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Leaving a Gift in your Will or Bequest

Giving a charitable gift in your name or in honour of a loved one can mean the world of difference as we work towards a future free from domestic, family and sexual violence.

 

How your gift will help

  • Provide emergency transport to Queenslanders escaping a violent home
  • Provide emergency accommodation to Queenslanders who have escaped domestic, family and sexual violence.
  • Provide safe accommodation, food and veterinary care for pets of families who have fled violence with until they can be united with their family.
  • Education and awareness campaigns to ensure more Queenslanders understand what constitutes domestic violence and that we can help them find a pathway to safety.

 

DVConnect’s commitment to you

Our vision is for all relationships to be free from domestic, family and sexual violence. When people like you entrust us with a gift in your will, these are the assurances we make:

  1. We understand that your will is a personal document; one that requires time and careful planning to complete.
  2. We understand that a change in your circumstances may require a change to your Will.
  3. We will work with all parties handling your gift with care, sensitivity and respect to ensure your wishes are met.
  4. We will honour and respect your privacy and your decision regarding your chosen level of engagement and communication with us.
  5. We will invest your gift responsibly to extend our reach into the community so your gift has a direct contribution to helping Queenslanders escape domestic, family and sexual violence.
  6. We will be forever thankful and remember you for the enduring support you are giving to so many others.

 

Wording for your Will

We recommend that you seek legal advice in the preparation of your Will to ensure that it is legally valid and accurately reflects your wishes.  It is important to remember to review your will regularly, particularly when life circumstances change. There are a number of ways of making provision for DVConnect in your Will.  

 

A Bequest

A ‘bequest’ is a gift of a sum of money or an asset that is made in your Will before the balance of the estate is distributed. When making a bequest to DVConnect, you can make a general bequest or a specific bequest.  A general bequest is a bequest that is not expressed to be for any particular purpose. A specific bequest is one that is directed to a particular program or service offered. In the case of DVConnect, the following are some examples of programs that a specific bequest can be directed to:

  • Womensline
  • Mensline
  • Sexual Assault Helpline
  • Pets In Crisis
  • Bella’s Sanctuary

You should ensure that a specific bequest clause is drafted to allow flexibility of purpose should a particular project or program no longer exist when your estate is administered.

 

A Residual Gift

 A residual gift refers to a gift of the whole or part of the remaining balance of the estate after all estate liabilities and bequests have been made. A residual gift is often expressed in percentage terms. Like a bequest, a residual gift can also be general or specific in nature.

 

Examples of Wording

Below are three examples of suggested wording to accommodate the most bequest and residual gifts in your Will.

  1. A General Bequest
  • “I give, free of all duties and taxes, the amount of $ or my units/shares in Trust/Ltd, or my real property situated at [insert street address] having the title reference to DVConnect Limited, PO Box 10575, Brisbane 4000 for its general purposes;
  • If DVConnect has ceased to exist or has changed its name or has amalgamated with another organisation, this gift shall not fail but my executor and trustee shall pay it to the organisation that they consider most nearly fulfils the objects that I intend to benefit;
  • The receipt of the Company Secretary or other authorised officer for the time being shall constitute a full and sufficient discharge to my executor and trustee;
  • My executor and trustee shall not be obliged to see or to enquire into the application of money or assets, the subject of such gift.”

 

  1. A Specific Bequest
  •  “I give, free of all duties and taxes, the amount of $ or my units/shares in Trust/Ltd, or my real property situated at [insert street address] having the title reference to DVConnect Limited, PO Box 10575, Brisbane 4000 to be applied for [specify the area, project or program that you intend to benefit]
  • If DVConnect has ceased to exist or has changed its name or has amalgamated with another organisation, or the specific purpose to which the gift is directed no longer exists, this gift shall not fail but my executor and trustee shall pay it to the organisation or and purpose that they consider most nearly fulfils the objects that I intend to benefit;
  • The receipt of the Company Secretary or other authorised officer for the time being shall constitute a full and sufficient discharge to executor and trustee;
  • My executor and trustee shall not be obliged to see or to enquire into the application of money or assets, the subject of such gift.”

  

  1. A Residual Gift
  • “I give, free of all duties and taxes, the residue of my estate (or % of the residue of my estate) to DVConnect Limited, PO Box 10575, Brisbane 4000…..
  • Select one of the below:

…to be applied for its general purposes;

OR

…to be applied for [specify the area, project or program that you intend to benefit]

  • If DVConnect has ceased to exist or has changed its name or has amalgamated with another organisation, or the specific purpose to which the gift is directed no longer exists, this gift shall not fail but my executor and trustee shall pay it to the organisation or and purpose that they consider most nearly fulfils the objects that I intend to benefit;
  • The receipt of the Company Secretary or other authorised officer for the time being shall constitute a full and sufficient discharge to executors and trustees;
  • My executors and trustees shall not be obliged to see or to enquire into the application of money or assets, the subject of such gift.”

 

Download Gift In Will – Bequest – DVConnect – as of January 2020

 

Professional advice from a Solicitor

We recommend that you seek advice from a solicitor to ensure that the wording of your Will reflects your exact wishes. Solicitors who support DVConnect are:

Maurice Blackburn

Offices in: Brisbane, Browns Plains, Bundaberg, Caboolture, Cairns, Gold Coast, Ipswich, Mackay, Rockhampton, Strathpine, Sunshine Coast, Toowoomba, Townsville. Visiting Solicitors in: Ayr, Cleveland, Gladstone, Gympie, Ingham, Innisfail, Mareeba, Mount Isa. 

Phone:             1800 621 880, 24/7

Learn more about Maurice Blackburn

 

YHC Lawyers

Address:          Level 15, 100 Edwards Street, Brisbane QLD 4000

Phone:             07 3160 3315

 

If you would like to discuss a Gift in your Will further, please email

I wish to sincerely thank you and the entire DVConnect team for their past and present assistance during these past few years of family turmoil. Without such a wonderful service it would be that much harder for women and children.

Jenny, Northgate Brisbane

We need your support.

With your donation we can:

  • Provide more emergency transport and accommodation to those escaping violence.
  • Provide more temporary accommodation for pets whose families have escaped violence.
  • Provide more crisis counselling to those who have experienced violence.
  • Educate Queenslanders on how they can help family/friends experiencing violence.