HOW TO INCLUDE A GIFT IN YOUR WILL
It’s easy to remember Yalari in your Will. You can include the gift to Yalari when you write your Will or simply add one as a clause (a codicil) to your existing Will. There a number of options you can consider when including a bequest in your Will.
PERSONAL PROPERTY OR REAL ESTATE
This allows you to particular items, including personal property or real estate.
Suggested clause:
I wish to leave personal property or real estate to Yalari Limited, Unit 5/62 Siganto Drive, Helensvale QLD 4212 as follows;
I GIVE AND BEQUEATH the following items of my property and effects ________________to Yalari Limited (the company) to be applied for the general purposes thereof and I DECLARE that the receipt from the Executive Officer or other proper officer of the company shall be a full and sufficient discharge to my Trustee for the payment of the said sum and that
GIFTS TO ESTABLISH A SCHOLARSHIP/BURSARY
You may wish to leave a specific gift in order to establish a Scholarship/Bursary.
Suggested clause:
I bequeath to Yalari Limited, Unit 5/62 Siganto Drive, Helensvale QLD 4212 the sum of $______________ to be held by Yalari Limited to be known as ___________________ Scholarship/Bursary.
A PECUNIARY GIFT
This is a specific dollar amount that you wish to leave to Yalari. It could be any amount you wish.
Suggested clause:
I wish to leave a sum of money to Yalari Limited, Unit 5/62 Siganto Drive, Helensvale QLD 4212 as follows;
I GIVE AND BEQUEATH free of all duties death estate succession or otherwise payable in consequence of my death the sum of $_________________ to Yalari Limited (the company) to be applied for the general purposes thereof and I DECLARE that the receipt from the Executive Officer or other proper officer of the company shall be a full and sufficient.
PERCENTAGE SHARE
This allows you to allocate a share or percentage of you estate to your nominated beneficiaries. When making your Will you do not need to know how much your estate will be worth, just what size share you wish to leave to each beneficiary.
Suggested clause:
I wish to leave a percentage of my estate to Yalari Limited, Unit 5/62 Siganto Drive, Helensvale QLD 4212 as follows;
I direct my executors to divide the residue of my Estate, both real and personal, into one hundred shares and I GIVE ____________________ shares to Yalari Limited (the company) to be applied for the general purposes thereof and I DECLARE that the receipt from the Executive Officer or other proper officer of the company shall be a full and sufficient discharge to my Trustee for the payment of the said sum and that my Trustee shall not be bound to see to the application thereof.
Contact Us
We understand that the contents of a Will are both private and confidential. We do however, value and enjoy getting to know as many of our donors as possible. Being aware of your wishes also allows us to plan for future Yalari programs and activities.
To have a discreet conversation or for further information, please contact Lou Wilson, Endowment Executive.
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Yalari respects our Elders, past and present, and acknowledges that our office is on Kombumerri country within the lands of the Yugambeh language group
(07) 5665 8688
[email protected]
4 Helensvale Road, Helensvale QLD 4212