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A bequest does not have to be a large amount of money. Financial gifts of all sizes make a significant difference to our environment through our work. There are many ways you can tailor a bequest to suit your personal preferences and circumstances. The most usual types of bequest are:
You can provide for your family and friends first and leave what is left (the residue) to ACF. As your estate increases in value, so does your bequest. A residual bequest helps offset the effect of inflation. ACF can receive all forms of property and shares, and can be the sole beneficiary of a life insurance policy.
Your estate can be divided among a number of people and/or organisations. You won't have to remake your will to compensate for inflation.
ACF can receive all forms of property including shares and can be the sole beneficiary of a life insurance policy.
Establishing a trust in your will allows a spouse or nominated person to use your property and to receive all of the income derived from your estate during their lifetime. The capital can then be passed on to ACF.
A specific cash sum is a common form of bequest but because it doesn't allow for inflation, it needs to be reviewed regularly.
Choose the type of bequest you would like to leave and use our suggested form of wording for your will.
To advise us of your bequest intention or to request our bequest booklet, please call Nola Wilmot on 03 9345 1119 or 1800 332 510, or email Nola at email@example.com
Thank you for you special gift.