it ensures your Will is legally correct and your wishes will be followed accurately.
This information sheet contains suggested wording your solicitor might require to arrange your gift in your Will to the Perkins.
Step 3: Sign and date your Will before two witnesses
Your Will becomes valid once it’s signed by you, dated and legally witnessed. Your solicitor can advise who can legally witness the signing of your Will as per the laws in your State.
Your solicitor may advise where to keep your Will, usually somewhere locked, fireproof and safe. It’s a good idea to tell your Executor the location, too.
Discussing your plans to support causes that are close to your heart with your family and Executor helps to ensure they understand and respect your intentions and that your wishes are fulfilled. And while it is not obligatory, if you have chosen to include a future gift in support of medical research at the Perkins, we’d love you to let us know, too.
We understand and respect that your circumstances may change, or you may change your mind in the future. Informing us of your kind decision will help us ensure your gift is used and recognised as you would like it to be. We would also love to have the opportunity to thank you and hear how you would like to receive updates about our work and our future plans.
Our Online Will Writing Partners
The Perkins has partnered with two online Will writing businesses to make it quick and easy for you to write a basic Will. You’ll be given the option of including a gift in your Will to support medical research at the Perkins.
Safewill has helped thousands of Australian secure their legacy by planning for their end-of-life. While you can’t take it with you, you can decide how it stays behind.
Write a Will online in as little as 15 minutes, and get peace of mind for you and your loved ones.
Contact Ann
Planned Giving Specialist
Including a gift in your Will is a very personal decision. If you’d like to learn more, please get in touch with the Perkins Planned Giving Specialist, Ann Hunter.
Telephone +61 8 6151 0745
Email [email protected]
Office hours: Tuesday, Wednesday and Thursday 9am – 5pm
