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Wording for general bequests

Wording for general bequests - Legacy

As a guide, Legacy recommends the following wording for general bequests:

'I give the whole/residue* of my estate to
<insert Legacy Club name and ACN or ABN> for its general purposes (or specific purposes) of such fund and the receipt of any one of the Directors for the time being of such fund shall be sufficient discharge to my trustees.'
*delete whichever is inapplicable


OR

'I give sum of/percentage* (the actual amount should be written in words and in numbers) to <insert Legacy Club name and ACN or ABN> for its general purposes (or specific purposes) of such fund and the receipt of any one of the Directors for the time being of such fund shall be sufficient discharge to my trustees.'
*delete whichever is inapplicable


Please click here for a list of Legacy Club names and ACN / ABN's.

Remember Legacy in your Will

"Dad was 42 years old when he died. His death was cardiac related due to acquiring Rheumatic Fever when stationed in Canada with the RAAF during WWII.

Dad’s passing made my Mum, Joan Mc Donald, a widow at 36 years of age. She was left to raise 3 children on her own in Sydney, away from her family who lived in Newcastle. I was 8, Frances 7 and Gregory 3 years. Only 6 months previously Greg was diagnosed as being deaf. It must have been an extremely difficult time for Mum but to her credit and our good fortune she raised us teaching us wisdom and love. We all love her dearly – daughters, son, sons-in-law, & grandchildren and 4 great grandsons.

Mum didn’t avail herself of all the assistance Legacy could have provided but always knew they were there if she needed them. One occasion she did ask for Legacy’s help to buy her home – she still lives there – over 50 years later. We also enjoyed the social side of Tuesday night Legacy.

Mum is eternally grateful for Legacy’s involvement in our lives and had no hesitation including a bequest to Legacy in her Will.

Thank you Legacy and may God bless you always."

Carol Richmond - for Joan McDonald

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