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Philanthropy is about choosing to make a difference. A bequest is a powerful way to create a legacy and invest in a better future for generations to come. Every person’s legacy is unique, and yours can reflect the values that matter most to you.
Leaving a bequest in your Will to the Rotary Club of Adelaide Charitable Trust Foundation (RCA Foundation) is easy. All it takes is adding a short clause when you make or update your Will.
By including a bequest to the RCA Foundation in your Will, you help support South Australian charities, both now and into the future. Your gift helps us plan ahead and make a lasting impact in our community.
How to leave a bequest
Having an up-to-date Will gives you peace of mind and ensures your wishes are carried out. After looking after your loved ones, you might choose to leave a gift to the RCA Foundation.
Here are some options:
Residual Gift: What’s left of your estate after other gifts and expenses are taken care of.
Percentage Gift: A portion of your entire estate or the leftover amount.
Pecuniary Gift: A specific dollar amount.
Asset Gift: Property, shares, or other valuable items.
Suggested wording for your will
Here are examples of how you might include the RCA Foundation in your Will. Please talk to your solicitor to ensure the wording suits your situation:
Option 1: Residual bequest
"I bequeath to the Rotary Club of Adelaide Charitable Trust Foundation (ABN: 57 927 643 682), to donate on behalf of [Name], the residue of my estate, free of all duties and taxes. The receipt of the Chair of the Trustees or another authorised officer will be enough proof for my executor(s)."
Option 2: Specific Amount
"I bequeath to the Rotary Club of Adelaide Charitable Trust Foundation (ABN: 57 927 643 682), to donate on behalf of [Name], the sum of $[amount], free of all duties and taxes. The receipt of the Chair of the Trustees or another authorised officer will be enough proof for my executor(s)."
Option 3: Specific Item(s)
"I bequeath to the Rotary Club of Adelaide Charitable Trust Foundation (ABN: 57 927 643 682), to donate on behalf of [Name], my [describe item(s)], free of all duties and taxes. The receipt of the Chair of the Trustees or another authorised officer will be enough proof for my executor(s)."
Consider a Living Legacy
You can also give part of your bequest during your lifetime. A ‘living bequest’ allows you to see the benefits of your gift as they happen. There may also be tax advantages. Speak to your financial advisor or accountant to learn more.
To speak to someone about making a bequest, please leave your name, email address and phone number in the enquiry form below and we will get back to you promptly. All enquiries will be treated in strictest confidence.
