Leaving a gift in your Will to Southern Cross Care helps to ensure we can continue to do the Community Foundation's important work. If you do decide to leave a gift to our Community Foundation in your Will, please contact us to inform us of your planned gift, and any specific wishes you may have.
A gift in your Will could be made in the form of:
- a specific sum of money
- the residue of your estate
- a percentage of your estate
- assets such as shares or property
If you already have a Will in place, your solicitor can help you to make an amendment or codicil to make a provision for a specific gift. Here are some simple steps you may like to follow.
Step 1: Determine your estate wishes. Once you have calculated the value of your estate make a list of loved ones and organisations you would like to leave money, property or possessions to. At this stage, should you wish, please contact the Southern Cross Care Community Foundation for a confidential discussion.
Step 2: Appoint executors. Appoint one or more Executors to carry out the terms of the Will. This can be a relative, friend or legal adviser.
Step 3: Create or update your Will. A Will is a legal document and should be prepared with the assistance of a trusted legal advisor or trustee. If you have chosen to leave a gift to Southern Cross Care, please use our suggested wording below.
Step 4: Safely store your Will. Make sure your Will is stored in a safe place and that someone you trust knows where it is. It’s also important to make a copy of your Will for your own records. Your legal adviser will often store your original Will free of charge.
Suggested legal wording
The correct legal wording to include a gift to the Southern Cross Care in your Will is below. Select the wording that best reflects the kind of gift you wish to leave.
“I, [insert name here], give to Southern Cross Care (SA, NT & VIC) Inc. ABN 53 682 143 626 for its general purposes or a specific purpose.
[Choose and insert the appropriate statement from the list below]
- the whole of my estate
- [insert number] percentage of my estate
- the residue of my estate
- the amount of $ [insert the value of your gift in cash]
- my [insert name of asset]
free of all duties, and the receipt of Southern Cross Care (SA, NT and VIC) Inc. will be sufficient to discharge my executor/trustee and I declare my executor/trustee shall not be responsible for seeing to the application of that gift.”