Gift in your Will

Many of us have been affected by anxiety, depression and suicide, either personally or through family, friends or colleagues. In any year, about three million people in Australia experience anxiety or depression. Every day, eight people take their own lives.

By leaving a bequest to Beyond Blue, you are helping to provide hope, enable recovery and build resilience in people experiencing mental health conditions. A legacy gift can help save lives.

By leaving a gift in your Will, you are helping Beyond Blue work to reduce the impact of anxiety, depression and suicide In Australia. Beyond Blue does this by supporting people to protect their mental health and to recover when they are unwell, reduce people’s experience of stigma and discrimination, and to improve people’s opportunities to get effective support and services at the right time.

Your legacy will help all people in Australia to achieve their best possible mental health.

How to include Beyond Blue in your Will

A gift in your Will is the greatest expression of your support for people affected by anxiety, depression and suicide. Your gift will save lives of people living in Australia and will live on in every person who is able to get support from Beyond Blue because you cared – thank you so much.

If you wish to leave a bequest to Beyond Blue in your Will, we recommend that you obtain independent legal advice before making or modifying your Will to ensure accurate wording that correctly records your wishes. We would be grateful if you consider leaving a gift in your Will to Beyond Blue.

The different ways to leave a bequest

There are many ways you can include a legacy to Beyond Blue in your Will. Whichever way you choose will make a huge difference to the over three million people in Australia currently experiencing a mental health condition, along with their family, friends and loved ones.

Residual gift

A residual gift is a portion of your estate, or the balance remaining after loved ones and expenses are provided for.

This is the gift type is reflects your intention at the time that you draw up your Will and should not decrease in value over time, as it automatically adjusts to changes in the value of your estate.

Percentage gift

A percentage bequest is a nominated percentage of your estate. This too will adjust its value over time as the value of your estate changes.

Specified items of value

Anything of value, such as property, shares, jewellery or works of art, may be specifically named in your Will and given directly to Beyond Blue.

Specified amount of money

This type of gift is sometimes called a pecuniary legacy. A pecuniary legacy allows you to nominate a specific amount of money to be left to Beyond Blue.

Wording for a gift in your Will

Once you have decided on the type of gift you wish to leave, your solicitor or other professional will need these details for the wording of your Will. You can copy and paste the wording below.

“I give free of all duties or taxes…

[Please insert here the appropriate statement selected from the six options below:]

  1. the whole of my estate
  2. [insert number] percent of my estate
  3. the residue of my estate
  4. [insert number] percent of the residue of my estate
  5. the sum of $ [insert value of your gift]
  6. (Details of specific asset – such as shares or property)

...to BEYOND BLUE LIMITED ABN 87 093 865 840 for its general purposes. The receipt of an authorised officer for the time being of BEYOND BLUE LIMITED shall constitute a full and sufficient discharge of my executor's duties.”

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If you have any other questions or would like to speak to someone at Beyond Blue, please get in touch with us.

Phone: 03 9818 9290
Email: giftsinwill@beyondblue.org.au

Alternatively, write to us at the address below:

Major Donor and Gifts in Will Manager
Beyond Blue
PO Box 6100
Hawthorn VIC 3122

 

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