Leaving a Gift in Your Will
With a gift to Charlies Foundation for Research in your will, you’re leaving a lasting, life-saving legacy, supporting pioneering medical research that will transform the lives of patients and their families into the future. It may even make a vital difference in the treatment of your loved ones.
Why make a will?
In essence, a will is a legal document outlining how to distribute your assets and estate after your death. But in reality, a will does a lot more.
At a time of emotional stress, your will provides your loved ones with a clear understanding of your wishes, thereby avoiding unnecessary uncertainty and even conflict.
How to leave a gift in your will
To ensure your gift is recorded correctly in your will, we recommend engaging a solicitor. Here’s an example of suitable wording for a gift to Charlies Foundation for Research:
I Give and Bequeath to the Charlies Foundation for Research Ltd., free of all duties, the sum of $ ____________ and/or __% of my Estate and/or Life Insurance (Policy Number _______) and/or the property situated at ________________________ and/or my Residuary Estate for which the receipt of the Treasurer or other authorised Officer shall be sufficient discharge.
If you’d like to discuss leaving a gift to the Foundation, please contact Charlies Foundation for Research Executive Director Vicki Rasmussen on (08) 6457 6317.
If you are considering leaving a gift in your will for the first time or wanting to revisit your current plan Charlies Foundation for Research is a trusted partner who will ensure that your gift carries out your vision for the future.
Our commitment to you
We understand and support that your family and loved ones come first. All we ask is once you’ve looked after those closest to you, that you think about leaving a gift in your Will to support our work.
We will respect your privacy. This is your decision and it’s important and personal.
Whilst we would love to know your intentions, so that we may recognise and celebrate this generous decision now, we understand and respect that this is your decision to make. You are under no obligation to share this information with us. Any information you share with us will be kept strictly confidential and will be used respectfully and appropriately.
We will handle whatever gift you leave us efficiently, so that it can do the greatest good in the areas where it is needed most or in the specific area you choose.
We recognise you have every right to change your mind about a gift in your Will at any time.
If you wish, we can provide you and your family with information about our projects and. If you tell us you do not wish to be contacted, we promise to respect this, and we will not do so.
We will answer any of your questions and try to resolve any of your concerns. We are more than happy to speak to you if you would like more information about leaving a Gift in your Will. The Foundation can be contacted by email at email@example.com or by phone on (08) 6457 6317.
This commitment will evolve and develop as we work alongside and listen to you, our donors.