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Specific Wording

How to make a gift in your will to Disability Services Australia
When making or updating your will there are several options you can choose for leaving a bequest to Disability Services Australia.
 
The residue of your estate
The residue of your estate is what remains after all debts have been paid and all other gifts have been distributed. The correct wording for such as gift to Disability Services Australia is:
After foregoing provisions of my Will for my family and friends have been carried out, I give the rest and residue of whatever kind of my estate remaining, for Disability Services Australia (ABN 35 002 507 655) registered office 76 Harley Crescent, Condell Park NSW 2200 for its general purposes and declare that the receipt of an executive officer at the time shall be sufficient discharge of my executor’s duty.
 
A percentage of the residue
I give and bequeath     % of the residue of my estate to Disability Services Australia (ABN 35 002 507 655) registered office 76 Harley Crescent, Condell Park NSW 2200 for its general purposes and declare that the receipt of an executive officer at the time shall be sufficient discharge of my executor’s duty.
 
A percentage of your estate
This has the advantage of not being affected by inflation. The percentage may be any amount your choose up to 100%. The correct wording for such a gift is:
I give and bequeath    % of my estate to Disability Services Australia (ABN 35 002 507 655) registered office 76 Harley Crescent, Condell Park NSW 2200 for its general purposes and declare that the receipt of an executive officer at the time shall be sufficient discharge of my executor’s duty.
 
A specific bequest
This is a gift of a specific sum of money you wish to donate. As this does not allow for changes in your estate, it should be reviewed on a regular basis. This correct wording for such a gift is:
I give and bequeath the sum of $        to Disability Services Australia (ABN 35 002 507 655) registered office 76 Harley Crescent, Condell Park NSW 2200 for its general purposes and declare that the receipt of an executive officer at the time shall be sufficient discharge of my executor’s duty.
 
An alternative bequest
Since it may be many years between the making of your will and its operation, you may wish to make a provision that if any beneficiary cannot accept your bequest, Disability Services Australia will benefit.
 

A Perpetual Trust
You can also make a bequest through a perpetual trust, which would provide ongoing financial support to Disability Services Australia for many years.

 
Last Modified: 7/02/2017 12:02 PM