Boroondara Aged Services Society
PO Box 304 Canterbury
Victoria 3126
27 Shierlaw Ave Canterbury
Victoria 3126
Phone: 03 8809 4000
Fax: 03 8809 4913
Email
ACN 004 574 547
ABN 66 004 574 547
Leave a Bequest
A bequest is a gift left in a Will. When you make a bequest to BASS Care, you make a gift that lasts longer than a lifetime. It is a lasting contribution to enable the BASS Care community service work to continue and make a real difference. A bequest provides a gift for the future and will assist in our planning for the accommodation, care and well being of elderly residents. Your bequest, however big or small, is greatly appreciated and valued by BASS Care.
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 and this could lead to legal complications with people you really wanted to benefit either getting less than you intended or even nothing at all.
Making a Will is an important part of planning for the future of your family and will give you peace of mind that your wishes and general affairs are taken care of.
If you already have a Will, you may want to conduct a review as your particular circumstances may have changed and you may want to make sure the 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.
Your Gift
Naming Boroondara Aged Services Society (BASS Care) 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 BASS Care in your Will.
"I give the sum of $........ free of all duties and testamentary expenses to Boroondara Aged Services Society for its general purposes and I direct that the receipt of the Honorary Treasurer or other proper officer of Boroondara Aged Services Society 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 Boroondara Aged Services Society for its general purposes and I direct that the receipt of the Honorary Treasurer or other proper officer of Boroondara Aged Services Society shall be sufficient discharge to my executors of this bequest.”
BASS Care 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 BASS Care in your Will, please let us know so we can thank you and acknowledge you on behalf of the many lives you will change.
Please click here to download a Bequest Intention Form and follow the instructions given on the form.
