A bequest is a gift made to The Heart Research Institute from your Estate, through a mention in your Will. Gifts in the form of bequest to The Heart Research Institute help accelerate the vital research projects we undertake and support new methods of detecting, preventing and reversing heart disease. It is your legacy for helping future generations to enjoy a longer and more fulfilling life.
Many people, particularly those who have supported organisations during their lifetime, choose to leave bequests of varying forms and sizes to one or a number of organisations. Leaving a bequest is a way of ensuring that after you have remembered your own loved ones, you can continue to support the causes that are special to you, even after you have gone. Arranging a bequest is quite straightforward. It can be included when you first make your Will or be added to your existing Will as a codicil.
“Including a gift to The Heart Research Institute in your Will is a wonderful way to help achieve the goal to one day cure heart disease altogether. When Tomorrow comes, this day will be gone forever. But if you decide to leave a bequest, in its place will be something that you’ve left behind… something good that will continue to help others for generations to come”
A Percentage Bequest
This can be any percentage of your total estate up to 100%. This type of bequest enables you to share your estate among several people or organisations without specifying the property or amounts.
A Pecuniary Bequest
This is a gift of a fixed sum of money made to a person or organisation.
A Residual Bequest
With this type of bequest a person or organisation receives the balance of the estate after those specifically named in the Will have been provided for.
A Specific Bequest
This type of bequest enables a donor to leave a specific cash amount or other asset to an organisation
By advising us that you have left a gift in your Will you automatically become a valued member of The Missenden Society, the Institute’s bequest fellowship. The Missenden Society comprises solely those benefactors who have remembered The Institute in their Will. Members of the Missenden Society are recognised on an Honour Board at The Institute. In this way their example acts as a stimulus to others and their contribution is recognised for all time. On the other hand, any request to remain anonymous would be respected.
Wording your Bequest
“I give to The Heart Research Institute ABN 41 003 209 952 (a percentage) or (a specific sum or piece of property), (my whole estate) or (the residue of my estate) free from all duties to be used for the general purposes of The Heart Research Institute. A receipt from the treasurer or other authorized person to my executor shall be a complete and sufficient discharge for the payment of such benefit.”
The Heart Research Institute has two booklets, which may assist you to plan the distribution of an Estate or revise your current plans.
Download our Information Brochure (PDF)
Where there's a Will, there's a way..
Click here to download our detailed Booklet (PDF)
If you prefer to obtain a FREE hard copy of either booklet or any further information about Bequests, please contact Melissa by email or phone our freecall number 1800 651 373 for a confidential discussion about your bequest.
© 2010 Heart Research Institute Ltd ABN 41 003 209 952