Suggested Wording & Bequest Type

It’s important to seek the advice of a qualified solicitor or trustee when making your Will. The Law Institute or Society in your state or territory can refer you to a solicitor. Remember to review your Will every few years to ensure it still reflects your wishes.

 

Types of Bequests


When planning a bequest to Wildlife Victoria, you can choose the type of gift that’s suits you best. Some of these are:


Residue bequest – whole
The simplest way to support the vital work of Wildlife Victoria and protect our precious wildlife. After providing for your loved ones, the residue (remainder) of your estate will be left to Wildlife Victoria.


Residue bequest – percentage
Similar to residue whole, this option means that after providing for your loved ones, you bequeath a percentage of your remaining estate to Wildlife Victoria to carry on out crucial mission.


Cash bequest
A specific amount to continue Wildlife Victoria’s vital work. Please consider that the effects of inflation may, overtime, devalue the benefits that a specified cash gift may provide.


Specific bequest
Leaving a specific item, for example property or shares.

 

Wombat

 

Choosing the Right Words

 

When including Wildlife Victoria in your Will, it is important to use the correct wording to ensure your wishes are accurately carried out. Once you have decided on the type of bequest you would like to make, ask your solicitor to draft the appropriate clause. You may like to use the following wording as a guide:

 

‘I bequeath, free of all duties the residue or (percentage) per cent of the residue of my estate; or the sum of $(amount); or (specified items) to Wildlife Victoria Inc. (ABN 27 753 478 012), to be used for its general purposes. The written receipt of the Secretary or other officer of Wildlife Victoria Inc. may be accepted by my executors as a full and sufficient discharge of my bequest.’

 

To ensure your bequest reaches us, it is important to use our full legal name (‘Wildlife Victoria Inc.’) and registered Australian Business Number (ABN 27 753 478 012).

 

Adding to an existing Will

 

If your existing Will is satisfactory but you would like to include a bequest to Wildlife Victoria Inc., you can add a codicil. It must be signed and witnessed in the same way as your Will. Always seek legal advice when making any changes to your Will.

 

All donations, bequests and testamentary gifts are credited to Wildlife Rescue and Rehabilitation Fund, the public fund maintained by Wildlife Victoria Inc. for its charitable purposes as required by law. Bequests and other testamentary gifts made under a Will are not tax-deductible.

 

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