A gift in your Will
A gift in your Will is a gesture that helps you continue supporting a cause close to your heart.
Together with Caritas Australia, your values and your commitment to tackling poverty and supporting sustainable change can continue to live on into the future.
Shirley with her children in the Philippines. Photo: Caritas Australia
How to leave a Gift in your Will
Did you know that there are many ways that you can leave a gift in your Will to Caritas Australia?
You can choose to leave assets, a pecuniary gift (a specific dollar amount), a residuary gift (percentage) or residual (rest of your estate)
Leaving just 1% of your Estate to Caritas Australia will reach people where the need is the greatest and make a lasting impact on vulnerable communities around the world. Find out more:
Angelo and Angel preparing to go to school in the Philippines. Photo: Richard Wainwright/Caritas Australia.
“Caritas changes lives from our nearest neighbour Papua New Guinea all the way to the Congo in Africa. I am amazed by how much can be done with not very much money.
A bequest to Caritas is a small thing I can leave behind to give thanks to God for the many gifts I’ve received.”
We've partnered with Safewill, Australia’s leading online Will creation platform that offers the convenience of completing your Will from the comfort of your home at the discounted price of 50% off.
Simply prepare your Will online, submit it for review (they'll respond within three days), and print and sign it.
Caritas Australia is a proud member of Include a Charity, a social change campaign to encourage more people to leave a gift in their will. By supporting more people to leave a legacy to the causes they are passionate about we will expand the positive impact of charities in our society.
Our Bequest Charter
We understand that making a Will is an important decision. When you trust us with a gift in your Will, Caritas Australia offers these assurances:
Privacy
We will always respect your privacy. We appreciate your Will is completely personal and a decision you need to make in your own time.
Respect
We understand that your family and friends come first and that leaving a gift in your Will is a personal decision.
Information
If you do leave a gift in your Will to Caritas Australia, we would love to hear from you and to have the opportunity to thank you. But if you prefer not to tell us, we will respect that. Any information you do decide to share with us is completely confidential.
Questions
We will gladly assist you with any questions you have, and will endeavour to keep you up to date with our work in a way that best suits you – just let us know.
Impact
We will invest your gift wisely and cost effectively, so that it makes a direct impact towards our vision of creating generational change for the poor and marginalised.
Communication
You and your loved ones will always have the opportunity to engage with Caritas Australia and see first-hand the work made possible by gifts like yours.
Legacy
We will honour your legacy with care, sensitivity and respect.
Frequently Asked Questions
A gift, or bequest, in your Will is a donation left to a charity or not-for-profit of your choice, as stated in your Will. Gifts can be:
- A Specific Gift: a sum of money, property or shares. You can ask your solicitor to draft a cash gift to account for inflation.
- A Residuary Gift: the remainder of your estate after all expenses, debts and taxes have been paid, and after any specific gifts.
- A Percentage Gift: a percentage of your residuary estate. This gift is used if you wish to divide your estate among a number of people or organisations.
Your Will can be updated at any time. When updating your Will, it is important to speak to your legal advisor.
While the decision is ultimately up to you, a residuary gift is the most helpful to us because the gift won’t lose value over time. This can help us plan better and have a greater impact with our work for years to come.
When you leave a gift to Caritas Australia in your Will, it will be used towards our most vital programs, projects and activities as needed - helping the world’s most vulnerable to become self-sufficient and amplify their voices. Your gift will be used efficiently and cost-effectively, so it will have the greatest impact.
Please notify us by reaching out to our Gifts in Wills Specialist on 0438 530 908 or email legacyoflove@caritas.org.au so we can assist you in a timely manner.
Legal name: Caritas Australia Limited
ABN: 90 970 605 069
Address:
Post: GPO Box 9830, Sydney NSW 2001
Head office: Level 2, Building 3, 189 O'Riordan Street,
Mascot NSW 2020
Please contact our Gifts in Wills Specialist on 0438 530 908 or email Legacyoflove@caritas.org.au, ensuring you are also able to provide all supporting legal documentation for the bequest.
You may choose to direct your gift to any area of Caritas Australia’s work, however, we generally recommend leaving it for ‘general purposes’. This helps ensure your bequest can be applied where it is most needed at the time it is received, providing flexibility should priorities or programs change in the future.
