Thank you for considering a bequest to Turramurra Uniting Church. We appreciate your servant-hearted generosity.
Having a Will in place allows the people you love to be properly provided for and ensures that any assets are distributed according to your wishes. It also protects those you love from having to try to work out what you may have wanted for your estate amidst what can be a very sad time for them. We would encourage you to receive legal advice from your solicitor when preparing your will to ensure that it is clearly worded and can be validly executed when the time comes. Additionally, it is important to review your Will from time to time to ensure that it still reflects your wishes, particularly if your circumstances change.
Many people also like to consider providing for a community organisation in their Will, knowing that their bequest will be used to benefit others after they are gone. Read on for more information on considering a bequest to Turramurra Uniting Church.
There are a number of ways you can make provision in your will when considering a bequest to Turramurra Uniting Church. These options include:
- A specific amount of money
- A percentage of your estate
- The residue of your estate
- The whole of your estate
Please discuss these options with your solicitor and whatever option you choose, you should add words such as suggested below.
Fixed Sum Gift
I give, free of all duties, deductions and taxes, the sum of $[amount in figures and words] to Turramurra Uniting Church (ABN 16 713 413 747) of 10 Turramurra Avenue, Turramurra, NSW 2074. The receipt of an authorised officer of the charity shall be a sufficient discharge to my Executor.
If at the date of my death, Turramurra Uniting Church, (ABN 16 713 413 747) has changed its name, merged with another organisation, or ceased to exist, then this gift shall not fail. My Executor shall instead direct the gift to the organisation which succeeds or that, in their discretion, most closely aligns with the missional purpose I intended to benefit.
Specific Gift (Particular Asset)
I give, free of all duties, deductions and taxes [describe the asset — e.g. ‘property at 1 Smith Street, Sydney NSW having the title reference (insert torrens title reference)’ or ‘my shares in XYZ Ltd’] to Turramurra Uniting Church (ABN 16 713 413 747) of 10 Turramurra Avenue, Turramurra, NSW 2074. The receipt of an authorised officer of the charity shall be a sufficient discharge to my Executor.
If at the date of my death, Turramurra Uniting Church, (ABN 16 713 413 747) has changed its name, merged with another organisation, or ceased to exist, then this gift shall not fail. My Executor shall instead direct the gift to the organisation which succeeds or that, in their discretion, most closely aligns with the missional purpose I intended to benefit.
Residual Gift (What’s Left After Other Gifts and Expenses)
I give, free of all duties, deductions and taxes all / [percentage]%] of the residue of my estateto Turramurra Uniting Church (ABN 16 713 413 747) of 10 Turramurra Avenue, Turramurra, NSW 2074. The receipt of an authorised officer of the charity shall be a sufficient discharge to my Executor.
If at the date of my death, Turramurra Uniting Church, (ABN 16 713 413 747) has changed its name, merged with another organisation, or ceased to exist, then this gift shall not fail. My Executor shall instead direct the gift to the organisation which succeeds or that, in their discretion, most closely aligns with the missional purpose I intended to benefit.
Helpful Information
- Personal circumstances can change, so it’s important to review your Will every few years to ensure it still reflects your intentions
- We recommend you seek professional legal advice when preparing or updating your Will