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MAKE A BEQUEST
Should you feel that the Hunter Koala Preservation Society Inc is an organization you would like to assist, we recommended that you seek legal advice when preparing or altering your Will.
If you need assistance with your Bequest feel free to contact us at the H.K.P.S and one of our team will contact you.
The Public Trustee and solicitors can assist with this and can explain fully the various options for bequests.
Common Forms of Bequests
1. A residual bequest –
After making provision for family and friends you can choose to leave a gift of the residue.
2. A percentage –
You may decide to share a percentage of your estate.
3. Gifts of property –
You may gift specified property e.g. artworks, jewelry, antiques, houses, insurance policy proceeds, shares etc.
4. A specified cash sum –
You may wish to specify an amount of cash as a form of bequest.
A suggested wording for your Will is as follows:
“ I give, devise and bequeath to the Hunter Koala Preservation Society Inc. … (insert here the percentage of the estate or other details) to be used for the general purposes of the Society free of all duties both federal and State. The receipt of the Treasurer or other proper officer of the Society shall be sufficient discharge to my Trustees.”
Review Your Will
You may wish to consider a review of your Will every few years to take into account changing circumstances and the nature of any bequest made by you.
Source: Australia Koala Foundation http://www.savethekoala.com/
MAKE A BEQUEST
Should you feel that the Hunter Koala Preservation Society Inc is an organization you would like to assist, we recommended that you seek legal advice when preparing or altering your Will.
If you need assistance with your Bequest feel free to contact us at the H.K.P.S and one of our team will contact you.
The Public Trustee and solicitors can assist with this and can explain fully the various options for bequests.
Common Forms of Bequests
1. A residual bequest –
After making provision for family and friends you can choose to leave a gift of the residue.
2. A percentage –
You may decide to share a percentage of your estate.
3. Gifts of property –
You may gift specified property e.g. artworks, jewelry, antiques, houses, insurance policy proceeds, shares etc.
4. A specified cash sum –
You may wish to specify an amount of cash as a form of bequest.
A suggested wording for your Will is as follows:
“ I give, devise and bequeath to the Hunter Koala Preservation Society Inc. … (insert here the percentage of the estate or other details) to be used for the general purposes of the Society free of all duties both federal and State. The receipt of the Treasurer or other proper officer of the Society shall be sufficient discharge to my Trustees.”
Review Your Will
You may wish to consider a review of your Will every few years to take into account changing circumstances and the nature of any bequest made by you.
Source: Australia Koala Foundation http://www.savethekoala.com/