Why leave a bequest with Caritas Australia?
When you include Caritas Australia in your Will, your values and commitment to tackling poverty and supporting sustainable change live on.
Through your generosity, we are able provide ongoing support to marginalised communities for generations to come. Your gift will help vulnerable children, women and men to build upon their strengths and become self-sufficient so that they can forge a path out of poverty.
It also ensures that we can continue to provide lifesaving aid and relief to people affected by natural disasters and humanitarian crises.
How to leave a bequest in your Will
A bequest is an enduring way to support people living with the challenges of poverty, and enables us to continue our long-term development work.
Including a bequest in your Will is simple. You can either include it when you or your solicitor write your Will, or add an amendment to an existing Will.
To include a gift to Caritas Australia in your Will, you may use the following wording:
Suggested wording for your will
I give... (please insert the appropriate statement from the following options:)
- The sum of $[insert value or description of your gift]
- The residue of my estate
- [insert number]% of the residue of my estate
to Caritas Australia Limited (ABN 90 970 605 069) for its general purposes absolutely. The receipt of the authorised officer of the organisation shall be sufficient discharge to my executor. If the organisation cannot receive the gift, the gift shall be made to the charitable organisation in Australia that my executor considers most nearly fulfills the objects I intend to benefit.
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 contacting Merry, our Gifts in Wills Specialist, on 0437 182 339 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: 24-32 O’Riordan Street, Alexandria, NSW, 2015
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.
You can also create your Will online with Safewill
Safewill is an online platform that allows you to create a legally-binding Will in just a few clicks.
Simply prepare your Will online, submit it for review (they'll respond within three days), and print and sign it!
If you have any questions or would like to find out more about how to include Caritas Australia in your Will, please contact Tia, our Gifts in Wills Specialist, on 0438 530 908, download our free Gifts in Wills Guide or provide your details in the form below.