A bequest is a gift left in a Will. When you make a bequest to CCA you are enabling CCA’s community service work to continue and make a real difference. Your bequest, however big or small, is greatly appreciated and valued by Christian Community Aid.
Why make a Will?
Almost half of all Australians die without leaving a Will. If you die without leaving a Will you have no control over what happens with your Estate. This could lead to legal complications for those you want to benefit from your Estate.
Making a Will is an important part of planning for the future of your family and friend. It will give you peace of mind that your wishes and general affairs are taken care of as you wish.
If you already have a Will you may want to review it as your particular circumstances may have changed and you wish to ensure your Will continues to reflect your wishes.
Making a codicil (an amendment)
The main benefit of making a codicil to your Will is that you can make minor changes to your Will without having to make an entirely new Will. For example, you may decide to make an additional legacy to a person or a charity.
Issues to raise with your solicitor
Whether you intend to make a new Will or a minor amendment via a codicil, it is advisable to seek qualified legal advice to prepare the document and ensure that your wishes are correctly recorded. Your legal practitioner can advise you on taxation implications, trusts, guardians, asset valuations and power of attorney.
Naming Christian Community Aid in your Will is a very simple but greatly appreciated way of remembering your association with our organisation. The form of wording is important and you may like to show the following examples to your legal practitioner when you include Christian Community Aid in your Will.
“I give the sum of $…….. free of all duties and testamentary expenses to Christian Community Aid Services Inc. for its general purposes and I direct that the receipt of the Treasurer or other proper officer of Christian Community Aid Services Inc. shall be sufficient discharge to my executors of this bequest.”
Or, you may wish to leave what remains of your Estate (the residuary estate) after specific gifts have been made to your family, friends and loved ones.
“I give the rest and residue of my estate to Christian Community Aid Services Inc. for its general purposes and I direct that the receipt of the Treasurer or other proper officer of Christian Community Aid Services Inc. shall be sufficient discharge to my executors of this bequest.”
Christian Community Aid Services Inc.is endorsed by the Australian Taxation Office as an income tax exempt charitable entity and a deductible gift recipient. Gifts and bequests of $2 or more are tax deductible.
If you are planning to leave a gift to Christian Community Aid in your Will please let us know so we can thank you and acknowledge you on behalf of the many lives you will have n impact on.
Please click here to download a Christian Community Aid Bequests Form and follow the instructions given on the form.