Have you thought about what your legacy might be?
Leaving a gift in your Will to Sir David Martin Foundation is a very special act of generosity and foresight.
People leave gifts of all sizes. You don’t have to be wealthy to leave a gift in your Will as every dollar has the power to save lives. Make sure your loved ones are looked after first.
You can be sure that when combined with those of other supporters, your gift will always have a powerful impact, no matter the size.
Many of the bequests we receive are from hard-working people who want to make a positive difference to their community. It honours their memory, perpetuates their ideals and makes sure our youth programs continue to save young lives.
Bequests can take various forms
- The Residue of your Estate | After you have looked after your family, friends and any debts, you may choose to leave what remains to Sir David Martin Foundation. This is called a residuary bequest. Many people choose this option because it means you look after your
loved ones first.
- A Percentage of your Estate | This option has the advantage of not being affected by inflation. No matter how your estate changes, your bequest remains in proportion with other parts of your Will.
- A Specific Bequest | This option allows you to specify the exact amount or asset you wish to bequeath to Sir David Martin Foundation through your Will. Because this option does not allow for inflation or changes to your estate over time, you may need to review your Will regularly.
Our Promise to You
At Sir David Martin Foundation we greatly value our supporters and when you trust us with a gift in your will, these are the assurances we make:
We will always:
- respect your privacy: we know your Will is personal to you
- recognise that your family and loved ones will always come first
- promise to use your gift carefully and cost effectively
- acknowledge that you have the right to change your mind at any time regarding your bequest
- handle your gift with efficiency, sensitivity and respect
The Fine Print
Wills are legal documents so it’s important that yours is accurate and specific, to avoid any confusion. Talk to a legal professional to ensure you have covered everything, as mistakes can render a Will invalid.
If you have a Will already, you can add a codicil. Your solicitor can check that the codicil does not contradict or compromise other clauses in your Will.
Our details, to avoid legal disputes are;
Sir David Martin Foundation (Registered Charity Number: CN14142,
ABN: 37 506 673 286)
Level 7, 580 George St
Sydney NSW 2000
This is our suggested text:
"I give and bequeath [rest and residue of my estate] [--%of my estate] [the sum of $--] to Sir David Martin Foundation (ABN: 37 506 673 286) of Level 7, 580 George St, Sydney, NSW, 2000 for its general purposes and declare that the receipt of an executive officer at the time shall be sufficient discharge of my executor's duty."
Good news - McCabe Lawyers has offered Pro Bono legal assistance if you'd like help to set up a gift in your Will.
Keen to chat? Contact Anna Martin Beaumont