Interested in leaving a gift in your Will?
A gift in your Will to Yooralla can have a lasting impact on the lives of people with disability.
Your Will reflects who you are and what matters to you. Yooralla’s priority is to honour your intentions for your gift, so we do encourage you to let us know if you are intending to leave us a gift in your Will. We would like to understand your vision for your gift and what you would like to achieve with it.
How to include a gift to Yooralla in your Will
Gifts of any size are truly valuable, and a bequest does not necessarily need to be significant to make a big difference. Leaving a small percentage of your Estate to Yooralla – event just 1% - can transform the lives of people with disability, for years to come.
Step One: Talk to your loved ones and trusted advisorsexpand_more
Having a Will can give peace of mind, knowing that you have planned to provide for your loved ones and the causes that you care about. We recommend you seek advice from your trusted advisors to make sure your intentions are reflected in your Will.
Step Two: Decide on the bequest you would like to leaveexpand_more
You can include Yooralla in your Will by leaving:
- A specific dollar amount or a percentage of your estate
- A residuary gift (after making provision for family and loved ones, you can choose to leave all, or part, of the remainder of your estate to Yooralla)
- A specific item (you can leave specific items of value such as shares, real estate, collections and assets)
Step Three: Notify your legal advisor/solicitorexpand_more
Advise your legal representative or solicitor of your gift in writing. Here is some suggested wording you may want to consider:
I give to Yooralla, ABN 14 005 304 432
- The whole (or ____%) of my estate
- The whole (or____%) of the residue of my estate
- The sum of $____
- My _______(insert specific property or shares)
Free of all duties and taxes to be applied for the purposes of supporting people with disability. I declare that the receipt of Yooralla’s authorised officer will be a sufficient discharge to my executors who will not be bound to see the application of this gift.
To direct your gift for a specific purpose, insert this clause
It is my wish that, without creating any binding trust or other obligation on Yooralla or its Directors, that the gift will as far as possible be applied for the purpose of _____________________________(insert purpose here).
We are here to help
If you have any questions or would like a confidential conversation about leaving a gift in your Will, please get in touch with Bianca Ryan, Philanthropy Manager, or you can fill out the form below and we will be in touch.
'I support the worthwhile work of Yooralla and hope the legacy I leave makes a lasting impact to the lives of people with disability and their families' – Winifred (Bequestor)