Bequests
Additional ways you can support The OI Society of Australia
You may leave a gift in your will in a number of ways. Bequests can be made for The OI Society’s general purposes or you may specify how your gift should be used. For instance for: research, to support people who have OI where their access to government support is problematic or inadequate; or towards the purchase of an asset for the general benefit of the Society. If you are unsure about the process, you may like to speak with your solicitor, a trustee company or the Public Trustee.
Suggested wording for your will
To make the process easier, here is some suggested wording along with our important organisational details. You can take this to your solicitor or directly write this into your will if you are managing it yourself.
The gift can take the form of a:
Residuary bequest (part of leftover estate)
- I give, devise and bequeath to OI Society of Australia Incorporated free from all duties, (nominate percentage or fractional share) of my residuary estate (OR) the remainder of my residuary estate and direct that the receipt of the Executive Director for the time being will be a sufficient discharge to my trustees. a percentage of the estate
Pecuniary bequest (particular sum of money)
- I give devise and bequeath to the OI Society of Australia Incorporated free from all duties, the sum of $______ and direct that the receipt of the Executive Director for the time being will be a sufficient discharge to my trustees.
Specific bequest (particular thing/property)
- I give, devise and bequeath to OI Society of Australia Incorporated free from all duties, the following item/s and direct that the receipt of the Executive Director for the time being will be a sufficient discharge to my trustees:…(description of items e.g. a life insurance or superannuation policy, shares, property, works of art, jewellery, real estate)…
Organisational details
The OI Society of Australia Incorporated is an Australian Public Company Limited by Guarantee. ACN 001 534 309 and registered with the Australian Charities and Not-for-profits Commission (ACNC) as a charity with ABN 13 001 534 309.
Whilst there is no obligation to do so, letting us know you have, or are thinking of leaving a bequest to the OI Society of Australia Incorporated will greatly assist us with our planning. It will also give us the opportunity to say thank you and keep you up to date with our work.
All bequests to OI Society of Australia Incorporated are treated in a confidential matter. For further information or for a confidential chat please contact our president on president@oiaustralia.org.au and they will contact you by telephone.