A gift in your will

An expression of hope for the future

A gift in your Will is a precious gesture that helps you support a cause close to your heart.

Together, with Dementia Australia, you can help create a future where all people impacted by dementia receive the care and support, they need.

How to include a gift in your will

There are several ways you can leave a gift to Dementia Australia in your Will. By including a bequest, you can make a lasting impact on the lives of those impacted by dementia. Here are the options available:

Residue

The remainder (or percentage) of your estate after you have allocated any specific bequests.

Pecuniary gift

A specific dollar amount paid prior to the calculation of the residue of your estate.

Assets

Specific assets or things that you own such as shares, securities, jewellery or superannuation.

About donating a gift

The impact of your lasting gift

Your gift could help fund future research to identify strategies that prevent and delay the onset of dementia. It could help a research team discover breakthrough treatments, increase dementia awareness, or even promote better quality care.

Your generosity can have a far-reaching impact on so many people, in so many ways, no matter the size.

We support your choice

When you leave a gift in your Will, you can be assured that your wishes will be honoured. Dementia Australia will safeguard your bequest which will be utilised to form a profound and lasting difference.

We recommend you consult a legal professional to ensure your Will is valid according to the laws in your State or Territory.

Our commitment to you

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  1. We will always respect your privacy. We recognise and appreciate that your Will is completely personal to you.
  2. We will always respect your wishes. We acknowledge and appreciate that, rightly, your family and loved ones will come first.
  3. Because we are committed to making a difference to the lives of those living with dementia, their carers and families, we encourage people to leave a gift in their Wills to Dementia Australia. We recognise that it’s your decision and you need to make it in your own time.
  4. You can tell us that you have left a gift in your Will if you want to, and we would love to hear that you have, but we don’t need to and won’t keep asking.
  5. If you choose to tell us, we will give you the choice about how we communicate with you in the future about how your support is making a difference to the lives of those living with dementia.
  6. We will give you and your family as much choice as we can about how and where your gift will be used.
  7. We will treat your generous gift with care and respect and invest it wisely so that it has the greatest impact.
  8. We will give you the opportunity to be connected with the work of Dementia Australia that is made possible by those who support us, just like you.
  9. At any time in the future you have the absolute right to change your mind about leaving a gift in your Will to Dementia Australia.
  10. Dementia Australia is always there to support you and your loved ones dealing with dementia, irrespective of your decision to leave a gift.

Info for legal professionals

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The following information has been provided for solicitors, lawyers and trustees:
  • To ensure the wishes of your client are clear, Dementia Australia has composed the below statement which we suggest as wording for a gift in Will.
  • By leaving a gift in Will to Dementia Australia, their legacy could make a profound and lasting difference to support services, care, education and research.

"I bequeath to Dementia Australia ABN: 79 625 582 771 of PO Box 6042, North Ryde NSW 2113 for general purposes the sum of $........ (or portion of or residue of estate or description of property) and I declare that the receipt of the treasurer or other proper officer shall be a sufficient discharge to my Trustee."

NB. This statement is general and can be added to or amended to incorporate specifics, should your client so wish.

We are honoured that your client is making this gesture of hope for the future. Please let them know that, although it is by no means required, we would love for them to get in touch so we can acknowledge them personally. As an organisation it also helps us greatly to plan for the future when we know about their thoughtful and mindful legacy gift.

Contact us

If you would like to learn more about leaving a gift in your Will or creating an online Will, our National Planned Giving Specialist, Iuliana Tristram, would love to help.

Email:
 iuliana.tristram@dementia.org.au
Phone:
 (02) 8875 4668

The knowledge that you’re not alone on a journey that can be very isolating is reassuring. Dementia Australia always has been and always will remain the charity of choice for a gift in my Will.

Janet
Memory Keeper